Knollwood Investment Advisory LLC Sells 27,514 Shares of Amphenol Corporation $APH

Knollwood Investment Advisory LLC decreased its holdings in shares of Amphenol Corporation (NYSE:APH) by 30.1% during the 4th quarter, Holdings Channel reports. The firm owned 64,028 shares of the electronics maker’s stock after selling 27,514 shares during the quarter. Amphenol comprises 0.8% of Knollwood Investment Advisory LLC’s holdings, making the stock its 27th largest position. Knollwood Investment Advisory LLC’s holdings in Amphenol were worth $8,653,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Generali Asset Management SPA SGR boosted its position in shares of Amphenol by 20.2% during the 4th quarter. Generali Asset Management SPA SGR now owns 87,072 shares of the electronics maker’s stock valued at $11,767,000 after purchasing an additional 14,612 shares in the last quarter. Regents Gate Capital LLP raised its stake in Amphenol by 54.8% during the 3rd quarter. Regents Gate Capital LLP now owns 96,908 shares of the electronics maker’s stock worth $11,992,000 after buying an additional 34,289 shares during the period. Praxis Investment Management Inc. raised its stake in Amphenol by 86.3% during the 4th quarter. Praxis Investment Management Inc. now owns 26,986 shares of the electronics maker’s stock worth $3,647,000 after buying an additional 12,502 shares during the period. Principal Financial Group Inc. raised its stake in Amphenol by 2.6% during the 4th quarter. Principal Financial Group Inc. now owns 2,750,490 shares of the electronics maker’s stock worth $371,704,000 after buying an additional 70,938 shares during the period. Finally, CGN Advisors LLC acquired a new position in Amphenol during the 4th quarter worth approximately $1,592,000. Institutional investors own 97.01% of the company’s stock.

Amphenol Stock Performance

Shares of Amphenol stock opened at $153.97 on Friday. The company has a market cap of $189.42 billion, a PE ratio of 44.24, a price-to-earnings-growth ratio of 1.35 and a beta of 1.27. Amphenol Corporation has a 52 week low of $92.08 and a 52 week high of $167.04. The business has a 50 day moving average price of $139.70 and a 200-day moving average price of $139.57. The company has a quick ratio of 1.26, a current ratio of 1.71 and a debt-to-equity ratio of 1.18.

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

Amphenol Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd will be given a dividend of $0.25 per share. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend is Tuesday, June 23rd. Amphenol’s dividend payout ratio (DPR) is presently 28.74%.

Analyst Ratings Changes

A number of research analysts recently weighed in on APH shares. BNP Paribas Exane upped their price target on Amphenol from $195.00 to $200.00 and gave the stock an “outperform” rating in a research note on Thursday, May 28th. The Goldman Sachs Group upped their price target on Amphenol from $184.00 to $201.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Barclays reaffirmed an “overweight” rating and set a $198.00 price target on shares of Amphenol in a research note on Monday, June 8th. Citigroup reaffirmed a “buy” rating and set a $180.00 price target (up from $170.00) on shares of Amphenol in a research note on Thursday, April 30th. Finally, Truist Financial upped their price target on Amphenol from $182.00 to $200.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Fourteen analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $178.07.

Insider Activity at Amphenol

In related news, CEO Richard Adam Norwitt sold 17,500 shares of the stock in a transaction that occurred on Tuesday, May 5th. The stock was 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. This trade represents a 0.90% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Insiders sold 130,775 shares of company stock worth $18,709,350 over the last three months. Company insiders own 1.42% of the company’s 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.