Amphenol Corporation $APH Shares Acquired by HighTower Advisors LLC

HighTower Advisors LLC grew its position in Amphenol Corporation (NYSE:APH) by 6.8% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 273,532 shares of the electronics maker’s stock after acquiring an additional 17,387 shares during the quarter. HighTower Advisors LLC’s holdings in Amphenol were worth $36,965,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of the company. Riggs Asset Managment Co. Inc. lifted its holdings in shares of Amphenol by 200.0% during the second quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock worth $25,000 after purchasing an additional 168 shares during the period. Tucker Asset Management LLC purchased a new position in Amphenol in the fourth quarter worth $26,000. Board of the Pension Protection Fund purchased a new position in Amphenol in the fourth quarter worth $27,000. Towne Trust Company N.A purchased a new position in Amphenol in the fourth quarter worth $34,000. Finally, Laurel Wealth Advisors LLC purchased a new position in Amphenol in the fourth quarter worth $34,000. 97.01% of the stock is owned by institutional investors and hedge funds.

Amphenol Trading Up 1.5%

Shares of APH stock opened at $124.94 on Friday. Amphenol Corporation has a fifty-two week low of $83.44 and a fifty-two week high of $167.04. The stock has a market cap of $153.70 billion, a P/E ratio of 35.90, a P/E/G ratio of 1.08 and a beta of 1.29. The business has a fifty day simple moving average of $134.53 and a 200-day simple moving average of $138.67. The company has a quick ratio of 1.26, a current ratio of 1.71 and a debt-to-equity ratio of 1.18.

Amphenol (NYSE:APH) last announced its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, beating analysts’ consensus estimates 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 during the quarter, compared to analysts’ expectations of $7.08 billion. During the same quarter last year, the business posted $0.63 earnings per share. The business’s revenue for the quarter 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, analysts forecast that Amphenol Corporation will post 4.76 earnings per share for the current fiscal 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 paid a dividend of $0.25 per share. The ex-dividend date of this dividend is Tuesday, June 23rd. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.8%. Amphenol’s dividend payout ratio (DPR) is presently 28.74%.

Analyst Upgrades and Downgrades

Several research analysts have issued reports on the company. Robert W. Baird set a $177.00 price objective on Amphenol in a research report on Thursday, April 30th. BNP Paribas Exane increased their price objective on Amphenol from $185.00 to $195.00 in a research report on Friday, May 1st. The Goldman Sachs Group increased their price objective on Amphenol from $184.00 to $201.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Evercore raised their price target on Amphenol from $165.00 to $180.00 and gave the company an “outperform” rating in a research report on Thursday, April 30th. Finally, Barclays restated an “overweight” rating and issued a $180.00 price target (up from $175.00) on shares of Amphenol in a research report on Monday, May 4th. Thirteen equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, Amphenol currently has an average rating of “Moderate Buy” and a consensus price target of $176.53.

Insider Activity at Amphenol

In related news, CEO Richard Adam Norwitt sold 17,500 shares of the stock in a transaction 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 sale, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at $276,038,277.47. This trade represents a 0.90% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Insiders sold a total of 130,775 shares of company stock worth $18,709,350 over the last quarter. 1.42% of the stock is owned by company insiders.

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.