Wilmington Savings Fund Society FSB Reduces Stake in Amphenol Corporation $APH

Wilmington Savings Fund Society FSB lessened its holdings in Amphenol Corporation (NYSE:APH) by 65.5% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 12,609 shares of the electronics maker’s stock after selling 23,971 shares during the period. Wilmington Savings Fund Society FSB’s holdings in Amphenol were worth $1,560,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also bought and sold shares of the company. Brighton Jones LLC boosted its holdings in Amphenol by 114.0% in the fourth quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock valued at $1,224,000 after purchasing an additional 9,390 shares during the last quarter. Revolve Wealth Partners LLC boosted its stake in shares of Amphenol by 87.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock worth $701,000 after buying an additional 4,721 shares during the last quarter. Bison Wealth LLC raised its position in Amphenol by 8.3% during the fourth quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock valued at $559,000 after acquiring an additional 618 shares in the last quarter. Kingsview Wealth Management LLC acquired a new position in Amphenol in the second quarter valued at approximately $266,000. Finally, Perennial Investment Advisors LLC acquired a new stake in shares of Amphenol during the 2nd quarter worth approximately $224,000. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Amphenol

In other news, CEO Richard Adam Norwitt sold 515,281 shares of the company’s stock in a transaction 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 completion of the sale, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at $283,863,955.89. This represents a 21.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 1.67% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

APH has been the topic of a number of recent analyst reports. US Capital Advisors set a $165.00 price target on shares of Amphenol in a report on Friday, January 9th. The Goldman Sachs Group reissued a “buy” rating and set a $183.00 target price on shares of Amphenol in a research note on Thursday, January 15th. Citigroup raised their target price on Amphenol from $175.00 to $180.00 and gave the company a “buy” rating in a research report on Thursday, January 29th. UBS Group restated a “buy” rating and issued a $174.00 price target (up from $152.00) on shares of Amphenol in a research note on Wednesday, January 14th. Finally, Piper Sandler set a $165.00 price target on Amphenol in a research report on Tuesday. Eleven research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $152.36.

Amphenol Stock Up 2.1%

APH opened at $130.50 on Friday. The company has a market cap of $160.41 billion, a PE ratio of 39.07, a price-to-earnings-growth ratio of 1.35 and a beta of 1.20. Amphenol Corporation has a twelve month low of $56.45 and a twelve month high of $167.04. The company has a 50-day moving average price of $143.72 and a 200 day moving average price of $135.12. The company has a quick ratio of 2.48, a current ratio of 2.98 and a debt-to-equity ratio of 1.08.

Amphenol (NYSE:APH) last posted its quarterly earnings data 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 return on equity of 35.57% and a net margin of 18.49%.The company had revenue of $6.44 billion for the quarter, compared to analysts’ expectations of $6.19 billion. During the same period in the previous year, the firm posted $0.55 EPS. Amphenol’s 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. Sell-side analysts expect that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 14th. Shareholders of record on Monday, March 23rd will be issued a $0.25 dividend. The ex-dividend date is Monday, March 23rd. This represents a $1.00 dividend on an annualized basis and a yield of 0.8%. Amphenol’s dividend payout ratio (DPR) is presently 29.94%.

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.