Guardian Capital LP Boosts Holdings in Amphenol Corporation $APH

Guardian Capital LP increased its position in Amphenol Corporation (NYSE:APH) by 29.3% during the third quarter, HoldingsChannel.com reports. The firm owned 17,353 shares of the electronics maker’s stock after acquiring an additional 3,934 shares during the quarter. Guardian Capital LP’s holdings in Amphenol were worth $2,147,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of APH. Marietta Investment Partners LLC increased its stake in Amphenol by 6.6% during the 3rd quarter. Marietta Investment Partners LLC now owns 56,709 shares of the electronics maker’s stock valued at $7,018,000 after purchasing an additional 3,527 shares in the last quarter. Sunpointe LLC bought a new position in shares of Amphenol in the third quarter worth approximately $208,000. M1 Capital Management LLC purchased a new stake in shares of Amphenol during the third quarter valued at approximately $236,000. Consolidated Portfolio Review Corp increased its position in shares of Amphenol by 199.5% during the third quarter. Consolidated Portfolio Review Corp now owns 12,068 shares of the electronics maker’s stock valued at $1,493,000 after acquiring an additional 8,039 shares in the last quarter. Finally, Perennial Investment Advisors LLC increased its position in shares of Amphenol by 4.4% during the third quarter. Perennial Investment Advisors LLC now owns 2,372 shares of the electronics maker’s stock valued at $294,000 after acquiring an additional 99 shares in the last quarter. 97.01% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other Amphenol news, CEO Richard Adam Norwitt sold 515,281 shares of the stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $147.27, for a total value of $75,885,432.87. Following the transaction, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at approximately $283,863,955.89. This represents a 21.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Company insiders own 1.67% of the company’s stock.

Analyst Ratings Changes

APH has been the topic of several analyst reports. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $183.00 price objective on shares of Amphenol in a research report on Thursday, January 15th. Evercore reissued an “outperform” rating and issued a $165.00 target price on shares of Amphenol in a report on Tuesday, January 20th. JPMorgan Chase & Co. boosted their price target on Amphenol from $160.00 to $185.00 and gave the stock an “overweight” rating in a research note on Tuesday, January 27th. US Capital Advisors set a $165.00 price target on Amphenol in a report on Friday, January 9th. Finally, UBS Group reaffirmed a “buy” rating and set a $174.00 price objective (up from $152.00) on shares of Amphenol in a research report on Wednesday, January 14th. Eleven analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, Amphenol has a consensus rating of “Moderate Buy” and an average price target of $151.38.

Amphenol Trading Down 3.2%

Shares of APH stock opened at $131.86 on Friday. The company has a current ratio of 2.98, a quick ratio of 2.48 and a debt-to-equity ratio of 1.08. Amphenol Corporation has a 12-month low of $56.45 and a 12-month high of $167.04. The stock has a market capitalization of $162.08 billion, a P/E ratio of 39.48, a P/E/G ratio of 1.44 and a beta of 1.20. The firm’s 50 day moving average is $144.44 and its 200 day moving average is $133.62.

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

Amphenol Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 14th. Investors of record on Monday, March 23rd will be given a dividend of $0.25 per share. This represents a $1.00 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Monday, March 23rd. Amphenol’s dividend payout ratio is 29.94%.

About Amphenol

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.