Triglav Investments D.O.O. Acquires New Shares in Amphenol Corporation $APH

Triglav Investments D.O.O. bought a new position in shares of Amphenol Corporation (NYSE:APH) during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 82,300 shares of the electronics maker’s stock, valued at approximately $10,185,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Brighton Jones LLC lifted its holdings in Amphenol by 114.0% in the 4th quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock worth $1,224,000 after purchasing an additional 9,390 shares during the last quarter. Revolve Wealth Partners LLC raised its position in shares of Amphenol by 87.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock valued at $701,000 after purchasing an additional 4,721 shares during the period. Bison Wealth LLC lifted its stake in shares of Amphenol by 8.3% in the fourth quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock worth $559,000 after buying an additional 618 shares during the last quarter. Wealthcare Advisory Partners LLC bought a new stake in shares of Amphenol during the 2nd quarter worth $289,000. Finally, Grimes & Company Inc. acquired a new position in Amphenol in the 2nd quarter valued at $228,000. Institutional investors and hedge funds own 97.01% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on APH shares. UBS Group restated a “buy” rating and set a $174.00 price target (up from $152.00) on shares of Amphenol in a report on Wednesday, January 14th. Citigroup boosted their price objective on Amphenol from $175.00 to $180.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Fox Advisors reaffirmed an “outperform” rating on shares of Amphenol in a report on Friday, January 9th. The Goldman Sachs Group reiterated a “buy” rating and set a $183.00 price target on shares of Amphenol in a report on Thursday, January 15th. Finally, Bank of America upgraded shares of Amphenol from a “neutral” rating to a “buy” rating and upped their target price for the company from $120.00 to $150.00 in a research note on Wednesday, October 15th. Eleven equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Amphenol presently has an average rating of “Moderate Buy” and an average price target of $151.38.

Amphenol Stock Performance

Shares of NYSE APH opened at $129.77 on Thursday. The firm has a market capitalization of $158.85 billion, a price-to-earnings ratio of 38.85, a PEG ratio of 1.55 and a beta of 1.20. Amphenol Corporation has a one year low of $56.45 and a one year high of $167.04. The business has a fifty day simple moving average of $141.57 and a 200 day simple moving average of $128.31. The company has a current ratio of 2.98, a quick ratio of 2.48 and a debt-to-equity ratio of 1.08.

Amphenol (NYSE:APH) last announced its quarterly earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.93 by $0.04. The firm had revenue of $6.44 billion for the quarter, compared to analyst estimates of $6.19 billion. Amphenol had a net margin of 18.49% and a return on equity of 35.57%. The business’s revenue for the quarter was up 49.1% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.55 EPS. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. Sell-side analysts expect that Amphenol Corporation will post 2.36 EPS for the current year.

Insider Transactions at Amphenol

In related news, CFO Craig A. Lampo sold 258,000 shares of the firm’s stock in a transaction that occurred on Tuesday, November 11th. The stock was sold at an average price of $143.20, for a total transaction of $36,945,600.00. Following the completion of the transaction, the chief financial officer owned 167,695 shares in the company, valued at $24,013,924. This trade represents a 60.61% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider William J. Doherty sold 80,000 shares of the company’s stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $142.00, for a total value of $11,360,000.00. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 378,076 shares of company stock valued at $54,056,506. Corporate insiders own 1.67% 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.