Great Lakes Advisors LLC Boosts Stock Holdings in Amphenol Corporation $APH

Great Lakes Advisors LLC boosted its stake in Amphenol Corporation (NYSE:APH) by 88.8% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 13,560 shares of the electronics maker’s stock after purchasing an additional 6,378 shares during the quarter. Great Lakes Advisors LLC’s holdings in Amphenol were worth $1,678,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Grant Private Wealth Management Inc bought a new position in Amphenol during the third quarter valued at $515,000. IFP Advisors Inc grew its holdings in Amphenol by 43.1% during the 2nd quarter. IFP Advisors Inc now owns 24,397 shares of the electronics maker’s stock valued at $2,417,000 after purchasing an additional 7,347 shares during the last quarter. DSG Capital Advisors LLC raised its position in Amphenol by 230.9% in the 3rd quarter. DSG Capital Advisors LLC now owns 10,688 shares of the electronics maker’s stock worth $1,323,000 after purchasing an additional 7,458 shares during the period. Advyzon Investment Management LLC lifted its stake in Amphenol by 101.6% in the second quarter. Advyzon Investment Management LLC now owns 6,054 shares of the electronics maker’s stock worth $598,000 after purchasing an additional 3,051 shares during the last quarter. Finally, Estate Counselors LLC purchased a new position in shares of Amphenol during the third quarter valued at approximately $3,831,000. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Amphenol Stock Down 3.7%

NYSE:APH opened at $143.99 on Friday. The company has a debt-to-equity ratio of 1.08, a current ratio of 2.98 and a quick ratio of 1.52. Amphenol Corporation has a 1-year low of $56.45 and a 1-year high of $167.04. The company has a 50-day moving average of $141.43 and a 200 day moving average of $127.50. The firm has a market cap of $176.26 billion, a PE ratio of 43.11, a price-to-earnings-growth ratio of 0.91 and a beta of 1.21.

Amphenol (NYSE:APH) last posted its quarterly earnings results on Wednesday, January 28th. The electronics maker reported $0.97 EPS 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 business had revenue of $6.44 billion during the quarter, compared to analyst estimates of $6.19 billion. During the same quarter in the previous year, the business posted $0.55 EPS. The company’s quarterly revenue was up 49.1% compared to the same quarter last year. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. As a group, research analysts anticipate that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

APH has been the subject of a number of research analyst reports. Robert W. Baird set a $139.00 price target on Amphenol and gave the stock an “outperform” rating in a research note on Friday, October 10th. UBS Group reiterated a “buy” rating and issued a $174.00 target price (up previously from $152.00) on shares of Amphenol in a research note on Wednesday, January 14th. Truist Financial set a $182.00 target price on shares of Amphenol in a research note on Tuesday, January 13th. JPMorgan Chase & Co. raised their price target on shares of Amphenol from $160.00 to $185.00 and gave the stock an “overweight” rating in a research note on Tuesday, January 27th. Finally, Fox Advisors reiterated an “outperform” rating on shares of Amphenol in a report on Friday, January 9th. Eleven analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $151.38.

Amphenol News Summary

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Q4 beat — Amphenol posted record revenue and adjusted EPS with revenue up ~49% year‑over‑year, driven by strong demand across AI and other end markets. This underpins the longer‑term growth story. APH Q4 Deep Dive: AI Demand and Strategic Acquisitions Drive Growth Amid Investor Concerns
• Positive Sentiment: Analyst bullishness — Citi raised its price target to $180 and keeps a Buy rating, implying meaningful upside vs. current levels and providing a near‑term catalyst if other firms follow. Benzinga
• Positive Sentiment: Fundamentals improving — Street estimates have been revised higher following the quarter, which supports a continued rally if execution stays strong. Earnings Estimates Rising for Amphenol (APH): Will It Gain?
• Positive Sentiment: Technicals improving — APH recently flashed a “golden cross”/moved above short‑term moving averages, suggesting short‑term bullish momentum that can attract technical buyers. Amphenol (APH) Just Flashed Golden Cross Signal: Do You Buy?
• Neutral Sentiment: Derivatives activity — Options flow shows elevated activity, which can amplify intraday moves but is ambiguous for direction unless one side dominates. Traders should watch skew and expiries for clues. Unpacking the Latest Options Trading Trends in Amphenol
• Negative Sentiment: Post‑earnings sell‑off and valuation concerns — Despite the beat, shares pulled back after the report as investors focused on high valuation (P/E >40) and the possibility that the company’s Q1 guidance implies a near‑term EPS dip. That dynamic is prompting profit‑taking. Amphenol: A Tough Proposition Into 2026
• Negative Sentiment: Investor concerns and coverage pieces highlight the downside — several writeups explain why the stock sold off sharply (profit‑taking, guidance signal, valuation) even with strong underlying growth. Watch upcoming quarterly guideposts and margin commentary. Why Amphenol Corporation’s (APH) Stock Is Down 13.98%

Insider Buying and Selling at Amphenol

In related news, VP David M. Silverman sold 120,000 shares of the firm’s stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $141.17, for a total transaction of $16,940,400.00. Following 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CFO Craig A. Lampo sold 40,076 shares of Amphenol stock in a transaction dated Tuesday, November 11th. The shares were sold at an average price of $143.50, for a total value of $5,750,906.00. Following the completion of the transaction, the chief financial officer owned 39,884 shares in the company, valued at $5,723,354. This trade represents a 50.12% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 498,076 shares of company stock valued at $70,996,906. 1.67% of the stock is currently owned by corporate insiders.

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.