Amphenol Corporation $APH Shares Acquired by Mirae Asset Global Investments Co. Ltd.

Mirae Asset Global Investments Co. Ltd. lifted its holdings in Amphenol Corporation (NYSE:APH) by 44.7% in the third quarter, Holdings Channel reports. The firm owned 247,728 shares of the electronics maker’s stock after buying an additional 76,514 shares during the period. Mirae Asset Global Investments Co. Ltd.’s holdings in Amphenol were worth $30,656,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in APH. Ballentine Partners LLC grew its stake in shares of Amphenol by 13.3% during the third quarter. Ballentine Partners LLC now owns 36,357 shares of the electronics maker’s stock worth $4,499,000 after acquiring an additional 4,255 shares during the last quarter. Federated Hermes Inc. boosted its stake in Amphenol by 4,146.8% in the 3rd quarter. Federated Hermes Inc. now owns 190,598 shares of the electronics maker’s stock worth $23,587,000 after purchasing an additional 186,110 shares in the last quarter. Valeo Financial Advisors LLC grew its position in Amphenol by 3.3% during the 3rd quarter. Valeo Financial Advisors LLC now owns 9,835 shares of the electronics maker’s stock worth $1,217,000 after purchasing an additional 317 shares during the last quarter. DSG Capital Advisors LLC raised its holdings in shares of Amphenol by 230.9% in the third quarter. DSG Capital Advisors LLC now owns 10,688 shares of the electronics maker’s stock worth $1,323,000 after buying an additional 7,458 shares during the last quarter. Finally, Marino Stram & Associates LLC lifted its stake in shares of Amphenol by 18.5% during the third quarter. Marino Stram & Associates LLC now owns 3,002 shares of the electronics maker’s stock worth $372,000 after buying an additional 468 shares during the period. 97.01% of the stock is owned by institutional investors and hedge funds.

Amphenol Trading Up 2.6%

Amphenol stock opened at $149.73 on Friday. The firm has a market cap of $183.28 billion, a PE ratio of 44.83, a P/E/G ratio of 0.87 and a beta of 1.21. Amphenol Corporation has a 12 month low of $56.45 and a 12 month high of $167.04. The stock’s 50 day simple moving average is $141.18 and its two-hundred day simple moving average is $127.00. The company has a current ratio of 2.98, a quick ratio of 1.52 and a debt-to-equity ratio of 1.08.

Amphenol (NYSE:APH) last posted its earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share for the quarter, beating the consensus estimate of $0.93 by $0.04. Amphenol had a net margin of 18.49% and a return on equity of 35.57%. The firm had revenue of $6.44 billion during the quarter, compared to analyst estimates of $6.19 billion. During the same period in the previous year, the firm earned $0.55 EPS. The business’s quarterly revenue was up 49.1% on a year-over-year basis. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. Analysts anticipate that Amphenol Corporation will post 2.36 earnings per share for the current year.

Analysts Set New Price Targets

APH has been the topic of several research reports. Truist Financial set a $182.00 target price on Amphenol in a research report on Tuesday, January 13th. Fox Advisors restated an “outperform” rating on shares of Amphenol in a research note on Friday, January 9th. Barclays reiterated an “overweight” rating and issued a $175.00 target price (up previously from $156.00) on shares of Amphenol in a research report on Thursday. Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a research report on Wednesday, January 21st. Finally, UBS Group reaffirmed a “buy” rating and issued a $174.00 price objective (up from $152.00) on shares of Amphenol in a report on Wednesday, January 14th. Eleven investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Amphenol presently has a consensus rating of “Moderate Buy” and a consensus target price of $151.38.

Insider Transactions at Amphenol

In other Amphenol news, CFO Craig A. Lampo sold 40,076 shares of the stock in a transaction that occurred on Tuesday, November 11th. The stock was sold at an average price of $143.50, for a total transaction of $5,750,906.00. Following the transaction, the chief financial officer owned 39,884 shares in the company, valued at approximately $5,723,354. This represents a 50.12% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, VP David M. Silverman sold 120,000 shares of the business’s stock in a transaction that occurred on Monday, November 3rd. The shares were sold at an average price of $141.17, for a total value of $16,940,400.00. Following the completion of the sale, the vice president owned 12,500 shares of the company’s stock, valued at $1,764,625. This trade represents a 90.57% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 498,076 shares of company stock valued at $70,996,906 in the last ninety days. 1.67% of the stock is currently owned by corporate insiders.

Amphenol News Roundup

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Q4 results beat and stronger guidance — Amphenol reported record Q4 sales and adjusted EPS that topped estimates (revenue and EPS beats; FY Q1 guidance above consensus), a fundamental reason investors cite for longer-term upside. Amphenol Corp (APH) Q4 2025 Earnings Call Highlights
• Positive Sentiment: Analyst upgrade and higher target — Citigroup raised its price target from $175 to $180 and kept a “buy” rating, signaling ~20% upside from current levels and supporting demand. Benzinga article on Citigroup raise
• Positive Sentiment: Technical/short-term buying helped the rebound — a market-technical “power inflow” signal was reported to have lifted shares roughly 7%, contributing to intraday strength. Amphenol Shares Rise ~7% After Key Trading Signal
• Neutral Sentiment: Earnings call transcript available — the full transcript provides management commentary on drivers (AI/datacom demand, acquisitions) and forward commentary that traders will parse for cadence and risks. Earnings Call Transcript
• Negative Sentiment: Post-earnings sell-off driven by valuation and growth concerns — despite the beat, investors sold into strength citing a rich valuation, worries about sustaining high organic growth (especially data-center exposure) and a possible near-term EPS dip. That pressured the stock sharply after the report. Amphenol Tumbles On Valuation Concerns
• Negative Sentiment: Investor worry about sustainability of data-center-driven surge — coverage notes and market commentary highlight fear that IT/datacom strength may slow, prompting further downside risk if organic growth disappoints. Data Center Vendor Amphenol Slides After Earnings Beat

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.