Amphenol Corporation $APH Stock Position Decreased by NewEdge Wealth LLC

NewEdge Wealth LLC cut its holdings in Amphenol Corporation (NYSE:APH) by 29.4% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 52,908 shares of the electronics maker’s stock after selling 22,076 shares during the quarter. NewEdge Wealth LLC’s holdings in Amphenol were worth $6,685,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in APH. Brighton Jones LLC lifted its position in shares of Amphenol by 114.0% in the fourth quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock worth $1,224,000 after buying an additional 9,390 shares during the last quarter. Revolve Wealth Partners LLC increased its holdings in shares of Amphenol by 87.9% during the 4th 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 raised its stake in shares of Amphenol by 8.3% in the 4th 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 in the last quarter. NewEdge Advisors LLC raised its stake in shares of 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 in the last quarter. Finally, Main Street Financial Solutions LLC lifted its holdings in Amphenol by 15.5% in the 2nd quarter. Main Street Financial Solutions LLC now owns 4,745 shares of the electronics maker’s stock worth $469,000 after purchasing an additional 638 shares during the last quarter. 97.01% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several equities analysts have commented on APH shares. UBS Group reiterated a “buy” rating and set a $185.00 price target (up from $178.00) on shares of Amphenol in a report on Thursday, July 9th. JPMorgan Chase & Co. boosted their price objective on shares of Amphenol from $190.00 to $200.00 and gave the stock an “overweight” rating in a research note on Thursday, April 30th. Bank of America upped their price objective on shares of Amphenol from $180.00 to $185.00 and gave the stock a “buy” rating in a report on Thursday, July 9th. Barclays reiterated an “overweight” rating and issued a $200.00 target price (up from $198.00) on shares of Amphenol in a report on Monday, July 13th. Finally, Evercore reissued an “outperform” rating on shares of Amphenol in a research report on Wednesday, May 27th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat.com, Amphenol currently has a consensus rating of “Buy” and a consensus target price of $186.00.

Insider Buying and Selling

In other Amphenol 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 sale, the chief executive officer 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 at this link. Insiders sold 130,775 shares of company stock valued at $18,709,350 over the last three months. 1.42% of the stock is owned by company insiders.

Amphenol Stock Down 0.1%

APH stock opened at $157.34 on Friday. Amphenol Corporation has a twelve month low of $102.18 and a twelve month high of $178.52. 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 $193.56 billion, a PE ratio of 45.21, a price-to-earnings-growth ratio of 1.35 and a beta of 1.24. The business’s 50-day simple moving average is $152.19 and its 200 day simple moving average is $144.60.

Amphenol (NYSE:APH) last posted its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, beating 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 firm had revenue of $7.62 billion during the quarter, compared to analysts’ expectations of $7.08 billion. During the same quarter in the prior year, the firm posted $0.63 EPS. The company’s revenue for the quarter 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, research analysts anticipate that Amphenol Corporation will post 4.87 earnings per share for the current year.

Amphenol Dividend Announcement

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

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.