Landscape Capital Management L.L.C. Sells 36,564 Shares of Amphenol Corporation $APH

Landscape Capital Management L.L.C. cut its holdings in shares of Amphenol Corporation (NYSE:APH) by 52.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 32,691 shares of the electronics maker’s stock after selling 36,564 shares during the period. Landscape Capital Management L.L.C.’s holdings in Amphenol were worth $4,418,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Norges Bank acquired a new position in Amphenol in the fourth quarter worth $3,052,145,000. JPMorgan Chase & Co. increased its stake in shares of Amphenol by 102.7% in the fourth quarter. JPMorgan Chase & Co. now owns 34,325,148 shares of the electronics maker’s stock valued at $4,638,701,000 after buying an additional 17,387,536 shares in the last quarter. Capital International Investors raised its holdings in shares of Amphenol by 446.9% in the third quarter. Capital International Investors now owns 18,006,524 shares of the electronics maker’s stock valued at $2,228,288,000 after buying an additional 14,714,177 shares during the last quarter. Capital Research Global Investors lifted its position in Amphenol by 106.9% during 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 buying an additional 8,021,284 shares in the last quarter. Finally, Jennison Associates LLC grew its holdings in Amphenol by 340.8% during the 4th quarter. Jennison Associates LLC now owns 10,257,379 shares of the electronics maker’s stock worth $1,386,182,000 after acquiring an additional 7,930,532 shares during the last quarter. 97.01% of the stock is owned by institutional investors and hedge funds.

Amphenol Trading Up 1.0%

APH opened at $153.97 on Friday. The firm has a 50 day simple moving average of $139.70 and a 200 day simple moving average of $139.57. Amphenol Corporation has a fifty-two week low of $92.08 and a fifty-two week high of $167.04. The company has a market cap of $189.42 billion, a price-to-earnings ratio of 44.24, a price-to-earnings-growth ratio of 1.35 and a beta of 1.27. The company has a debt-to-equity ratio of 1.18, a current ratio of 1.71 and a quick ratio of 1.26.

Amphenol (NYSE:APH) last announced its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share (EPS) for the quarter, beating 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 for the quarter, compared to analysts’ expectations of $7.08 billion. During the same period last year, the firm earned $0.63 earnings per share. The business’s revenue for the quarter was up 58.4% on a year-over-year basis. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. On average, sell-side analysts anticipate that Amphenol Corporation will post 4.76 earnings per share for the current year.

Amphenol Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd will be paid a dividend of $0.25 per share. The ex-dividend date of this dividend is Tuesday, June 23rd. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.6%. Amphenol’s payout ratio is 28.74%.

Wall Street Analyst Weigh In

APH has been the subject of a number of research analyst reports. The Goldman Sachs Group boosted their target price on shares of Amphenol from $184.00 to $201.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Zacks Research lowered shares of Amphenol from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Wall Street Zen cut shares of Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. Robert W. Baird set a $177.00 price objective on Amphenol in a research report on Thursday, April 30th. Finally, Truist Financial lifted their target price on Amphenol from $182.00 to $200.00 and gave the company a “buy” rating in a research note on Thursday, April 30th. Fourteen investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $178.07.

Insider Buying and Selling

In related news, CEO Richard Adam Norwitt sold 17,500 shares of the company’s stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $143.21, for a total value of $2,506,175.00. Following the completion of the sale, the chief executive officer owned 1,927,507 shares in the company, valued at approximately $276,038,277.47. This represents a 0.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Insiders sold a total of 130,775 shares of company stock valued at $18,709,350 in the last ninety days. Corporate insiders own 1.42% of the company’s stock.

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.