Mar Vista Investment Partners LLC Sells 109,986 Shares of Amphenol Corporation $APH

Mar Vista Investment Partners LLC lowered its stake in shares of Amphenol Corporation (NYSE:APH) by 27.0% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 296,724 shares of the electronics maker’s stock after selling 109,986 shares during the period. Amphenol comprises about 3.7% of Mar Vista Investment Partners LLC’s holdings, making the stock its 11th largest position. Mar Vista Investment Partners LLC’s holdings in Amphenol were worth $40,099,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. &PARTNERS raised its position in shares of Amphenol by 13.8% in the 4th quarter. &PARTNERS now owns 137,742 shares of the electronics maker’s stock worth $18,618,000 after acquiring an additional 16,723 shares in the last quarter. Silver Grove Financial Group Inc. bought a new stake in shares of Amphenol during the fourth quarter valued at approximately $217,000. Opal Capital LLC purchased a new stake in Amphenol in the fourth quarter worth $393,000. Rothschild Wealth LLC raised its holdings in Amphenol by 11.6% in the fourth quarter. Rothschild Wealth LLC now owns 1,901 shares of the electronics maker’s stock worth $257,000 after purchasing an additional 197 shares in the last quarter. Finally, Oddo BHF Asset Management Sas raised its holdings in Amphenol by 6.0% in the fourth quarter. Oddo BHF Asset Management Sas now owns 171,882 shares of the electronics maker’s stock worth $23,228,000 after purchasing an additional 9,696 shares in the last quarter. 97.01% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of analysts have recently commented on APH shares. Citigroup restated a “buy” rating and set a $180.00 target price (up from $170.00) on shares of Amphenol in a report on Thursday, April 30th. Rothschild & Co Redburn lifted their price target on shares of Amphenol from $160.00 to $172.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. JPMorgan Chase & Co. boosted their price objective on shares of Amphenol from $190.00 to $200.00 and gave the stock an “overweight” rating in a research note on Thursday, April 30th. BNP Paribas Exane upped their price objective on shares of Amphenol from $195.00 to $200.00 and gave the stock an “outperform” rating in a report on Thursday, May 28th. Finally, Piper Sandler set a $165.00 target price on shares of Amphenol in a report on Tuesday, March 17th. Fourteen analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $178.07.

Insider Activity at Amphenol

In related news, CEO Richard Adam Norwitt sold 17,500 shares of the firm’s stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $143.21, for a total transaction of $2,506,175.00. Following the completion of 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 sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Insiders have sold a total of 130,775 shares of company stock worth $18,709,350 in the last 90 days. Corporate insiders own 1.42% of the company’s stock.

Amphenol Price Performance

Shares of NYSE:APH opened at $158.86 on Wednesday. The business has a fifty day moving average price of $140.93 and a 200-day moving average price of $139.87. The company has a debt-to-equity ratio of 1.18, a current ratio of 1.71 and a quick ratio of 1.26. The company has a market capitalization of $195.43 billion, a PE ratio of 45.65, a PEG ratio of 1.39 and a beta of 1.27. Amphenol Corporation has a 1-year low of $92.22 and a 1-year high of $167.04.

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

Amphenol Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 23rd will be issued 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 0.6%. Amphenol’s dividend payout ratio is presently 28.74%.

Amphenol 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.