Federated Hermes Inc. Has $23.59 Million Stake in Amphenol Corporation $APH

Federated Hermes Inc. increased its position in shares of Amphenol Corporation (NYSE:APH) by 4,146.8% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 190,598 shares of the electronics maker’s stock after acquiring an additional 186,110 shares during the quarter. Federated Hermes Inc.’s holdings in Amphenol were worth $23,587,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in APH. Brighton Jones LLC lifted its holdings in shares of Amphenol by 114.0% during the 4th quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock valued at $1,224,000 after purchasing an additional 9,390 shares in the last quarter. Revolve Wealth Partners LLC raised its stake in shares of 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 purchasing an additional 4,721 shares during the period. Bison Wealth LLC lifted its holdings in shares of Amphenol by 8.3% in the fourth quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock valued at $559,000 after purchasing an additional 618 shares in the last quarter. Capital Investment Advisors LLC acquired a new position in shares of Amphenol during the second quarter worth about $209,000. Finally, Truist Financial Corp grew its holdings in shares of Amphenol by 6.5% during the second quarter. Truist Financial Corp now owns 262,281 shares of the electronics maker’s stock worth $25,900,000 after buying an additional 16,031 shares in the last quarter. 97.01% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In related news, VP David M. Silverman sold 120,000 shares of the stock in a transaction on Monday, November 3rd. The stock was sold at an average price of $141.17, for a total value of $16,940,400.00. Following the sale, the vice president owned 12,500 shares in the company, valued at approximately $1,764,625. This represents a 90.57% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Craig A. Lampo sold 258,000 shares of the firm’s stock in a transaction on Tuesday, November 11th. The shares were sold at an average price of $143.20, for a total value of $36,945,600.00. Following the sale, the chief financial officer directly owned 167,695 shares of the company’s stock, valued at $24,013,924. This represents a 60.61% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 498,076 shares of company stock valued at $70,996,906. 1.67% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on the company. US Capital Advisors set a $165.00 price target on Amphenol in a research report on Friday, January 9th. JPMorgan Chase & Co. increased their target price on shares of Amphenol from $160.00 to $185.00 and gave the stock an “overweight” rating in a report on Tuesday. Wall Street Zen lowered shares of Amphenol from a “strong-buy” rating to a “buy” rating in a research note on Sunday, November 2nd. Citigroup increased their price objective on shares of Amphenol from $175.00 to $180.00 and gave the stock a “buy” rating in a research note on Thursday. Finally, Barclays restated an “overweight” rating and issued a $175.00 price objective (up previously from $156.00) on shares of Amphenol in a report on Thursday. Eleven investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $151.38.

Amphenol News Roundup

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Q4 beat — Amphenol posted record revenue and adjusted EPS with revenue up ~49% year‑over‑year, driven by strong demand across AI and other end markets. This underpins the longer‑term growth story. APH Q4 Deep Dive: AI Demand and Strategic Acquisitions Drive Growth Amid Investor Concerns
• Positive Sentiment: Analyst bullishness — Citi raised its price target to $180 and keeps a Buy rating, implying meaningful upside vs. current levels and providing a near‑term catalyst if other firms follow. Benzinga
• Positive Sentiment: Fundamentals improving — Street estimates have been revised higher following the quarter, which supports a continued rally if execution stays strong. Earnings Estimates Rising for Amphenol (APH): Will It Gain?
• Positive Sentiment: Technicals improving — APH recently flashed a “golden cross”/moved above short‑term moving averages, suggesting short‑term bullish momentum that can attract technical buyers. Amphenol (APH) Just Flashed Golden Cross Signal: Do You Buy?
• Neutral Sentiment: Derivatives activity — Options flow shows elevated activity, which can amplify intraday moves but is ambiguous for direction unless one side dominates. Traders should watch skew and expiries for clues. Unpacking the Latest Options Trading Trends in Amphenol
• Negative Sentiment: Post‑earnings sell‑off and valuation concerns — Despite the beat, shares pulled back after the report as investors focused on high valuation (P/E >40) and the possibility that the company’s Q1 guidance implies a near‑term EPS dip. That dynamic is prompting profit‑taking. Amphenol: A Tough Proposition Into 2026
• Negative Sentiment: Investor concerns and coverage pieces highlight the downside — several writeups explain why the stock sold off sharply (profit‑taking, guidance signal, valuation) even with strong underlying growth. Watch upcoming quarterly guideposts and margin commentary. Why Amphenol Corporation’s (APH) Stock Is Down 13.98%

Amphenol Stock Performance

Shares of APH opened at $143.99 on Friday. The company has a market cap of $176.26 billion, a PE ratio of 43.11, a price-to-earnings-growth ratio of 0.91 and a beta of 1.21. The firm has a 50-day moving average of $141.43 and a 200-day moving average of $127.31. Amphenol Corporation has a one year low of $56.45 and a one year high of $167.04. The company has a debt-to-equity ratio of 1.08, a current ratio of 2.98 and a quick ratio of 1.52.

Amphenol (NYSE:APH) last issued its earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.93 by $0.04. The business had revenue of $6.44 billion during the quarter, compared to the consensus estimate of $6.19 billion. Amphenol had a net margin of 18.49% and a return on equity of 35.57%. Amphenol’s revenue was up 49.1% on a year-over-year basis. During the same period last year, the business posted $0.55 EPS. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. As a group, equities analysts forecast that Amphenol Corporation will post 2.36 earnings per share for the current year.

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.