Maripau Wealth Management LLC Buys New Shares in Amphenol Corporation $APH

Maripau Wealth Management LLC bought a new position in Amphenol Corporation (NYSE:APH) in the first quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 3,581 shares of the electronics maker’s stock, valued at approximately $452,000.

Several other large investors have also added to or reduced their stakes in APH. Generali Asset Management SPA SGR lifted its position in Amphenol by 20.2% during the fourth 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 during the period. Principal Financial Group Inc. boosted its position in Amphenol by 2.6% in the 4th quarter. Principal Financial Group Inc. now owns 2,750,490 shares of the electronics maker’s stock worth $371,704,000 after purchasing an additional 70,938 shares in the last quarter. Praxis Investment Management Inc. lifted its position in shares of Amphenol by 86.3% during the 4th quarter. Praxis Investment Management Inc. now owns 26,986 shares of the electronics maker’s stock valued at $3,647,000 after buying an additional 12,502 shares in the last quarter. Global Retirement Partners LLC increased its position in shares of Amphenol by 110.5% during the fourth quarter. Global Retirement Partners LLC now owns 18,689 shares of the electronics maker’s stock worth $2,526,000 after purchasing an additional 9,812 shares in the last quarter. Finally, OVERSEA CHINESE BANKING Corp Ltd acquired a new position in Amphenol in the 4th quarter valued at $4,004,000. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Key Headlines Impacting Amphenol

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Record Q2 beat estimates: Amphenol reported earnings of $1.35 per share versus the $1.19 consensus and revenue of $8.76 billion versus expectations of $8.26 billion. Revenue grew 55% year over year, reflecting strong demand across connectivity markets. Amphenol Q2 Earnings Snapshot
• Positive Sentiment: AI demand is accelerating: Management highlighted robust orders and expanding demand for AI infrastructure, including high-speed connectivity products. Acquisitions are broadening Amphenol’s exposure to AI data centers and other key end markets, supporting higher 2026 expectations. Amphenol Builds AI Edge Through Strategic Acquisitions
• Positive Sentiment: Q3 outlook also topped expectations: Amphenol guided to approximately $1.40–$1.42 in third-quarter EPS, reinforcing expectations for continued momentum after the strong second quarter. Amphenol Surges After Q2 Results
• Positive Sentiment: Analysts raised targets: BNP Paribas Exane lifted its target to $215 from $200 with an “outperform” rating, while Truist raised its target to $215 and Citi increased its target to $210; all maintained bullish ratings. Analyst Price Target Changes
• Neutral Sentiment: Key consideration: The bullish outlook depends on sustained AI infrastructure spending, continued strong orders and successful integration of acquired businesses. At roughly 40 times earnings, expectations for execution remain elevated. Amphenol Q2 2026 Earnings Call Transcript

Insider Transactions at Amphenol

In other Amphenol news, CEO Richard Adam Norwitt sold 52,203 shares of the stock in a transaction that occurred on Monday, May 4th. The shares were sold at an average price of $142.04, for a total value of $7,414,914.12. Following the transaction, the chief executive officer directly owned 1,927,507 shares in the company, valued at $273,783,094.28. This represents a 2.64% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 1.42% of the stock is owned by company insiders.

Amphenol Stock Performance

Shares of Amphenol stock opened at $160.72 on Friday. Amphenol Corporation has a one year low of $102.76 and a one year high of $178.52. The business has a 50-day simple moving average of $155.61 and a 200-day simple moving average of $145.14. The company has a debt-to-equity ratio of 1.10, a quick ratio of 1.26 and a current ratio of 1.89. The company has a market cap of $197.73 billion, a PE ratio of 40.28, a P/E/G ratio of 1.34 and a beta of 1.24.

Amphenol (NYSE:APH) last announced its quarterly earnings results on Wednesday, July 29th. The electronics maker reported $1.35 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.19 by $0.16. The company had revenue of $8.76 billion during the quarter, compared to the consensus estimate of $8.26 billion. Amphenol had a return on equity of 39.87% and a net margin of 17.73%.Amphenol’s revenue for the quarter was up 55.0% on a year-over-year basis. During the same period in the previous year, the business earned $0.81 EPS. Amphenol has set its Q3 2026 guidance at 1.400-1.420 EPS. On average, equities research analysts forecast that Amphenol Corporation will post 4.95 EPS for the current fiscal year.

Amphenol Dividend Announcement

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

Wall Street Analyst Weigh In

A number of equities analysts recently weighed in on the stock. Seaport Research Partners restated a “buy” rating and set a $215.00 price target on shares of Amphenol in a research report on Thursday, April 30th. TD Cowen restated a “hold” rating and issued a $175.00 target price (up from $135.00) on shares of Amphenol in a report on Monday, July 13th. BNP Paribas Exane boosted their price target on shares of Amphenol from $200.00 to $215.00 and gave the company an “outperform” rating in a research report on Thursday. Bank of America lifted their target price on Amphenol from $180.00 to $185.00 and gave the company a “buy” rating in a research report on Thursday, July 9th. Finally, UBS Group reiterated a “buy” rating and set a $197.00 price target (up from $185.00) on shares of Amphenol in a research report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus target price of $191.67.

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.