Amphenol Corporation $APH Stake Raised by SVB Wealth LLC

SVB Wealth LLC raised its holdings in shares of Amphenol Corporation (NYSE:APH) by 135.1% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,159 shares of the electronics maker’s stock after acquiring an additional 5,264 shares during the quarter. SVB Wealth LLC’s holdings in Amphenol were worth $1,133,000 at the end of the most recent quarter.

A number of other hedge funds have also made changes to their positions in APH. Brighton Jones LLC lifted its holdings in shares of 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 buying an additional 9,390 shares during the last quarter. Revolve Wealth Partners LLC grew its position in Amphenol by 87.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock worth $701,000 after acquiring an additional 4,721 shares in the last quarter. Bison Wealth LLC increased its stake 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 purchasing an additional 618 shares during the last quarter. Concurrent Investment Advisors LLC lifted its stake in shares of Amphenol by 5.8% in the 2nd quarter. Concurrent Investment Advisors LLC now owns 18,538 shares of the electronics maker’s stock valued at $1,831,000 after purchasing an additional 1,011 shares during the last quarter. Finally, CWM LLC increased its holdings in shares of Amphenol by 12.3% during the 2nd quarter. CWM LLC now owns 116,712 shares of the electronics maker’s stock valued at $11,525,000 after acquiring an additional 12,748 shares during the last quarter. 97.01% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, insider William J. Doherty sold 80,000 shares of the firm’s stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $142.00, for a total transaction of $11,360,000.00. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. 1.67% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several research analysts have commented on APH shares. Barclays reaffirmed an “overweight” rating and issued a $175.00 price target (up from $156.00) on shares of Amphenol in a research report on Thursday, January 29th. UBS Group restated a “buy” rating and issued a $174.00 price objective (up previously from $152.00) on shares of Amphenol in a research note on Wednesday, January 14th. Citigroup upped their target price on shares of Amphenol from $175.00 to $180.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a report on Wednesday, January 21st. Finally, Wall Street Zen downgraded shares of Amphenol from a “strong-buy” rating to a “buy” rating in a report on Sunday, November 2nd. Eleven research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Amphenol currently has a consensus rating of “Moderate Buy” and a consensus target price of $151.38.

Amphenol Trading Up 0.0%

Shares of Amphenol stock opened at $144.21 on Wednesday. Amphenol Corporation has a 52-week low of $56.45 and a 52-week high of $167.04. The firm has a market capitalization of $176.52 billion, a PE ratio of 43.18, a price-to-earnings-growth ratio of 1.52 and a beta of 1.20. The company has a debt-to-equity ratio of 1.08, a current ratio of 2.98 and a quick ratio of 2.48. The company’s fifty day moving average price is $141.42 and its two-hundred day moving average price is $129.48.

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

Amphenol Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, April 14th. Investors of record on Monday, March 23rd will be given a dividend of $0.25 per share. The ex-dividend date is Monday, March 23rd. This represents a $1.00 dividend on an annualized basis and a yield of 0.7%. Amphenol’s dividend payout ratio is 29.94%.

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.