Silvant Capital Management LLC Takes Position in Amphenol Corporation $APH

Silvant Capital Management LLC bought a new position in shares of Amphenol Corporation (NYSE:APH) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 16,211 shares of the electronics maker’s stock, valued at approximately $2,006,000.

Several other institutional investors have also added to or reduced their stakes in APH. Quadrant Capital Group LLC raised its stake in shares of Amphenol by 1.9% during the 3rd quarter. Quadrant Capital Group LLC now owns 42,100 shares of the electronics maker’s stock worth $5,210,000 after purchasing an additional 768 shares in the last quarter. Van ECK Associates Corp lifted its position in Amphenol by 2.5% during the third quarter. Van ECK Associates Corp now owns 216,816 shares of the electronics maker’s stock worth $26,831,000 after acquiring an additional 5,312 shares during the last quarter. Capital Research Global Investors increased its position in Amphenol by 106.9% during the 3rd quarter. Capital Research Global Investors now owns 15,523,085 shares of the electronics maker’s stock worth $1,920,982,000 after buying an additional 8,021,284 shares during the period. Capital International Sarl bought a new stake in Amphenol in the 3rd quarter valued at about $10,202,000. Finally, Capital International Ltd. CA acquired a new stake in Amphenol during the third quarter worth approximately $5,768,000. 97.01% of the stock is owned by institutional investors.

Insider Buying and Selling at Amphenol

In other Amphenol news, CEO Richard Adam Norwitt sold 515,281 shares of the company’s stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $147.27, for a total transaction of $75,885,432.87. Following the completion of the sale, the chief executive officer directly owned 1,927,507 shares in the company, valued at $283,863,955.89. This represents 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. Insiders own 1.67% of the company’s stock.

Amphenol Price Performance

Shares of NYSE APH opened at $134.50 on Thursday. Amphenol Corporation has a 1-year low of $56.45 and a 1-year high of $167.04. The stock has a fifty day simple moving average of $144.42 and a two-hundred day simple moving average of $134.36. The firm has a market cap of $165.33 billion, a price-to-earnings ratio of 40.27, a price-to-earnings-growth ratio of 1.45 and a beta of 1.20. The company has a current ratio of 2.98, a quick ratio of 2.48 and a debt-to-equity ratio of 1.08.

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 company had revenue of $6.44 billion during the quarter, compared to analysts’ expectations of $6.19 billion. During the same period in the previous year, the business earned $0.55 earnings per share. The firm’s quarterly 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. Analysts anticipate that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Announces Dividend

The company 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. The ex-dividend date is Monday, March 23rd. This represents a $1.00 annualized dividend and a dividend yield of 0.7%. Amphenol’s dividend payout ratio is 29.94%.

Analyst Ratings Changes

Several equities analysts have commented on the stock. UBS Group reissued a “buy” rating and issued a $174.00 target price (up from $152.00) on shares of Amphenol in a report on Wednesday, January 14th. Truist Financial set a $182.00 price objective on shares of Amphenol in a report on Tuesday, January 13th. Barclays reiterated 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. The Goldman Sachs Group restated a “buy” rating and issued a $183.00 target price on shares of Amphenol in a report on Thursday, January 15th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Amphenol in a report on Wednesday, January 21st. Eleven research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, Amphenol has an average rating of “Moderate Buy” and a consensus price target of $151.38.

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.