Amphenol Corporation $APH Shares Bought by Sterling Capital Management LLC

Sterling Capital Management LLC lifted its position in shares of Amphenol Corporation (NYSE:APH) by 10.4% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 58,338 shares of the electronics maker’s stock after acquiring an additional 5,485 shares during the quarter. Sterling Capital Management LLC’s holdings in Amphenol were worth $7,371,000 at the end of the most recent quarter.

A number of other institutional investors also recently added to or reduced their stakes in the business. Generali Asset Management SPA SGR increased its holdings in Amphenol by 20.2% in the fourth quarter. Generali Asset Management SPA SGR now owns 87,072 shares of the electronics maker’s stock valued at $11,767,000 after buying an additional 14,612 shares in the last quarter. Regents Gate Capital LLP boosted its stake in shares of Amphenol by 54.8% during the 3rd quarter. Regents Gate Capital LLP now owns 96,908 shares of the electronics maker’s stock worth $11,992,000 after acquiring an additional 34,289 shares in the last quarter. Praxis Investment Management Inc. grew its holdings in shares of Amphenol by 86.3% in the 4th quarter. Praxis Investment Management Inc. now owns 26,986 shares of the electronics maker’s stock worth $3,647,000 after acquiring an additional 12,502 shares during the period. Principal Financial Group Inc. grew its holdings in shares of Amphenol by 2.6% in the 4th quarter. Principal Financial Group Inc. now owns 2,750,490 shares of the electronics maker’s stock worth $371,704,000 after acquiring an additional 70,938 shares during the period. Finally, CGN Advisors LLC purchased a new position in Amphenol in the 4th quarter valued at approximately $1,592,000. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have commented on APH. Wall Street Zen downgraded Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amphenol in a research note on Monday, April 20th. Seaport Research Partners reiterated a “buy” rating and issued a $215.00 price objective on shares of Amphenol in a research report on Thursday, April 30th. UBS Group restated 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, BNP Paribas Exane lifted their target price on shares of Amphenol from $195.00 to $200.00 and gave the stock an “outperform” rating in a research report on Thursday, May 28th. Fourteen investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $178.07.

Insider Buying and Selling

In other Amphenol news, CEO Richard Adam Norwitt sold 17,500 shares of the business’s stock in a transaction 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 transaction, 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 position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Over the last three months, insiders have sold 130,775 shares of company stock valued at $18,709,350. 1.42% of the stock is currently owned by insiders.

Amphenol Stock Performance

NYSE APH opened at $163.73 on Friday. The company has a quick ratio of 1.26, a current ratio of 1.71 and a debt-to-equity ratio of 1.18. The stock has a market cap of $201.43 billion, a price-to-earnings ratio of 47.05, a price-to-earnings-growth ratio of 1.43 and a beta of 1.27. Amphenol Corporation has a fifty-two week low of $95.19 and a fifty-two week high of $168.75. The business has a fifty day moving average of $144.88 and a 200-day moving average of $141.20.

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

Amphenol Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Investors 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 yield of 0.6%. Amphenol’s dividend payout ratio (DPR) is 28.74%.

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.