Amphenol Corporation $APH Holdings Cut by North Star Asset Management Inc.

North Star Asset Management Inc. cut its stake in shares of Amphenol Corporation (NYSE:APH) by 2.9% in the 3rd quarter, Holdings Channel reports. The firm owned 257,502 shares of the electronics maker’s stock after selling 7,668 shares during the quarter. Amphenol comprises approximately 1.3% of North Star Asset Management Inc.’s holdings, making the stock its 25th biggest position. North Star Asset Management Inc.’s holdings in Amphenol were worth $31,866,000 as of its most recent SEC filing.

Several other hedge funds have also made changes to their positions in APH. SYM FINANCIAL Corp grew its stake in Amphenol by 0.9% during the 3rd quarter. SYM FINANCIAL Corp now owns 9,266 shares of the electronics maker’s stock worth $1,147,000 after buying an additional 82 shares during the last quarter. Bruce G. Allen Investments LLC boosted its holdings in shares of Amphenol by 9.4% during the third quarter. Bruce G. Allen Investments LLC now owns 975 shares of the electronics maker’s stock valued at $121,000 after acquiring an additional 84 shares during the period. Tower Wealth Partners Inc. grew its position in shares of Amphenol by 2.1% during the third quarter. Tower Wealth Partners Inc. now owns 4,251 shares of the electronics maker’s stock worth $526,000 after acquiring an additional 86 shares during the last quarter. Financial Management Professionals Inc. increased its holdings in shares of Amphenol by 82.6% in the 3rd quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock worth $25,000 after acquiring an additional 90 shares during the period. Finally, Allen Capital Group LLC increased its holdings in shares of Amphenol by 3.2% in the 3rd quarter. Allen Capital Group LLC now owns 3,012 shares of the electronics maker’s stock worth $373,000 after acquiring an additional 92 shares during the period. Institutional investors own 97.01% of the company’s stock.

Amphenol Stock Up 2.6%

Shares of APH stock opened at $151.64 on Wednesday. Amphenol Corporation has a 1 year low of $56.45 and a 1 year high of $167.04. The company has a debt-to-equity ratio of 1.08, a quick ratio of 2.48 and a current ratio of 2.98. The business’s fifty day moving average is $143.76 and its 200-day moving average is $132.34. The stock has a market cap of $186.39 billion, a PE ratio of 45.40, a price-to-earnings-growth ratio of 1.56 and a beta of 1.20.

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

Amphenol Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 14th. Stockholders of record on Monday, March 23rd will be paid a $0.25 dividend. The ex-dividend date of this dividend is Monday, March 23rd. This represents a $1.00 annualized dividend and a dividend yield of 0.7%. Amphenol’s payout ratio is currently 29.94%.

Insider Activity at Amphenol

In other Amphenol news, insider William J. Doherty sold 80,000 shares of the company’s stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $142.00, for a total value of $11,360,000.00. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Richard Adam Norwitt sold 515,281 shares of the firm’s stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $147.27, for a total value of $75,885,432.87. Following the sale, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at approximately $283,863,955.89. This represents a 21.09% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 1.67% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

A number of research analysts have issued reports on the stock. Barclays reissued an “overweight” rating and set a $175.00 target price (up from $156.00) on shares of Amphenol in a research note on Thursday, January 29th. Citigroup lifted their price target on Amphenol from $175.00 to $180.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Fox Advisors reissued an “outperform” rating on shares of Amphenol in a report on Friday, January 9th. UBS Group reaffirmed a “buy” rating and set a $174.00 target price (up from $152.00) on shares of Amphenol in a research note on Wednesday, January 14th. Finally, Evercore reiterated an “outperform” rating and set a $165.00 price target on shares of Amphenol in a research report on Tuesday, January 20th. Eleven equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat, Amphenol has an average rating of “Moderate Buy” and an average price target of $151.38.

About Amphenol

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.