Semanteon Capital Management LP Invests $569,000 in Amphenol Corporation $APH

Semanteon Capital Management LP bought a new stake in Amphenol Corporation (NYSE:APH) in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 4,595 shares of the electronics maker’s stock, valued at approximately $569,000. Amphenol comprises 0.7% of Semanteon Capital Management LP’s holdings, making the stock its 25th largest holding.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Grant Private Wealth Management Inc acquired a new position in shares of Amphenol in the third quarter valued at approximately $515,000. DSG Capital Advisors LLC boosted its position in Amphenol by 230.9% in the 3rd quarter. DSG Capital Advisors LLC now owns 10,688 shares of the electronics maker’s stock valued at $1,323,000 after buying an additional 7,458 shares during the period. Oppenheimer Asset Management Inc. raised its stake in shares of Amphenol by 10.7% in the third quarter. Oppenheimer Asset Management Inc. now owns 271,766 shares of the electronics maker’s stock valued at $33,631,000 after acquiring an additional 26,175 shares in the last quarter. Estate Counselors LLC acquired a new stake in Amphenol in the 3rd quarter valued at about $3,831,000. Finally, Advyzon Investment Management LLC grew its position in shares of Amphenol by 101.6% during the second quarter. Advyzon Investment Management LLC now owns 6,054 shares of the electronics maker’s stock worth $598,000 after buying an additional 3,051 shares in the last quarter. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on the stock. Evercore reaffirmed an “outperform” rating and set a $165.00 price objective on shares of Amphenol in a research report on Tuesday, January 20th. JPMorgan Chase & Co. lifted their price target on Amphenol from $160.00 to $185.00 and gave the stock an “overweight” rating in a report on Tuesday, January 27th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $183.00 price objective on shares of Amphenol in a research report on Thursday, January 15th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amphenol in a report on Wednesday, January 21st. Finally, Truist Financial set a $182.00 price objective on shares of Amphenol in a report on Tuesday, January 13th. Eleven research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $151.38.

Amphenol Trading Down 0.1%

NYSE:APH opened at $150.97 on Friday. The company has a market capitalization of $185.58 billion, a PE ratio of 45.20, a P/E/G ratio of 1.60 and a beta of 1.20. Amphenol Corporation has a 52-week low of $56.45 and a 52-week high of $167.04. The stock’s 50 day moving average price is $142.96 and its 200 day moving average price is $131.62. The company has a quick ratio of 2.48, a current ratio of 2.98 and a debt-to-equity ratio of 1.08.

Amphenol (NYSE:APH) last posted its quarterly earnings data on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share 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 the consensus estimate of $6.19 billion. During the same period in the prior year, the company earned $0.55 earnings per share. The company’s 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. On average, research analysts anticipate that Amphenol Corporation will post 2.36 EPS for the current year.

Amphenol Dividend Announcement

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

Insider Transactions at Amphenol

In other Amphenol news, insider William J. Doherty sold 80,000 shares of the company’s stock in a transaction that occurred 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Richard Adam Norwitt sold 515,281 shares of the stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $147.27, for a total value of $75,885,432.87. Following the sale, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at $283,863,955.89. The trade was a 21.09% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 1.67% of the stock is currently owned by corporate insiders.

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.