Clough Capital Partners L P Decreases Stock Holdings in Amphenol Corporation $APH

Clough Capital Partners L P lowered its stake in Amphenol Corporation (NYSE:APH) by 71.9% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 38,605 shares of the electronics maker’s stock after selling 98,784 shares during the quarter. Clough Capital Partners L P’s holdings in Amphenol were worth $4,878,000 at the end of the most recent quarter.

Other large investors have also added to or reduced their stakes in the company. SummitTX Capital L.P. bought a new stake in shares of Amphenol in the first quarter worth $5,182,000. Gateway Wealth Partners LLC bought a new position in Amphenol in the first quarter valued at about $454,000. OMERS ADMINISTRATION Corp boosted its position in Amphenol by 20.6% in the first quarter. OMERS ADMINISTRATION Corp now owns 97,453 shares of the electronics maker’s stock worth $12,313,000 after purchasing an additional 16,659 shares during the last quarter. Van Diest Capital LLC bought a new stake in shares of Amphenol during the 1st quarter valued at about $219,000. Finally, Waverly Advisors LLC grew its stake in shares of Amphenol by 15.2% during the 1st quarter. Waverly Advisors LLC now owns 31,493 shares of the electronics maker’s stock valued at $3,979,000 after purchasing an additional 4,153 shares during the period. Institutional investors own 97.01% of the company’s stock.

Insiders Place Their Bets

In other news, CEO Richard Adam Norwitt sold 17,500 shares of the business’s stock in a transaction dated Tuesday, May 5th. The shares were 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 position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Insiders have sold a total of 130,775 shares of company stock valued at $18,709,350 in the last quarter. Insiders own 1.42% of the company’s stock.

Amphenol Price Performance

NYSE:APH opened at $152.59 on Monday. The stock has a market cap of $187.72 billion, a PE ratio of 43.85, a P/E/G ratio of 1.31 and a beta of 1.24. 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 business’s 50-day simple moving average is $152.74 and its two-hundred day simple moving average is $144.69. Amphenol Corporation has a 52 week low of $102.76 and a 52 week high of $178.52.

Amphenol (NYSE:APH) last released its earnings results 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 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 earnings per share. The firm’s revenue was up 58.4% on a year-over-year basis. 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 fiscal year.

Amphenol Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 23rd were given a dividend of $0.25 per share. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date was Tuesday, June 23rd. Amphenol’s dividend payout ratio is currently 28.74%.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on the stock. Evercore reiterated an “outperform” rating on shares of Amphenol in a research note on Wednesday, May 27th. Seaport Research Partners restated a “buy” rating and set a $215.00 target price on shares of Amphenol in a research report on Thursday, April 30th. UBS Group reaffirmed a “buy” rating and set a $185.00 target price (up from $178.00) on shares of Amphenol in a report on Thursday, July 9th. Citigroup reiterated a “buy” rating and issued a $195.00 price target (up from $180.00) on shares of Amphenol in a research report on Monday, July 13th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a research note on Friday, July 17th. One analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat.com, Amphenol presently has a consensus rating of “Buy” and a consensus target price of $186.00.

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.