Amphenol Corporation $APH Shares Sold by Ravenstone Capital Management Inc.

Ravenstone Capital Management Inc. cut its holdings in shares of Amphenol Corporation (NYSE:APH) by 17.2% during the 1st quarter, Holdings Channel.com reports. The firm owned 92,972 shares of the electronics maker’s stock after selling 19,376 shares during the quarter. Amphenol makes up approximately 5.9% of Ravenstone Capital Management Inc.’s portfolio, making the stock its 5th biggest holding. Ravenstone Capital Management Inc.’s holdings in Amphenol were worth $11,747,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. J. Stern & Co. LLP grew its position in shares of Amphenol by 9,435.8% during the fourth quarter. J. Stern & Co. LLP now owns 76,769,791 shares of the electronics maker’s stock worth $10,374,670,000 after buying an additional 75,964,718 shares in the last quarter. Norges Bank acquired a new stake in Amphenol in the fourth quarter valued at $3,052,145,000. JPMorgan Chase & Co. boosted its stake in Amphenol by 102.7% during the 4th quarter. JPMorgan Chase & Co. now owns 34,325,148 shares of the electronics maker’s stock valued at $4,638,701,000 after acquiring an additional 17,387,536 shares during the last quarter. Jennison Associates LLC grew its holdings in Amphenol by 340.8% during the 4th quarter. Jennison Associates LLC now owns 10,257,379 shares of the electronics maker’s stock worth $1,386,182,000 after acquiring an additional 7,930,532 shares in the last quarter. Finally, Capital International Investors increased its position in shares of Amphenol by 31.5% in the 4th quarter. Capital International Investors now owns 23,680,749 shares of the electronics maker’s stock worth $3,200,276,000 after purchasing an additional 5,674,225 shares during the last quarter. 97.01% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting 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

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on APH. Zacks Research upgraded shares of Amphenol from a “hold” rating to a “strong-buy” rating in a research note on Friday, July 17th. TD Cowen reissued a “hold” rating and issued a $175.00 price objective (up from $135.00) on shares of Amphenol in a report on Monday, July 13th. Barclays reaffirmed an “overweight” rating and set a $200.00 target price (up from $198.00) on shares of Amphenol in a report on Monday, July 13th. BNP Paribas Exane boosted their price target on Amphenol from $200.00 to $215.00 and gave the company an “outperform” rating in a report on Thursday. Finally, Evercore reissued an “outperform” rating on shares of Amphenol in a research report on Wednesday, May 27th. One investment 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 MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus target price of $191.67.

Amphenol Price Performance

APH opened at $160.72 on Monday. The company has a quick ratio of 1.41, a current ratio of 1.89 and a debt-to-equity ratio of 1.10. The company’s 50-day moving average price is $155.61 and its 200 day moving average price is $145.14. Amphenol Corporation has a fifty-two week low of $102.76 and a fifty-two week high of $178.52. The firm has a market cap of $197.73 billion, a price-to-earnings ratio of 40.28, a price-to-earnings-growth ratio of 1.30 and a beta of 1.24.

Amphenol (NYSE:APH) last issued its earnings results on Wednesday, July 29th. The electronics maker reported $1.35 EPS for the quarter, beating analysts’ consensus estimates of $1.19 by $0.16. The company had revenue of $8.76 billion during the quarter, compared to the consensus estimate of $8.26 billion. Amphenol had a return on equity of 39.87% and a net margin of 17.73%.Amphenol’s quarterly revenue was up 55.0% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.81 earnings per share. Amphenol has set its Q3 2026 guidance at 1.400-1.420 EPS. As a group, sell-side analysts expect that Amphenol Corporation will post 5.13 earnings per share for the current year.

Amphenol Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, July 15th. Investors 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 dividend on an annualized basis and a yield of 0.6%. Amphenol’s payout ratio is currently 25.06%.

Insider Transactions at Amphenol

In related news, CEO Richard Adam Norwitt sold 17,500 shares of the company’s stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $143.21, for a total transaction of $2,506,175.00. Following the completion of the transaction, the chief executive officer directly owned 1,927,507 shares in the company, valued at $276,038,277.47. This represents a 0.90% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 1.42% of the stock is owned by corporate 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.