Private Advisory Group LLC Takes $1.27 Million Position in Amphenol Corporation $APH

Private Advisory Group LLC acquired a new position in shares of Amphenol Corporation (NYSE:APH) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 9,415 shares of the electronics maker’s stock, valued at approximately $1,272,000.

A number of other hedge funds have also added to or reduced their stakes in APH. Canvas Wealth Advisors LLC increased its position in shares of Amphenol by 3.5% during the fourth quarter. Canvas Wealth Advisors LLC now owns 2,060 shares of the electronics maker’s stock valued at $279,000 after buying an additional 70 shares during the period. Procyon Advisors LLC grew its stake in Amphenol by 2.6% during the fourth quarter. Procyon Advisors LLC now owns 2,871 shares of the electronics maker’s stock valued at $388,000 after acquiring an additional 74 shares in the last quarter. Barnes Dennig Private Wealth Management LLC increased its holdings in Amphenol by 17.8% during the 4th quarter. Barnes Dennig Private Wealth Management LLC now owns 529 shares of the electronics maker’s stock worth $71,000 after acquiring an additional 80 shares during the period. Binnacle Investments Inc increased its holdings in Amphenol by 10.0% during the 3rd quarter. Binnacle Investments Inc now owns 891 shares of the electronics maker’s stock worth $110,000 after acquiring an additional 81 shares during the period. Finally, SYM FINANCIAL Corp lifted its stake in Amphenol by 0.9% in the 3rd quarter. SYM FINANCIAL Corp now owns 9,266 shares of the electronics maker’s stock worth $1,147,000 after purchasing an additional 82 shares in the last quarter. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have commented on the stock. Wall Street Zen lowered shares of Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. Piper Sandler set a $165.00 target price on Amphenol in a research report on Tuesday, March 17th. US Capital Advisors set a $165.00 price target on Amphenol in a report on Friday, January 9th. Barclays reissued an “overweight” rating and set a $175.00 price objective (up from $156.00) on shares of Amphenol in a report on Thursday, January 29th. Finally, Evercore reiterated an “outperform” rating on shares of Amphenol in a research report on Tuesday, March 17th. Eleven equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $152.36.

Insider Transactions at Amphenol

In other news, CEO Richard Adam Norwitt sold 515,281 shares of the firm’s stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $147.27, for a total transaction 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 approximately $283,863,955.89. This trade represents a 21.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 1.67% of the stock is currently owned by insiders.

Amphenol Stock Performance

Shares of NYSE APH opened at $123.81 on Monday. The stock’s 50-day moving average is $141.14 and its 200 day moving average is $136.05. The stock has a market cap of $152.19 billion, a price-to-earnings ratio of 37.07, a P/E/G ratio of 1.31 and a beta of 1.20. Amphenol Corporation has a 1-year low of $56.45 and a 1-year high of $167.04. The company has a current ratio of 2.98, a quick ratio of 2.48 and a debt-to-equity ratio of 1.08.

Amphenol (NYSE:APH) last issued its 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 business had revenue of $6.44 billion during the quarter, compared to analyst estimates of $6.19 billion. Amphenol had a return on equity of 35.57% and a net margin of 18.49%.Amphenol’s revenue for the quarter was up 49.1% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.55 earnings per share. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. On average, sell-side analysts anticipate that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Dividend Announcement

The firm 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 (DPR) is presently 29.94%.

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.