Amphenol (NYSE:APH) Sets New 12-Month High – Time to Buy?

Amphenol Corporation (NYSE:APH) hit a new 52-week high during mid-day trading on Tuesday. The stock traded as high as $89.48 and last traded at $88.7630, with a volume of 1311830 shares traded. The stock had previously closed at $87.27.

Wall Street Analyst Weigh In

A number of research analysts have commented on the company. Bank of America increased their price objective on Amphenol from $90.00 to $92.50 and gave the company a “buy” rating in a research report on Thursday, July 9th. BNP Paribas Exane lifted their price objective on Amphenol from $107.50 to $110.00 and gave the stock an “outperform” rating in a research report on Tuesday, September 22nd. Sanford C. Bernstein assumed coverage on shares of Amphenol in a research report on Wednesday, September 23rd. They set an “outperform” rating and a $99.00 target price on the stock. Zacks Research cut shares of Amphenol from a “strong-buy” rating to a “hold” rating in a research report on Monday, September 28th. Finally, TD Cowen cut their price objective on shares of Amphenol from $175.00 to $90.00 and set a “hold” rating on the stock in a report on Wednesday, September 9th. Sixteen research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Amphenol has an average rating of “Moderate Buy” and a consensus target price of $98.15.

Amphenol Stock Down 1.0%

The company has a market cap of $216.28 billion, a price-to-earnings ratio of 43.96, a price-to-earnings-growth ratio of 1.23 and a beta of 1.23. The company has a current ratio of 1.89, a quick ratio of 1.41 and a debt-to-equity ratio of 1.10. The firm’s fifty day moving average price is $82.17 and its 200-day moving average price is $76.07.

Amphenol (NYSE:APH) last announced its quarterly earnings results on Wednesday, July 29th. The electronics maker reported $0.68 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.60 by $0.08. The company had revenue of $8.76 billion during the quarter, compared to the consensus estimate of $8.26 billion. Amphenol had a return on equity of 39.87% and a net margin of 17.73%.The company’s revenue for the quarter was up 55.0% compared to the same quarter last year. During the same period in the prior year, the company earned $0.41 earnings per share. Amphenol has set its Q3 2026 guidance at 1.400-1.420 EPS. Sell-side analysts predict that Amphenol Corporation will post 2.66 earnings per share for the current year.

Amphenol Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 14th. Stockholders of record on Tuesday, September 22nd will be issued a $0.25 dividend. The ex-dividend date is Tuesday, September 22nd. This represents a $1.00 dividend on an annualized basis and a dividend yield of 1.1%. Amphenol’s dividend payout ratio (DPR) is 25.00%.

Insider Buying and Selling at Amphenol

In other news, EVP Lance E. D’amico sold 100,000 shares of the firm’s stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $81.00, for a total value of $8,099,500.00. Following the completion of the transaction, the executive vice president owned 114,130 shares in the company, valued at $9,243,959.35. This trade represents a 46.70% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Richard Norwitt sold 1,000,000 shares of the company’s stock in a transaction dated Friday, July 31st. The stock was sold at an average price of $80.78, for a total value of $80,785,000.00. Following the sale, the chief executive officer owned 3,855,014 shares in the company, valued at $311,427,305.99. The trade was a 20.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 2,098,608 shares of company stock worth $172,316,688. Company insiders own 1.42% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in APH. State Street Corp grew its stake in shares of Amphenol by 24.2% in the second quarter. State Street Corp now owns 71,281,059 shares of the electronics maker’s stock valued at $12,107,146,000 after buying an additional 13,884,641 shares in the last quarter. J. Stern & Co. LLP lifted its stake in Amphenol by 9,435.8% in the fourth quarter. J. Stern & Co. LLP now owns 76,769,791 shares of the electronics maker’s stock valued at $10,374,670,000 after acquiring an additional 75,964,718 shares during the last quarter. Wellington Management Group LLP grew its position in shares of Amphenol by 10.5% in the 2nd quarter. Wellington Management Group LLP now owns 16,579,919 shares of the electronics maker’s stock valued at $2,923,371,000 after acquiring an additional 1,578,248 shares during the period. Corient Private Wealth LP increased its stake in shares of Amphenol by 3,010.0% during the 2nd quarter. Corient Private Wealth LP now owns 16,437,431 shares of the electronics maker’s stock worth $2,898,248,000 after purchasing an additional 15,908,901 shares during the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its stake in Amphenol by 4.5% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 9,703,604 shares of the electronics maker’s stock valued at $1,710,939,000 after purchasing an additional 416,388 shares during the last quarter. Institutional investors and hedge funds own 97.01% of the company’s stock.

Amphenol Company Profile

Amphenol Corporation (NYSE: APH) designs, manufactures and markets electrical, electronic and fiber-optic connectors, interconnect systems, sensors and antenna solutions. Its products enable the transmission of power, signals and data in applications that include high-speed communications, industrial equipment, transportation systems and electronic devices.

The company serves a broad range of end markets, including aerospace and defense, automotive, information technology and data communications, mobile networks, industrial automation, medical equipment and commercial electronics.