Lombard Odier Asset Management Switzerland SA Sells 4,500 Shares of Amphenol Corporation $APH

Lombard Odier Asset Management Switzerland SA reduced its holdings in shares of Amphenol Corporation (NYSE:APH) by 8.7% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 47,217 shares of the electronics maker’s stock after selling 4,500 shares during the period. Lombard Odier Asset Management Switzerland SA’s holdings in Amphenol were worth $5,966,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in APH. Brighton Jones LLC lifted its stake in Amphenol by 114.0% in the fourth quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock valued at $1,224,000 after buying an additional 9,390 shares during the period. Revolve Wealth Partners LLC grew its position in shares of Amphenol by 87.9% during the 4th quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock worth $701,000 after buying an additional 4,721 shares during the period. Bison Wealth LLC grew its position in shares of Amphenol by 8.3% during the 4th quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock worth $559,000 after buying an additional 618 shares during the period. NewEdge Advisors LLC increased its stake in shares of Amphenol by 55.4% in the 2nd quarter. NewEdge Advisors LLC now owns 62,946 shares of the electronics maker’s stock valued at $6,216,000 after acquiring an additional 22,434 shares in the last quarter. Finally, Main Street Financial Solutions LLC increased its stake in shares of Amphenol by 15.5% in the 2nd quarter. Main Street Financial Solutions LLC now owns 4,745 shares of the electronics maker’s stock valued at $469,000 after acquiring an additional 638 shares in the last quarter. 97.01% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several research analysts recently issued reports on the stock. Seaport Research Partners reissued a “buy” rating and set a $215.00 target price on shares of Amphenol in a research note on Thursday, April 30th. Citigroup reaffirmed a “buy” rating and issued a $195.00 price target (up from $180.00) on shares of Amphenol in a research note on Monday, July 13th. JPMorgan Chase & Co. upped their price objective on shares of Amphenol from $190.00 to $200.00 and gave the company an “overweight” rating in a report on Thursday, April 30th. UBS Group reissued a “buy” rating and set a $185.00 price objective (up from $178.00) on shares of Amphenol in a research report on Thursday, July 9th. Finally, Robert W. Baird set a $177.00 target price on Amphenol in a research note on Thursday, April 30th. One analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat, Amphenol has a consensus rating of “Buy” and an average target price of $186.00.

Insider Buying and Selling at Amphenol

In related news, CEO Richard Adam Norwitt sold 17,500 shares of the company’s stock in a transaction dated 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 $276,038,277.47. This represents a 0.90% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. In the last quarter, insiders have sold 130,775 shares of company stock valued at $18,709,350. Corporate insiders own 1.42% of the company’s stock.

Amphenol Price Performance

Shares of APH opened at $152.59 on Friday. The business’s fifty day moving average is $152.74 and its 200 day moving average is $144.66. Amphenol Corporation has a 12-month low of $102.76 and a 12-month high of $178.52. The company has a quick ratio of 1.26, a current ratio of 1.71 and a debt-to-equity ratio of 1.18. The stock has a market cap of $187.72 billion, a P/E ratio of 43.85, a P/E/G ratio of 1.31 and a beta of 1.24.

Amphenol (NYSE:APH) last announced its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, beating analysts’ consensus estimates of $0.95 by $0.11. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The business had revenue of $7.62 billion during the quarter, compared to analyst estimates of $7.08 billion. During the same quarter in the previous year, the business posted $0.63 EPS. Amphenol’s quarterly revenue was up 58.4% on a year-over-year basis. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Sell-side analysts anticipate that Amphenol Corporation will post 4.87 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

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

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.