Buckhead Capital Management LLC Has $4.25 Million Position in Amphenol Corporation $APH

Buckhead Capital Management LLC reduced its stake in Amphenol Corporation (NYSE:APH) by 27.7% in the 4th quarter, Holdings Channel reports. The firm owned 31,462 shares of the electronics maker’s stock after selling 12,068 shares during the period. Amphenol accounts for approximately 1.5% of Buckhead Capital Management LLC’s holdings, making the stock its 23rd biggest position. Buckhead Capital Management LLC’s holdings in Amphenol were worth $4,252,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Riggs Asset Managment Co. Inc. lifted its holdings in Amphenol by 200.0% in the 2nd 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 last quarter. Tucker Asset Management LLC acquired a new stake in Amphenol in the 4th quarter worth approximately $26,000. Board of the Pension Protection Fund acquired a new stake in Amphenol in the 4th quarter worth approximately $27,000. Lloyd Advisory Services LLC. acquired a new stake in Amphenol in the 4th quarter worth approximately $29,000. Finally, Towne Trust Company N.A acquired a new stake in Amphenol in the 4th quarter worth approximately $34,000. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

APH has been the subject of a number of research analyst reports. Citigroup reiterated 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. Seaport Research Partners reiterated a “buy” rating and set a $215.00 price target on shares of Amphenol in a report on Thursday, April 30th. Rothschild & Co Redburn upped their price target on Amphenol from $160.00 to $172.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. The Goldman Sachs Group upped their price target on Amphenol from $184.00 to $201.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Finally, BNP Paribas Exane upped their price target on Amphenol from $185.00 to $195.00 in a report on Friday, May 1st. Thirteen research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $176.53.

Amphenol Stock Up 6.0%

Shares of APH stock opened at $132.31 on Friday. The firm has a market cap of $162.77 billion, a PE ratio of 38.02, a price-to-earnings-growth ratio of 1.16 and a beta of 1.29. 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 Corporation has a 12 month low of $83.44 and a 12 month high of $167.04. The stock has a 50 day moving average of $134.48 and a 200-day moving average of $138.63.

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

Amphenol Dividend Announcement

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

Insider Activity

In other 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 sale, the chief executive officer directly owned 1,927,507 shares in the company, valued at approximately $276,038,277.47. The trade was a 0.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Insiders sold 130,775 shares of company stock worth $18,709,350 in the last quarter. Insiders own 1.42% of the company’s stock.

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.