MAI Capital Management Increases Stock Position in Amphenol Corporation $APH

MAI Capital Management boosted its holdings in Amphenol Corporation (NYSE:APH) by 269.2% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 39,689 shares of the electronics maker’s stock after buying an additional 28,940 shares during the period. MAI Capital Management’s holdings in Amphenol were worth $4,912,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently made changes to their positions in APH. Geode Capital Management LLC lifted its holdings in Amphenol by 8.4% during the 2nd quarter. Geode Capital Management LLC now owns 28,513,760 shares of the electronics maker’s stock worth $2,804,338,000 after purchasing an additional 2,217,079 shares in the last quarter. Norges Bank bought a new stake in shares of Amphenol during the second quarter valued at about $2,104,244,000. Franklin Resources Inc. lifted its holdings in shares of Amphenol by 13.4% in the second quarter. Franklin Resources Inc. now owns 12,547,006 shares of the electronics maker’s stock worth $1,239,017,000 after buying an additional 1,486,105 shares in the last quarter. Charles Schwab Investment Management Inc. boosted its position in shares of Amphenol by 1.9% in the second quarter. Charles Schwab Investment Management Inc. now owns 7,088,586 shares of the electronics maker’s stock valued at $699,998,000 after acquiring an additional 133,966 shares during the period. Finally, Envestnet Asset Management Inc. grew its stake in Amphenol by 2.6% during the third quarter. Envestnet Asset Management Inc. now owns 6,034,166 shares of the electronics maker’s stock valued at $746,728,000 after acquiring an additional 150,407 shares in the last quarter. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Insider Activity at Amphenol

In related news, insider William J. Doherty sold 80,000 shares of Amphenol 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. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Also, CEO Richard Adam Norwitt sold 515,281 shares of the stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $147.27, for a total transaction 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 position. Additional details regarding this sale are available in the official SEC disclosure. 1.67% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on the stock. Truist Financial set a $182.00 price target on shares of Amphenol in a research report on Tuesday, January 13th. JPMorgan Chase & Co. raised their target price on shares of Amphenol from $160.00 to $185.00 and gave the company an “overweight” rating in a research note on Tuesday, January 27th. Evercore reissued an “outperform” rating and issued a $165.00 price target on shares of Amphenol in a research note on Tuesday, January 20th. Barclays reissued an “overweight” rating and issued a $175.00 price target (up from $156.00) on shares of Amphenol in a report on Thursday, January 29th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a research report on Wednesday, January 21st. Eleven investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, Amphenol currently has a consensus rating of “Moderate Buy” and an average target price of $151.38.

Amphenol Stock Performance

Amphenol stock opened at $148.44 on Friday. The firm has a fifty day simple moving average of $144.66 and a two-hundred day simple moving average of $132.59. Amphenol Corporation has a twelve month low of $56.45 and a twelve month high of $167.04. The company has a market capitalization of $182.46 billion, a PE ratio of 44.44, a P/E/G ratio of 1.61 and a beta of 1.20. 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 released its earnings results 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. The company had revenue of $6.44 billion during the quarter, compared to analyst estimates of $6.19 billion. Amphenol had a return on equity of 35.57% and a net margin of 18.49%.Amphenol’s revenue for the quarter was up 49.1% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.55 EPS. 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 Announces Dividend

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

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.