Howe & Rusling Inc. Cuts Position in Amphenol Corporation $APH

Howe & Rusling Inc. lessened its holdings in Amphenol Corporation (NYSE:APH) by 4.4% in the 4th quarter, Holdings Channel.com reports. The firm owned 70,181 shares of the electronics maker’s stock after selling 3,239 shares during the quarter. Howe & Rusling Inc.’s holdings in Amphenol were worth $9,484,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of APH. Brighton Jones LLC increased its stake in shares of Amphenol by 114.0% in the 4th 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 increased its stake in shares of Amphenol by 87.9% in the 4th 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 increased its stake in shares of Amphenol by 8.3% in the 4th 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 increased its stake in shares of Amphenol by 55.4% in the 2nd 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 increased its stake in shares of Amphenol by 15.5% in the 2nd 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. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Amphenol Price Performance

NYSE:APH opened at $158.86 on Wednesday. Amphenol Corporation has a 12 month low of $92.22 and a 12 month high of $167.04. The stock has a 50 day moving average of $140.93 and a two-hundred day moving average of $139.87. 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 has a market cap of $195.43 billion, a P/E ratio of 45.65, a price-to-earnings-growth ratio of 1.39 and a beta of 1.27.

Amphenol (NYSE:APH) last posted its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, topping the consensus estimate of $0.95 by $0.11. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The company had revenue of $7.62 billion during the quarter, compared to analyst estimates of $7.08 billion. During the same period in the previous year, the business earned $0.63 EPS. Amphenol’s quarterly 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, analysts expect that Amphenol Corporation will post 4.76 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

The business 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 dividend on an annualized basis and a dividend yield of 0.6%. Amphenol’s dividend payout ratio is 28.74%.

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on APH shares. Piper Sandler set a $165.00 price target on Amphenol in a research note on Tuesday, March 17th. BNP Paribas Exane boosted their price objective on Amphenol from $195.00 to $200.00 and gave the stock an “outperform” rating in a research note on Thursday, May 28th. Barclays reiterated an “overweight” rating and set a $198.00 price objective on shares of Amphenol in a research note on Monday, June 8th. Rothschild & Co Redburn boosted their price objective on Amphenol from $160.00 to $172.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Finally, Robert W. Baird set a $177.00 price objective on Amphenol in a research note on Thursday, April 30th. Fourteen equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $178.07.

Insider Activity

In other news, CEO Richard Adam Norwitt sold 17,500 shares of the company’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 value of $2,506,175.00. Following the completion of 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 at this link. Insiders sold 130,775 shares of company stock valued at $18,709,350 in the last ninety days. 1.42% of the stock is owned by corporate insiders.

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.