Hibernia Wealth Partners LLC Acquires New Position in Amphenol Corporation $APH

Hibernia Wealth Partners LLC acquired a new stake in Amphenol Corporation (NYSE:APH) during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 5,650 shares of the electronics maker’s stock, valued at approximately $764,000.

A number of other hedge funds have also added to or reduced their stakes in APH. Brighton Jones LLC increased its stake in Amphenol by 114.0% in the fourth quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock valued at $1,224,000 after acquiring an additional 9,390 shares during the last quarter. Revolve Wealth Partners LLC increased its stake in Amphenol by 87.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock valued at $701,000 after acquiring an additional 4,721 shares during the last quarter. Bison Wealth LLC increased its stake in 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 acquiring an additional 618 shares during the last quarter. NewEdge Advisors LLC increased its stake in Amphenol by 55.4% in the second quarter. NewEdge Advisors LLC now owns 62,946 shares of the electronics maker’s stock valued at $6,216,000 after acquiring an additional 22,434 shares during the last quarter. Finally, Main Street Financial Solutions LLC increased its stake in Amphenol by 15.5% in the second quarter. Main Street Financial Solutions LLC now owns 4,745 shares of the electronics maker’s stock valued at $469,000 after acquiring an additional 638 shares during the last quarter. 97.01% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of research analysts recently issued reports on the stock. Rothschild & Co Redburn lifted their price objective on shares of Amphenol from $160.00 to $172.00 and gave the company a “buy” rating in a research note on Thursday, April 30th. Piper Sandler set a $165.00 price objective on shares of Amphenol in a research note on Tuesday, March 17th. BNP Paribas Exane raised their target price on shares of Amphenol from $195.00 to $200.00 and gave the company an “outperform” rating in a research report on Thursday, May 28th. Seaport Research Partners restated a “buy” rating and issued a $215.00 target price on shares of Amphenol in a research report on Thursday, April 30th. Finally, Zacks Research lowered shares of Amphenol from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Fourteen analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Amphenol currently has an average rating of “Moderate Buy” and a consensus price target of $178.07.

Amphenol Stock Performance

Shares of Amphenol stock opened at $152.33 on Friday. Amphenol Corporation has a fifty-two week low of $92.08 and a fifty-two week high of $167.04. The company has a debt-to-equity ratio of 1.18, a current ratio of 1.71 and a quick ratio of 1.26. The firm has a market capitalization of $187.40 billion, a P/E ratio of 43.77, a P/E/G ratio of 1.31 and a beta of 1.27. The company’s 50 day moving average price is $139.17 and its two-hundred day moving average price is $139.47.

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

Amphenol Dividend Announcement

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

Insider Activity at Amphenol

In other news, CEO Richard Adam Norwitt sold 61,072 shares of Amphenol stock in a transaction on Friday, May 1st. The shares were 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 in the company, valued at approximately $277,368,257.30. The trade was a 3.07% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders have sold a total of 130,775 shares of company stock worth $18,709,350 in the last quarter. 1.42% of the stock is currently owned by insiders.

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.