Venturi Wealth Management LLC Cuts Position in Amphenol Corporation $APH

Venturi Wealth Management LLC decreased its holdings in shares of Amphenol Corporation (NYSE:APH) by 23.9% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 12,383 shares of the electronics maker’s stock after selling 3,887 shares during the period. Venturi Wealth Management LLC’s holdings in Amphenol were worth $1,564,000 as of its most recent SEC filing.

A number of other hedge funds have also recently made changes to their positions in the stock. Vanguard Group Inc. grew its holdings in shares of Amphenol by 1.1% during the fourth quarter. Vanguard Group Inc. now owns 126,553,498 shares of the electronics maker’s stock valued at $17,102,440,000 after buying an additional 1,322,682 shares during the last quarter. J. Stern & Co. LLP lifted its position in Amphenol by 9,435.8% in the 4th quarter. J. Stern & Co. LLP now owns 76,769,791 shares of the electronics maker’s stock valued at $10,374,670,000 after acquiring an additional 75,964,718 shares in the last quarter. State Street Corp boosted its stake in Amphenol by 1.6% during the 4th quarter. State Street Corp now owns 56,913,598 shares of the electronics maker’s stock valued at $7,705,440,000 after purchasing an additional 888,526 shares during the last quarter. JPMorgan Chase & Co. increased its holdings in shares of Amphenol by 102.7% in the 4th quarter. JPMorgan Chase & Co. now owns 34,325,148 shares of the electronics maker’s stock worth $4,638,701,000 after purchasing an additional 17,387,536 shares in the last quarter. Finally, Geode Capital Management LLC raised its stake in shares of Amphenol by 2.5% in the fourth quarter. Geode Capital Management LLC now owns 30,318,652 shares of the electronics maker’s stock worth $4,087,372,000 after purchasing an additional 748,813 shares during the last quarter. 97.01% of the stock is owned by institutional investors.

Insider Buying and Selling at Amphenol

In related news, CEO Richard Adam Norwitt sold 61,072 shares of the stock in a transaction on Friday, May 1st. The stock was sold at an average price of $143.90, for a total transaction of $8,788,260.80. Following the sale, the chief executive officer owned 1,927,507 shares in the company, valued at approximately $277,368,257.30. This represents a 3.07% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Over the last 90 days, insiders 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 $163.73 on Friday. The stock has a 50-day moving average price of $144.88 and a 200 day moving average price of $141.20. The company has a current ratio of 1.71, a quick ratio of 1.26 and a debt-to-equity ratio of 1.18. Amphenol Corporation has a 12-month low of $95.19 and a 12-month high of $168.75. The stock has a market capitalization of $201.43 billion, a P/E ratio of 47.05, a P/E/G ratio of 1.43 and a beta of 1.27.

Amphenol (NYSE:APH) last posted its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, topping the consensus estimate of $0.95 by $0.11. The business 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 prior year, the company posted $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Equities research analysts forecast that Amphenol Corporation will post 4.76 EPS for the current fiscal year.

Amphenol Dividend Announcement

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 issued a $0.25 dividend. The ex-dividend date of this dividend is Tuesday, June 23rd. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.6%. Amphenol’s dividend payout ratio (DPR) is presently 28.74%.

Analyst Upgrades and Downgrades

APH has been the topic of a number of research analyst reports. Citigroup reaffirmed a “buy” rating and set a $180.00 price target (up from $170.00) on shares of Amphenol in a report on Thursday, April 30th. Piper Sandler set a $165.00 target price on shares of Amphenol in a research report on Tuesday, March 17th. Barclays reiterated an “overweight” rating and set a $198.00 target price on shares of Amphenol in a research note on Monday, June 8th. The Goldman Sachs Group increased 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. Finally, Wall Street Zen downgraded Amphenol from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. Fourteen research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target 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.