Lyell Wealth Management LP Trims Holdings in Amphenol Corporation $APH

Lyell Wealth Management LP trimmed its position in Amphenol Corporation (NYSE:APH) by 2.7% during the fourth quarter, Holdings Channel.com reports. The firm owned 189,944 shares of the electronics maker’s stock after selling 5,331 shares during the period. Amphenol accounts for about 1.9% of Lyell Wealth Management LP’s holdings, making the stock its 12th largest holding. Lyell Wealth Management LP’s holdings in Amphenol were worth $25,669,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Capital Advisors Inc. OK lifted its holdings in shares of Amphenol by 3.4% during the 4th quarter. Capital Advisors Inc. OK now owns 2,067 shares of the electronics maker’s stock worth $279,000 after acquiring an additional 68 shares during the period. Canvas Wealth Advisors LLC lifted its holdings in shares of Amphenol by 3.5% during the 4th quarter. Canvas Wealth Advisors LLC now owns 2,060 shares of the electronics maker’s stock worth $279,000 after acquiring an additional 70 shares during the period. LOM Asset Management Ltd lifted its holdings in shares of Amphenol by 16.3% during the 4th quarter. LOM Asset Management Ltd now owns 500 shares of the electronics maker’s stock worth $68,000 after acquiring an additional 70 shares during the period. Seeds Investor LLC lifted its holdings in shares of Amphenol by 4.0% during the 4th quarter. Seeds Investor LLC now owns 1,889 shares of the electronics maker’s stock worth $255,000 after acquiring an additional 72 shares during the period. Finally, Procyon Advisors LLC lifted its holdings in shares of Amphenol by 2.6% during the 4th quarter. Procyon Advisors LLC now owns 2,871 shares of the electronics maker’s stock worth $388,000 after acquiring an additional 74 shares during the period. 97.01% of the stock is currently owned by hedge funds and other institutional investors.

Amphenol Stock Up 2.1%

APH opened at $152.33 on Friday. The firm has a 50 day moving average price of $139.17 and a 200 day moving average price of $139.47. The company has a market cap of $187.40 billion, a PE ratio of 43.77, a price-to-earnings-growth ratio of 1.31 and a beta of 1.27. Amphenol Corporation has a 1 year low of $92.08 and a 1 year high of $167.04. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.26 and a current ratio of 1.71.

Amphenol (NYSE:APH) last posted its earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.95 by $0.11. The firm had revenue of $7.62 billion during the quarter, compared to the consensus estimate of $7.08 billion. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The company’s revenue was up 58.4% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Sell-side analysts expect that Amphenol Corporation will post 4.76 earnings per share for the current year.

Amphenol Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 23rd will be given a $0.25 dividend. The ex-dividend date of this dividend is Tuesday, June 23rd. This represents a $1.00 annualized dividend and a yield of 0.7%. Amphenol’s dividend payout ratio (DPR) is 28.74%.

Insider Transactions at Amphenol

In other Amphenol news, CEO Richard Adam Norwitt sold 17,500 shares of the stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $143.21, for a total value of $2,506,175.00. Following the completion of the sale, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at $276,038,277.47. This trade represents a 0.90% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Insiders have sold a total of 130,775 shares of company stock valued at $18,709,350 over the last three months. 1.42% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on APH. Evercore reiterated an “outperform” rating on shares of Amphenol in a report on Wednesday, May 27th. Piper Sandler set a $165.00 price objective on shares of Amphenol in a report on Tuesday, March 17th. Barclays reiterated an “overweight” rating and set a $198.00 price objective on shares of Amphenol in a report on Monday. Wall Street Zen downgraded shares of Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. Finally, Seaport Research Partners reissued a “buy” rating and set a $215.00 target price on shares of Amphenol in a research report on Thursday, April 30th. Fourteen analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $178.07.

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.