Cookson Peirce & Co. Inc. Sells 29,969 Shares of Amphenol Corporation $APH

Cookson Peirce & Co. Inc. lessened its holdings in Amphenol Corporation (NYSE:APH) by 3.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 976,281 shares of the electronics maker’s stock after selling 29,969 shares during the quarter. Amphenol makes up about 5.0% of Cookson Peirce & Co. Inc.’s investment portfolio, making the stock its 2nd largest holding. Cookson Peirce & Co. Inc.’s holdings in Amphenol were worth $120,815,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in APH. Grant Private Wealth Management Inc acquired a new stake in Amphenol in the third quarter worth $515,000. DSG Capital Advisors LLC grew its position in shares of Amphenol by 230.9% during the third quarter. DSG Capital Advisors LLC now owns 10,688 shares of the electronics maker’s stock worth $1,323,000 after acquiring an additional 7,458 shares during the last quarter. Oppenheimer Asset Management Inc. grew its position in shares of Amphenol by 10.7% during the third quarter. Oppenheimer Asset Management Inc. now owns 271,766 shares of the electronics maker’s stock worth $33,631,000 after acquiring an additional 26,175 shares during the last quarter. Estate Counselors LLC acquired a new stake in shares of Amphenol in the 3rd quarter worth about $3,831,000. Finally, Advyzon Investment Management LLC lifted its position in Amphenol by 101.6% in the 2nd quarter. Advyzon Investment Management LLC now owns 6,054 shares of the electronics maker’s stock valued at $598,000 after purchasing an additional 3,051 shares during the last quarter. Institutional investors own 97.01% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on APH shares. The Goldman Sachs Group restated a “buy” rating and issued a $183.00 price target on shares of Amphenol in a research note on Thursday, January 15th. Truist Financial set a $182.00 target price on Amphenol in a research report on Tuesday, January 13th. Fox Advisors reaffirmed an “outperform” rating on shares of Amphenol in a research note on Friday, January 9th. Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a research note on Wednesday, January 21st. Finally, Citigroup raised their price target on Amphenol from $175.00 to $180.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Eleven research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $151.38.

Amphenol Stock Down 0.2%

Shares of APH stock opened at $143.81 on Friday. 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 1.08, a quick ratio of 2.48 and a current ratio of 2.98. The business’s fifty day moving average is $141.62 and its 200-day moving average is $129.68. The stock has a market cap of $176.03 billion, a PE ratio of 43.06, a price-to-earnings-growth ratio of 1.52 and a beta of 1.20.

Amphenol (NYSE:APH) last announced its earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share for the quarter, beating the consensus estimate of $0.93 by $0.04. Amphenol had a return on equity of 35.57% and a net margin of 18.49%.The business had revenue of $6.44 billion during the quarter, compared to analysts’ expectations of $6.19 billion. During the same quarter last year, the business posted $0.55 earnings per share. The company’s quarterly revenue was up 49.1% on a year-over-year basis. 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 fiscal year.

Amphenol Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, April 14th. Investors of record on Monday, March 23rd will be issued a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Monday, March 23rd. Amphenol’s payout ratio is presently 29.94%.

Insider Buying and Selling

In related news, insider William J. Doherty sold 80,000 shares of the stock in a transaction that occurred 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 1.67% of the stock is currently owned by corporate insiders.

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.