First Nebraska Trust Co Makes New $2.52 Million Investment in Amphenol Corporation $APH

First Nebraska Trust Co acquired a new stake in Amphenol Corporation (NYSE:APH) in the first quarter, HoldingsChannel.com reports. The firm acquired 19,970 shares of the electronics maker’s stock, valued at approximately $2,523,000.

Other hedge funds have also modified their holdings of the company. Clal Insurance Enterprises Holdings Ltd raised its position in Amphenol by 85.0% in the 1st quarter. Clal Insurance Enterprises Holdings Ltd now owns 198 shares of the electronics maker’s stock valued at $25,000 after purchasing an additional 91 shares during the last quarter. Vermillion & White Wealth Management Group LLC grew its position in Amphenol by 163.8% during the 4th 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 stake in Amphenol by 200.0% in the second quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock valued at $25,000 after purchasing an additional 168 shares during the period. Tucker Asset Management LLC acquired a new position in Amphenol in the fourth quarter valued at $26,000. Finally, HHM Wealth Advisors LLC acquired a new stake in shares of Amphenol during the first quarter worth about $27,000. 97.01% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of equities analysts recently issued reports on APH shares. Jefferies Financial Group raised their price target on Amphenol from $165.00 to $190.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Barclays reaffirmed an “overweight” rating and set a $200.00 price objective (up from $198.00) on shares of Amphenol in a research report on Monday, July 13th. Robert W. Baird boosted their target price on Amphenol from $177.00 to $190.00 and gave the company an “outperform” rating in a report on Monday, July 13th. UBS Group restated a “buy” rating and set a $197.00 price target (up from $185.00) on shares of Amphenol in a research note on Thursday. Finally, Zacks Research raised Amphenol from a “hold” rating to a “strong-buy” rating in a report on Friday, July 17th. One analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat, Amphenol presently has a consensus rating of “Buy” and a consensus price target of $191.67.

Insider Activity at Amphenol

In other Amphenol news, CEO Richard Adam Norwitt sold 17,500 shares of the business’s stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $143.21, for a total transaction of $2,506,175.00. Following the sale, the chief executive officer directly owned 1,927,507 shares in the company, valued at approximately $276,038,277.47. The trade was a 0.90% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 1.42% of the company’s stock.

Trending Headlines about Amphenol

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

Amphenol Price Performance

Shares of APH opened at $160.72 on Friday. The company has a current ratio of 1.89, a quick ratio of 1.26 and a debt-to-equity ratio of 1.10. The stock’s 50 day moving average is $155.61 and its two-hundred day moving average is $145.14. Amphenol Corporation has a twelve month low of $102.76 and a twelve month high of $178.52. The firm has a market capitalization of $197.73 billion, a PE ratio of 40.28, a P/E/G ratio of 1.35 and a beta of 1.24.

Amphenol (NYSE:APH) last posted its quarterly earnings results on Wednesday, July 29th. The electronics maker reported $1.35 EPS for the quarter, beating the consensus estimate of $1.19 by $0.16. Amphenol had a return on equity of 39.87% and a net margin of 17.73%.The business had revenue of $8.76 billion during the quarter, compared to analysts’ expectations of $8.26 billion. During the same period last year, the firm earned $0.81 EPS. The company’s quarterly revenue was up 55.0% compared to the same quarter last year. Amphenol has set its Q3 2026 guidance at 1.400-1.420 EPS. Research analysts anticipate that Amphenol Corporation will post 5.13 earnings per share 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 issued a $0.25 dividend. The ex-dividend date of this dividend was Tuesday, June 23rd. This represents a $1.00 dividend on an annualized basis and a yield of 0.6%. Amphenol’s dividend payout ratio (DPR) is 25.06%.

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.