Amphenol (NYSE:APH) Earns Buy Rating from Analysts at Jefferies Financial Group

Investment analysts at Jefferies Financial Group initiated coverage on shares of Amphenol (NYSE:APH) in a research report issued on Tuesday. The firm set a “buy” rating and a $145.00 price target on the electronics maker’s stock. Jefferies Financial Group’s price objective indicates a potential upside of 21.86% from the company’s previous close.

A number of other research firms have also recently weighed in on APH. US Capital Advisors set a $165.00 price target on Amphenol in a report on Friday, January 9th. JPMorgan Chase & Co. raised their target price on Amphenol from $160.00 to $185.00 and gave the company an “overweight” rating in a research report on Tuesday, January 27th. Truist Financial set a $182.00 target price on Amphenol in a research note on Tuesday, January 13th. The Goldman Sachs Group reissued a “buy” rating and issued a $183.00 price target on shares of Amphenol in a research note on Thursday, January 15th. Finally, Wall Street Zen lowered Amphenol from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. Twelve research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $151.87.

Amphenol Stock Performance

Shares of APH opened at $118.99 on Tuesday. The firm has a fifty day moving average of $140.42 and a 200-day moving average of $136.05. The company has a market cap of $146.26 billion, a price-to-earnings ratio of 35.62, a price-to-earnings-growth ratio of 1.31 and a beta of 1.20. The company has a debt-to-equity ratio of 1.08, a quick ratio of 2.48 and a current ratio of 2.98. Amphenol has a 1 year low of $56.45 and a 1 year high of $167.04.

Amphenol (NYSE:APH) last released its quarterly earnings data on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share for the quarter, topping analysts’ consensus estimates 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 company’s revenue for the quarter was up 49.1% compared to the same quarter last year. During the same quarter last year, the company earned $0.55 EPS. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. As a group, equities analysts anticipate that Amphenol will post 2.36 earnings per share for the current year.

Insider Buying and Selling at Amphenol

In related news, CEO Richard Adam Norwitt sold 515,281 shares of the firm’s stock in a transaction dated 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 of the company’s stock, valued at $283,863,955.89. This trade represents a 21.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 1.67% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Amphenol

A number of institutional investors and hedge funds have recently bought and sold shares of APH. J. Stern & Co. LLP raised its holdings in shares of Amphenol by 9,435.8% in the 4th quarter. J. Stern & Co. LLP now owns 76,769,791 shares of the electronics maker’s stock worth $10,374,670,000 after purchasing an additional 75,964,718 shares in the last quarter. Norges Bank bought a new position in shares of Amphenol in the fourth quarter valued at $3,052,145,000. JPMorgan Chase & Co. lifted its position in shares of Amphenol by 102.7% during the 4th quarter. JPMorgan Chase & Co. now owns 34,325,148 shares of the electronics maker’s stock valued at $4,638,701,000 after acquiring an additional 17,387,536 shares during the last quarter. Capital International Investors boosted its stake in shares of Amphenol by 446.9% during the 3rd quarter. Capital International Investors now owns 18,006,524 shares of the electronics maker’s stock worth $2,228,288,000 after acquiring an additional 14,714,177 shares in the last quarter. Finally, Capital Research Global Investors raised its position in shares of Amphenol by 106.9% during the third quarter. Capital Research Global Investors now owns 15,523,085 shares of the electronics maker’s stock worth $1,920,982,000 after purchasing an additional 8,021,284 shares during the period. 97.01% of the stock is owned by institutional investors and hedge funds.

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.