12,530 Shares in Amphenol Corporation $APH Bought by Tounjian Advisory Partners LLC

Tounjian Advisory Partners LLC acquired a new position in Amphenol Corporation (NYSE:APH) in the fourth quarter, HoldingsChannel reports. The institutional investor acquired 12,530 shares of the electronics maker’s stock, valued at approximately $1,693,000.

Other institutional investors have also recently added to or reduced their stakes in the company. Sovereign Financial Group Inc. acquired a new stake in shares of Amphenol during the fourth quarter worth $205,000. Procyon Advisors LLC boosted its holdings in shares of Amphenol by 2.6% in the 4th quarter. Procyon Advisors LLC now owns 2,871 shares of the electronics maker’s stock valued at $388,000 after buying an additional 74 shares during the period. Everpar Advisors LLC boosted its holdings in shares of Amphenol by 13.4% in the 4th quarter. Everpar Advisors LLC now owns 4,217 shares of the electronics maker’s stock valued at $570,000 after buying an additional 499 shares during the period. MassMutual Private Wealth & Trust FSB grew its position in shares of Amphenol by 1.8% during the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 7,956 shares of the electronics maker’s stock valued at $1,075,000 after buying an additional 143 shares during the last quarter. Finally, Harbor Investment Advisory LLC raised its stake in Amphenol by 6.7% during the fourth quarter. Harbor Investment Advisory LLC now owns 4,371 shares of the electronics maker’s stock worth $591,000 after acquiring an additional 273 shares during the period. Institutional investors own 97.01% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have issued reports on the stock. Fox Advisors reissued an “outperform” rating on shares of Amphenol in a report on Friday, January 9th. Evercore reiterated an “outperform” rating on shares of Amphenol in a research report on Tuesday. The Goldman Sachs Group reissued a “buy” rating and issued a $183.00 price target on shares of Amphenol in a report on Thursday, January 15th. Zacks Research lowered Amphenol from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Finally, US Capital Advisors set a $165.00 price objective on Amphenol in a research note on Friday, January 9th. Eleven analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Amphenol presently has a consensus rating of “Moderate Buy” and a consensus price target of $152.36.

Amphenol Stock Down 2.9%

Shares of Amphenol stock opened at $126.82 on Friday. The company has a debt-to-equity ratio of 1.08, a current ratio of 2.98 and a quick ratio of 2.48. Amphenol Corporation has a 1-year low of $56.45 and a 1-year high of $167.04. The business’s fifty day moving average price is $143.45 and its two-hundred day moving average price is $135.43. The company has a market capitalization of $155.89 billion, a P/E ratio of 37.97, a PEG ratio of 1.34 and a beta of 1.20.

Amphenol (NYSE:APH) last released 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. The company had revenue of $6.44 billion during the quarter, compared to analysts’ expectations of $6.19 billion. Amphenol had a return on equity of 35.57% and a net margin of 18.49%.The company’s revenue for the quarter was up 49.1% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.55 earnings per share. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. As a group, research analysts forecast that Amphenol Corporation will post 2.36 EPS for the current year.

Amphenol Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, April 14th. Investors of record on Monday, March 23rd will be given a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Monday, March 23rd. Amphenol’s dividend payout ratio is currently 29.94%.

Insider Buying and Selling

In other Amphenol news, CEO Richard Adam Norwitt sold 515,281 shares of the business’s stock in a transaction dated 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 directly owned 1,927,507 shares in the company, valued at approximately $283,863,955.89. The trade was a 21.09% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 1.67% of the company’s stock.

Key Headlines Impacting Amphenol

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: AI/Data-center demand appears to be driving strong growth expectations for Amphenol, supporting longer-term revenue and backlog expansion that investors care about. Amphenol Corporation (APH) is Seeing Explosive Growth Fueled by AI Data Center Demand
• Positive Sentiment: Distribution/product expansion: Interstate Connecting Components added Amphenol Fiber Systems VITA‑87 high-density MT connectors — a tactical win in aerospace/military channels that supports incremental sales and market presence. Interstate Connecting Components Announces Addition of Amphenol Fiber Systems VITA 87
• Positive Sentiment: Acquisition strategy continues to be presented as a tailwind — M&A is cited as expanding Amphenol’s technology set and scale to capture AI and long-term secular opportunities. Will Amphenol’s Successful Acquisition Strategy Drive Long-Term Gains?
• Positive Sentiment: Investor letters cited strong quarterly results as a driver of upside in recent months, reinforcing confidence in earnings growth momentum. Strong Results Lifted Amphenol Corp. (APH) by 9%
• Neutral Sentiment: Analyst consensus remains above neutral with an average “Moderate Buy” rating — supportive but not overwhelmingly bullish. Amphenol Given Average Rating of “Moderate Buy” by Analysts
• Negative Sentiment: Option activity shows heavy put buying, indicating short-term bearish bets that can amplify downward moves in the stock. Stock Traders Buy High Volume of Amphenol Put Options
• Negative Sentiment: Zacks downgraded Amphenol from “strong-buy” to “hold,” which can weigh on sentiment and reduce near-term analyst-driven demand. Zacks Downgrade
• Negative Sentiment: Macro push: hot inflation data and geopolitical jitters hit cyclical names like Amphenol, prompting intraday selling. Why Amphenol (APH) Is Down 5.0% After Hot Inflation Data and Geopolitical Jitters Hit Cyclicals
• Negative Sentiment: Relative competitive note: a Zacks comparison highlights Lumentum (LITE) as better positioned in some AI/data-center connectivity segments, which could shift investor preference away from APH. Lumentum vs. Amphenol: Which AI Connectivity Stock is the Better Buy?

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.