Clough Capital Partners L P Sells 41,300 Shares of Amphenol Corporation $APH

Clough Capital Partners L P reduced its stake in shares of Amphenol Corporation (NYSE:APH) by 25.0% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 123,700 shares of the electronics maker’s stock after selling 41,300 shares during the period. Clough Capital Partners L P’s holdings in Amphenol were worth $15,308,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Financial Management Professionals Inc. raised its stake in Amphenol by 82.6% during the 3rd quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock worth $25,000 after acquiring an additional 90 shares during the period. Alpine Bank Wealth Management bought a new position in shares of Amphenol in the third quarter worth approximately $30,000. Riggs Asset Managment Co. Inc. increased its stake in shares of Amphenol by 200.0% in the second quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock worth $25,000 after purchasing an additional 168 shares in the last quarter. Howard Hughes Medical Institute purchased a new stake in shares of Amphenol in the second quarter worth $26,000. Finally, Evolution Wealth Management Inc. bought a new stake in shares of Amphenol during the 2nd quarter valued at $31,000. 97.01% of the stock is owned by hedge funds and other institutional investors.

Amphenol Stock Performance

APH opened at $133.99 on Friday. The company has a debt-to-equity ratio of 1.08, a quick ratio of 2.48 and a current ratio of 2.98. The stock has a market capitalization of $164.70 billion, a price-to-earnings ratio of 40.12, a PEG ratio of 1.42 and a beta of 1.20. The company has a fifty day moving average of $144.23 and a 200 day moving average of $134.67. Amphenol Corporation has a fifty-two week low of $56.45 and a fifty-two week high of $167.04.

Amphenol (NYSE:APH) last announced its quarterly earnings results on Wednesday, January 28th. The electronics maker reported $0.97 EPS for the quarter, topping the consensus estimate of $0.93 by $0.04. The business had revenue of $6.44 billion for the quarter, compared to analysts’ expectations of $6.19 billion. Amphenol had a net margin of 18.49% and a return on equity of 35.57%. The business’s quarterly revenue was up 49.1% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.55 EPS. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. As a group, sell-side analysts forecast that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, April 14th. Investors of record on Monday, March 23rd will be paid a dividend of $0.25 per share. The ex-dividend date of this dividend is Monday, March 23rd. This represents a $1.00 dividend on an annualized basis and a yield of 0.7%. Amphenol’s dividend payout ratio is presently 29.94%.

Analyst Ratings Changes

Several brokerages recently weighed in on APH. US Capital Advisors set a $165.00 target price on shares of Amphenol in a report on Friday, January 9th. Evercore reissued an “outperform” rating and set a $165.00 price target on shares of Amphenol in a report on Tuesday, January 20th. Weiss Ratings restated a “buy (b)” rating on shares of Amphenol in a research report on Wednesday, January 21st. Citigroup upped their price objective on Amphenol from $175.00 to $180.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. Finally, Barclays reissued an “overweight” rating and set a $175.00 target price (up from $156.00) on shares of Amphenol in a research note on Thursday, January 29th. Eleven analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, Amphenol has an average rating of “Moderate Buy” and an average price target of $151.38.

Insider Buying and Selling

In other Amphenol news, CEO Richard Adam Norwitt sold 515,281 shares of the firm’s stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $147.27, for a total transaction of $75,885,432.87. Following the completion of the transaction, the chief executive officer owned 1,927,507 shares in the company, valued at $283,863,955.89. This trade represents a 21.09% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Insiders own 1.67% of the company’s stock.

About Amphenol

Amphenol Corporation (NYSE: APH) is a leading global manufacturer of electronic and fiber optic connectors, interconnect systems, and related components. The company designs, engineers and produces a broad range of products including electrical connectors, cable assemblies, fiber optic solutions, sensors, antennas and electromechanical devices used to transfer power, signal and data across complex systems. Its product portfolio spans ruggedized connectors for harsh environments to high-speed solutions for data centers and telecommunications networks.

Amphenol serves a diverse set of end markets, including automotive, broadband and telecom, data communications, mobile devices, industrial, energy, and military/aerospace.