Amphenol Corporation $APH is Mountain Pacific Investment Advisers LLC’s Largest Position

Mountain Pacific Investment Advisers LLC trimmed its position in shares of Amphenol Corporation (NYSE:APH) by 9.9% during the 1st quarter, Holdings Channel reports. The firm owned 371,890 shares of the electronics maker’s stock after selling 40,840 shares during the period. Amphenol comprises 8.0% of Mountain Pacific Investment Advisers LLC’s investment portfolio, making the stock its biggest position. Mountain Pacific Investment Advisers LLC’s holdings in Amphenol were worth $46,988,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Vermillion & White Wealth Management Group LLC increased its stake in Amphenol by 163.8% in the 4th quarter. Vermillion & White Wealth Management Group LLC now owns 182 shares of the electronics maker’s stock worth $25,000 after buying an additional 113 shares in the last quarter. Riggs Asset Managment Co. Inc. lifted its position in shares of Amphenol by 200.0% in the second quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock valued at $25,000 after acquiring an additional 168 shares in the last quarter. Tucker Asset Management LLC bought a new position in shares of Amphenol in the fourth quarter worth about $26,000. Board of the Pension Protection Fund bought a new position in shares of Amphenol in the fourth quarter worth about $27,000. Finally, Lloyd Advisory Services LLC. purchased a new stake in shares of Amphenol during the fourth quarter worth about $29,000. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Insiders Place Their Bets

In related news, CEO Richard Adam Norwitt sold 17,500 shares of the business’s stock in a transaction 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 sale, the chief executive officer owned 1,927,507 shares in the company, valued at approximately $276,038,277.47. The trade was a 0.90% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders have sold a total of 130,775 shares of company stock valued at $18,709,350 in the last quarter. Insiders own 1.42% of the company’s stock.

Amphenol Price Performance

Shares of Amphenol stock opened at $164.23 on Monday. The stock has a 50 day moving average of $142.92 and a 200 day moving average of $140.37. Amphenol Corporation has a 12 month low of $92.98 and a 12 month high of $167.04. The firm has a market cap of $202.05 billion, a PE ratio of 47.19, a PEG ratio of 1.44 and a beta of 1.27. The company has a current ratio of 1.71, a quick ratio of 1.26 and a debt-to-equity ratio of 1.18.

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

Amphenol Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd will be issued a $0.25 dividend. The ex-dividend date of this dividend is Tuesday, June 23rd. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.6%. Amphenol’s dividend payout ratio (DPR) is 28.74%.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on APH shares. Jefferies Financial Group lifted their target price on Amphenol from $165.00 to $190.00 and gave the company a “buy” rating in a research note on Thursday, April 30th. Zacks Research lowered shares of Amphenol from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. The Goldman Sachs Group lifted their price objective on shares of Amphenol from $184.00 to $201.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. Citigroup restated a “buy” rating and set a $180.00 target price (up from $170.00) on shares of Amphenol in a research report on Thursday, April 30th. Finally, Wall Street Zen cut shares of Amphenol from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. Fourteen 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 company presently has an average rating of “Moderate Buy” and an average target price 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.