Union Heritage Capital LLC Has $15.31 Million Stock Holdings in Amphenol Corporation $APH

Union Heritage Capital LLC reduced its position in Amphenol Corporation (NYSE:APH) by 23.8% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 121,190 shares of the electronics maker’s stock after selling 37,900 shares during the period. Amphenol comprises approximately 5.7% of Union Heritage Capital LLC’s holdings, making the stock its 2nd largest position. Union Heritage Capital LLC’s holdings in Amphenol were worth $15,312,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of APH. Vanguard Group Inc. raised its holdings in Amphenol by 1.1% in the 4th quarter. Vanguard Group Inc. now owns 126,553,498 shares of the electronics maker’s stock worth $17,102,440,000 after purchasing an additional 1,322,682 shares during the period. J. Stern & Co. LLP grew its holdings in Amphenol by 9,435.8% during 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 buying an additional 75,964,718 shares in the last quarter. State Street Corp increased its holdings in Amphenol by 1.6% in 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 acquiring an additional 888,526 shares during the last quarter. JPMorgan Chase & Co. increased its holdings in shares of Amphenol by 102.7% in the fourth 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 during the last quarter. Finally, Geode Capital Management LLC boosted its position in shares of Amphenol by 2.5% during the 4th quarter. Geode Capital Management LLC now owns 30,318,652 shares of the electronics maker’s stock valued at $4,087,372,000 after acquiring an additional 748,813 shares during the last quarter. Institutional investors own 97.01% of the company’s stock.

Amphenol Stock Up 6.7%

NYSE:APH opened at $160.33 on Friday. The company has a market cap of $197.24 billion, a price-to-earnings ratio of 40.18, a price-to-earnings-growth ratio of 1.26 and a beta of 1.24. Amphenol Corporation has a twelve month low of $102.76 and a twelve month high of $178.52. The company has a current ratio of 1.89, a quick ratio of 1.26 and a debt-to-equity ratio of 1.10. The stock has a fifty day simple moving average of $155.05 and a 200-day simple moving average of $145.03.

Amphenol (NYSE:APH) last posted its quarterly earnings results on Wednesday, July 29th. The electronics maker reported $1.35 EPS for the quarter, topping the consensus estimate of $1.19 by $0.16. The company had revenue of $8.76 billion for the quarter, compared to the consensus estimate of $8.26 billion. Amphenol had a net margin of 17.73% and a return on equity of 39.87%. The firm’s revenue was up 55.0% compared to the same quarter last year. During the same quarter last year, the firm posted $0.81 EPS. Amphenol has set its Q3 2026 guidance at 1.400-1.420 EPS. Analysts anticipate that Amphenol Corporation will post 4.95 EPS for the current year.

Amphenol Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 23rd were given a dividend of $0.25 per share. The ex-dividend date of this dividend was Tuesday, June 23rd. This represents a $1.00 dividend on an annualized basis and a yield of 0.6%. Amphenol’s payout ratio is 25.06%.

Analyst Upgrades and Downgrades

APH has been the topic of several recent research reports. Seaport Research Partners restated a “buy” rating and set a $215.00 target price on shares of Amphenol in a research report on Thursday, April 30th. BNP Paribas Exane increased their price target on Amphenol from $200.00 to $215.00 and gave the company an “outperform” rating in a report on Thursday. Jefferies Financial Group raised their price target on Amphenol from $165.00 to $190.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Truist Financial lifted their price objective on shares of Amphenol from $200.00 to $215.00 and gave the stock a “buy” rating in a research note on Thursday. Finally, Bank of America increased their target price on shares of Amphenol from $180.00 to $185.00 and gave the company a “buy” rating in a research note on Thursday, July 9th. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Amphenol presently has a consensus rating of “Buy” and an average target price of $191.67.

Trending Headlines about Amphenol

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Q2 results exceeded estimates: Amphenol reported adjusted EPS of $1.35, versus the $1.19 consensus estimate, while revenue reached $8.76 billion compared with expectations of $8.26 billion. Revenue increased 55% year over year, helped by strong IT datacom demand, broad organic growth and acquisitions. Amphenol earnings report
• Positive Sentiment: AI-related demand is supporting growth: Management highlighted record orders and accelerating demand for connectivity products used in artificial-intelligence infrastructure, contributing to a record quarter. AI connectivity growth article
• Positive Sentiment: Q3 outlook beat expectations: Amphenol forecast EPS of $1.40–$1.42 and revenue of $9.3–$9.4 billion, ahead of analyst estimates of $1.26 EPS and $8.6 billion in revenue. Amphenol Q2 results and outlook
• Positive Sentiment: Analyst sentiment improved: BNP Paribas Exane raised its price target to $215 from $200 and maintained an “outperform” rating. Citigroup raised its target to $210 from $195 with a “buy” rating, while Truist increased its target to $215 from $200 and also reiterated “buy.”
• Neutral Sentiment: Despite strong momentum, APH trades at a relatively elevated valuation, with a reported price-to-earnings ratio above 46, leaving the stock sensitive to any slowdown in AI infrastructure spending or disappointment in future guidance.
• Negative Sentiment: Broader market pressure from a sharp oil-price increase, geopolitical tensions and concerns ahead of the Federal Reserve’s decision created a less supportive backdrop for technology and growth stocks, although company-specific earnings strength outweighed those concerns.

Insider Activity

In other news, CEO Richard Adam Norwitt sold 52,203 shares of the stock in a transaction on Monday, May 4th. The stock was sold at an average price of $142.04, for a total transaction of $7,414,914.12. Following the transaction, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at approximately $273,783,094.28. This represents a 2.64% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 1.42% of the company’s stock.

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.