Sapient Capital LLC Makes New $873,000 Investment in Amphenol Corporation $APH

Sapient Capital LLC bought a new stake in Amphenol Corporation (NYSE:APH) in the 1st quarter, HoldingsChannel.com reports. The firm bought 6,895 shares of the electronics maker’s stock, valued at approximately $873,000.

A number of other large investors have also modified their holdings of APH. Generali Asset Management SPA SGR raised its position in Amphenol by 20.2% during the fourth quarter. Generali Asset Management SPA SGR now owns 87,072 shares of the electronics maker’s stock worth $11,767,000 after acquiring an additional 14,612 shares during the period. Praxis Investment Management Inc. raised its position in shares of Amphenol by 86.3% during the 4th quarter. Praxis Investment Management Inc. now owns 26,986 shares of the electronics maker’s stock worth $3,647,000 after purchasing an additional 12,502 shares during the last quarter. Principal Financial Group Inc. lifted its stake in Amphenol by 2.6% in the 4th quarter. Principal Financial Group Inc. now owns 2,750,490 shares of the electronics maker’s stock valued at $371,704,000 after buying an additional 70,938 shares in the last quarter. Global Retirement Partners LLC boosted its holdings in Amphenol by 110.5% in the 4th quarter. Global Retirement Partners LLC now owns 18,689 shares of the electronics maker’s stock worth $2,526,000 after buying an additional 9,812 shares during the last quarter. Finally, OVERSEA CHINESE BANKING Corp Ltd acquired a new position in shares of Amphenol during the fourth quarter valued at approximately $4,004,000. Institutional investors and hedge funds own 97.01% of the company’s stock.

Insider Buying and Selling

In other Amphenol news, CEO Richard Adam Norwitt sold 186,104 shares of Amphenol stock in a transaction on Friday, July 31st. The stock was sold at an average price of $162.27, for a total value of $30,199,096.08. Following the sale, the chief executive officer owned 864,177 shares in the company, valued at $140,230,001.79. The trade was a 17.72% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 1.42% of the stock is owned by corporate insiders.

Amphenol Trading Up 1.9%

Shares of APH opened at $163.78 on Tuesday. Amphenol Corporation has a 12-month low of $104.71 and a 12-month high of $178.52. The firm has a market capitalization of $201.49 billion, a P/E ratio of 41.05, a P/E/G ratio of 1.30 and a beta of 1.24. The firm has a 50-day moving average price of $156.24 and a 200 day moving average price of $145.24. The company has a current ratio of 1.89, a quick ratio of 1.41 and a debt-to-equity ratio of 1.10.

Amphenol (NYSE:APH) last issued its earnings results on Wednesday, July 29th. The electronics maker reported $1.35 EPS for the quarter, topping analysts’ consensus estimates of $1.19 by $0.16. Amphenol had a net margin of 17.73% and a return on equity of 39.87%. The company had revenue of $8.76 billion for the quarter, compared to the consensus estimate of $8.26 billion. During the same period in the previous year, the firm earned $0.81 earnings per share. Amphenol’s quarterly revenue was up 55.0% compared to the same quarter last year. Amphenol has set its Q3 2026 guidance at 1.400-1.420 EPS. Sell-side analysts forecast that Amphenol Corporation will post 5.13 EPS for the current year.

Amphenol Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd were given a $0.25 dividend. This represents a $1.00 annualized dividend and a yield of 0.6%. The ex-dividend date was Tuesday, June 23rd. Amphenol’s dividend payout ratio is presently 25.06%.

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on the company. Robert W. Baird lifted their price target on Amphenol from $177.00 to $190.00 and gave the stock an “outperform” rating in a research note on Monday, July 13th. Barclays reaffirmed an “overweight” rating and set a $200.00 target price (up from $198.00) on shares of Amphenol in a report on Monday, July 13th. UBS Group reissued a “buy” rating and issued a $197.00 price target (up from $185.00) on shares of Amphenol in a research note on Thursday. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amphenol in a research note on Friday, July 17th. Finally, The Goldman Sachs Group raised their target price on shares of Amphenol from $184.00 to $201.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and one has given a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus price target of $191.67.

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.