Fulcrum Asset Management LLP Invests $1.02 Million in Amphenol Corporation $APH

Fulcrum Asset Management LLP acquired a new position in shares of Amphenol Corporation (NYSE:APH) in the third quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 8,207 shares of the electronics maker’s stock, valued at approximately $1,016,000.

Several other institutional investors have also recently added to or reduced their stakes in APH. Financial Management Professionals Inc. lifted its stake in Amphenol by 82.6% during the third quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock worth $25,000 after purchasing an additional 90 shares in the last quarter. Riggs Asset Managment Co. Inc. grew its stake 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 buying an additional 168 shares in the last quarter. Howard Hughes Medical Institute purchased a new stake in shares of Amphenol in the 2nd quarter valued at $26,000. Alpine Bank Wealth Management purchased a new stake in shares of Amphenol in the 3rd quarter valued at $30,000. Finally, Evolution Wealth Management Inc. acquired a new position in Amphenol during the 2nd quarter worth about $31,000. Institutional investors and hedge funds own 97.01% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have weighed in on APH. Barclays reaffirmed an “overweight” rating and issued a $175.00 target price (up from $156.00) on shares of Amphenol in a research report on Thursday, January 29th. Truist Financial set a $182.00 price target on shares of Amphenol in a research report on Tuesday, January 13th. Fox Advisors reissued an “outperform” rating on shares of Amphenol in a research note on Friday, January 9th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $183.00 target price on shares of Amphenol in a research note on Thursday, January 15th. Finally, Evercore reiterated an “outperform” rating on shares of Amphenol in a report on Tuesday. Eleven analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $152.36.

Amphenol Price Performance

APH stock opened at $135.10 on Wednesday. The company has a debt-to-equity ratio of 1.08, a current ratio of 2.98 and a quick ratio of 2.48. The firm has a market capitalization of $166.07 billion, a P/E ratio of 40.45, a P/E/G ratio of 1.45 and a beta of 1.20. The business’s 50-day moving average is $144.05 and its two-hundred day moving average is $135.20. Amphenol Corporation has a 1 year low of $56.45 and a 1 year high of $167.04.

Amphenol (NYSE:APH) last announced its quarterly earnings data on Wednesday, January 28th. The electronics maker reported $0.97 EPS for the quarter, topping 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 business had revenue of $6.44 billion during the quarter, compared to the consensus estimate of $6.19 billion. During the same period in the previous year, the company posted $0.55 earnings per share. The business’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. Analysts anticipate that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, April 14th. Shareholders of record on Monday, March 23rd will be issued a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a yield of 0.7%. The ex-dividend date is Monday, March 23rd. Amphenol’s payout ratio is 29.94%.

Insider Activity at Amphenol

In other Amphenol 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 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 position. The sale was disclosed in a document filed with the SEC, which is available at this link. Corporate insiders own 1.67% of the company’s stock.

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.