Xponance LLC Raises Stock Holdings in Amphenol Corporation $APH

Xponance LLC lifted its holdings in shares of Amphenol Corporation (NYSE:APH) by 6.0% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 306,772 shares of the electronics maker’s stock after acquiring an additional 17,316 shares during the quarter. Xponance LLC’s holdings in Amphenol were worth $41,457,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently modified their holdings of the company. Riggs Asset Managment Co. Inc. increased its position in Amphenol by 200.0% in the second quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock worth $25,000 after buying an additional 168 shares during the last quarter. Tucker Asset Management LLC purchased a new stake in Amphenol in the fourth quarter worth $26,000. Board of the Pension Protection Fund purchased a new stake in Amphenol in the fourth quarter worth $27,000. Lloyd Advisory Services LLC. purchased a new stake in Amphenol in the fourth quarter worth $29,000. Finally, Tacita Capital Inc increased its position in Amphenol by 145.6% in the fourth quarter. Tacita Capital Inc now owns 221 shares of the electronics maker’s stock worth $30,000 after buying an additional 131 shares during the last quarter. 97.01% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, CEO Richard Adam Norwitt sold 61,072 shares of the business’s stock in a transaction dated 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 completion of the transaction, the chief executive officer directly owned 1,927,507 shares in the company, valued at $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 Securities & Exchange Commission, which is available through this hyperlink. Insiders sold 130,775 shares of company stock worth $18,709,350 in the last three months. 1.42% of the stock is owned by insiders.

Amphenol Stock Up 2.1%

Shares of NYSE APH opened at $152.33 on Friday. Amphenol Corporation has a 52 week low of $92.08 and a 52 week high of $167.04. The business has a 50-day simple moving average of $139.17 and a two-hundred day simple moving average of $139.47. The company has a quick ratio of 1.26, a current ratio of 1.71 and a debt-to-equity ratio of 1.18. The company has a market cap 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.

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

Amphenol Dividend Announcement

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

Wall Street Analysts Forecast Growth

A number of analysts have issued reports on the company. Zacks Research downgraded Amphenol from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Piper Sandler set a $165.00 target price on Amphenol in a research report on Tuesday, March 17th. Evercore reissued an “outperform” rating on shares of Amphenol in a research report on Wednesday, May 27th. Robert W. Baird set a $177.00 target price on Amphenol in a research report on Thursday, April 30th. Finally, Truist Financial raised their target price on Amphenol from $182.00 to $200.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Fourteen investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $178.07.

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.