HFR Wealth Management LLC Sells 3,680 Shares of Amphenol Corporation $APH

HFR Wealth Management LLC cut its position in Amphenol Corporation (NYSE:APH) by 1.6% in the third quarter, Holdings Channel reports. The firm owned 227,768 shares of the electronics maker’s stock after selling 3,680 shares during the period. Amphenol accounts for approximately 6.5% of HFR Wealth Management LLC’s holdings, making the stock its biggest position. HFR Wealth Management LLC’s holdings in Amphenol were worth $28,186,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in APH. Raiffeisen Bank International AG increased its position in Amphenol by 4.2% during the third quarter. Raiffeisen Bank International AG now owns 81,794 shares of the electronics maker’s stock worth $9,898,000 after buying an additional 3,288 shares during the period. Empirical Financial Services LLC d.b.a. Empirical Wealth Management grew its position in shares of Amphenol by 64.9% during the third quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 5,214 shares of the electronics maker’s stock worth $645,000 after acquiring an additional 2,053 shares during the last quarter. Bridgewater Advisors Inc. increased its holdings in shares of Amphenol by 8.0% in the 3rd quarter. Bridgewater Advisors Inc. now owns 6,347 shares of the electronics maker’s stock valued at $845,000 after acquiring an additional 469 shares during the period. WT Asset Management Ltd acquired a new position in shares of Amphenol in the 3rd quarter valued at $2,475,000. Finally, Beverly Hills Private Wealth LLC raised its position in Amphenol by 8.0% in the 3rd quarter. Beverly Hills Private Wealth LLC now owns 15,819 shares of the electronics maker’s stock valued at $1,958,000 after purchasing an additional 1,178 shares during the last quarter. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Amphenol Stock Performance

NYSE APH opened at $150.97 on Friday. The stock has a market capitalization of $185.58 billion, a price-to-earnings ratio of 45.20, a PEG ratio of 1.60 and a beta of 1.20. The business’s 50 day moving average is $142.96 and its two-hundred day moving average is $131.45. Amphenol Corporation has a 12-month low of $56.45 and a 12-month high of $167.04. 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 posted its quarterly earnings results on Wednesday, January 28th. The electronics maker reported $0.97 EPS for the quarter, beating the consensus estimate of $0.93 by $0.04. Amphenol had a return on equity of 35.57% and a net margin of 18.49%.The business had revenue of $6.44 billion during the quarter, compared to analysts’ expectations of $6.19 billion. During the same period last year, the firm earned $0.55 EPS. The company’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. Research analysts expect that Amphenol Corporation will post 2.36 EPS for the current year.

Amphenol Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, April 14th. Shareholders of record on Monday, March 23rd will be given a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Monday, March 23rd. Amphenol’s payout ratio is presently 29.94%.

Analyst Ratings Changes

Several brokerages have issued reports on APH. Fox Advisors reissued an “outperform” rating on shares of Amphenol in a research report on Friday, January 9th. Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a research note on Wednesday, January 21st. Barclays restated an “overweight” rating and issued a $175.00 price target (up previously from $156.00) on shares of Amphenol in a research report on Thursday, January 29th. Truist Financial set a $182.00 price objective on Amphenol in a research note on Tuesday, January 13th. Finally, UBS Group reiterated a “buy” rating and issued a $174.00 target price (up from $152.00) on shares of Amphenol in a research note on Wednesday, January 14th. Eleven investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $151.38.

Insiders Place Their Bets

In other Amphenol news, CEO Richard Adam Norwitt sold 515,281 shares of the stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $147.27, for a total value of $75,885,432.87. Following the completion of the transaction, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at approximately $283,863,955.89. This trade represents a 21.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider William J. Doherty sold 80,000 shares of Amphenol stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $142.00, for a total transaction of $11,360,000.00. The SEC filing for this sale provides additional information. Corporate insiders own 1.67% of the company’s stock.

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.