Sandhill Capital Partners LLC Sells 6,460 Shares of Amphenol Corporation $APH

Sandhill Capital Partners LLC lessened its holdings in Amphenol Corporation (NYSE:APH) by 1.0% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 632,231 shares of the electronics maker’s stock after selling 6,460 shares during the quarter. Amphenol comprises approximately 5.5% of Sandhill Capital Partners LLC’s investment portfolio, making the stock its 3rd largest holding. Sandhill Capital Partners LLC’s holdings in Amphenol were worth $78,239,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of APH. Brighton Jones LLC increased its holdings in Amphenol by 114.0% during 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 period. Revolve Wealth Partners LLC boosted its stake in shares of Amphenol by 87.9% in the 4th quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock valued at $701,000 after buying an additional 4,721 shares during the period. Bison Wealth LLC boosted its stake in shares of Amphenol by 8.3% in the 4th quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock valued at $559,000 after buying an additional 618 shares during the period. Modera Wealth Management LLC acquired a new position in shares of Amphenol during the second quarter worth about $300,000. Finally, Wedbush Securities Inc. increased its stake in shares of Amphenol by 7.3% during the second quarter. Wedbush Securities Inc. now owns 13,256 shares of the electronics maker’s stock worth $1,309,000 after buying an additional 907 shares during the period. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Analyst Ratings Changes

Several brokerages recently weighed in on APH. Wall Street Zen downgraded shares of Amphenol from a “buy” rating to a “hold” rating in a research note on Saturday, February 14th. Barclays reissued an “overweight” rating and issued a $175.00 price objective (up from $156.00) on shares of Amphenol in a research report on Thursday, January 29th. 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. Evercore reiterated an “outperform” rating and set a $165.00 target price on shares of Amphenol in a research note on Tuesday, January 20th. Finally, JPMorgan Chase & Co. increased their target price on Amphenol from $160.00 to $185.00 and gave the company an “overweight” rating in a report on Tuesday, January 27th. Eleven research 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 stock has a consensus rating of “Moderate Buy” and a consensus price target of $151.38.

Amphenol Stock Performance

Shares of Amphenol stock opened at $131.86 on Monday. 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 Corporation has a 52 week low of $56.45 and a 52 week high of $167.04. The firm’s 50 day moving average is $144.44 and its two-hundred day moving average is $133.97. The firm has a market capitalization of $162.08 billion, a P/E ratio of 39.48, a P/E/G ratio of 1.39 and a beta of 1.20.

Amphenol (NYSE:APH) last issued its quarterly earnings data on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share for the quarter, topping the consensus estimate of $0.93 by $0.04. Amphenol had a net margin of 18.49% and a return on equity of 35.57%. The business had revenue of $6.44 billion during the quarter, compared to the consensus estimate of $6.19 billion. During the same quarter in the previous year, the firm earned $0.55 EPS. 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. Research analysts forecast that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Dividend Announcement

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

Insider Transactions at Amphenol

In other Amphenol news, CEO Richard Adam Norwitt sold 515,281 shares of the company’s stock in a transaction on 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 owned 1,927,507 shares in the company, valued at $283,863,955.89. This represents a 21.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. 1.67% of the stock is owned by corporate insiders.

Amphenol 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.