TimesSquare Capital Management LLC Has $50.64 Million Stock Holdings in Amphenol Corporation $APH

TimesSquare Capital Management LLC reduced its stake in shares of Amphenol Corporation (NYSE:APH) by 5.0% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 409,189 shares of the electronics maker’s stock after selling 21,393 shares during the quarter. TimesSquare Capital Management LLC’s holdings in Amphenol were worth $50,637,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. HighTower Advisors LLC increased its holdings in Amphenol by 12.1% in the 3rd quarter. HighTower Advisors LLC now owns 256,145 shares of the electronics maker’s stock valued at $31,701,000 after buying an additional 27,718 shares during the period. GenTrust LLC acquired a new stake in shares of Amphenol during the 3rd quarter worth approximately $266,000. Aberdeen Group plc increased its stake in Amphenol by 3.5% in the third quarter. Aberdeen Group plc now owns 1,017,280 shares of the electronics maker’s stock valued at $123,101,000 after acquiring an additional 34,450 shares during the last quarter. Vista Capital Partners Inc. acquired a new position in Amphenol during the third quarter valued at approximately $221,000. Finally, BTC Capital Management Inc. lifted its stake in Amphenol by 8.0% during the third quarter. BTC Capital Management Inc. now owns 8,370 shares of the electronics maker’s stock worth $1,036,000 after purchasing an additional 618 shares during the last quarter. Institutional investors and hedge funds own 97.01% of the company’s stock.

Amphenol Stock Performance

NYSE:APH opened at $146.72 on Friday. The stock’s 50-day moving average is $141.77 and its 200-day moving average is $130.13. Amphenol Corporation has a 1-year low of $56.45 and a 1-year high of $167.04. The company has a current ratio of 2.98, a quick ratio of 2.48 and a debt-to-equity ratio of 1.08. The stock has a market cap of $180.35 billion, a P/E ratio of 43.93, a price-to-earnings-growth ratio of 1.55 and a beta of 1.20.

Amphenol (NYSE:APH) last issued its quarterly earnings data on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.93 by $0.04. Amphenol had a net margin of 18.49% and a return on equity of 35.57%. The business had revenue of $6.44 billion during the quarter, compared to analyst estimates of $6.19 billion. During the same quarter last year, the business earned $0.55 EPS. The firm’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 research analysts anticipate that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Announces Dividend

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

Insider Buying and Selling at Amphenol

In other Amphenol news, insider William J. Doherty sold 80,000 shares of Amphenol stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $142.00, for a total transaction of $11,360,000.00. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Also, CEO Richard Adam Norwitt sold 515,281 shares of the company’s stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $147.27, for a total value of $75,885,432.87. Following the completion of the sale, the chief executive officer owned 1,927,507 shares in the company, valued at $283,863,955.89. This trade represents a 21.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 1.67% of the stock is owned by company insiders.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on the company. Truist Financial set a $182.00 price target on Amphenol in a research note on Tuesday, January 13th. Wall Street Zen lowered Amphenol from a “buy” rating to a “hold” rating in a research note on Saturday. US Capital Advisors set a $165.00 target price on Amphenol in a research note on Friday, January 9th. Evercore reissued an “outperform” rating and issued a $165.00 target price on shares of Amphenol in a report on Tuesday, January 20th. Finally, Citigroup lifted their price target on shares of 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. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $151.38.

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.