Kepler Cheuvreux Suisse SA Sells 247,887 Shares of Amphenol Corporation $APH

Kepler Cheuvreux Suisse SA lessened its holdings in shares of Amphenol Corporation (NYSE:APH) by 70.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 103,498 shares of the electronics maker’s stock after selling 247,887 shares during the quarter. Kepler Cheuvreux Suisse SA’s holdings in Amphenol were worth $13,987,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Riggs Asset Managment Co. Inc. raised its stake in Amphenol by 200.0% during the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock valued at $25,000 after purchasing an additional 168 shares during the period. Board of the Pension Protection Fund bought a new stake in Amphenol during the 4th quarter valued at approximately $27,000. Towne Trust Company N.A bought a new stake in Amphenol during the 4th quarter valued at approximately $34,000. Laurel Wealth Advisors LLC bought a new stake in Amphenol during the 4th quarter valued at approximately $34,000. Finally, Cloud Capital Management LLC bought a new stake in Amphenol during the 3rd quarter valued at approximately $38,000. Institutional investors own 97.01% of the company’s stock.

Amphenol Price Performance

Shares of Amphenol stock opened at $127.72 on Monday. The stock has a market cap of $157.12 billion, a price-to-earnings ratio of 36.70, a price-to-earnings-growth ratio of 1.12 and a beta of 1.29. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.26 and a current ratio of 1.71. The stock has a 50 day moving average price of $137.31 and a 200-day moving average price of $139.35. Amphenol Corporation has a one year low of $80.32 and a one year high of $167.04.

Amphenol (NYSE:APH) last posted its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.95 by $0.11. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The company had revenue of $7.62 billion during the quarter, compared to analysts’ expectations of $7.08 billion. During the same quarter in the previous year, the business earned $0.63 EPS. Amphenol’s revenue was up 58.4% compared to the same quarter last year. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Equities analysts expect that Amphenol Corporation will post 4.76 EPS for the current year.

Amphenol Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 23rd will be given a dividend of $0.25 per share. The ex-dividend date of this dividend is Tuesday, June 23rd. This represents a $1.00 dividend on an annualized basis and a yield of 0.8%. Amphenol’s payout ratio is 28.74%.

Analyst Ratings Changes

APH has been the topic of a number of research reports. Rothschild & Co Redburn lifted their price objective on Amphenol from $160.00 to $172.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Evercore lifted their price objective on Amphenol from $165.00 to $180.00 and gave the stock an “outperform” rating in a research note on Thursday, April 30th. Truist Financial lifted their price objective on Amphenol from $182.00 to $200.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Barclays reaffirmed an “overweight” rating and issued a $180.00 price objective (up from $175.00) on shares of Amphenol in a research note on Monday, May 4th. Finally, Robert W. Baird set a $177.00 price objective on Amphenol in a research note on Thursday, April 30th. Thirteen investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $176.53.

Insider Activity at Amphenol

In other news, CEO Richard Adam Norwitt sold 17,500 shares of the stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $143.21, for a total transaction of $2,506,175.00. Following the transaction, the chief executive officer directly owned 1,927,507 shares in the company, valued at approximately $276,038,277.47. This trade represents a 0.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. In the last three months, insiders have sold 646,056 shares of company stock valued at $94,594,783. Insiders own 1.42% of the company’s stock.

Key Amphenol News

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Amphenol’s strong Q1 2026 results and higher Q2 guidance suggest continued robust demand and earnings momentum, which is helping support the stock. Assessing Amphenol (APH) Valuation After Strong Q1 2026 Results And Raised Q2 Guidance
• Positive Sentiment: The company announced a quarterly dividend of $0.25 per share, reinforcing shareholder returns and confidence in cash flow. Amphenol Announces Second Quarter 2026 Dividend
• Positive Sentiment: Several articles continue to describe Amphenol as a strong growth name, which can keep investor sentiment favorable. 3 Reasons Growth Investors Will Love Amphenol (APH)
• Neutral Sentiment: Amphenol was also highlighted in a broader “best growth stocks” discussion after its record quarter, adding to the stock’s visibility but not changing the core story. Amphenol (APH): 12 Best Growth Stocks to Invest In for the Next 2 Years
• Negative Sentiment: Recent insider selling by CEO Richard Adam Norwitt may create some caution, even though insider sales do not necessarily change the company’s operating outlook. Richard Adam Norwitt Sells 17,500 Shares of Amphenol (NYSE:APH) Stock

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.