Keybank National Association OH Sells 79,174 Shares of Amphenol Corporation $APH

Keybank National Association OH decreased its stake in shares of Amphenol Corporation (NYSE:APH) by 8.0% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 905,577 shares of the electronics maker’s stock after selling 79,174 shares during the period. Keybank National Association OH’s holdings in Amphenol were worth $112,065,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in APH. Norges Bank bought a new position in shares of Amphenol during the 2nd quarter valued at $2,104,244,000. Holocene Advisors LP increased its position in Amphenol by 201.2% during the second quarter. Holocene Advisors LP now owns 3,867,434 shares of the electronics maker’s stock valued at $381,909,000 after acquiring an additional 2,583,628 shares during the last quarter. Jennison Associates LLC bought a new position in Amphenol in the third quarter valued at about $287,947,000. Stonehage Fleming Financial Services Holdings Ltd bought a new stake in shares of Amphenol during the 2nd quarter valued at about $225,757,000. Finally, Geode Capital Management LLC grew its stake in shares of Amphenol by 8.4% during the 2nd quarter. Geode Capital Management LLC now owns 28,513,760 shares of the electronics maker’s stock valued at $2,804,338,000 after purchasing an additional 2,217,079 shares during the period. Institutional investors own 97.01% of the company’s stock.

Amphenol News Roundup

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Q4 beat — Amphenol posted record revenue and adjusted EPS with revenue up ~49% year‑over‑year, driven by strong demand across AI and other end markets. This underpins the longer‑term growth story. APH Q4 Deep Dive: AI Demand and Strategic Acquisitions Drive Growth Amid Investor Concerns
• Positive Sentiment: Analyst bullishness — Citi raised its price target to $180 and keeps a Buy rating, implying meaningful upside vs. current levels and providing a near‑term catalyst if other firms follow. Benzinga
• Positive Sentiment: Fundamentals improving — Street estimates have been revised higher following the quarter, which supports a continued rally if execution stays strong. Earnings Estimates Rising for Amphenol (APH): Will It Gain?
• Positive Sentiment: Technicals improving — APH recently flashed a “golden cross”/moved above short‑term moving averages, suggesting short‑term bullish momentum that can attract technical buyers. Amphenol (APH) Just Flashed Golden Cross Signal: Do You Buy?
• Neutral Sentiment: Derivatives activity — Options flow shows elevated activity, which can amplify intraday moves but is ambiguous for direction unless one side dominates. Traders should watch skew and expiries for clues. Unpacking the Latest Options Trading Trends in Amphenol
• Negative Sentiment: Post‑earnings sell‑off and valuation concerns — Despite the beat, shares pulled back after the report as investors focused on high valuation (P/E >40) and the possibility that the company’s Q1 guidance implies a near‑term EPS dip. That dynamic is prompting profit‑taking. Amphenol: A Tough Proposition Into 2026
• Negative Sentiment: Investor concerns and coverage pieces highlight the downside — several writeups explain why the stock sold off sharply (profit‑taking, guidance signal, valuation) even with strong underlying growth. Watch upcoming quarterly guideposts and margin commentary. Why Amphenol Corporation’s (APH) Stock Is Down 13.98%

Insiders Place Their Bets

In related news, VP David M. Silverman sold 120,000 shares of the company’s stock in a transaction on Monday, November 3rd. The shares were sold at an average price of $141.17, for a total transaction of $16,940,400.00. Following the completion of the transaction, the vice president owned 12,500 shares in the company, valued at approximately $1,764,625. This represents a 90.57% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Craig A. Lampo sold 258,000 shares of Amphenol stock in a transaction on Tuesday, November 11th. The shares were sold at an average price of $143.20, for a total transaction of $36,945,600.00. Following the completion of the sale, the chief financial officer owned 167,695 shares in the company, valued at approximately $24,013,924. This represents a 60.61% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 498,076 shares of company stock worth $70,996,906 in the last three months. 1.67% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on APH shares. Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a research note on Wednesday, January 21st. UBS Group reiterated a “buy” rating and issued a $174.00 price target (up from $152.00) on shares of Amphenol in a research report on Wednesday, January 14th. Fox Advisors reissued an “outperform” rating on shares of Amphenol in a research report on Friday, January 9th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $183.00 target price on shares of Amphenol in a report on Thursday, January 15th. Finally, JPMorgan Chase & Co. lifted their target price on Amphenol from $160.00 to $185.00 and gave the company an “overweight” rating in a research report on Tuesday. Eleven research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, Amphenol presently has a consensus rating of “Moderate Buy” and an average target price of $151.38.

Amphenol Stock Down 3.7%

APH opened at $143.99 on Friday. The stock has a market cap of $176.26 billion, a price-to-earnings ratio of 43.11, a price-to-earnings-growth ratio of 0.91 and a beta of 1.21. The company has a debt-to-equity ratio of 1.08, a quick ratio of 1.52 and a current ratio of 2.98. The firm’s fifty day moving average is $141.43 and its 200 day moving average is $127.31. Amphenol Corporation has a fifty-two week low of $56.45 and a fifty-two week high of $167.04.

Amphenol (NYSE:APH) last posted its quarterly earnings results on Wednesday, January 28th. The electronics maker reported $0.97 EPS for the quarter, beating analysts’ consensus estimates of $0.93 by $0.04. The business had revenue of $6.44 billion for the quarter, compared to analysts’ expectations of $6.19 billion. Amphenol had a return on equity of 35.57% and a net margin of 18.49%.The business’s quarterly revenue was up 49.1% on a year-over-year basis. During the same period last year, the firm earned $0.55 earnings per share. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. On average, sell-side analysts forecast that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

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.