Amphenol Corporation $APH is Telligent Fund LP’s 9th Largest Position

Telligent Fund LP increased its stake in Amphenol Corporation (NYSE:APH) by 26.7% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 38,000 shares of the electronics maker’s stock after buying an additional 8,000 shares during the period. Amphenol accounts for about 4.0% of Telligent Fund LP’s holdings, making the stock its 9th largest holding. Telligent Fund LP’s holdings in Amphenol were worth $4,702,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also added to or reduced their stakes in APH. Brighton Jones LLC increased its holdings in shares of Amphenol by 114.0% during the fourth quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock valued at $1,224,000 after acquiring an additional 9,390 shares in the last quarter. Revolve Wealth Partners LLC grew its position in Amphenol by 87.9% during the 4th quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock valued at $701,000 after purchasing an additional 4,721 shares during the last quarter. Bison Wealth LLC increased its stake in Amphenol by 8.3% during the 4th quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock valued at $559,000 after purchasing an additional 618 shares in the last quarter. Ashton Thomas Private Wealth LLC purchased a new position in Amphenol in the second quarter worth about $980,000. Finally, Howard Capital Management Inc. lifted its stake in shares of Amphenol by 15.4% in the second quarter. Howard Capital Management Inc. now owns 7,461 shares of the electronics maker’s stock worth $738,000 after buying an additional 997 shares in the last quarter. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Amphenol Stock Performance

APH opened at $148.44 on Friday. The company’s 50 day moving average is $144.66 and its 200 day moving average is $132.59. The company has a current ratio of 2.98, a quick ratio of 2.48 and a debt-to-equity ratio of 1.08. The company has a market cap of $182.46 billion, a price-to-earnings ratio of 44.44, a PEG ratio of 1.61 and a beta of 1.20. Amphenol Corporation has a 12-month low of $56.45 and a 12-month high of $167.04.

Amphenol (NYSE:APH) last released its quarterly earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share 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 the consensus estimate of $6.19 billion. During the same period last year, the firm earned $0.55 earnings per share. The company’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. On average, equities research analysts predict that Amphenol Corporation will post 2.36 EPS for the current year.

Amphenol Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, April 14th. Shareholders of record on Monday, March 23rd will be issued a dividend of $0.25 per share. 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 payout ratio is currently 29.94%.

Insider Transactions at Amphenol

In other Amphenol news, CEO Richard Adam Norwitt sold 515,281 shares of the firm’s stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $147.27, for a total transaction of $75,885,432.87. Following the sale, the chief executive officer owned 1,927,507 shares in the company, valued at approximately $283,863,955.89. This trade represents a 21.09% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider William J. Doherty sold 80,000 shares of Amphenol stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $142.00, for a total transaction of $11,360,000.00. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 1.67% of the company’s stock.

Wall Street Analyst Weigh In

APH has been the subject of a number of recent analyst reports. Fox Advisors restated an “outperform” rating on shares of Amphenol in a report on Friday, January 9th. Evercore reissued an “outperform” rating and issued a $165.00 target price on shares of Amphenol in a report on Tuesday, January 20th. UBS Group reaffirmed a “buy” rating and set a $174.00 price target (up from $152.00) on shares of Amphenol in a report on Wednesday, January 14th. Wall Street Zen downgraded Amphenol from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. Finally, Citigroup upped their target price on shares of Amphenol from $175.00 to $180.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Eleven analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, Amphenol has an average rating of “Moderate Buy” and a consensus price target of $151.38.

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.