Vestmark Advisory Solutions Inc. Reduces Stock Holdings in Amphenol Corporation $APH

Vestmark Advisory Solutions Inc. reduced its stake in shares of Amphenol Corporation (NYSE:APH) by 10.6% during the third quarter, Holdings Channel reports. The firm owned 42,788 shares of the electronics maker’s stock after selling 5,074 shares during the quarter. Vestmark Advisory Solutions Inc.’s holdings in Amphenol were worth $5,295,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Alliance Wealth Advisors LLC UT raised its stake in Amphenol by 9.6% in the third quarter. Alliance Wealth Advisors LLC UT now owns 3,127 shares of the electronics maker’s stock worth $387,000 after buying an additional 274 shares in the last quarter. OneDigital Investment Advisors LLC grew its holdings in shares of Amphenol by 6.0% during the 3rd quarter. OneDigital Investment Advisors LLC now owns 10,118 shares of the electronics maker’s stock worth $1,252,000 after acquiring an additional 570 shares during the period. Semanteon Capital Management LP bought a new position in shares of Amphenol in the 3rd quarter worth approximately $569,000. Advyzon Investment Management LLC boosted its position in shares of Amphenol by 26.3% during the third quarter. Advyzon Investment Management LLC now owns 7,648 shares of the electronics maker’s stock valued at $946,000 after purchasing an additional 1,594 shares in the last quarter. Finally, Raiffeisen Bank International AG raised its holdings in Amphenol by 4.2% in the third quarter. Raiffeisen Bank International AG now owns 81,794 shares of the electronics maker’s stock worth $9,898,000 after purchasing an additional 3,288 shares in the last quarter. 97.01% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on APH. Wall Street Zen downgraded shares of Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. UBS Group reaffirmed a “buy” rating and set a $174.00 price target (up previously from $152.00) on shares of Amphenol in a research report on Wednesday, January 14th. US Capital Advisors set a $165.00 price objective on shares of Amphenol in a report on Friday, January 9th. Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a research report on Wednesday, January 21st. Finally, Barclays reissued an “overweight” rating and set a $175.00 price objective (up previously from $156.00) on shares of Amphenol in a research report on Thursday, January 29th. Eleven investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $151.38.

Amphenol Trading Down 0.1%

NYSE APH opened at $150.97 on Monday. Amphenol Corporation has a 52 week low of $56.45 and a 52 week high of $167.04. The company has a 50 day moving average price of $142.96 and a 200 day moving average price of $131.77. The company has a quick ratio of 2.48, a current ratio of 2.98 and a debt-to-equity ratio of 1.08. The firm has a market cap of $185.58 billion, a PE ratio of 45.20, a price-to-earnings-growth ratio of 1.60 and a beta of 1.20.

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

Amphenol Announces Dividend

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

Insider Activity

In other Amphenol news, CEO Richard Adam Norwitt sold 515,281 shares of Amphenol stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $147.27, for a total transaction of $75,885,432.87. Following the transaction, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at $283,863,955.89. The trade was a 21.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, insider William J. Doherty sold 80,000 shares of the firm’s stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $142.00, for a total value of $11,360,000.00. The disclosure for this sale is available in the SEC filing. Company insiders own 1.67% of the company’s stock.

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.