Amphenol Corporation $APH is Katamaran Capital LLP’s 3rd Largest Position

Katamaran Capital LLP grew its position in Amphenol Corporation (NYSE:APH) by 159.0% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 54,604 shares of the electronics maker’s stock after acquiring an additional 33,520 shares during the quarter. Amphenol comprises approximately 5.6% of Katamaran Capital LLP’s portfolio, making the stock its 3rd biggest position. Katamaran Capital LLP’s holdings in Amphenol were worth $6,899,000 at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. 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 purchasing an additional 9,390 shares during the period. Revolve Wealth Partners LLC boosted its stake in shares of Amphenol by 87.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock worth $701,000 after buying an additional 4,721 shares during the period. Bison Wealth LLC grew its holdings in shares of Amphenol by 8.3% during the fourth quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock worth $559,000 after buying an additional 618 shares during the last quarter. NewEdge Advisors LLC increased its position in Amphenol by 55.4% in the 2nd 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 period. Finally, Main Street Financial Solutions LLC raised its stake in Amphenol by 15.5% during the 2nd 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 currently owned by hedge funds and other institutional investors.

Insider Transactions at Amphenol

In related news, CEO Richard Adam Norwitt sold 61,072 shares of Amphenol 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 completion of the transaction, the chief executive officer directly 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 sale was disclosed in a document filed with the SEC, which can be accessed through this link. Insiders sold 130,775 shares of company stock worth $18,709,350 over the last ninety days. Insiders own 1.42% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have recently issued reports on APH. Rothschild & Co Redburn boosted their target price on Amphenol from $160.00 to $172.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Bank of America increased their price target on Amphenol from $180.00 to $185.00 and gave the stock a “buy” rating in a report on Thursday, July 9th. BNP Paribas Exane boosted their price objective on shares of Amphenol from $195.00 to $200.00 and gave the company an “outperform” rating in a research note on Thursday, May 28th. Weiss Ratings restated a “buy (b)” rating on shares of Amphenol in a research report on Monday, April 20th. Finally, UBS Group restated a “buy” rating and issued a $185.00 target price (up from $178.00) on shares of Amphenol in a research note on Thursday, July 9th. Fourteen research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to MarketBeat, Amphenol presently has an average rating of “Moderate Buy” and an average target price of $186.00.

Amphenol Stock Performance

NYSE:APH opened at $158.34 on Wednesday. The firm’s fifty day simple moving average is $148.62 and its 200-day simple moving average is $143.71. 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 stock has a market cap of $194.80 billion, a PE ratio of 45.50, a price-to-earnings-growth ratio of 1.36 and a beta of 1.24. Amphenol Corporation has a fifty-two week low of $95.19 and a fifty-two week high of $178.52.

Amphenol (NYSE:APH) last released its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, topping 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 the consensus estimate of $7.08 billion. During the same quarter in the previous year, the firm earned $0.63 earnings per share. The firm’s revenue was up 58.4% on a year-over-year basis. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Analysts expect that Amphenol Corporation will post 4.76 earnings per share for the current fiscal year.

Amphenol Announces Dividend

The company 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 $0.25 dividend. This represents a $1.00 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend is Tuesday, June 23rd. Amphenol’s dividend payout ratio (DPR) is presently 28.74%.

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.