Park National Corp OH bought a new stake in Amphenol Corporation (NYSE:APH – Free Report) during the fourth quarter, HoldingsChannel reports. The institutional investor bought 6,226 shares of the electronics maker’s stock, valued at approximately $841,000.
Other large investors have also recently bought and sold shares of the company. State Street Corp raised its holdings in shares of Amphenol by 1.2% in the third quarter. State Street Corp now owns 56,025,072 shares of the electronics maker’s stock worth $6,942,156,000 after acquiring an additional 676,797 shares during the last quarter. Norges Bank purchased a new stake in shares of Amphenol in the second quarter valued at $2,104,244,000. Capital International Investors boosted its stake in shares of Amphenol by 446.9% during the third quarter. Capital International Investors now owns 18,006,524 shares of the electronics maker’s stock valued at $2,228,288,000 after acquiring an additional 14,714,177 shares during the last quarter. Capital Research Global Investors increased its position in Amphenol by 106.9% during the 3rd quarter. Capital Research Global Investors now owns 15,523,085 shares of the electronics maker’s stock worth $1,920,982,000 after purchasing an additional 8,021,284 shares in the last quarter. Finally, Franklin Resources Inc. increased its position in Amphenol by 13.4% during the 2nd quarter. Franklin Resources Inc. now owns 12,547,006 shares of the electronics maker’s stock worth $1,239,017,000 after purchasing an additional 1,486,105 shares in the last quarter. Institutional investors and hedge funds own 97.01% of the company’s stock.
Insider Buying and Selling
In related news, CEO Richard Adam Norwitt sold 515,281 shares of the stock in a transaction dated 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 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 represents a 21.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Corporate insiders own 1.67% of the company’s stock.
Amphenol Price Performance
Amphenol (NYSE:APH – Get Free Report) last issued 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. The firm had revenue of $6.44 billion for the quarter, compared to analyst estimates of $6.19 billion. Amphenol had a net margin of 18.49% and a return on equity of 35.57%. The firm’s revenue was up 49.1% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.55 EPS. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. Equities research analysts anticipate that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.
Amphenol Announces Dividend
The firm also recently declared a quarterly dividend, which will be paid on Tuesday, April 14th. Investors of record on Monday, March 23rd will be paid a $0.25 dividend. The ex-dividend date is Monday, March 23rd. This represents a $1.00 annualized dividend and a dividend yield of 0.8%. Amphenol’s payout ratio is 29.94%.
Analysts Set New Price Targets
A number of research analysts have issued reports on APH shares. Fox Advisors restated an “outperform” rating on shares of Amphenol in a report on Friday, January 9th. Citigroup lifted their price target on shares of Amphenol from $175.00 to $180.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Barclays reissued an “overweight” rating and issued a $175.00 price objective (up from $156.00) on shares of Amphenol in a research report on Thursday, January 29th. Wall Street Zen lowered shares of Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. Finally, Zacks Research cut shares of Amphenol from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Eleven analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $152.36.
Key Stories Impacting Amphenol
Here are the key news stories impacting Amphenol this week:
- Positive Sentiment: AI/Data-center demand appears to be driving strong growth expectations for Amphenol, supporting longer-term revenue and backlog expansion that investors care about. Amphenol Corporation (APH) is Seeing Explosive Growth Fueled by AI Data Center Demand
- Positive Sentiment: Distribution/product expansion: Interstate Connecting Components added Amphenol Fiber Systems VITA‑87 high-density MT connectors — a tactical win in aerospace/military channels that supports incremental sales and market presence. Interstate Connecting Components Announces Addition of Amphenol Fiber Systems VITA 87
- Positive Sentiment: Acquisition strategy continues to be presented as a tailwind — M&A is cited as expanding Amphenol’s technology set and scale to capture AI and long-term secular opportunities. Will Amphenol’s Successful Acquisition Strategy Drive Long-Term Gains?
- Positive Sentiment: Investor letters cited strong quarterly results as a driver of upside in recent months, reinforcing confidence in earnings growth momentum. Strong Results Lifted Amphenol Corp. (APH) by 9%
- Neutral Sentiment: Analyst consensus remains above neutral with an average “Moderate Buy” rating — supportive but not overwhelmingly bullish. Amphenol Given Average Rating of “Moderate Buy” by Analysts
- Negative Sentiment: Option activity shows heavy put buying, indicating short-term bearish bets that can amplify downward moves in the stock. Stock Traders Buy High Volume of Amphenol Put Options
- Negative Sentiment: Zacks downgraded Amphenol from “strong-buy” to “hold,” which can weigh on sentiment and reduce near-term analyst-driven demand. Zacks Downgrade
- Negative Sentiment: Macro push: hot inflation data and geopolitical jitters hit cyclical names like Amphenol, prompting intraday selling. Why Amphenol (APH) Is Down 5.0% After Hot Inflation Data and Geopolitical Jitters Hit Cyclicals
- Negative Sentiment: Relative competitive note: a Zacks comparison highlights Lumentum (LITE) as better positioned in some AI/data-center connectivity segments, which could shift investor preference away from APH. Lumentum vs. Amphenol: Which AI Connectivity Stock is the Better Buy?
Amphenol 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.
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