Night Squared LP Purchases Shares of 28,036 Amphenol Corporation $APH

Night Squared LP purchased a new position in shares of Amphenol Corporation (NYSE:APH) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 28,036 shares of the electronics maker’s stock, valued at approximately $3,469,000.

Other hedge funds have also recently made changes to their positions in the company. von Borstel & Associates Inc. bought a new stake in Amphenol in the third quarter worth $253,000. NorthRock Partners LLC grew its stake in shares of Amphenol by 65.4% during the third quarter. NorthRock Partners LLC now owns 22,879 shares of the electronics maker’s stock valued at $2,831,000 after buying an additional 9,049 shares during the last quarter. Harvest Fund Management Co. Ltd increased its holdings in shares of Amphenol by 19.8% in the third quarter. Harvest Fund Management Co. Ltd now owns 58,907 shares of the electronics maker’s stock worth $7,290,000 after buying an additional 9,735 shares during the period. Main Street Research LLC purchased a new position in shares of Amphenol in the third quarter worth about $36,792,000. Finally, Pinnbrook Capital Management LP lifted its stake in shares of Amphenol by 108.4% in the 3rd quarter. Pinnbrook Capital Management LP now owns 65,253 shares of the electronics maker’s stock valued at $8,075,000 after acquiring an additional 33,937 shares during the last quarter. 97.01% of the stock is currently owned by institutional investors.

Amphenol Price Performance

Shares of APH stock opened at $133.99 on Friday. The firm has a market cap of $164.70 billion, a P/E ratio of 40.12, a P/E/G ratio of 1.39 and a beta of 1.20. Amphenol Corporation has a fifty-two week low of $56.45 and a fifty-two week high of $167.04. The business’s 50 day moving average price is $144.23 and its 200-day moving average price is $134.50. The company has a debt-to-equity ratio of 1.08, a quick ratio of 2.48 and a current ratio of 2.98.

Amphenol (NYSE:APH) last announced its 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. Amphenol had a return on equity of 35.57% and a net margin of 18.49%.The company had revenue of $6.44 billion during the quarter, compared to the consensus estimate of $6.19 billion. During the same quarter in the prior year, the company earned $0.55 earnings per share. The firm’s revenue for the quarter was up 49.1% on a year-over-year basis. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. On average, equities research analysts anticipate 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. Shareholders of record on Monday, March 23rd will be issued a $0.25 dividend. The ex-dividend date is Monday, March 23rd. This represents a $1.00 annualized dividend and a yield of 0.7%. Amphenol’s dividend payout ratio is 29.94%.

Insider Activity at Amphenol

In other news, CEO Richard Adam Norwitt sold 515,281 shares of the firm’s stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $147.27, for a total value of $75,885,432.87. Following the completion of 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 trade represents a 21.09% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Corporate insiders own 1.67% of the company’s stock.

Analysts Set New Price Targets

Several research firms recently issued reports on APH. Barclays restated an “overweight” rating and set a $175.00 price target (up from $156.00) on shares of Amphenol in a research report on Thursday, January 29th. JPMorgan Chase & Co. increased their price objective on Amphenol from $160.00 to $185.00 and gave the company an “overweight” rating in a research note on Tuesday, January 27th. The Goldman Sachs Group restated a “buy” rating and issued a $183.00 target price on shares of Amphenol in a report on Thursday, January 15th. Fox Advisors reaffirmed an “outperform” rating on shares of Amphenol in a research note on Friday, January 9th. Finally, Evercore reissued an “outperform” rating and set a $165.00 price target on shares of Amphenol in a research report on Tuesday, January 20th. Eleven investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, Amphenol presently has an average rating of “Moderate Buy” and an average price target of $151.38.

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.