Amphenol Corporation $APH Shares Sold by Nisa Investment Advisors LLC

Nisa Investment Advisors LLC trimmed its holdings in Amphenol Corporation (NYSE:APH) by 9.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 452,397 shares of the electronics maker’s stock after selling 49,550 shares during the quarter. Nisa Investment Advisors LLC’s holdings in Amphenol were worth $61,246,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Grant Private Wealth Management Inc acquired a new position in shares of Amphenol in the 3rd quarter valued at $515,000. DSG Capital Advisors LLC grew its position in Amphenol by 230.9% during the third quarter. DSG Capital Advisors LLC now owns 10,688 shares of the electronics maker’s stock valued at $1,323,000 after buying an additional 7,458 shares during the period. Oppenheimer Asset Management Inc. grew its position in Amphenol by 10.7% during the third quarter. Oppenheimer Asset Management Inc. now owns 271,766 shares of the electronics maker’s stock valued at $33,631,000 after buying an additional 26,175 shares during the period. Regents Gate Capital LLP increased its holdings in Amphenol by 54.8% in the third quarter. Regents Gate Capital LLP now owns 96,908 shares of the electronics maker’s stock valued at $11,992,000 after buying an additional 34,289 shares in the last quarter. Finally, Estate Counselors LLC acquired a new position in shares of Amphenol in the third quarter worth about $3,831,000. 97.01% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other news, CEO Richard Adam Norwitt sold 515,281 shares of Amphenol stock in a transaction that occurred 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 sale, 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 sale was disclosed in a legal filing with the SEC, which is available at this link. 1.67% of the stock is owned by corporate insiders.

Amphenol Stock Up 6.0%

APH stock opened at $126.28 on Wednesday. Amphenol Corporation has a 52 week low of $56.45 and a 52 week high of $167.04. The company has a quick ratio of 2.48, a current ratio of 2.98 and a debt-to-equity ratio of 1.08. The firm has a 50-day simple moving average of $139.90 and a 200-day simple moving average of $136.10. The stock has a market capitalization of $155.22 billion, a P/E ratio of 37.81, a P/E/G ratio of 1.26 and a beta of 1.20.

Amphenol (NYSE:APH) last issued its quarterly earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share for the quarter, beating analysts’ consensus estimates of $0.93 by $0.04. Amphenol had a net margin of 18.49% and a return on equity of 35.57%. The firm had revenue of $6.44 billion for the quarter, compared to analyst estimates of $6.19 billion. During the same period last year, the company posted $0.55 EPS. Amphenol’s quarterly 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. Equities analysts forecast that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Announces Dividend

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

Wall Street Analyst Weigh In

Several equities research analysts have recently issued reports on the stock. Citigroup increased their target price on shares of Amphenol from $175.00 to $180.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. UBS Group reaffirmed a “buy” rating and issued a $174.00 price target (up from $152.00) on shares of Amphenol in a report on Wednesday, January 14th. Zacks Research downgraded Amphenol from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Wall Street Zen lowered Amphenol from a “buy” rating to a “hold” rating in a report on Saturday, February 14th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amphenol in a research note on Wednesday, January 21st. Twelve investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to MarketBeat, Amphenol currently has a consensus rating of “Moderate Buy” and a consensus target price of $151.87.

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.