McKinley Carter Wealth Services Inc. Has $6.18 Million Stake in Amphenol Corporation $APH

McKinley Carter Wealth Services Inc. boosted its holdings in Amphenol Corporation (NYSE:APH) by 13.4% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 45,752 shares of the electronics maker’s stock after buying an additional 5,402 shares during the period. McKinley Carter Wealth Services Inc.’s holdings in Amphenol were worth $6,183,000 as of its most recent SEC filing.

Several other large investors have also bought and sold shares of the business. Capital International Investors increased its stake in Amphenol by 446.9% in the third quarter. Capital International Investors now owns 18,006,524 shares of the electronics maker’s stock valued at $2,228,288,000 after purchasing an additional 14,714,177 shares in the last quarter. Capital Research Global Investors increased its stake in Amphenol by 106.9% in the third quarter. Capital Research Global Investors now owns 15,523,085 shares of the electronics maker’s stock valued at $1,920,982,000 after purchasing an additional 8,021,284 shares in the last quarter. Jennison Associates LLC increased its stake in Amphenol by 340.8% in the fourth quarter. Jennison Associates LLC now owns 10,257,379 shares of the electronics maker’s stock valued at $1,386,182,000 after purchasing an additional 7,930,532 shares in the last quarter. Arrowstreet Capital Limited Partnership increased its stake in Amphenol by 693.9% in the third quarter. Arrowstreet Capital Limited Partnership now owns 7,279,457 shares of the electronics maker’s stock valued at $900,833,000 after purchasing an additional 6,362,533 shares in the last quarter. Finally, Lone Pine Capital LLC bought a new stake in Amphenol in the third quarter valued at approximately $374,125,000. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

APH has been the subject of several research reports. JPMorgan Chase & Co. increased their price objective 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. Seaport Research Partners reissued a “buy” rating and set a $215.00 price objective on shares of Amphenol in a research report on Thursday, April 30th. Barclays reissued an “overweight” rating and set a $180.00 price objective (up from $175.00) on shares of Amphenol in a research report on Monday, May 4th. Piper Sandler set a $165.00 price objective on shares of Amphenol in a research report on Tuesday, March 17th. Finally, BNP Paribas Exane increased their price objective on shares of Amphenol from $185.00 to $195.00 in a research report on Friday, May 1st. Thirteen analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $176.53.

Insider Transactions at Amphenol

In related news, CEO Richard Adam Norwitt sold 61,072 shares of the company’s stock in a transaction that occurred on Friday, May 1st. The shares were sold at an average price of $143.90, for a total transaction of $8,788,260.80. Following the completion of the transaction, the chief executive officer directly owned 1,927,507 shares in the company, valued at $277,368,257.30. This represents a 3.07% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. In the last ninety days, insiders have sold 130,775 shares of company stock worth $18,709,350. 1.42% of the stock is owned by corporate insiders.

Amphenol Stock Performance

NYSE APH opened at $121.70 on Tuesday. The firm has a 50-day moving average of $135.28 and a 200-day moving average of $139.03. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.26 and a current ratio of 1.71. The stock has a market cap of $149.71 billion, a PE ratio of 34.97, a P/E/G ratio of 1.09 and a beta of 1.29. Amphenol Corporation has a 52-week low of $83.44 and a 52-week high of $167.04.

Amphenol (NYSE:APH) last issued its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, topping 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 business had revenue of $7.62 billion during the quarter, compared to analysts’ expectations of $7.08 billion. During the same quarter in the previous year, the company earned $0.63 EPS. 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, sell-side analysts anticipate that Amphenol Corporation will post 4.76 EPS for the current year.

Amphenol Announces Dividend

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

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.