Tranquility Partners LLC Has $947,000 Holdings in Amphenol Corporation $APH

Tranquility Partners LLC decreased its stake in Amphenol Corporation (NYSE:APH) by 42.7% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 7,496 shares of the electronics maker’s stock after selling 5,577 shares during the period. Tranquility Partners LLC’s holdings in Amphenol were worth $947,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in APH. J. Stern & Co. LLP increased its stake in shares of Amphenol by 9,435.8% in the 4th quarter. J. Stern & Co. LLP now owns 76,769,791 shares of the electronics maker’s stock valued at $10,374,670,000 after acquiring an additional 75,964,718 shares during the last quarter. Norges Bank bought a new position in Amphenol during the 4th quarter worth approximately $3,052,145,000. JPMorgan Chase & Co. grew its holdings in Amphenol by 102.7% during the fourth quarter. JPMorgan Chase & Co. now owns 34,325,148 shares of the electronics maker’s stock valued at $4,638,701,000 after purchasing an additional 17,387,536 shares during the period. Capital International Investors grew its holdings in Amphenol by 446.9% during the third quarter. Capital International Investors now owns 18,006,524 shares of the electronics maker’s stock valued at $2,228,288,000 after purchasing an additional 14,714,177 shares during the period. Finally, Capital Research Global Investors increased its stake in Amphenol by 106.9% in the third quarter. Capital Research Global Investors now owns 15,523,085 shares of the electronics maker’s stock valued at $1,920,982,000 after purchasing an additional 8,021,284 shares in the last quarter. Institutional investors own 97.01% of the company’s stock.

Insider Activity

In other news, CEO Richard Adam Norwitt sold 17,500 shares of the business’s stock in a transaction dated 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 sale, the chief executive officer directly 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 sale was disclosed in a document filed with the SEC, which is available at the SEC website. Over the last 90 days, insiders sold 130,775 shares of company stock valued at $18,709,350. Company insiders own 1.42% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have recently weighed in on APH shares. Zacks Research cut shares of Amphenol from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. BNP Paribas Exane upped their price objective 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. Evercore reaffirmed an “outperform” rating on shares of Amphenol in a research note on Wednesday, May 27th. UBS Group reiterated a “buy” rating and set a $178.00 target price (up from $170.00) on shares of Amphenol in a report on Thursday, April 30th. Finally, Piper Sandler set a $165.00 target price on Amphenol in a research note on Tuesday, March 17th. Fourteen research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $178.07.

Amphenol Stock Performance

Shares of APH opened at $159.49 on Wednesday. The firm has a market cap of $196.21 billion, a P/E ratio of 45.83, a PEG ratio of 1.45 and a beta of 1.27. Amphenol Corporation has a twelve month low of $94.88 and a twelve month high of $168.75. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.26 and a current ratio of 1.71. The firm’s 50 day moving average price is $143.87 and its two-hundred day moving average price is $140.69.

Amphenol (NYSE:APH) last issued its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share (EPS) for the quarter, topping the consensus estimate 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 during the quarter, compared to the consensus estimate of $7.08 billion. During the same quarter in the prior year, the firm earned $0.63 earnings per share. The firm’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. On average, analysts forecast that Amphenol Corporation will post 4.76 EPS for the current fiscal year.

Amphenol Dividend Announcement

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

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.