Amphenol Corporation $APH Shares Acquired by Regents Gate Capital LLP

Regents Gate Capital LLP lifted its stake in Amphenol Corporation (NYSE:APH) by 31.5% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 137,207 shares of the electronics maker’s stock after buying an additional 32,830 shares during the period. Amphenol makes up 3.7% of Regents Gate Capital LLP’s investment portfolio, making the stock its 13th largest holding. Regents Gate Capital LLP’s holdings in Amphenol were worth $17,336,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Vermillion & White Wealth Management Group LLC grew its holdings in shares of Amphenol by 163.8% during the fourth quarter. Vermillion & White Wealth Management Group LLC now owns 182 shares of the electronics maker’s stock worth $25,000 after purchasing an additional 113 shares during the last quarter. Riggs Asset Managment Co. Inc. increased its position in shares of Amphenol by 200.0% during the second quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock worth $25,000 after purchasing an additional 168 shares in the last quarter. Tucker Asset Management LLC purchased a new stake in shares of Amphenol in the 4th quarter valued at about $26,000. Board of the Pension Protection Fund acquired a new stake in shares of Amphenol in the 4th quarter valued at about $27,000. Finally, HHM Wealth Advisors LLC acquired a new stake in shares of Amphenol in the 1st quarter valued at about $27,000. 97.01% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

APH has been the topic of several research analyst reports. Truist Financial lifted their price target on Amphenol from $182.00 to $200.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Seaport Research Partners reissued a “buy” rating and issued a $215.00 price objective on shares of Amphenol in a report on Thursday, April 30th. TD Cowen restated a “hold” rating and set a $175.00 target price (up from $135.00) on shares of Amphenol in a research report on Monday, July 13th. Barclays reaffirmed an “overweight” rating and issued a $200.00 target price (up from $198.00) on shares of Amphenol in a report on Monday, July 13th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a research note on Monday, April 20th. Fourteen analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, Amphenol has a consensus rating of “Moderate Buy” and a consensus price target of $186.00.

Amphenol Stock Down 1.4%

APH stock opened at $151.03 on Friday. The stock has a market capitalization of $185.81 billion, a PE ratio of 43.40, a price-to-earnings-growth ratio of 1.30 and a beta of 1.24. The company has a fifty day moving average of $149.80 and a 200-day moving average of $144.01. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.26 and a current ratio of 1.71. Amphenol Corporation has a one year low of $95.19 and a one year high of $178.52.

Amphenol (NYSE:APH) last issued its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.95 by $0.11. The business had revenue of $7.62 billion for the quarter, compared to analyst estimates of $7.08 billion. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The business’s revenue was up 58.4% compared to the same quarter last year. During the same period in the previous year, the business posted $0.63 earnings per share. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, analysts expect that Amphenol Corporation will post 4.87 EPS for the current year.

Amphenol Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 23rd were given a dividend of $0.25 per share. The ex-dividend date was Tuesday, June 23rd. This represents a $1.00 annualized dividend and a yield of 0.7%. Amphenol’s payout ratio is presently 28.74%.

Insider Transactions at Amphenol

In other news, CEO Richard Adam Norwitt sold 61,072 shares of the stock in a transaction that occurred on Friday, May 1st. The stock was sold at an average price of $143.90, for a total transaction of $8,788,260.80. Following the completion of the transaction, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at approximately $277,368,257.30. This represents a 3.07% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. In the last 90 days, insiders sold 130,775 shares of company stock worth $18,709,350. Insiders own 1.42% of the company’s stock.

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.