Amphenol Corporation $APH is Dearborn Partners LLC’s 6th Largest Position

Dearborn Partners LLC reduced its stake in shares of Amphenol Corporation (NYSE:APH) by 5.2% in the 4th quarter, Holdings Channel reports. The fund owned 310,502 shares of the electronics maker’s stock after selling 17,097 shares during the period. Amphenol makes up 2.1% of Dearborn Partners LLC’s investment portfolio, making the stock its 6th largest position. Dearborn Partners LLC’s holdings in Amphenol were worth $41,961,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the stock. XML Financial LLC raised its position in Amphenol by 49.5% during the fourth quarter. XML Financial LLC now owns 9,049 shares of the electronics maker’s stock valued at $1,223,000 after acquiring an additional 2,996 shares in the last quarter. Vestcor Inc increased its position in shares of Amphenol by 87.0% in the fourth quarter. Vestcor Inc now owns 102,292 shares of the electronics maker’s stock valued at $13,824,000 after buying an additional 47,585 shares in the last quarter. MCF Advisors LLC increased its position in shares of Amphenol by 40.0% in the fourth quarter. MCF Advisors LLC now owns 1,737 shares of the electronics maker’s stock valued at $235,000 after buying an additional 496 shares in the last quarter. OneAscent Family Office LLC increased its position in shares of Amphenol by 7.4% in the fourth quarter. OneAscent Family Office LLC now owns 3,935 shares of the electronics maker’s stock valued at $532,000 after buying an additional 271 shares in the last quarter. Finally, Pinebridge Investments LLC purchased a new stake in shares of Amphenol in the fourth quarter valued at approximately $41,422,000. 97.01% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of analysts have recently commented on APH shares. Jefferies Financial Group boosted their price objective on Amphenol from $165.00 to $190.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. Seaport Research Partners restated a “buy” rating and issued a $215.00 price objective on shares of Amphenol in a research report on Thursday, April 30th. Evercore restated an “outperform” rating on shares of Amphenol in a research report on Wednesday, May 27th. Truist Financial boosted their price objective on Amphenol from $182.00 to $200.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. Finally, Wall Street Zen cut Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. Fourteen analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $176.87.

Amphenol Stock Down 5.4%

Shares of APH opened at $138.84 on Friday. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.26 and a current ratio of 1.71. Amphenol Corporation has a one year low of $91.06 and a one year high of $167.04. The stock has a market capitalization of $170.80 billion, a price-to-earnings ratio of 39.90, a PEG ratio of 1.22 and a beta of 1.27. The stock has a 50 day moving average price of $137.03 and a 200 day moving average price of $138.94.

Amphenol (NYSE:APH) last released its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, topping analysts’ consensus estimates of $0.95 by $0.11. The company had revenue of $7.62 billion for the quarter, compared to analyst estimates of $7.08 billion. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The firm’s revenue for the quarter was up 58.4% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.63 earnings per share. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Equities research analysts forecast that Amphenol Corporation will post 4.76 earnings per share for the current fiscal year.

Amphenol Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 23rd will be paid a dividend of $0.25 per share. The ex-dividend date of this dividend is Tuesday, June 23rd. This represents a $1.00 dividend on an annualized basis and a yield of 0.7%. Amphenol’s payout ratio is 28.74%.

Insiders Place Their Bets

In other Amphenol news, CEO Richard Adam Norwitt sold 61,072 shares of the business’s stock in a transaction on Friday, May 1st. The stock was sold at an average price of $143.90, for a total transaction of $8,788,260.80. Following the transaction, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at approximately $277,368,257.30. The trade was a 3.07% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Insiders sold a total of 130,775 shares of company stock worth $18,709,350 over the last quarter. 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.