Fulton Bank N.A. Trims Stake in Amphenol Corporation $APH

Fulton Bank N.A. lessened its position in shares of Amphenol Corporation (NYSE:APH) by 15.9% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 60,505 shares of the electronics maker’s stock after selling 11,431 shares during the quarter. Fulton Bank N.A.’s holdings in Amphenol were worth $8,177,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently added to or reduced their stakes in APH. Financial Management Professionals Inc. boosted its holdings in shares of Amphenol by 82.6% in the third quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock valued at $25,000 after acquiring an additional 90 shares during the period. Riggs Asset Managment Co. Inc. increased its holdings in shares of Amphenol by 200.0% in the 2nd 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 during the period. Howard Hughes Medical Institute purchased a new stake in Amphenol in the 2nd quarter valued at $26,000. Board of the Pension Protection Fund purchased a new stake in Amphenol in the 4th quarter valued at $27,000. Finally, Alpine Bank Wealth Management acquired a new stake in Amphenol during the 3rd quarter worth $30,000. Institutional investors and hedge funds own 97.01% of the company’s stock.

Insider Buying and Selling at Amphenol

In other news, CEO Richard Adam Norwitt sold 515,281 shares of the 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 transaction, the chief executive officer owned 1,927,507 shares in the company, valued at $283,863,955.89. This trade represents a 21.09% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. 1.67% of the stock is currently owned by company insiders.

Amphenol Stock Performance

Shares of APH stock opened at $126.82 on Monday. The company has a current ratio of 2.98, a quick ratio of 2.48 and a debt-to-equity ratio of 1.08. The stock has a 50 day simple moving average of $143.45 and a 200-day simple moving average of $135.60. The company has a market cap of $155.89 billion, a price-to-earnings ratio of 37.97, a price-to-earnings-growth ratio of 1.34 and a beta of 1.20. Amphenol Corporation has a 12-month low of $56.45 and a 12-month high of $167.04.

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

Amphenol Announces Dividend

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

Analyst Ratings Changes

A number of research analysts have commented on the stock. Zacks Research lowered shares of Amphenol from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Evercore reissued an “outperform” rating on shares of Amphenol in a report on Tuesday, March 17th. Piper Sandler set a $165.00 price objective on Amphenol in a research note on Tuesday, March 17th. Wall Street Zen cut Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. Finally, Truist Financial set a $182.00 price objective on shares of Amphenol in a research note on Tuesday, January 13th. Eleven analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Amphenol has a consensus rating of “Moderate Buy” and a consensus target price of $152.36.

Key Headlines 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?

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.