Flossbach Von Storch SE Cuts Stake in Amphenol Corporation $APH

Flossbach Von Storch SE trimmed its position in Amphenol Corporation (NYSE:APH) by 11.4% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 8,807,348 shares of the electronics maker’s stock after selling 1,131,034 shares during the quarter. Amphenol comprises approximately 4.3% of Flossbach Von Storch SE’s portfolio, making the stock its 6th largest holding. Flossbach Von Storch SE’s holdings in Amphenol were worth $1,089,909,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also added to or reduced their stakes in APH. Financial Management Professionals Inc. grew its position in Amphenol by 82.6% in the 3rd quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock valued at $25,000 after purchasing an additional 90 shares during the period. Riggs Asset Managment Co. Inc. boosted its stake in Amphenol by 200.0% during the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock valued at $25,000 after purchasing an additional 168 shares during the last quarter. Howard Hughes Medical Institute bought a new stake in Amphenol during the 2nd quarter worth approximately $26,000. Alpine Bank Wealth Management purchased a new stake in Amphenol in the 3rd quarter valued at $30,000. Finally, Evolution Wealth Management Inc. bought a new stake in shares of Amphenol in the 2nd quarter worth $31,000. Institutional investors own 97.01% of the company’s stock.

Insider Activity

In other Amphenol news, insider William J. Doherty sold 80,000 shares of the business’s stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $142.00, for a total transaction of $11,360,000.00. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, VP David M. Silverman sold 120,000 shares of the stock in a transaction on Monday, November 3rd. The stock was sold at an average price of $141.17, for a total value of $16,940,400.00. Following the sale, the vice president owned 12,500 shares in the company, valued at approximately $1,764,625. This represents a 90.57% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 498,076 shares of company stock valued at $70,996,906 over the last quarter. Company insiders own 1.67% of the company’s stock.

Amphenol News Roundup

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Q4 beat: Amphenol delivered $0.97 EPS (beat) and $6.44B revenue (beat), with revenue up ~49% year-over-year — shows strong IT/datacom and acquisition-driven growth. Amphenol (APH) Q4 Earnings and Revenues Top Estimates
• Positive Sentiment: Encouraging guidance: management set Q1 EPS and revenue guidance above consensus, signaling continued demand visibility into early 2026. A Look Ahead: Amphenol’s Earnings Forecast
• Neutral Sentiment: Technical/short-term flows: intraday power-inflow/technical signals briefly pushed the stock up ~7% earlier, reflecting volatile trading around the print. Amphenol Shares Rise ~7% After Key Trading Signal
• Neutral Sentiment: Analyst support: some firms (and upgrades) have lifted price targets after the strong results, contributing to longer-term bullish views even as near-term volatility rises. Amphenol (NYSE:APH) Hits New 1-Year High Following Analyst Upgrade
• Negative Sentiment: Post-earnings sell-off: despite the beat and guidance, the stock plunged on the print — investors cited a mix of profit-taking and concern that strong numbers had already been priced in. Amphenol crashes despite strong Q4 results, guidance
• Negative Sentiment: Organic-growth fears: commentary highlighted potential slowing in data-center/datacom organic growth once large acquisition tailwinds normalize, a key driver of today’s negative reaction. Amphenol dives on organic growth fears; fellow data center supplier Celestica on tap
• Negative Sentiment: Long-term concern view: some analysts/commentators see the post-Q4 drop as a buying opportunity but warn about valuation (high P/E) and sustainability of AI/data-center-driven growth. Amphenol’s Q4 Plunge Creates A Reasonable Entry Point, But I Have Long-Term Concerns

Amphenol Stock Performance

Shares of APH opened at $145.95 on Thursday. Amphenol Corporation has a 1 year low of $56.45 and a 1 year high of $167.04. The company has a debt-to-equity ratio of 0.57, a current ratio of 2.07 and a quick ratio of 1.52. The stock’s fifty day moving average price is $140.79 and its two-hundred day moving average price is $126.84. The firm has a market cap of $178.65 billion, a PE ratio of 48.65, a PEG ratio of 1.00 and a beta of 1.21.

Amphenol (NYSE:APH) last announced its quarterly earnings data on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share for the quarter, topping the consensus estimate of $0.93 by $0.04. Amphenol had a return on equity of 33.46% and a net margin of 18.22%.The company had revenue of $6.44 billion during the quarter, compared to analyst estimates of $6.19 billion. During the same quarter last year, the firm posted $0.55 EPS. The firm’s revenue for the quarter was up 49.1% on a year-over-year basis. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. On average, equities research analysts forecast that Amphenol Corporation will post 2.36 EPS for the current year.

Analysts Set New Price Targets

Several research analysts recently weighed in on APH shares. Evercore ISI restated an “outperform” rating and set a $165.00 price target on shares of Amphenol in a report on Tuesday, January 20th. JPMorgan Chase & Co. lifted their target price on shares of Amphenol from $160.00 to $185.00 and gave the stock an “overweight” rating in a research report on Tuesday. UBS Group reaffirmed a “buy” rating and issued a $174.00 target price (up from $152.00) on shares of Amphenol in a report on Wednesday, January 14th. Citigroup reaffirmed a “buy” rating and set a $175.00 price target (up from $160.00) on shares of Amphenol in a research report on Monday, January 12th. Finally, Wall Street Zen cut Amphenol from a “strong-buy” rating to a “buy” rating in a research report on Sunday, November 2nd. Eleven equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $149.54.

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.