Seascape Capital Management Has $3.37 Million Stock Holdings in Amphenol Corporation $APH

Seascape Capital Management grew its stake in shares of Amphenol Corporation (NYSE:APH) by 19.4% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 24,966 shares of the electronics maker’s stock after purchasing an additional 4,055 shares during the quarter. Seascape Capital Management’s holdings in Amphenol were worth $3,374,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in APH. Capital International Investors lifted its position in shares of Amphenol by 446.9% during the 3rd quarter. Capital International Investors now owns 18,006,524 shares of the electronics maker’s stock valued at $2,228,288,000 after acquiring an additional 14,714,177 shares during the period. Capital Research Global Investors increased its stake in shares of Amphenol by 106.9% in the third quarter. Capital Research Global Investors now owns 15,523,085 shares of the electronics maker’s stock valued at $1,920,982,000 after buying an additional 8,021,284 shares during the period. Arrowstreet Capital Limited Partnership increased its stake in shares of Amphenol by 693.9% in the third quarter. Arrowstreet Capital Limited Partnership now owns 7,279,457 shares of the electronics maker’s stock valued at $900,833,000 after buying an additional 6,362,533 shares during the period. Lone Pine Capital LLC acquired a new stake in shares of Amphenol in the third quarter valued at about $374,125,000. Finally, Holocene Advisors LP increased its stake in shares of Amphenol by 201.2% in the second quarter. Holocene Advisors LP now owns 3,867,434 shares of the electronics maker’s stock valued at $381,909,000 after buying an additional 2,583,628 shares during the period. 97.01% of the stock is currently owned by institutional investors.

Amphenol Stock Up 1.3%

APH stock opened at $128.18 on Wednesday. Amphenol Corporation has a twelve month low of $59.16 and a twelve month high of $167.04. The company has a quick ratio of 2.48, a current ratio of 2.98 and a debt-to-equity ratio of 1.08. The stock’s 50 day moving average is $137.07 and its 200-day moving average is $136.35. The firm has a market capitalization of $157.57 billion, a PE ratio of 38.38, a P/E/G ratio of 1.35 and a beta of 1.25.

Amphenol (NYSE:APH) last posted its earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share for the quarter, beating 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 company had revenue of $6.44 billion for the quarter, compared to analyst estimates of $6.19 billion. During the same quarter last year, the company 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. Sell-side analysts expect that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, April 14th. Investors of record on Monday, March 23rd will be given a dividend of $0.25 per share. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend is Monday, March 23rd. Amphenol’s dividend payout ratio (DPR) is presently 29.94%.

Insider Activity at Amphenol

In related news, CEO Richard Adam Norwitt sold 515,281 shares of the stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $147.27, for a total transaction of $75,885,432.87. Following the completion of the sale, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at approximately $283,863,955.89. This trade represents a 21.09% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Insiders own 1.67% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts recently commented on APH shares. Evercore reaffirmed an “outperform” rating on shares of Amphenol in a research note on Tuesday, March 17th. Jefferies Financial Group began coverage on Amphenol in a report on Tuesday, March 31st. They issued a “buy” rating and a $145.00 price target on the stock. Citigroup increased their price target on Amphenol from $175.00 to $180.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Fox Advisors reiterated an “outperform” rating on shares of Amphenol in a report on Friday, January 9th. Finally, Wall Street Zen lowered Amphenol from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. Twelve investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $151.87.

About Amphenol

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.