Kentucky Retirement Systems Reduces Stake in Amphenol Corporation $APH

Kentucky Retirement Systems lessened its position in shares of Amphenol Corporation (NYSE:APH) by 82.7% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 13,068 shares of the electronics maker’s stock after selling 62,637 shares during the quarter. Kentucky Retirement Systems’ holdings in Amphenol were worth $1,651,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of the company. Oddo BHF Asset Management Sas lifted its stake in shares of Amphenol by 40.6% in the 1st quarter. Oddo BHF Asset Management Sas now owns 241,745 shares of the electronics maker’s stock worth $30,544,000 after purchasing an additional 69,863 shares during the period. Bull Harbor Capital LLC bought a new stake in Amphenol during the first quarter valued at approximately $1,626,000. Strategic Investment Advisors MI bought a new stake in Amphenol during the first quarter valued at approximately $181,000. Ashton Thomas Securities LLC increased its holdings in Amphenol by 26.7% during the first quarter. Ashton Thomas Securities LLC now owns 6,908 shares of the electronics maker’s stock valued at $873,000 after buying an additional 1,457 shares during the last quarter. Finally, Claris Financial LLC bought a new position in Amphenol in the first quarter worth approximately $212,000. Institutional investors own 97.01% of the company’s stock.

Amphenol Stock Performance

Shares of NYSE APH opened at $160.72 on Friday. The stock has a market cap of $197.73 billion, a PE ratio of 40.28, a price-to-earnings-growth ratio of 1.34 and a beta of 1.24. Amphenol Corporation has a 1 year low of $102.76 and a 1 year high of $178.52. The firm has a fifty day moving average price of $155.61 and a 200-day moving average price of $145.14. The company has a debt-to-equity ratio of 1.10, a current ratio of 1.89 and a quick ratio of 1.26.

Amphenol (NYSE:APH) last released its earnings results on Wednesday, July 29th. The electronics maker reported $1.35 earnings per share for the quarter, beating analysts’ consensus estimates of $1.19 by $0.16. The company had revenue of $8.76 billion for the quarter, compared to analysts’ expectations of $8.26 billion. Amphenol had a net margin of 17.73% and a return on equity of 39.87%. Amphenol’s revenue for the quarter was up 55.0% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.81 EPS. Amphenol has set its Q3 2026 guidance at 1.400-1.420 EPS. Equities analysts anticipate that Amphenol Corporation will post 4.95 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 23rd were given a $0.25 dividend. This represents a $1.00 annualized dividend and a dividend yield of 0.6%. The ex-dividend date was Tuesday, June 23rd. Amphenol’s payout ratio is presently 25.06%.

Insider Buying and Selling at Amphenol

In other news, CEO Richard Adam Norwitt sold 52,203 shares of the company’s stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $142.04, for a total value of $7,414,914.12. Following the completion of the transaction, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at $273,783,094.28. This represents a 2.64% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. 1.42% of the stock is currently owned by company insiders.

More Amphenol News

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Record Q2 beat estimates: Amphenol reported earnings of $1.35 per share versus the $1.19 consensus and revenue of $8.76 billion versus expectations of $8.26 billion. Revenue grew 55% year over year, reflecting strong demand across connectivity markets. Amphenol Q2 Earnings Snapshot
• Positive Sentiment: AI demand is accelerating: Management highlighted robust orders and expanding demand for AI infrastructure, including high-speed connectivity products. Acquisitions are broadening Amphenol’s exposure to AI data centers and other key end markets, supporting higher 2026 expectations. Amphenol Builds AI Edge Through Strategic Acquisitions
• Positive Sentiment: Q3 outlook also topped expectations: Amphenol guided to approximately $1.40–$1.42 in third-quarter EPS, reinforcing expectations for continued momentum after the strong second quarter. Amphenol Surges After Q2 Results
• Positive Sentiment: Analysts raised targets: BNP Paribas Exane lifted its target to $215 from $200 with an “outperform” rating, while Truist raised its target to $215 and Citi increased its target to $210; all maintained bullish ratings. Analyst Price Target Changes
• Neutral Sentiment: Key consideration: The bullish outlook depends on sustained AI infrastructure spending, continued strong orders and successful integration of acquired businesses. At roughly 40 times earnings, expectations for execution remain elevated. Amphenol Q2 2026 Earnings Call Transcript

Analyst Ratings Changes

APH has been the topic of several analyst reports. Zacks Research upgraded shares of Amphenol from a “hold” rating to a “strong-buy” rating in a research note on Friday, July 17th. Robert W. Baird raised their target price on Amphenol from $177.00 to $190.00 and gave the stock an “outperform” rating in a report on Monday, July 13th. Jefferies Financial Group lifted their target price on Amphenol from $165.00 to $190.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. Wall Street Zen lowered Amphenol from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. Finally, The Goldman Sachs Group upped their price target on Amphenol from $184.00 to $201.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. One analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Buy” and a consensus price target of $191.67.

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.