Crossmark Global Holdings Inc. Has $10.42 Million Position in Amphenol Corporation $APH

Crossmark Global Holdings Inc. lowered its stake in Amphenol Corporation (NYSE:APH) by 18.0% in the fourth quarter, HoldingsChannel.com reports. The firm owned 77,108 shares of the electronics maker’s stock after selling 16,887 shares during the quarter. Crossmark Global Holdings Inc.’s holdings in Amphenol were worth $10,420,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Ethic Inc. increased its holdings in shares of Amphenol by 1.1% in the fourth quarter. Ethic Inc. now owns 111,014 shares of the electronics maker’s stock valued at $15,002,000 after purchasing an additional 1,154 shares in the last quarter. Strategic Wealth Advisors LLC acquired a new stake in shares of Amphenol in the fourth quarter valued at approximately $55,000. GRIMES & Co WEALTH MANAGEMENT LLC increased its holdings in shares of Amphenol by 28.2% in the fourth quarter. GRIMES & Co WEALTH MANAGEMENT LLC now owns 10,834 shares of the electronics maker’s stock valued at $1,464,000 after purchasing an additional 2,380 shares in the last quarter. Koshinski Asset Management Inc. increased its holdings in shares of Amphenol by 229.3% in the fourth quarter. Koshinski Asset Management Inc. now owns 7,066 shares of the electronics maker’s stock valued at $955,000 after purchasing an additional 4,920 shares in the last quarter. Finally, International Assets Investment Management LLC increased its holdings in shares of Amphenol by 38.1% in the fourth quarter. International Assets Investment Management LLC now owns 5,834 shares of the electronics maker’s stock valued at $788,000 after purchasing an additional 1,610 shares in the last quarter. Institutional investors and hedge funds own 97.01% of the company’s stock.

Trending Headlines about Amphenol

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Amphenol’s strong Q1 2026 results and higher Q2 guidance suggest continued robust demand and earnings momentum, which is helping support the stock. Assessing Amphenol (APH) Valuation After Strong Q1 2026 Results And Raised Q2 Guidance
• Positive Sentiment: The company announced a quarterly dividend of $0.25 per share, reinforcing shareholder returns and confidence in cash flow. Amphenol Announces Second Quarter 2026 Dividend
• Positive Sentiment: Several articles continue to describe Amphenol as a strong growth name, which can keep investor sentiment favorable. 3 Reasons Growth Investors Will Love Amphenol (APH)
• Neutral Sentiment: Amphenol was also highlighted in a broader “best growth stocks” discussion after its record quarter, adding to the stock’s visibility but not changing the core story. Amphenol (APH): 12 Best Growth Stocks to Invest In for the Next 2 Years
• Negative Sentiment: Recent insider selling by CEO Richard Adam Norwitt may create some caution, even though insider sales do not necessarily change the company’s operating outlook. Richard Adam Norwitt Sells 17,500 Shares of Amphenol (NYSE:APH) Stock

Analyst Ratings Changes

A number of analysts recently weighed in on the stock. JPMorgan Chase & Co. raised their price target on shares of Amphenol from $190.00 to $200.00 and gave the company an “overweight” rating in a report on Thursday, April 30th. BNP Paribas Exane lifted their target price on shares of Amphenol from $185.00 to $195.00 in a report on Friday, May 1st. Citigroup reaffirmed a “buy” rating and set a $180.00 target price (up from $170.00) on shares of Amphenol in a report on Thursday, April 30th. Evercore lifted their target price on shares of Amphenol from $165.00 to $180.00 and gave the stock an “outperform” rating in a report on Thursday, April 30th. Finally, Jefferies Financial Group lifted their target price on shares of Amphenol from $165.00 to $190.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Thirteen analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $176.53.

Insider Buying and Selling at Amphenol

In other news, CEO Richard Adam Norwitt sold 515,281 shares of Amphenol 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 transaction, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at $283,863,955.89. This trade represents a 21.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Insiders have sold 646,056 shares of company stock worth $94,594,783 over the last quarter. Company insiders own 1.42% of the company’s stock.

Amphenol Price Performance

APH opened at $127.72 on Friday. The company has a fifty day moving average price of $137.31 and a two-hundred day moving average price of $139.35. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.26 and a current ratio of 1.71. Amphenol Corporation has a 52 week low of $80.32 and a 52 week high of $167.04. The firm has a market capitalization of $157.12 billion, a PE ratio of 36.70, a P/E/G ratio of 1.12 and a beta of 1.29.

Amphenol (NYSE:APH) last released its earnings results on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, topping analysts’ consensus estimates of $0.95 by $0.11. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The firm had revenue of $7.62 billion during the quarter, compared to analyst estimates of $7.08 billion. During the same quarter in the previous year, the business earned $0.63 EPS. The business’s quarterly revenue was up 58.4% compared to the same quarter last year. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, analysts anticipate that Amphenol Corporation will post 4.76 earnings per share for the current year.

Amphenol Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 23rd will be given a dividend of $0.25 per share. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend is Tuesday, June 23rd. Amphenol’s dividend payout ratio (DPR) is currently 28.74%.

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.