South Street Advisors LLC Has $37.25 Million Stock Holdings in Amphenol Corporation $APH

South Street Advisors LLC reduced its stake in Amphenol Corporation (NYSE:APH) by 7.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 275,621 shares of the electronics maker’s stock after selling 22,505 shares during the period. Amphenol accounts for 5.2% of South Street Advisors LLC’s portfolio, making the stock its 2nd largest position. South Street Advisors LLC’s holdings in Amphenol were worth $37,247,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also added to or reduced their stakes in the company. Vanguard Group Inc. raised its holdings in Amphenol by 1.1% in the fourth quarter. Vanguard Group Inc. now owns 126,553,498 shares of the electronics maker’s stock worth $17,102,440,000 after purchasing an additional 1,322,682 shares in the last quarter. State Street Corp raised its holdings in Amphenol by 1.2% in the third quarter. State Street Corp now owns 56,025,072 shares of the electronics maker’s stock worth $6,942,156,000 after purchasing an additional 676,797 shares in the last quarter. Geode Capital Management LLC raised its holdings in Amphenol by 2.5% in the fourth quarter. Geode Capital Management LLC now owns 30,318,652 shares of the electronics maker’s stock worth $4,087,372,000 after purchasing an additional 748,813 shares in the last quarter. Capital International Investors raised its holdings in Amphenol by 446.9% in the third quarter. Capital International Investors now owns 18,006,524 shares of the electronics maker’s stock worth $2,228,288,000 after purchasing an additional 14,714,177 shares in the last quarter. Finally, Capital Research Global Investors raised its holdings in Amphenol by 106.9% in the third quarter. Capital Research Global Investors now owns 15,523,085 shares of the electronics maker’s stock worth $1,920,982,000 after purchasing an additional 8,021,284 shares in the last quarter. Institutional investors own 97.01% of the company’s stock.

Amphenol Price Performance

Shares of APH opened at $148.06 on Friday. The company has a market capitalization of $182.14 billion, a P/E ratio of 42.55, a price-to-earnings-growth ratio of 1.23 and a beta of 1.29. The company has a quick ratio of 1.26, a current ratio of 1.71 and a debt-to-equity ratio of 1.18. The firm has a 50 day moving average of $134.93 and a 200 day moving average of $138.66. Amphenol Corporation has a twelve month low of $87.95 and a twelve month high of $167.04.

Amphenol (NYSE:APH) last announced its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, beating the consensus estimate of $0.95 by $0.11. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The company had revenue of $7.62 billion during the quarter, compared to the consensus estimate of $7.08 billion. During the same quarter last year, the firm earned $0.63 earnings per share. The firm’s quarterly revenue was up 58.4% compared to the same quarter last year. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, equities research analysts anticipate that Amphenol Corporation will post 4.76 earnings per share for the current fiscal year.

Amphenol Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd will be issued a $0.25 dividend. This represents a $1.00 annualized dividend and a yield of 0.7%. The ex-dividend date is Tuesday, June 23rd. Amphenol’s dividend payout ratio (DPR) is presently 28.74%.

Insider Buying and Selling

In related news, CEO Richard Adam Norwitt sold 17,500 shares of Amphenol stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $143.21, for a total value of $2,506,175.00. Following the completion of the sale, the chief executive officer directly owned 1,927,507 shares in the company, valued at approximately $276,038,277.47. This trade represents a 0.90% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. In the last ninety days, insiders sold 130,775 shares of company stock valued at $18,709,350. 1.42% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

A number of equities analysts have weighed in on APH shares. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amphenol in a research note on Monday, April 20th. Jefferies Financial Group raised their target price on shares of Amphenol from $165.00 to $190.00 and gave the company a “buy” rating in a research note on Thursday, April 30th. Zacks Research downgraded shares of Amphenol from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Seaport Research Partners reaffirmed a “buy” rating and set a $215.00 target price on shares of Amphenol in a research note on Thursday, April 30th. Finally, Citigroup reaffirmed a “buy” rating and set a $180.00 target price (up from $170.00) on shares of Amphenol in a research note on Thursday, April 30th. Fourteen investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $176.87.

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.