12,413 Shares in Amphenol Corporation $APH Purchased by Blue Jean Financial LLC

Blue Jean Financial LLC bought a new stake in shares of Amphenol Corporation (NYSE:APH) during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 12,413 shares of the electronics maker’s stock, valued at approximately $1,677,000. Amphenol accounts for approximately 1.4% of Blue Jean Financial LLC’s investment portfolio, making the stock its 27th largest holding.

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

Insider Activity at Amphenol

In other news, CEO Richard Adam Norwitt sold 17,500 shares of the company’s stock in a transaction dated Tuesday, May 5th. The stock was 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 directly owned 1,927,507 shares of the company’s stock, valued at $276,038,277.47. This represents a 0.90% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Over the last three months, insiders sold 130,775 shares of company stock valued at $18,709,350. Corporate insiders own 1.42% of the company’s stock.

Amphenol Stock Performance

Shares of APH stock opened at $153.97 on Friday. The company has a debt-to-equity ratio of 1.18, a current ratio of 1.71 and a quick ratio of 1.26. The stock has a market cap of $189.42 billion, a PE ratio of 44.24, a price-to-earnings-growth ratio of 1.35 and a beta of 1.27. The stock has a 50-day moving average of $139.70 and a 200-day moving average of $139.57. Amphenol Corporation has a one year low of $92.08 and a one year high of $167.04.

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. The company had revenue of $7.62 billion during the quarter, compared to analysts’ expectations of $7.08 billion. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.Amphenol’s revenue was up 58.4% on a year-over-year basis. During the same period in the prior year, the business posted $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, sell-side analysts expect that Amphenol Corporation will post 4.76 earnings per share for the current year.

Amphenol Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 23rd will be paid 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 is 28.74%.

Analysts Set New Price Targets

APH has been the topic of a number of research reports. Jefferies Financial Group upped their target price on shares of Amphenol from $165.00 to $190.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. Barclays restated an “overweight” rating and set a $198.00 target price on shares of Amphenol in a research report on Monday, June 8th. 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. UBS Group restated a “buy” rating and set a $178.00 target price (up from $170.00) on shares of Amphenol in a research report on Thursday, April 30th. Finally, BNP Paribas Exane upped their target price 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. Fourteen research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $178.07.

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.