Aptus Capital Advisors LLC Increases Stock Position in Amphenol Corporation $APH

Aptus Capital Advisors LLC boosted its stake in Amphenol Corporation (NYSE:APH) by 756.3% during the fourth quarter, HoldingsChannel reports. The firm owned 154,166 shares of the electronics maker’s stock after buying an additional 136,163 shares during the period. Aptus Capital Advisors LLC’s holdings in Amphenol were worth $20,836,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of APH. Brighton Jones LLC raised its stake in Amphenol by 114.0% in the fourth quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock valued at $1,224,000 after purchasing an additional 9,390 shares in the last quarter. Revolve Wealth Partners LLC raised its stake in Amphenol by 87.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock valued at $701,000 after purchasing an additional 4,721 shares in the last quarter. Bison Wealth LLC raised its stake in Amphenol by 8.3% in the fourth quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock valued at $559,000 after purchasing an additional 618 shares in the last quarter. NewEdge Advisors LLC raised its stake in Amphenol by 55.4% in the second quarter. NewEdge Advisors LLC now owns 62,946 shares of the electronics maker’s stock valued at $6,216,000 after purchasing an additional 22,434 shares in the last quarter. Finally, Main Street Financial Solutions LLC raised its stake in Amphenol by 15.5% in the second quarter. Main Street Financial Solutions LLC now owns 4,745 shares of the electronics maker’s stock valued at $469,000 after purchasing an additional 638 shares in the last quarter. 97.01% of the stock is owned by hedge funds and other institutional investors.

Amphenol Stock Performance

NYSE:APH opened at $153.97 on Friday. The stock has a market cap of $189.42 billion, a P/E ratio of 44.24, a price-to-earnings-growth ratio of 1.35 and a beta of 1.27. The firm’s fifty day simple moving average is $139.70 and its 200 day simple moving average is $139.57. Amphenol Corporation has a twelve month low of $92.08 and a twelve month high of $167.04. 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 released its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share 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 analysts’ expectations of $7.08 billion. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The firm’s revenue for the quarter was up 58.4% compared to the same quarter last year. During the same quarter 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. As a group, research analysts predict that Amphenol Corporation will post 4.76 EPS for the current year.

Amphenol Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd will be issued a $0.25 dividend. The ex-dividend date is Tuesday, June 23rd. This represents a $1.00 annualized dividend and a yield of 0.6%. Amphenol’s payout ratio is 28.74%.

Analyst Upgrades and Downgrades

A number of brokerages have commented on APH. Barclays reiterated an “overweight” rating and set a $198.00 price target on shares of Amphenol in a research report on Monday, June 8th. Citigroup reiterated a “buy” rating and set a $180.00 price target (up from $170.00) on shares of Amphenol in a research report on Thursday, April 30th. Wall Street Zen cut shares of Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. Jefferies Financial Group increased their price target on shares of Amphenol from $165.00 to $190.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. Finally, BNP Paribas Exane increased their price target on shares of Amphenol from $195.00 to $200.00 and gave the company an “outperform” rating in a research report on Thursday, May 28th. Fourteen investment 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 currently has an average rating of “Moderate Buy” and an average target price of $178.07.

Insiders Place Their Bets

In related news, CEO Richard Adam Norwitt sold 17,500 shares of Amphenol stock in a transaction 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 owned 1,927,507 shares in the company, valued at $276,038,277.47. The trade was a 0.90% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Insiders have sold a total of 130,775 shares of company stock valued at $18,709,350 in the last quarter. Insiders own 1.42% of the company’s stock.

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.