Amphenol Corporation $APH Holdings Lifted by Hilltop Holdings Inc.

Hilltop Holdings Inc. increased its position in shares of Amphenol Corporation (NYSE:APH) by 298.0% during the first quarter, Holdings Channel.com reports. The fund owned 19,235 shares of the electronics maker’s stock after acquiring an additional 14,402 shares during the quarter. Hilltop Holdings Inc.’s holdings in Amphenol were worth $2,430,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Generali Asset Management SPA SGR lifted its stake in Amphenol by 20.2% during the fourth quarter. Generali Asset Management SPA SGR now owns 87,072 shares of the electronics maker’s stock valued at $11,767,000 after buying an additional 14,612 shares in the last quarter. Praxis Investment Management Inc. raised its holdings in shares of Amphenol by 86.3% during the fourth quarter. Praxis Investment Management Inc. now owns 26,986 shares of the electronics maker’s stock valued at $3,647,000 after acquiring an additional 12,502 shares during the period. Principal Financial Group Inc. raised its holdings in shares of Amphenol by 2.6% during the fourth quarter. Principal Financial Group Inc. now owns 2,750,490 shares of the electronics maker’s stock valued at $371,704,000 after acquiring an additional 70,938 shares during the period. Global Retirement Partners LLC lifted its position in shares of Amphenol by 110.5% in the 4th quarter. Global Retirement Partners LLC now owns 18,689 shares of the electronics maker’s stock valued at $2,526,000 after acquiring an additional 9,812 shares in the last quarter. Finally, OVERSEA CHINESE BANKING Corp Ltd acquired a new position in Amphenol in the 4th quarter worth approximately $4,004,000. 97.01% of the stock is owned by institutional investors and hedge funds.

Amphenol Trading Down 3.1%

NYSE APH opened at $152.59 on Friday. The company has a current ratio of 1.71, a quick ratio of 1.26 and a debt-to-equity ratio of 1.18. Amphenol Corporation has a 1-year low of $102.76 and a 1-year high of $178.52. The firm’s fifty day simple moving average is $152.74 and its 200-day simple moving average is $144.66. The company has a market capitalization of $187.72 billion, a PE ratio of 43.85, a price-to-earnings-growth ratio of 1.35 and a beta of 1.24.

Amphenol (NYSE:APH) last released its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.95 by $0.11. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The firm had revenue of $7.62 billion during the quarter, compared to analysts’ expectations of $7.08 billion. During the same quarter last year, the firm earned $0.63 earnings per share. The business’s revenue for the quarter was up 58.4% on a year-over-year basis. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, sell-side analysts anticipate that Amphenol Corporation will post 4.87 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 23rd were paid a dividend of $0.25 per share. The ex-dividend date of this dividend was Tuesday, June 23rd. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.7%. Amphenol’s dividend payout ratio (DPR) is 28.74%.

Analysts Set New Price Targets

Several research firms have weighed in on APH. Truist Financial lifted their price objective on shares of Amphenol from $182.00 to $200.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Zacks Research raised Amphenol from a “hold” rating to a “strong-buy” rating in a research report on Friday, July 17th. Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a report on Friday, July 17th. Barclays reissued an “overweight” rating and set a $200.00 price target (up from $198.00) on shares of Amphenol in a research report on Monday, July 13th. Finally, UBS Group reissued a “buy” rating and issued a $185.00 price objective (up from $178.00) on shares of Amphenol in a research note on Thursday, July 9th. One analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat.com, Amphenol currently has an average rating of “Buy” and a consensus target price of $186.00.

Insider Activity

In related news, CEO Richard Adam Norwitt sold 17,500 shares of the business’s stock in a transaction that occurred on 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 owned 1,927,507 shares of the company’s stock, valued at approximately $276,038,277.47. The trade was a 0.90% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. In the last three months, insiders sold 130,775 shares of company stock worth $18,709,350. 1.42% of the stock is owned by insiders.

Amphenol 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.