Main Street Research LLC Raises Stock Position in Amphenol Corporation $APH

Main Street Research LLC increased its position in shares of Amphenol Corporation (NYSE:APH) by 1.9% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 301,043 shares of the electronics maker’s stock after acquiring an additional 5,686 shares during the quarter. Amphenol comprises 2.2% of Main Street Research LLC’s holdings, making the stock its 22nd biggest position. Main Street Research LLC’s holdings in Amphenol were worth $38,037,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the company. Vermillion & White Wealth Management Group LLC increased its position in shares of Amphenol by 163.8% during the fourth quarter. Vermillion & White Wealth Management Group LLC now owns 182 shares of the electronics maker’s stock worth $25,000 after purchasing an additional 113 shares in the last quarter. Tucker Asset Management LLC purchased a new stake in shares of Amphenol during the 4th quarter valued at $26,000. Board of the Pension Protection Fund acquired a new stake in shares of Amphenol in the 4th quarter worth $27,000. Lloyd Advisory Services LLC. purchased a new position in Amphenol during the 4th quarter worth $29,000. Finally, HHM Wealth Advisors LLC purchased a new position in Amphenol during the 1st quarter worth $27,000. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Amphenol Stock Performance

APH opened at $162.16 on Friday. The company has a current ratio of 1.71, a quick ratio of 1.26 and a debt-to-equity ratio of 1.18. Amphenol Corporation has a 12-month low of $95.19 and a 12-month high of $178.52. The firm has a 50 day moving average of $147.78 and a two-hundred day moving average of $143.27. The firm has a market capitalization of $199.50 billion, a PE ratio of 46.60, a P/E/G ratio of 1.39 and a beta of 1.24.

Amphenol (NYSE:APH) last released its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share 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 firm had revenue of $7.62 billion for the quarter, compared to analyst estimates of $7.08 billion. During the same quarter in the prior year, the business earned $0.63 earnings per share. The business’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. On average, analysts anticipate that Amphenol Corporation will post 4.76 EPS for the current year.

Amphenol Announces Dividend

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

Wall Street Analyst Weigh In

A number of research firms have commented on APH. Bank of America increased their price target on Amphenol from $180.00 to $185.00 and gave the company a “buy” rating in a research note on Thursday. Evercore restated an “outperform” rating on shares of Amphenol in a research note on Wednesday, May 27th. Zacks Research downgraded shares of Amphenol from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. UBS Group reaffirmed a “buy” rating and issued a $185.00 price objective (up from $178.00) on shares of Amphenol in a research report on Thursday. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a research report on Monday, April 20th. Fourteen equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $180.87.

Insider Buying and Selling at Amphenol

In other Amphenol news, CEO Richard Adam Norwitt sold 61,072 shares of Amphenol stock in a transaction dated Friday, May 1st. The stock was sold at an average price of $143.90, for a total transaction of $8,788,260.80. Following the completion of the transaction, the chief executive officer owned 1,927,507 shares in the company, valued at approximately $277,368,257.30. This trade represents a 3.07% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. In the last ninety days, insiders sold 130,775 shares of company stock worth $18,709,350. Company insiders own 1.42% of the company’s stock.

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.