Howe & Rusling Inc. Cuts Holdings in Amphenol Corporation $APH

Howe & Rusling Inc. lowered its stake in shares of Amphenol Corporation (NYSE:APH) by 38.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 73,420 shares of the electronics maker’s stock after selling 46,018 shares during the period. Howe & Rusling Inc.’s holdings in Amphenol were worth $9,086,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Brighton Jones LLC boosted its position in Amphenol by 114.0% during the fourth quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock valued at $1,224,000 after purchasing an additional 9,390 shares in the last quarter. Revolve Wealth Partners LLC boosted its holdings in shares of Amphenol by 87.9% in the 4th quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock valued at $701,000 after buying an additional 4,721 shares in the last quarter. Bison Wealth LLC grew its position in shares of Amphenol by 8.3% in the 4th quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock worth $559,000 after buying an additional 618 shares during the last quarter. Wealthcare Advisory Partners LLC bought a new position in shares of Amphenol during the 2nd quarter worth approximately $289,000. Finally, Grimes & Company Inc. purchased a new stake in Amphenol during the second quarter valued at approximately $228,000. 97.01% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Amphenol news, CFO Craig A. Lampo sold 40,076 shares of the stock in a transaction dated Tuesday, November 11th. The stock was sold at an average price of $143.50, for a total transaction of $5,750,906.00. Following the sale, the chief financial officer directly owned 39,884 shares of the company’s stock, valued at approximately $5,723,354. This trade represents a 50.12% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider William J. Doherty sold 80,000 shares of the business’s stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $142.00, for a total value of $11,360,000.00. The SEC filing for this sale provides additional information. Insiders sold 378,076 shares of company stock worth $54,056,506 in the last quarter. Company insiders own 1.67% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have issued reports on the stock. Robert W. Baird set a $139.00 price target on shares of Amphenol and gave the stock an “outperform” rating in a report on Friday, October 10th. US Capital Advisors set a $165.00 target price on Amphenol in a research note on Friday, January 9th. Wall Street Zen cut Amphenol from a “strong-buy” rating to a “buy” rating in a research note on Sunday, November 2nd. Evercore ISI reissued an “outperform” rating and issued a $165.00 price target on shares of Amphenol in a report on Tuesday, January 20th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Amphenol in a report on Wednesday, January 21st. Eleven analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $151.38.

Amphenol Stock Down 11.8%

Shares of APH stock opened at $129.77 on Thursday. Amphenol Corporation has a fifty-two week low of $56.45 and a fifty-two week high of $167.04. The firm has a market capitalization of $158.85 billion, a PE ratio of 38.85, a P/E/G ratio of 1.55 and a beta of 1.20. The company has a debt-to-equity ratio of 1.08, a quick ratio of 2.48 and a current ratio of 2.98. The stock’s 50-day simple moving average is $141.57 and its 200-day simple moving average is $128.31.

Amphenol (NYSE:APH) last released its earnings results on Wednesday, January 28th. The electronics maker reported $0.97 EPS for the quarter, topping analysts’ consensus estimates of $0.93 by $0.04. Amphenol had a return on equity of 35.57% and a net margin of 18.49%.The firm had revenue of $6.44 billion during the quarter, compared to the consensus estimate of $6.19 billion. During the same quarter in the previous year, the company posted $0.55 earnings per share. The company’s revenue was up 49.1% compared to the same quarter last year. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. Equities analysts expect that Amphenol Corporation will post 2.36 earnings per share for the current year.

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.