Rathbones Group PLC Cuts Position in Amphenol Corporation $APH

Rathbones Group PLC cut its holdings in Amphenol Corporation (NYSE:APH) by 9.6% during the 3rd quarter, Holdings Channel reports. The firm owned 2,968,161 shares of the electronics maker’s stock after selling 314,695 shares during the period. Amphenol makes up approximately 1.5% of Rathbones Group PLC’s investment portfolio, making the stock its 14th biggest position. Rathbones Group PLC’s holdings in Amphenol were worth $367,310,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Financial Management Professionals Inc. raised its stake in Amphenol by 82.6% during the 3rd 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 last quarter. Riggs Asset Managment Co. Inc. grew its stake in Amphenol by 200.0% in the second quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock worth $25,000 after purchasing an additional 168 shares in the last quarter. Howard Hughes Medical Institute bought a new stake in Amphenol during the second quarter valued at about $26,000. Alpine Bank Wealth Management purchased a new position in Amphenol during the 3rd quarter worth $30,000. Finally, Evolution Wealth Management Inc. purchased a new stake in Amphenol during the 2nd quarter valued at about $31,000. 97.01% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Amphenol

In related news, CEO Richard Adam Norwitt sold 515,281 shares of the firm’s stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $147.27, for a total value of $75,885,432.87. Following the completion of the transaction, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at $283,863,955.89. This trade represents a 21.09% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 1.67% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

A number of analysts have recently commented on the company. Weiss Ratings restated a “buy (b)” rating on shares of Amphenol in a research report on Wednesday, January 21st. Evercore reissued an “outperform” rating and issued a $165.00 target price on shares of Amphenol in a research note on Tuesday, January 20th. Barclays reaffirmed an “overweight” rating and issued a $175.00 price target (up from $156.00) on shares of Amphenol in a report on Thursday, January 29th. Citigroup upped their target price on Amphenol from $175.00 to $180.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Finally, JPMorgan Chase & Co. raised their target price on Amphenol from $160.00 to $185.00 and gave the stock an “overweight” rating in a research note on Tuesday, January 27th. Eleven equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $151.38.

Amphenol Stock Performance

NYSE:APH opened at $131.86 on Friday. The company has a debt-to-equity ratio of 1.08, a current ratio of 2.98 and a quick ratio of 2.48. Amphenol Corporation has a 12 month low of $56.45 and a 12 month high of $167.04. The firm has a market capitalization of $162.08 billion, a PE ratio of 39.48, a price-to-earnings-growth ratio of 1.39 and a beta of 1.20. The business’s fifty day moving average price is $144.44 and its 200 day moving average price is $133.79.

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

Amphenol Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 14th. Investors of record on Monday, March 23rd will be paid a $0.25 dividend. The ex-dividend date is Monday, March 23rd. This represents a $1.00 annualized dividend and a dividend yield of 0.8%. Amphenol’s dividend payout ratio (DPR) is 29.94%.

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.