Amphenol Corporation $APH Shares Sold by Montag A & Associates Inc.

Montag A & Associates Inc. decreased its stake in Amphenol Corporation (NYSE:APH) by 47.6% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 42,452 shares of the electronics maker’s stock after selling 38,540 shares during the quarter. Montag A & Associates Inc.’s holdings in Amphenol were worth $5,260,000 as of its most recent SEC filing.

Several other hedge funds have also recently modified their holdings of the stock. Financial Management Professionals Inc. boosted its holdings in 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 buying an additional 90 shares during the last quarter. Riggs Asset Managment Co. Inc. lifted its position in shares of 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 acquiring an additional 168 shares in the last quarter. Howard Hughes Medical Institute acquired a new stake in shares of Amphenol in the second quarter worth approximately $26,000. Alpine Bank Wealth Management purchased a new stake in shares of Amphenol during the third quarter worth approximately $30,000. Finally, Evolution Wealth Management Inc. acquired a new position in Amphenol in the 2nd quarter valued at $31,000. Institutional investors and hedge funds own 97.01% of the company’s stock.

Insider Activity at Amphenol

In related news, CEO Richard Adam Norwitt sold 515,281 shares of the stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $147.27, for a total transaction of $75,885,432.87. Following the completion of the transaction, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at approximately $283,863,955.89. This trade represents a 21.09% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Corporate insiders own 1.67% of the company’s stock.

Analysts Set New Price Targets

APH has been the topic of several recent research reports. Truist Financial set a $182.00 target price on shares of Amphenol in a research note on Tuesday, January 13th. Wall Street Zen cut shares of Amphenol from a “buy” rating to a “hold” rating in a research note on Saturday, February 14th. US Capital Advisors set a $165.00 target price on shares of Amphenol in a research note on Friday, January 9th. Citigroup boosted their target price on Amphenol from $175.00 to $180.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Finally, UBS Group reaffirmed a “buy” rating and issued a $174.00 price target (up from $152.00) on shares of Amphenol in a report on Wednesday, January 14th. Eleven investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $151.38.

Amphenol Stock Performance

Shares of Amphenol stock opened at $129.40 on Wednesday. The firm has a market cap of $159.06 billion, a PE ratio of 38.74, a price-to-earnings-growth ratio of 1.43 and a beta of 1.20. The company has a quick ratio of 2.48, a current ratio of 2.98 and a debt-to-equity ratio of 1.08. Amphenol Corporation has a 52 week low of $56.45 and a 52 week high of $167.04. The business’s fifty day simple moving average is $144.71 and its 200-day simple moving average is $133.47.

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

Amphenol Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 14th. Stockholders of record on Monday, March 23rd will be issued a $0.25 dividend. This represents a $1.00 annualized dividend and a dividend yield of 0.8%. The ex-dividend date is Monday, March 23rd. Amphenol’s dividend payout ratio is currently 29.94%.

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.