MidFirst Bank Acquires New Holdings in Amphenol Corporation $APH

MidFirst Bank bought a new position in shares of Amphenol Corporation (NYSE:APH) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 5,570 shares of the electronics maker’s stock, valued at approximately $753,000.

Several other hedge funds have also recently bought and sold shares of the stock. Brighton Jones LLC increased its position in shares of Amphenol by 114.0% during the fourth quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock worth $1,224,000 after acquiring an additional 9,390 shares in the last quarter. Revolve Wealth Partners LLC lifted its position in Amphenol by 87.9% in the 4th quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock valued at $701,000 after acquiring an additional 4,721 shares in the last quarter. Bison Wealth LLC lifted its position in Amphenol by 8.3% in the 4th quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock valued at $559,000 after acquiring an additional 618 shares in the last quarter. NewEdge Advisors LLC boosted its stake in Amphenol by 55.4% in the 2nd quarter. NewEdge Advisors LLC now owns 62,946 shares of the electronics maker’s stock worth $6,216,000 after purchasing an additional 22,434 shares during the period. Finally, Main Street Financial Solutions LLC increased its holdings in Amphenol by 15.5% during the 2nd quarter. Main Street Financial Solutions LLC now owns 4,745 shares of the electronics maker’s stock worth $469,000 after purchasing an additional 638 shares in the last quarter. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Amphenol

In other news, CEO Richard Adam Norwitt sold 61,072 shares of the firm’s stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $143.90, for a total transaction of $8,788,260.80. Following the completion of the sale, the chief executive officer owned 1,927,507 shares in the company, valued at approximately $277,368,257.30. This trade represents a 3.07% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Insiders have sold 130,775 shares of company stock valued at $18,709,350 over the last 90 days. 1.42% of the stock is owned by corporate insiders.

Amphenol Stock Performance

Shares of APH stock opened at $164.23 on Friday. The company has a fifty day moving average price of $142.92 and a two-hundred day moving average price of $140.36. Amphenol Corporation has a one year low of $92.98 and a one year high of $167.04. The stock has a market cap of $202.05 billion, a P/E ratio of 47.19, a P/E/G ratio of 1.44 and a beta of 1.27. The company has a debt-to-equity ratio of 1.18, a current ratio of 1.71 and a quick ratio of 1.26.

Amphenol (NYSE:APH) last issued its earnings results 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 company 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 firm’s revenue for the quarter was up 58.4% compared to the same quarter last year. During the same period in the previous year, the company posted $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, equities analysts predict that Amphenol Corporation will post 4.76 EPS for the current year.

Amphenol Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 23rd will be issued a $0.25 dividend. This represents a $1.00 annualized dividend and a dividend yield of 0.6%. The ex-dividend date is Tuesday, June 23rd. Amphenol’s payout ratio is currently 28.74%.

Wall Street Analyst Weigh In

A number of analysts have recently commented on APH shares. The Goldman Sachs Group boosted their price target on Amphenol from $184.00 to $201.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Evercore reissued an “outperform” rating on shares of Amphenol in a research report on Wednesday, May 27th. UBS Group restated a “buy” rating and issued a $178.00 target price (up from $170.00) on shares of Amphenol 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 report on Monday, June 8th. Finally, JPMorgan Chase & Co. boosted their price objective on shares of Amphenol from $190.00 to $200.00 and gave the stock an “overweight” rating in a research report on Thursday, April 30th. Fourteen investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, Amphenol has a consensus rating of “Moderate Buy” and an average target price of $178.07.

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.