DV Trading LLC Boosts Stake in Amphenol Corporation $APH

DV Trading LLC increased its stake in Amphenol Corporation (NYSE:APH) by 2,146.7% during the first quarter, Holdings Channel.com reports. The firm owned 10,582 shares of the electronics maker’s stock after purchasing an additional 10,111 shares during the quarter. DV Trading LLC’s holdings in Amphenol were worth $1,337,000 as of its most recent filing with the SEC.

Several other hedge funds have also bought and sold shares of APH. Optiver Holding B.V. purchased a new stake in Amphenol in the first quarter worth about $64,000. First Nebraska Trust Co purchased a new position in shares of Amphenol during the 1st quarter valued at about $2,523,000. Maripau Wealth Management LLC bought a new position in shares of Amphenol during the 1st quarter valued at approximately $452,000. Allen Capital Group LLC increased its holdings in Amphenol by 1,118.7% in the 1st quarter. Allen Capital Group LLC now owns 39,681 shares of the electronics maker’s stock worth $5,014,000 after acquiring an additional 36,425 shares in the last quarter. Finally, Axiom Investment Management LLC bought a new stake in Amphenol during the 1st quarter worth approximately $225,000. Institutional investors own 97.01% of the company’s stock.

Amphenol Price Performance

APH stock opened at $160.72 on Friday. The company has a debt-to-equity ratio of 1.10, a quick ratio of 1.26 and a current ratio of 1.89. The company’s fifty day moving average price is $155.61 and its 200-day moving average price is $145.14. Amphenol Corporation has a one year low of $102.76 and a one year high of $178.52. The company has a market capitalization of $197.73 billion, a PE ratio of 40.28, a price-to-earnings-growth ratio of 1.35 and a beta of 1.24.

Amphenol (NYSE:APH) last posted its earnings results on Wednesday, July 29th. The electronics maker reported $1.35 earnings per share for the quarter, beating the consensus estimate of $1.19 by $0.16. The company had revenue of $8.76 billion during the quarter, compared to analysts’ expectations of $8.26 billion. Amphenol had a net margin of 17.73% and a return on equity of 39.87%. Amphenol’s quarterly revenue was up 55.0% on a year-over-year basis. During the same period last year, the company posted $0.81 earnings per share. Amphenol has set its Q3 2026 guidance at 1.400-1.420 EPS. On average, equities analysts anticipate that Amphenol Corporation will post 5.13 EPS for the current fiscal year.

Amphenol Announces Dividend

The company also recently disclosed 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. The ex-dividend date 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 (DPR) is presently 25.06%.

Insider Activity

In other news, CEO Richard Adam Norwitt sold 17,500 shares of Amphenol stock in a transaction dated 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 sale, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at approximately $276,038,277.47. The trade was a 0.90% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Company insiders own 1.42% of the company’s stock.

Key Amphenol News

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Record Q2 beat estimates: Amphenol reported earnings of $1.35 per share versus the $1.19 consensus and revenue of $8.76 billion versus expectations of $8.26 billion. Revenue grew 55% year over year, reflecting strong demand across connectivity markets. Amphenol Q2 Earnings Snapshot
• Positive Sentiment: AI demand is accelerating: Management highlighted robust orders and expanding demand for AI infrastructure, including high-speed connectivity products. Acquisitions are broadening Amphenol’s exposure to AI data centers and other key end markets, supporting higher 2026 expectations. Amphenol Builds AI Edge Through Strategic Acquisitions
• Positive Sentiment: Q3 outlook also topped expectations: Amphenol guided to approximately $1.40–$1.42 in third-quarter EPS, reinforcing expectations for continued momentum after the strong second quarter. Amphenol Surges After Q2 Results
• Positive Sentiment: Analysts raised targets: BNP Paribas Exane lifted its target to $215 from $200 with an “outperform” rating, while Truist raised its target to $215 and Citi increased its target to $210; all maintained bullish ratings. Analyst Price Target Changes
• Neutral Sentiment: Key consideration: The bullish outlook depends on sustained AI infrastructure spending, continued strong orders and successful integration of acquired businesses. At roughly 40 times earnings, expectations for execution remain elevated. Amphenol Q2 2026 Earnings Call Transcript

Analyst Upgrades and Downgrades

APH has been the subject of a number of recent analyst reports. Barclays reiterated an “overweight” rating and issued a $200.00 price target (up from $198.00) on shares of Amphenol in a research report on Monday, July 13th. Weiss Ratings restated a “buy (b)” rating on shares of Amphenol in a research note on Friday, July 17th. UBS Group reaffirmed a “buy” rating and issued a $197.00 target price (up from $185.00) on shares of Amphenol in a report on Thursday. Robert W. Baird raised their price target on Amphenol from $177.00 to $190.00 and gave the company an “outperform” rating in a report on Monday, July 13th. Finally, Rothschild & Co Redburn boosted their price objective on Amphenol from $160.00 to $172.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. One analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus price target of $191.67.

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.