Keybank National Association OH Sells 79,174 Shares of Amphenol Corporation $APH

Keybank National Association OH reduced its position in shares of Amphenol Corporation (NYSE:APH) by 8.0% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 905,577 shares of the electronics maker’s stock after selling 79,174 shares during the quarter. Keybank National Association OH owned approximately 0.07% of Amphenol worth $112,065,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also added to or reduced their stakes in the company. Riggs Asset Managment Co. Inc. increased its holdings in Amphenol by 200.0% during the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock valued at $25,000 after purchasing an additional 168 shares during the period. Financial Management Professionals Inc. increased its stake in shares of Amphenol by 82.6% during the third quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock valued at $25,000 after buying an additional 90 shares during the period. Howard Hughes Medical Institute purchased a new position in shares of Amphenol during the second quarter valued at approximately $26,000. Alpine Bank Wealth Management bought a new position in shares of Amphenol during the third quarter valued at approximately $30,000. Finally, Evolution Wealth Management Inc. purchased a new stake in Amphenol in the second quarter worth $31,000. Institutional investors own 97.01% of the company’s stock.

Insider Transactions at Amphenol

In related news, VP David M. Silverman sold 120,000 shares of the company’s stock in a transaction that occurred on Monday, November 3rd. The stock was sold at an average price of $141.17, for a total value of $16,940,400.00. Following the transaction, the vice president directly owned 12,500 shares of the company’s stock, valued at approximately $1,764,625. This represents a 90.57% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, insider William J. Doherty sold 80,000 shares of Amphenol stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $142.00, for a total value of $11,360,000.00. The SEC filing for this sale provides additional information. Insiders sold a total of 498,076 shares of company stock valued at $70,996,906 in the last quarter. 1.67% of the stock is owned by insiders.

Key Stories Impacting Amphenol

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Q4 beat — Amphenol posted record revenue and adjusted EPS with revenue up ~49% year‑over‑year, driven by strong demand across AI and other end markets. This underpins the longer‑term growth story. APH Q4 Deep Dive: AI Demand and Strategic Acquisitions Drive Growth Amid Investor Concerns
• Positive Sentiment: Analyst bullishness — Citi raised its price target to $180 and keeps a Buy rating, implying meaningful upside vs. current levels and providing a near‑term catalyst if other firms follow. Benzinga
• Positive Sentiment: Fundamentals improving — Street estimates have been revised higher following the quarter, which supports a continued rally if execution stays strong. Earnings Estimates Rising for Amphenol (APH): Will It Gain?
• Positive Sentiment: Technicals improving — APH recently flashed a “golden cross”/moved above short‑term moving averages, suggesting short‑term bullish momentum that can attract technical buyers. Amphenol (APH) Just Flashed Golden Cross Signal: Do You Buy?
• Neutral Sentiment: Derivatives activity — Options flow shows elevated activity, which can amplify intraday moves but is ambiguous for direction unless one side dominates. Traders should watch skew and expiries for clues. Unpacking the Latest Options Trading Trends in Amphenol
• Negative Sentiment: Post‑earnings sell‑off and valuation concerns — Despite the beat, shares pulled back after the report as investors focused on high valuation (P/E >40) and the possibility that the company’s Q1 guidance implies a near‑term EPS dip. That dynamic is prompting profit‑taking. Amphenol: A Tough Proposition Into 2026
• Negative Sentiment: Investor concerns and coverage pieces highlight the downside — several writeups explain why the stock sold off sharply (profit‑taking, guidance signal, valuation) even with strong underlying growth. Watch upcoming quarterly guideposts and margin commentary. Why Amphenol Corporation’s (APH) Stock Is Down 13.98%

Amphenol Trading Down 3.7%

NYSE:APH opened at $143.99 on Friday. The firm has a market capitalization of $176.26 billion, a P/E ratio of 43.11, a PEG ratio of 0.91 and a beta of 1.21. The company has a debt-to-equity ratio of 1.08, a current ratio of 2.98 and a quick ratio of 1.52. Amphenol Corporation has a one year low of $56.45 and a one year high of $167.04. The company’s 50-day simple moving average is $141.43 and its 200 day simple moving average is $127.31.

Amphenol (NYSE:APH) last released its earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.93 by $0.04. The firm had revenue of $6.44 billion during the quarter, compared to analyst estimates of $6.19 billion. Amphenol had a net margin of 18.49% and a return on equity of 35.57%. The business’s revenue was up 49.1% on a year-over-year basis. During the same period last year, the business earned $0.55 earnings per share. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. As a group, analysts forecast that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several brokerages have commented on APH. UBS Group restated a “buy” rating and issued a $174.00 price objective (up from $152.00) on shares of Amphenol in a report on Wednesday, January 14th. Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a research note on Wednesday, January 21st. Fox Advisors restated an “outperform” rating on shares of Amphenol in a report on Friday, January 9th. US Capital Advisors set a $165.00 price objective on Amphenol in a research report on Friday, January 9th. Finally, The Goldman Sachs Group reissued a “buy” rating and issued a $183.00 target price on shares of Amphenol in a research report on Thursday, January 15th. Eleven analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $151.38.

About Amphenol

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.