Amphenol Corporation $APH Holdings Lowered by Madison Asset Management LLC

Madison Asset Management LLC reduced its position in Amphenol Corporation (NYSE:APH) by 45.1% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,340,841 shares of the electronics maker’s stock after selling 1,101,861 shares during the period. Amphenol comprises 2.1% of Madison Asset Management LLC’s investment portfolio, making the stock its 5th biggest position. Madison Asset Management LLC’s holdings in Amphenol were worth $181,201,000 at the end of the most recent reporting period.

A number of other hedge funds have also made changes to their positions in APH. Board of the Pension Protection Fund purchased a new stake in shares of Amphenol in the 4th quarter worth about $27,000. Towne Trust Company N.A acquired a new position in shares of Amphenol during the 4th quarter worth approximately $34,000. Laurel Wealth Advisors LLC acquired a new stake in Amphenol during the 4th quarter valued at $34,000. Riggs Asset Managment Co. Inc. lifted its position 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 valued at $25,000 after acquiring an additional 168 shares in the last quarter. Finally, KERR FINANCIAL PLANNING Corp acquired a new stake in shares of Amphenol during the third quarter valued at $40,000. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Insider Activity at Amphenol

In related news, CEO Richard Adam Norwitt sold 17,500 shares of the business’s stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $143.21, for a total transaction of $2,506,175.00. Following the transaction, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at approximately $276,038,277.47. The trade was a 0.90% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. In the last quarter, insiders sold 646,056 shares of company stock worth $94,594,783. Company insiders own 1.42% of the company’s stock.

Amphenol Stock Performance

Amphenol stock opened at $128.01 on Wednesday. The stock’s 50-day moving average is $135.94 and its 200-day moving average is $139.33. The company has a market cap of $157.48 billion, a price-to-earnings ratio of 36.78, a price-to-earnings-growth ratio of 1.07 and a beta of 1.29. Amphenol Corporation has a 12 month low of $83.44 and a 12 month high of $167.04. The company has a debt-to-equity ratio of 1.18, a current ratio of 1.71 and a quick ratio of 1.26.

Amphenol (NYSE:APH) last posted its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, beating the consensus estimate of $0.95 by $0.11. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The firm had revenue of $7.62 billion for the quarter, compared to analyst estimates of $7.08 billion. During the same quarter last year, the firm posted $0.63 earnings per share. Amphenol’s revenue for the quarter was up 58.4% compared to the same quarter last year. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Equities analysts anticipate that Amphenol Corporation will post 4.76 earnings per share for the current year.

Amphenol Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 23rd will be paid a dividend of $0.25 per share. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date is Tuesday, June 23rd. Amphenol’s payout ratio is currently 28.74%.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on APH shares. BNP Paribas Exane upped their target price on shares of Amphenol from $185.00 to $195.00 in a report on Friday, May 1st. Wall Street Zen lowered shares of Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amphenol in a research note on Monday, April 20th. Seaport Research Partners reaffirmed a “buy” rating and issued a $215.00 price objective on shares of Amphenol in a research report on Thursday, April 30th. Finally, Truist Financial lifted their price target on Amphenol from $182.00 to $200.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Thirteen equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Amphenol currently has a consensus rating of “Moderate Buy” and a consensus 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.