DSG Capital Advisors LLC Raises Stock Position in Amphenol Corporation $APH

DSG Capital Advisors LLC grew its holdings in Amphenol Corporation (NYSE:APH) by 52.6% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 17,902 shares of the electronics maker’s stock after purchasing an additional 6,172 shares during the quarter. DSG Capital Advisors LLC’s holdings in Amphenol were worth $2,262,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the business. Generali Asset Management SPA SGR raised its stake 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. Praxis Investment Management Inc. boosted its position in shares of Amphenol by 86.3% during 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 in the last quarter. Principal Financial Group Inc. boosted its position in shares of Amphenol by 2.6% during 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 in the last quarter. CGN Advisors LLC purchased a new position in shares of Amphenol in the 4th quarter valued at about $1,592,000. Finally, Global Retirement Partners LLC raised its position in shares of Amphenol by 110.5% during the 4th quarter. Global Retirement Partners LLC now owns 18,689 shares of the electronics maker’s stock worth $2,526,000 after acquiring an additional 9,812 shares in the last quarter. Institutional investors and hedge funds own 97.01% of the company’s stock.

Insider Buying and Selling at Amphenol

In related news, CEO Richard Adam Norwitt sold 17,500 shares of the firm’s stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $143.21, for a total transaction of $2,506,175.00. Following the transaction, 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 transaction was disclosed in a filing with the SEC, which is available through this link. Insiders have sold a total of 130,775 shares of company stock worth $18,709,350 in the last three months. 1.42% of the stock is currently owned by corporate insiders.

Amphenol Trading Down 4.5%

NYSE:APH opened at $164.40 on Friday. The company has a market capitalization of $202.25 billion, a PE ratio of 47.24, a P/E/G ratio of 1.51 and a beta of 1.24. Amphenol Corporation has a 52-week low of $95.19 and a 52-week high of $178.52. The stock’s 50 day moving average price is $146.39 and its 200 day moving average price is $142.15. 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 issued its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, beating analysts’ consensus estimates of $0.95 by $0.11. The company had revenue of $7.62 billion during the quarter, compared to analysts’ expectations of $7.08 billion. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The firm’s revenue for the quarter was up 58.4% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.63 earnings per share. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. On average, research analysts anticipate that Amphenol Corporation will post 4.76 EPS for the current year.

Amphenol Dividend Announcement

The firm also recently disclosed 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 is Tuesday, June 23rd. This represents a $1.00 dividend on an annualized basis and a yield of 0.6%. Amphenol’s payout ratio is currently 28.74%.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on APH shares. JPMorgan Chase & Co. boosted their target price on Amphenol from $190.00 to $200.00 and gave the stock an “overweight” rating in a research note on Thursday, April 30th. Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a report on Monday, April 20th. Rothschild & Co Redburn boosted their price objective on shares of Amphenol from $160.00 to $172.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Citigroup reaffirmed a “buy” rating and issued a $180.00 target price (up from $170.00) on shares of Amphenol in a research report on Thursday, April 30th. Finally, Robert W. Baird set a $177.00 price target on shares of Amphenol in a research note on Thursday, April 30th. Fourteen equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $178.07.

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.