Amphenol Corporation $APH Shares Sold by Longbow Finance SA

Longbow Finance SA lessened its stake in Amphenol Corporation (NYSE:APH) by 44.7% during the third quarter, Holdings Channel reports. The firm owned 59,401 shares of the electronics maker’s stock after selling 47,958 shares during the period. Longbow Finance SA’s holdings in Amphenol were worth $7,351,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in the company. Assetmark Inc. grew its position in Amphenol by 21.0% during the third quarter. Assetmark Inc. now owns 50,437 shares of the electronics maker’s stock valued at $6,242,000 after acquiring an additional 8,748 shares during the period. Public Sector Pension Investment Board lifted its stake in shares of Amphenol by 4.4% in the 3rd quarter. Public Sector Pension Investment Board now owns 367,968 shares of the electronics maker’s stock valued at $45,536,000 after purchasing an additional 15,610 shares in the last quarter. Connable Office Inc. raised its position in shares of Amphenol by 0.4% in the 3rd quarter. Connable Office Inc. now owns 45,746 shares of the electronics maker’s stock valued at $5,661,000 after purchasing an additional 195 shares in the last quarter. Atria Investments Inc increased its holdings in shares of Amphenol by 27.7% in the 3rd quarter. Atria Investments Inc now owns 118,857 shares of the electronics maker’s stock valued at $14,709,000 after acquiring an additional 25,764 shares during the last quarter. Finally, Illinois Municipal Retirement Fund grew its stake in Amphenol by 8.3% during the 3rd quarter. Illinois Municipal Retirement Fund now owns 53,192 shares of the electronics maker’s stock worth $6,583,000 after buying an additional 4,072 shares during the last quarter. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Amphenol Stock Down 0.2%

Shares of Amphenol stock opened at $143.81 on Friday. The firm has a market cap of $176.03 billion, a price-to-earnings ratio of 43.06, a P/E/G ratio of 1.52 and a beta of 1.20. The stock has a 50-day simple moving average of $141.62 and a 200-day simple moving average of $129.68. Amphenol Corporation has a 52-week low of $56.45 and a 52-week high of $167.04. The company has a debt-to-equity ratio of 1.08, a current ratio of 2.98 and a quick ratio of 2.48.

Amphenol (NYSE:APH) last issued its quarterly earnings data 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 net margin of 18.49% and a return on equity of 35.57%. The firm had revenue of $6.44 billion for the quarter, compared to analyst estimates of $6.19 billion. During the same quarter last year, the firm earned $0.55 earnings per share. The company’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 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. Stockholders of record on Monday, March 23rd will be paid a $0.25 dividend. This represents a $1.00 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Monday, March 23rd. Amphenol’s dividend payout ratio (DPR) is 29.94%.

Analyst Ratings Changes

APH has been the subject of several research reports. JPMorgan Chase & Co. raised their target price on Amphenol from $160.00 to $185.00 and gave the company an “overweight” rating in a research note on Tuesday, January 27th. UBS Group reaffirmed a “buy” rating and issued a $174.00 price objective (up previously from $152.00) on shares of Amphenol in a research note on Wednesday, January 14th. Evercore reissued an “outperform” rating and set a $165.00 target price on shares of Amphenol in a research note on Tuesday, January 20th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amphenol in a report on Wednesday, January 21st. Finally, Citigroup upped their price objective on shares of Amphenol from $175.00 to $180.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Eleven analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $151.38.

Insider Activity at Amphenol

In other news, insider William J. Doherty sold 80,000 shares of Amphenol 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 available 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.