Indivisible Partners Acquires Shares of 70,108 Amphenol Corporation $APH

Indivisible Partners acquired a new stake in Amphenol Corporation (NYSE:APH) in the fourth quarter, Holdings Channel reports. The institutional investor acquired 70,108 shares of the electronics maker’s stock, valued at approximately $9,474,000. Amphenol makes up approximately 1.0% of Indivisible Partners’ investment portfolio, making the stock its 16th largest position.

A number of other institutional investors and hedge funds have also modified their holdings of APH. Brighton Jones LLC increased its stake in shares of Amphenol by 114.0% during the fourth quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock worth $1,224,000 after purchasing an additional 9,390 shares in the last quarter. Revolve Wealth Partners LLC increased its stake in shares of Amphenol by 87.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock worth $701,000 after purchasing an additional 4,721 shares in the last quarter. Bison Wealth LLC increased its stake in shares of Amphenol by 8.3% during the fourth quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock worth $559,000 after purchasing an additional 618 shares in the last quarter. NewEdge Advisors LLC increased its stake in shares of Amphenol by 55.4% during the second quarter. NewEdge Advisors LLC now owns 62,946 shares of the electronics maker’s stock worth $6,216,000 after purchasing an additional 22,434 shares in the last quarter. Finally, Main Street Financial Solutions LLC increased its stake in shares of Amphenol by 15.5% during the second quarter. Main Street Financial Solutions LLC now owns 4,745 shares of the electronics maker’s stock worth $469,000 after purchasing an additional 638 shares in the last quarter. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Amphenol News Roundup

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Analysts are raising forecasts and price targets, signaling upside from higher earnings expectations — BNP Paribas Exane raised its APH target to $195 and several outlets note a consensus upside (~27.7%) driven by earnings-revision momentum. BNP Paribas price target raise
• Positive Sentiment: Street research highlights rising earnings estimates for APH, which typically supports higher valuations and buy-side interest. Zacks and other outlets flag “surging earnings estimates” as a near-term upside driver. Zacks on estimates
• Positive Sentiment: Momentum in Amphenol shares contributed to index/ETF positioning (Russell 1000 tech focus), which can amplify flows into the stock when analysts upgrade or estimates tick up. Kalkine on momentum
• Neutral Sentiment: Amphenol priced €1.1B of Euro-denominated senior notes (€600M due 2029 at 3.375%, €500M due 2034 at 3.875%). Low fixed rates help refinance/finance growth affordably, but add gross debt that investors may weigh against leverage metrics. Business Wire: senior notes
• Negative Sentiment: Insider selling: CEO Richard A. Norwitt disclosed multiple sales (May 1, 4, 5) totaling ~130,000+ shares across the period at ~$142–$144 — sizable dollar amounts were liquidated. While insider sales can be routine (liquidity/tax reasons), clustered CEO sales often weigh on sentiment and likely contributed to downward pressure today. SEC filing: CEO sales

Amphenol Stock Performance

NYSE:APH opened at $136.70 on Wednesday. The company has a debt-to-equity ratio of 1.18, a current ratio of 1.71 and a quick ratio of 1.26. The firm has a market capitalization of $168.06 billion, a price-to-earnings ratio of 39.28, a PEG ratio of 1.27 and a beta of 1.29. The company’s 50-day moving average is $137.80 and its two-hundred day moving average is $139.20. Amphenol Corporation has a 1-year low of $79.10 and a 1-year high of $167.04.

Amphenol (NYSE:APH) last posted its earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, beating the consensus estimate of $0.95 by $0.11. The company had revenue of $7.62 billion for the quarter, compared to analyst estimates of $7.08 billion. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. Amphenol’s revenue was up 58.4% on a year-over-year basis. During the same period in the previous year, the business posted $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Analysts forecast that Amphenol Corporation will post 4.62 EPS for the current year.

Amphenol Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, April 14th. Shareholders of record on Monday, March 23rd were issued a $0.25 dividend. This represents a $1.00 annualized dividend and a yield of 0.7%. The ex-dividend date was Monday, March 23rd. Amphenol’s payout ratio is presently 28.74%.

Insider Activity at Amphenol

In other news, CEO Richard Adam Norwitt sold 515,281 shares of the company’s stock in a transaction that occurred 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 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 position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. In the last quarter, insiders have sold 646,056 shares of company stock valued at $94,594,783. Corporate insiders own 1.42% of the company’s stock.

Analyst Ratings Changes

APH has been the subject of a number of research reports. Truist Financial boosted their target price on shares of Amphenol from $182.00 to $200.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Zacks Research cut shares of Amphenol from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Wall Street Zen raised shares of Amphenol from a “hold” rating to a “buy” rating in a research note on Saturday, April 11th. Seaport Research Partners reaffirmed a “buy” rating and set a $215.00 price objective on shares of Amphenol in a research note on Thursday, April 30th. Finally, Robert W. Baird set a $177.00 price objective on shares of Amphenol in a research note on Thursday, April 30th. Thirteen analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $176.53.

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.