Amphenol Corporation $APH Shares Bought by Lido Advisors LLC

Lido Advisors LLC lifted its stake in shares of Amphenol Corporation (NYSE:APH) by 71.0% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 165,927 shares of the electronics maker’s stock after purchasing an additional 68,879 shares during the quarter. Lido Advisors LLC’s holdings in Amphenol were worth $20,552,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Norges Bank purchased a new stake in Amphenol during the second quarter worth about $2,104,244,000. Capital International Investors lifted its position in shares of Amphenol by 446.9% during the 3rd quarter. Capital International Investors now owns 18,006,524 shares of the electronics maker’s stock valued at $2,228,288,000 after acquiring an additional 14,714,177 shares during the period. Capital Research Global Investors lifted its position in shares of Amphenol by 106.9% during the 3rd quarter. Capital Research Global Investors now owns 15,523,085 shares of the electronics maker’s stock valued at $1,920,982,000 after acquiring an additional 8,021,284 shares during the period. Arrowstreet Capital Limited Partnership boosted its stake in shares of Amphenol by 693.9% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 7,279,457 shares of the electronics maker’s stock worth $900,833,000 after acquiring an additional 6,362,533 shares in the last quarter. Finally, Holocene Advisors LP grew its holdings in shares of Amphenol by 201.2% in the 2nd quarter. Holocene Advisors LP now owns 3,867,434 shares of the electronics maker’s stock worth $381,909,000 after acquiring an additional 2,583,628 shares during the period. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Insider Activity

In other Amphenol news, CEO Richard Adam Norwitt sold 515,281 shares of the firm’s stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $147.27, for a total transaction of $75,885,432.87. Following the sale, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at $283,863,955.89. This trade represents a 21.09% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. 1.67% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

APH has been the subject of several research reports. Citigroup lifted their price objective on Amphenol from $175.00 to $180.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Evercore reissued an “outperform” rating and issued a $165.00 target price on shares of Amphenol in a report on Tuesday, January 20th. US Capital Advisors set a $165.00 price target on Amphenol in a research note on Friday, January 9th. Barclays reiterated an “overweight” rating and issued a $175.00 price objective (up from $156.00) on shares of Amphenol in a research report on Thursday, January 29th. Finally, JPMorgan Chase & Co. increased their price objective on shares of Amphenol from $160.00 to $185.00 and gave the company an “overweight” rating in a research note on Tuesday, January 27th. Eleven equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, Amphenol presently has an average rating of “Moderate Buy” and a consensus target price of $151.38.

Amphenol Price Performance

Shares of NYSE:APH opened at $136.86 on Tuesday. The company has a debt-to-equity ratio of 1.08, a quick ratio of 2.48 and a current ratio of 2.98. The business’s fifty day moving average price is $144.17 and its two-hundred day moving average price is $135.02. The stock has a market cap of $168.23 billion, a PE ratio of 40.98, a price-to-earnings-growth ratio of 1.42 and a beta of 1.20. Amphenol Corporation has a one year low of $56.45 and a one year high of $167.04.

Amphenol (NYSE:APH) last issued its quarterly earnings data 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 for the quarter, compared to the consensus estimate of $6.19 billion. Amphenol had a return on equity of 35.57% and a net margin of 18.49%.The business’s revenue was up 49.1% on a year-over-year basis. During the same period in the prior year, the business earned $0.55 earnings per share. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. On average, analysts forecast that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, April 14th. Shareholders of record on Monday, March 23rd will be issued a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a yield of 0.7%. 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.