Gibbs Wealth Management Grows Stock Holdings in Amphenol Corporation $APH

Gibbs Wealth Management raised its holdings in shares of Amphenol Corporation (NYSE:APH) by 165.9% during the first quarter, HoldingsChannel reports. The fund owned 6,223 shares of the electronics maker’s stock after purchasing an additional 3,883 shares during the quarter. Gibbs Wealth Management’s holdings in Amphenol were worth $786,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently made changes to their positions in APH. Capital Advisors Inc. OK grew its position in shares of Amphenol by 3.4% in the fourth quarter. Capital Advisors Inc. OK now owns 2,067 shares of the electronics maker’s stock valued at $279,000 after purchasing an additional 68 shares in the last quarter. Canvas Wealth Advisors LLC boosted its stake in Amphenol by 3.5% in the 4th quarter. Canvas Wealth Advisors LLC now owns 2,060 shares of the electronics maker’s stock worth $279,000 after purchasing an additional 70 shares during the period. LOM Asset Management Ltd grew its holdings in Amphenol by 16.3% during the 4th quarter. LOM Asset Management Ltd now owns 500 shares of the electronics maker’s stock valued at $68,000 after buying an additional 70 shares in the last quarter. Sachetta LLC grew its holdings in Amphenol by 14.9% during the 1st quarter. Sachetta LLC now owns 548 shares of the electronics maker’s stock valued at $69,000 after buying an additional 71 shares in the last quarter. Finally, Seeds Investor LLC increased its position in shares of Amphenol by 4.0% during the fourth quarter. Seeds Investor LLC now owns 1,889 shares of the electronics maker’s stock valued at $255,000 after buying an additional 72 shares during the period. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Insider Buying and Selling at Amphenol

In other news, CEO Richard Adam Norwitt sold 17,500 shares of Amphenol stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $143.21, for a total transaction of $2,506,175.00. Following the completion of the sale, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at approximately $276,038,277.47. The trade was a 0.90% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. In the last 90 days, insiders have sold 130,775 shares of company stock worth $18,709,350. Company insiders own 1.42% of the company’s stock.

Amphenol Stock Performance

Shares of APH opened at $152.59 on Friday. Amphenol Corporation has a 12-month low of $102.76 and a 12-month high of $178.52. The company has a current ratio of 1.71, a quick ratio of 1.26 and a debt-to-equity ratio of 1.18. The company has a market cap of $187.72 billion, a PE ratio of 43.85, a price-to-earnings-growth ratio of 1.35 and a beta of 1.24. The stock has a 50-day moving average price of $152.74 and a 200-day moving average price of $144.66.

Amphenol (NYSE:APH) last posted its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, topping the consensus estimate of $0.95 by $0.11. The company had revenue of $7.62 billion for the quarter, compared to analysts’ expectations of $7.08 billion. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. Amphenol’s revenue for the quarter was up 58.4% compared to the same quarter last year. During the same period in the prior year, the business earned $0.63 earnings per share. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, equities analysts forecast that Amphenol Corporation will post 4.87 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 23rd were issued a $0.25 dividend. The ex-dividend date of this dividend was Tuesday, June 23rd. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.7%. Amphenol’s dividend payout ratio is presently 28.74%.

Analyst Ratings Changes

A number of equities analysts have recently commented on the stock. BNP Paribas Exane raised their price objective on shares of Amphenol from $195.00 to $200.00 and gave the company an “outperform” rating in a research report on Thursday, May 28th. Bank of America upped their target price on shares of Amphenol from $180.00 to $185.00 and gave the stock a “buy” rating in a report on Thursday, July 9th. Citigroup reiterated a “buy” rating and issued a $195.00 target price (up from $180.00) on shares of Amphenol in a research note on Monday, July 13th. Truist Financial raised their price target on shares of Amphenol from $182.00 to $200.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Finally, Seaport Research Partners restated a “buy” rating and set a $215.00 price target on shares of Amphenol in a research report on Thursday, April 30th. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Buy” and a consensus target price of $186.00.

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.