Amphenol (NYSE:APH) Price Target Raised to $200.00 at Truist Financial

Amphenol (NYSE:APH) had its target price hoisted by Truist Financial from $182.00 to $200.00 in a research note issued to investors on Thursday, MarketBeat.com reports. Truist Financial currently has a buy rating on the electronics maker’s stock.

Other equities research analysts also recently issued reports about the stock. UBS Group set a $170.00 target price on shares of Amphenol and gave the company a “buy” rating in a report on Tuesday, April 14th. Evercore restated an “outperform” rating on shares of Amphenol in a report on Tuesday, March 17th. JPMorgan Chase & Co. boosted their target price on shares of Amphenol from $185.00 to $190.00 and gave the company an “overweight” rating in a report on Thursday, April 16th. Barclays reissued an “overweight” rating and issued a $175.00 price objective (up from $156.00) on shares of Amphenol in a research report on Thursday, January 29th. Finally, Jefferies Financial Group began coverage on shares of Amphenol in a research note on Tuesday, March 31st. They issued a “buy” rating and a $145.00 target price on the stock. Twelve equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Amphenol presently has a consensus rating of “Moderate Buy” and an average target price of $169.08.

Amphenol Stock Performance

NYSE:APH opened at $147.46 on Thursday. The company has a debt-to-equity ratio of 1.18, a current ratio of 1.71 and a quick ratio of 2.48. The firm has a market cap of $181.29 billion, a PE ratio of 42.37, a P/E/G ratio of 1.54 and a beta of 1.25. The firm has a 50 day simple moving average of $138.09 and a 200-day simple moving average of $138.90. Amphenol has a 1-year low of $78.12 and a 1-year high of $167.04.

Amphenol (NYSE:APH) last posted its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.95 by $0.11. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The business had revenue of $7.62 billion for the quarter, compared to analysts’ expectations of $7.08 billion. During the same quarter last year, the firm earned $0.63 earnings per share. The business’s revenue was up 58.4% on a year-over-year basis. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. On average, equities analysts expect that Amphenol will post 4.34 EPS for the current year.

Amphenol Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, April 14th. Stockholders of record on Monday, March 23rd were paid a $0.25 dividend. The ex-dividend date was Monday, March 23rd. This represents a $1.00 annualized dividend and a dividend yield of 0.7%. Amphenol’s dividend payout ratio is 29.94%.

Insider Buying and Selling at Amphenol

In other news, CEO Richard Adam Norwitt sold 515,281 shares of the company’s stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $147.27, for a total value of $75,885,432.87. Following the completion of the transaction, the chief executive officer directly owned 1,927,507 shares in the company, valued at approximately $283,863,955.89. This represents a 21.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Company insiders own 1.42% of the company’s stock.

Institutional Trading of Amphenol

Institutional investors have recently added to or reduced their stakes in the stock. Vermillion & White Wealth Management Group LLC raised its holdings in Amphenol by 163.8% in the fourth quarter. Vermillion & White Wealth Management Group LLC now owns 182 shares of the electronics maker’s stock valued at $25,000 after acquiring an additional 113 shares in the last quarter. Riggs Asset Managment Co. Inc. raised its holdings in Amphenol by 200.0% in the second quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock valued at $25,000 after acquiring an additional 168 shares in the last quarter. Tucker Asset Management LLC acquired a new stake in Amphenol in the fourth quarter valued at $26,000. Board of the Pension Protection Fund acquired a new stake in Amphenol in the fourth quarter valued at $27,000. Finally, HHM Wealth Advisors LLC acquired a new stake in Amphenol in the first quarter valued at $27,000. 97.01% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Amphenol

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Record Q1 results and upbeat guidance — Amphenol reported record Q1 sales and adjusted EPS above guidance ($1.06 vs. ~$0.95 est.), with orders and net income rising sharply; management raised Q2 revenue and EPS guidance citing strong demand from IT/datacom and AI data‑center buildouts. BusinessWire: Record Q1 Results
• Positive Sentiment: Market read as AI/data‑center tailwind — Coverage and call highlights emphasize sustained connectivity demand for AI infrastructure, which underpins the stronger Q2 revenue outlook. This is the main bullish catalyst driving momentum. Reuters: Forecasts on AI demand
• Positive Sentiment: Analysts lift targets and ratings — JPMorgan raised its PT to $200 (overweight) and Truist raised its PT to $200 (buy), signaling ~35% upside from current levels and reinforcing the post‑earnings optimism. Benzinga: Price Target Raises
• Positive Sentiment: Analyst commentary on AI positioning — Coverage (industry writeups) highlights Amphenol’s growing role in AI infrastructure connectivity, supporting secular growth expectations. InsiderMonkey: AI infrastructure analysis
• Neutral Sentiment: Earnings call/transcript details — Management discussed acquisition impacts (inventory step‑up amortization from Connectivity & Cable Solutions) and operational drivers; full transcript available for parsing by investors. Yahoo: Q1 Earnings Transcript
• Neutral Sentiment: Order book and revenue mix — Company reported large order backlog (~$9.4B cited in coverage) supporting near‑term revenue but investors should monitor integration and margin effects from recent acquisitions. QuiverQuant: Orders and analysis
• Negative Sentiment: Insider selling — Quiver/coverage flagged significant insider sales by several senior executives in recent months, which can weigh on sentiment even as one director made a small purchase. QuiverQuant: Insider trading
• Negative Sentiment: Unusual options and mixed top‑line reading — There was a large spike in put volume and Q1 revenue came in slightly under some estimates ($7.62B vs. ~$7.66B), which may have prompted short‑term hedging and profit‑taking after the rally. (See market summaries and options note.)

Amphenol Company Profile

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.