Guinness Asset Management LTD Sells 162,806 Shares of Amphenol Corporation $APH

Guinness Asset Management LTD reduced its position in shares of Amphenol Corporation (NYSE:APH) by 22.5% in the 3rd quarter, Holdings Channel reports. The firm owned 561,505 shares of the electronics maker’s stock after selling 162,806 shares during the period. Amphenol accounts for approximately 1.1% of Guinness Asset Management LTD’s holdings, making the stock its 22nd largest position. Guinness Asset Management LTD’s holdings in Amphenol were worth $67,948,000 as of its most recent SEC filing.

A number of other large investors have also recently modified their holdings of the business. Waterloo Capital L.P. raised its holdings in shares of Amphenol by 79.9% during the 3rd quarter. Waterloo Capital L.P. now owns 5,563 shares of the electronics maker’s stock worth $688,000 after buying an additional 2,470 shares in the last quarter. Harmony Asset Management LLC acquired a new position in Amphenol during the third quarter worth about $227,000. Titleist Asset Management LLC lifted its holdings in shares of Amphenol by 7.1% in the third quarter. Titleist Asset Management LLC now owns 2,292 shares of the electronics maker’s stock worth $284,000 after acquiring an additional 152 shares during the last quarter. Portside Wealth Group LLC boosted its stake in shares of Amphenol by 1.6% in the 3rd quarter. Portside Wealth Group LLC now owns 9,330 shares of the electronics maker’s stock valued at $1,155,000 after purchasing an additional 145 shares in the last quarter. Finally, ABN AMRO Bank N.V. bought a new stake in shares of Amphenol during the 3rd quarter valued at approximately $313,000. Institutional investors and hedge funds own 97.01% of the company’s stock.

Amphenol Stock Performance

NYSE APH opened at $127.60 on Friday. The company has a market cap of $156.19 billion, a P/E ratio of 38.20, a PEG ratio of 1.37 and a beta of 1.20. The company has a fifty day simple moving average of $141.35 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 Corporation has a 12-month low of $56.45 and a 12-month high of $167.04.

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

Amphenol Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, April 14th. Stockholders of record on Monday, March 23rd will be issued a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date is Monday, March 23rd. Amphenol’s dividend payout ratio (DPR) is currently 29.94%.

Analyst Ratings Changes

Several brokerages recently commented on APH. Truist Financial set a $182.00 price objective on shares of Amphenol in a research note on Tuesday, January 13th. Wall Street Zen downgraded shares of Amphenol from a “strong-buy” rating to a “buy” rating in a report on Sunday, November 2nd. Robert W. Baird set a $139.00 price objective on Amphenol and gave the company an “outperform” rating in a report on Friday, October 10th. Bank of America upgraded Amphenol from a “neutral” rating to a “buy” rating and boosted their price objective for the stock from $120.00 to $150.00 in a research report on Wednesday, October 15th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a research note on Wednesday, January 21st. Eleven 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, Amphenol has a consensus rating of “Moderate Buy” and a consensus target price of $151.38.

Insider Activity at Amphenol

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

Amphenol News Summary

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Analyst and research bullishness — Zacks highlights AI datacom demand, defense exposure and 2026 guidance as reasons the stock remains a buy despite a premium valuation, supporting upside potential for APH. Read More.
• Positive Sentiment: Barclays and other commentators view the recent pullback as a potential entry point, which can attract value‑seeking buyers if revenue momentum persists. Read More.
• Positive Sentiment: Board succession plan promotes continuity — the Board will make R. Adam Norwitt (current CEO) Chairman at the 2026 annual meeting, a governance move that reduces leadership uncertainty. Read More.
• Neutral Sentiment: Quarterly dividend announced — APH declared a $0.25/share quarterly dividend (record March 23; payable April 14). The yield is modest (~0.8%), so the impact on total return is limited but signals continued shareholder returns.
• Neutral Sentiment: Mixed analyst coverage — several recent pieces and aggregator stories summarize divergent Street views (some bullish on momentum, others caution on valuation), leaving the near‑term reaction dependent on sentiment and flows. Read More.
• Negative Sentiment: Recent sharp pullback and skepticism — coverage noting a ~17% drop after earnings raises questions about sustainability and whether the share retreat signals underlying weakness or a buying opportunity. That volatility can keep sellers active. Read More.
• Negative Sentiment: Short‑term trade‑down headlines — market stories pairing Amphenol with other decliners underline momentum selling and may amplify intraday declines even when fundamentals remain intact. Read More.

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.