Blair William & Co. IL Decreases Position in Amphenol Corporation $APH

Blair William & Co. IL decreased its holdings in Amphenol Corporation (NYSE:APH) by 3.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,653,891 shares of the electronics maker’s stock after selling 97,623 shares during the period. Amphenol comprises about 1.0% of Blair William & Co. IL’s investment portfolio, making the stock its 15th biggest holding. Blair William & Co. IL’s holdings in Amphenol were worth $358,647,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of the business. Riggs Asset Managment Co. Inc. boosted its holdings in shares of Amphenol by 200.0% during the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock valued at $25,000 after acquiring an additional 168 shares during the last quarter. Tucker Asset Management LLC bought a new position in Amphenol during the fourth quarter valued at approximately $26,000. Board of the Pension Protection Fund bought a new stake in Amphenol in the 4th quarter worth approximately $27,000. Lloyd Advisory Services LLC. purchased a new stake in Amphenol during the 4th quarter valued at $29,000. Finally, Tacita Capital Inc lifted its holdings in shares of Amphenol by 145.6% during the 4th quarter. Tacita Capital Inc now owns 221 shares of the electronics maker’s stock valued at $30,000 after buying an additional 131 shares during the period. 97.01% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several brokerages recently commented on APH. Piper Sandler set a $165.00 price objective on Amphenol in a report on Tuesday, March 17th. Wall Street Zen cut Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. Zacks Research downgraded Amphenol from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. BNP Paribas Exane increased their price objective on shares of Amphenol from $195.00 to $200.00 and gave the stock an “outperform” rating in a research note on Thursday, May 28th. Finally, Robert W. Baird set a $177.00 price objective on shares of Amphenol in a report on Thursday, April 30th. Fourteen research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, Amphenol has an average rating of “Moderate Buy” and an average price target of $178.07.

Insider Transactions at Amphenol

In other Amphenol news, CEO Richard Adam Norwitt sold 17,500 shares of the firm’s stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $143.21, for a total transaction of $2,506,175.00. Following the sale, the chief executive officer owned 1,927,507 shares in the company, valued at approximately $276,038,277.47. This trade represents a 0.90% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Over the last ninety days, insiders have sold 130,775 shares of company stock valued at $18,709,350. Corporate insiders own 1.42% of the company’s stock.

Amphenol Price Performance

Shares of Amphenol stock opened at $158.86 on Wednesday. The stock has a market cap of $195.43 billion, a P/E ratio of 45.65, a P/E/G ratio of 1.39 and a beta of 1.27. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.26 and a current ratio of 1.71. The stock’s fifty day moving average is $140.93 and its 200 day moving average is $139.87. Amphenol Corporation has a one year low of $92.22 and a one year high of $167.04.

Amphenol (NYSE:APH) last released its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.95 by $0.11. The business had revenue of $7.62 billion during 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%.Amphenol’s revenue for the quarter was up 58.4% on a year-over-year basis. 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. Sell-side analysts anticipate that Amphenol Corporation will post 4.76 earnings per share for the current year.

Amphenol Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd will be paid a dividend of $0.25 per share. The ex-dividend date is Tuesday, June 23rd. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.6%. Amphenol’s payout ratio is 28.74%.

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.