Moran Wealth Management LLC Has $24.75 Million Stake in Amphenol Corporation $APH

Moran Wealth Management LLC reduced its stake in shares of Amphenol Corporation (NYSE:APH) by 4.3% during the 1st quarter, Holdings Channel.com reports. The firm owned 195,887 shares of the electronics maker’s stock after selling 8,858 shares during the quarter. Amphenol comprises about 0.8% of Moran Wealth Management LLC’s holdings, making the stock its 23rd largest position. Moran Wealth Management LLC’s holdings in Amphenol were worth $24,750,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. Vanguard Group Inc. lifted its holdings in Amphenol by 1.1% during the 4th quarter. Vanguard Group Inc. now owns 126,553,498 shares of the electronics maker’s stock worth $17,102,440,000 after buying an additional 1,322,682 shares in the last quarter. J. Stern & Co. LLP increased its stake in shares of Amphenol by 9,435.8% in the 4th quarter. J. Stern & Co. LLP now owns 76,769,791 shares of the electronics maker’s stock valued at $10,374,670,000 after buying an additional 75,964,718 shares during the period. State Street Corp raised its position in shares of Amphenol by 1.6% during the fourth quarter. State Street Corp now owns 56,913,598 shares of the electronics maker’s stock worth $7,705,440,000 after acquiring an additional 888,526 shares during the last quarter. JPMorgan Chase & Co. raised its position in shares of Amphenol by 102.7% during the fourth quarter. JPMorgan Chase & Co. now owns 34,325,148 shares of the electronics maker’s stock worth $4,638,701,000 after acquiring an additional 17,387,536 shares during the last quarter. Finally, Geode Capital Management LLC lifted its stake in shares of Amphenol by 2.5% during the fourth quarter. Geode Capital Management LLC now owns 30,318,652 shares of the electronics maker’s stock valued at $4,087,372,000 after acquiring an additional 748,813 shares during the period. Institutional investors own 97.01% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on APH. BNP Paribas Exane raised their price target on Amphenol from $195.00 to $200.00 and gave the company an “outperform” rating in a report on Thursday, May 28th. Rothschild & Co Redburn boosted their price objective on Amphenol from $160.00 to $172.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Evercore restated an “outperform” rating on shares of Amphenol in a report on Wednesday, May 27th. Robert W. Baird set a $177.00 price objective on shares of Amphenol in a research note on Thursday, April 30th. Finally, Piper Sandler set a $165.00 target price on shares of Amphenol in a report on Tuesday, March 17th. Fourteen research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $178.07.

Insider Buying and Selling at Amphenol

In related news, CEO Richard Adam Norwitt sold 61,072 shares of the stock in a transaction that occurred on Friday, May 1st. The stock was sold at an average price of $143.90, for a total transaction of $8,788,260.80. Following the completion of the sale, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at approximately $277,368,257.30. This represents a 3.07% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. In the last quarter, insiders sold 130,775 shares of company stock worth $18,709,350. Insiders own 1.42% of the company’s stock.

Amphenol Price Performance

APH opened at $164.40 on Friday. The stock has a market cap of $202.25 billion, a P/E ratio of 47.24, a P/E/G ratio of 1.44 and a beta of 1.24. Amphenol Corporation has a 12 month low of $95.19 and a 12 month high of $178.52. The company has a quick ratio of 1.26, a current ratio of 1.71 and a debt-to-equity ratio of 1.18. The company has a fifty day simple moving average of $146.71 and a 200 day simple moving average of $142.30.

Amphenol (NYSE:APH) last posted its earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, topping the consensus estimate of $0.95 by $0.11. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The firm had revenue of $7.62 billion for the quarter, compared to analyst estimates of $7.08 billion. During the same period in the previous year, the company posted $0.63 earnings per share. The company’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, research analysts expect that Amphenol Corporation will post 4.76 EPS for the current year.

Amphenol Announces Dividend

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

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.