Stephens Inc. AR Sells 31,002 Shares of Amphenol Corporation $APH

Stephens Inc. AR cut its stake in shares of Amphenol Corporation (NYSE:APH) by 11.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 249,845 shares of the electronics maker’s stock after selling 31,002 shares during the period. Stephens Inc. AR’s holdings in Amphenol were worth $33,764,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of the stock. Capital Advisors Inc. OK increased its position in shares of Amphenol by 3.4% during the fourth quarter. Capital Advisors Inc. OK now owns 2,067 shares of the electronics maker’s stock valued at $279,000 after buying an additional 68 shares during the period. Canvas Wealth Advisors LLC grew its position in shares of Amphenol by 3.5% during the 4th quarter. Canvas Wealth Advisors LLC now owns 2,060 shares of the electronics maker’s stock valued at $279,000 after purchasing an additional 70 shares in the last quarter. LOM Asset Management Ltd grew its position in shares of Amphenol by 16.3% during the 4th quarter. LOM Asset Management Ltd now owns 500 shares of the electronics maker’s stock valued at $68,000 after purchasing an additional 70 shares in the last quarter. Seeds Investor LLC grew its position in shares of Amphenol by 4.0% during the 4th quarter. Seeds Investor LLC now owns 1,889 shares of the electronics maker’s stock valued at $255,000 after purchasing an additional 72 shares in the last quarter. Finally, Procyon Advisors LLC grew its position in shares of Amphenol by 2.6% during the 4th quarter. Procyon Advisors LLC now owns 2,871 shares of the electronics maker’s stock valued at $388,000 after purchasing an additional 74 shares in the last quarter. 97.01% of the stock is currently owned by institutional investors.

Insider Activity

In other news, CEO Richard Adam Norwitt sold 17,500 shares of Amphenol stock in a transaction 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 completion of the sale, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at approximately $276,038,277.47. The trade was a 0.90% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Over the last ninety days, insiders have sold 130,775 shares of company stock worth $18,709,350. Insiders own 1.42% of the company’s stock.

Amphenol Stock Performance

NYSE APH opened at $125.14 on Friday. Amphenol Corporation has a 52-week low of $83.44 and a 52-week high of $167.04. 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 company has a market capitalization of $153.95 billion, a P/E ratio of 35.96, a P/E/G ratio of 1.13 and a beta of 1.29. The company has a fifty day moving average of $135.57 and a 200-day moving average of $139.12.

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, topping analysts’ consensus estimates of $0.95 by $0.11. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The company had revenue of $7.62 billion during the quarter, compared to the consensus estimate of $7.08 billion. During the same period in the previous year, the firm posted $0.63 EPS. The firm’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. As a group, equities research analysts predict that Amphenol Corporation will post 4.76 EPS for the current fiscal year.

Amphenol Dividend Announcement

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

Wall Street Analysts Forecast Growth

A number of research firms have recently commented on APH. JPMorgan Chase & Co. boosted their price target on shares of Amphenol from $190.00 to $200.00 and gave the company an “overweight” rating in a research report on Thursday, April 30th. Jefferies Financial Group boosted their price target on shares of Amphenol from $165.00 to $190.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. Rothschild & Co Redburn boosted their price target on shares of Amphenol from $160.00 to $172.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. Weiss Ratings restated a “buy (b)” rating on shares of Amphenol in a research report on Monday, April 20th. Finally, The Goldman Sachs Group boosted their price target on shares of Amphenol from $184.00 to $201.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. Thirteen equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $176.53.

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.