Three Seasons Wealth LLC Invests $686,000 in Amphenol Corporation $APH

Three Seasons Wealth LLC acquired a new stake in Amphenol Corporation (NYSE:APH) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 5,064 shares of the electronics maker’s stock, valued at approximately $686,000.

Other hedge funds also recently added to or reduced their stakes in the company. Capital International Investors increased its position in Amphenol by 446.9% during the 3rd quarter. Capital International Investors now owns 18,006,524 shares of the electronics maker’s stock valued at $2,228,288,000 after purchasing an additional 14,714,177 shares during the period. Capital Research Global Investors lifted its position in shares of Amphenol by 106.9% in the 3rd quarter. Capital Research Global Investors now owns 15,523,085 shares of the electronics maker’s stock worth $1,920,982,000 after purchasing an additional 8,021,284 shares during the period. Arrowstreet Capital Limited Partnership boosted its stake in shares of Amphenol by 693.9% during the third quarter. Arrowstreet Capital Limited Partnership now owns 7,279,457 shares of the electronics maker’s stock valued at $900,833,000 after purchasing an additional 6,362,533 shares in the last quarter. Lone Pine Capital LLC purchased a new position in Amphenol during the third quarter valued at approximately $374,125,000. Finally, Holocene Advisors LP increased its holdings in Amphenol by 201.2% during the second quarter. Holocene Advisors LP now owns 3,867,434 shares of the electronics maker’s stock valued at $381,909,000 after buying an additional 2,583,628 shares during the period. 97.01% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on the company. The Goldman Sachs Group restated a “buy” rating and set a $183.00 target price on shares of Amphenol in a report on Thursday, January 15th. Citigroup boosted their price target on Amphenol from $175.00 to $180.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Wall Street Zen cut Amphenol from a “buy” rating to a “hold” rating in a research note on Saturday, February 14th. Zacks Research lowered Amphenol from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Finally, Fox Advisors reiterated an “outperform” rating on shares of Amphenol in a report on Friday, January 9th. Twelve investment 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.com, Amphenol presently has an average rating of “Moderate Buy” and an average target price of $151.87.

Amphenol Price Performance

Shares of APH opened at $126.28 on Wednesday. The company has a 50 day moving average of $139.90 and a two-hundred day moving average of $136.10. 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 Corporation has a twelve month low of $56.45 and a twelve month high of $167.04. The company has a market cap of $155.22 billion, a price-to-earnings ratio of 37.81, a price-to-earnings-growth 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 (EPS) for the quarter, topping analysts’ consensus estimates of $0.93 by $0.04. Amphenol had a return on equity of 35.57% and a net margin of 18.49%.The business had revenue of $6.44 billion for the quarter, compared to the consensus estimate of $6.19 billion. During the same period in the prior year, the firm posted $0.55 earnings per share. The business’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. As a group, analysts predict that Amphenol Corporation will post 2.36 earnings per share 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 dividend of $0.25 per share. This represents a $1.00 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend 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 firm’s stock in a transaction dated 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 completion of the sale, the chief executive officer 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 legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Company insiders own 1.67% of the company’s stock.

Amphenol Company 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.