Amphenol Corporation $APH Shares Purchased by Convergence Investment Partners LLC

Convergence Investment Partners LLC increased its position in shares of Amphenol Corporation (NYSE:APH) by 30.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 25,113 shares of the electronics maker’s stock after purchasing an additional 5,813 shares during the period. Convergence Investment Partners LLC’s holdings in Amphenol were worth $3,394,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. DSG Capital Advisors LLC raised its holdings in Amphenol by 230.9% during the third quarter. DSG Capital Advisors LLC now owns 10,688 shares of the electronics maker’s stock worth $1,323,000 after purchasing an additional 7,458 shares in the last quarter. Generali Asset Management SPA SGR raised its holdings in Amphenol by 20.2% during the fourth quarter. Generali Asset Management SPA SGR now owns 87,072 shares of the electronics maker’s stock worth $11,767,000 after purchasing an additional 14,612 shares in the last quarter. Oppenheimer Asset Management Inc. raised its holdings in Amphenol by 10.7% during the third quarter. Oppenheimer Asset Management Inc. now owns 271,766 shares of the electronics maker’s stock worth $33,631,000 after purchasing an additional 26,175 shares in the last quarter. Regents Gate Capital LLP raised its holdings in Amphenol by 54.8% during the third quarter. Regents Gate Capital LLP now owns 96,908 shares of the electronics maker’s stock worth $11,992,000 after purchasing an additional 34,289 shares in the last quarter. Finally, Estate Counselors LLC purchased a new position in Amphenol during the third quarter worth about $3,831,000. Institutional investors and hedge funds own 97.01% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms recently issued reports on APH. Robert W. Baird set a $177.00 price target on shares of Amphenol in a report on Thursday, April 30th. Zacks Research cut shares of Amphenol from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Citigroup reissued a “buy” rating and set a $180.00 price target (up from $170.00) on shares of Amphenol in a report on Thursday, April 30th. Jefferies Financial Group upped their target price on shares of Amphenol from $165.00 to $190.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Finally, JPMorgan Chase & Co. upped their target price on shares of Amphenol from $190.00 to $200.00 and gave the stock an “overweight” rating in a research report on Thursday, April 30th. Thirteen equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, Amphenol presently has an average rating of “Moderate Buy” and a consensus price target of $176.53.

Insider Activity at Amphenol

In other news, CEO Richard Adam Norwitt sold 17,500 shares of the stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $143.21, for a total value of $2,506,175.00. Following the sale, the chief executive officer directly owned 1,927,507 shares in the company, valued at $276,038,277.47. This represents a 0.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Insiders have sold 130,775 shares of company stock valued at $18,709,350 in the last quarter. 1.42% of the stock is owned by corporate insiders.

Amphenol Trading Down 3.1%

Shares of APH opened at $125.14 on Friday. The company has a current ratio of 1.71, a quick ratio of 1.26 and a debt-to-equity ratio of 1.18. The firm’s 50-day moving average is $135.57 and its two-hundred day moving average is $139.12. Amphenol Corporation has a twelve month low of $83.44 and a twelve month high of $167.04. The firm has a market capitalization of $153.95 billion, a P/E ratio of 35.96, a PEG ratio of 1.13 and a beta of 1.29.

Amphenol (NYSE:APH) last released 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. The business 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%. The company’s quarterly revenue was up 58.4% on a year-over-year basis. During the same period in the prior year, the business earned $0.63 earnings per share. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. On average, research analysts predict that Amphenol Corporation will post 4.76 earnings per share for the current fiscal year.

Amphenol Announces Dividend

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

Amphenol 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.