SMART Wealth LLC Grows Stock Holdings in Amphenol Corporation $APH

SMART Wealth LLC boosted its stake in shares of Amphenol Corporation (NYSE:APH) by 80.8% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 11,443 shares of the electronics maker’s stock after purchasing an additional 5,115 shares during the quarter. SMART Wealth LLC’s holdings in Amphenol were worth $1,416,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. Financial Management Professionals Inc. boosted its position in shares of Amphenol by 82.6% during the 3rd quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock valued at $25,000 after acquiring an additional 90 shares during the last quarter. Alpine Bank Wealth Management purchased a new position in Amphenol during the third quarter worth about $30,000. Riggs Asset Managment Co. Inc. boosted its holdings in Amphenol by 200.0% in the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock valued at $25,000 after purchasing an additional 168 shares during the last quarter. Howard Hughes Medical Institute acquired a new position in Amphenol in the second quarter valued at approximately $26,000. Finally, Evolution Wealth Management Inc. purchased a new position in Amphenol in the second quarter worth approximately $31,000. 97.01% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Amphenol

In other news, insider William J. Doherty sold 80,000 shares of the stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $142.00, for a total value of $11,360,000.00. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CEO Richard Adam Norwitt sold 515,281 shares of the business’s stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $147.27, for a total value of $75,885,432.87. Following the transaction, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at $283,863,955.89. The trade was a 21.09% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 1.67% of the company’s stock.

Amphenol Stock Performance

Shares of Amphenol stock opened at $146.72 on Monday. The stock has a market capitalization of $180.35 billion, a price-to-earnings ratio of 43.93, a price-to-earnings-growth ratio of 1.55 and a beta of 1.20. The company has a debt-to-equity ratio of 1.08, a current ratio of 2.98 and a quick ratio of 2.48. The business has a 50-day moving average of $141.77 and a 200 day moving average of $130.30. Amphenol Corporation has a 12 month low of $56.45 and a 12 month high of $167.04.

Amphenol (NYSE:APH) last issued its quarterly earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share (EPS) for the quarter, topping 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 for the quarter, compared to analysts’ expectations of $6.19 billion. During the same quarter in the prior year, the company earned $0.55 earnings per share. 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. As a group, sell-side analysts forecast that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, April 14th. Shareholders of record on Monday, March 23rd will be given a $0.25 dividend. This represents a $1.00 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Monday, March 23rd. Amphenol’s dividend payout ratio (DPR) is currently 29.94%.

Wall Street Analyst Weigh In

APH has been the topic of a number of research analyst reports. The Goldman Sachs Group restated a “buy” rating and issued a $183.00 target price on shares of Amphenol in a research report on Thursday, January 15th. JPMorgan Chase & Co. raised their price objective on Amphenol from $160.00 to $185.00 and gave the stock an “overweight” rating in a research report on Tuesday, January 27th. Fox Advisors reaffirmed an “outperform” rating on shares of Amphenol in a research report on Friday, January 9th. Evercore reiterated an “outperform” rating and set a $165.00 price target on shares of Amphenol in a research report on Tuesday, January 20th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a research note on Wednesday, January 21st. Eleven investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $151.38.

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.