Amphenol Corporation $APH Shares Acquired by Caxton Associates LLP

Caxton Associates LLP increased its position in shares of Amphenol Corporation (NYSE:APH) by 191.2% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 43,435 shares of the electronics maker’s stock after purchasing an additional 28,520 shares during the period. Caxton Associates LLP’s holdings in Amphenol were worth $5,488,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Vermillion & White Wealth Management Group LLC grew its stake in shares of Amphenol by 163.8% during the 4th 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 during the period. Tucker Asset Management LLC purchased a new stake in Amphenol during the fourth quarter worth about $26,000. Clal Insurance Enterprises Holdings Ltd boosted its holdings in Amphenol by 85.0% during the first quarter. Clal Insurance Enterprises Holdings Ltd now owns 198 shares of the electronics maker’s stock worth $25,000 after buying an additional 91 shares in the last quarter. Lloyd Advisory Services LLC. acquired a new position in Amphenol during the fourth quarter worth about $29,000. Finally, HHM Wealth Advisors LLC purchased a new position in Amphenol in the first quarter valued at about $27,000. Institutional investors and hedge funds own 97.01% of the company’s stock.

Amphenol Trading Down 0.1%

Shares of APH opened at $157.34 on Friday. Amphenol Corporation has a fifty-two week low of $102.18 and a fifty-two week high of $178.52. The company has a market capitalization of $193.56 billion, a PE ratio of 45.21, a price-to-earnings-growth ratio of 1.35 and a beta of 1.24. The stock has a fifty day moving average of $152.19 and a two-hundred day moving average of $144.60. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.26 and a current ratio of 1.71.

Amphenol (NYSE:APH) last announced its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, beating analysts’ consensus estimates of $0.95 by $0.11. The business had revenue of $7.62 billion during the quarter, compared to the consensus estimate of $7.08 billion. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The business’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. As a group, analysts forecast that Amphenol Corporation will post 4.87 EPS for the current year.

Amphenol Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 23rd were paid a dividend of $0.25 per share. The ex-dividend date of this dividend was 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 currently 28.74%.

Wall Street Analyst Weigh In

Several equities research analysts have recently commented on APH shares. Citigroup reissued a “buy” rating and set a $195.00 price target (up from $180.00) on shares of Amphenol in a research note on Monday, July 13th. TD Cowen reaffirmed a “hold” rating and issued a $175.00 price objective (up from $135.00) on shares of Amphenol in a research note on Monday, July 13th. Evercore reiterated an “outperform” rating on shares of Amphenol in a research report on Wednesday, May 27th. Zacks Research raised Amphenol from a “hold” rating to a “strong-buy” rating in a report on Friday, July 17th. Finally, UBS Group restated a “buy” rating and issued a $185.00 price target (up from $178.00) on shares of Amphenol in a research report on Thursday, July 9th. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Buy” and a consensus price target of $186.00.

Insider Buying and Selling at Amphenol

In other news, CEO Richard Adam Norwitt sold 61,072 shares of the stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $143.90, for a total transaction of $8,788,260.80. Following the transaction, the chief executive officer directly owned 1,927,507 shares in the company, valued at $277,368,257.30. This represents a 3.07% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. In the last 90 days, insiders have sold 130,775 shares of company stock worth $18,709,350. Corporate insiders own 1.42% of the company’s stock.

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.