Night Squared LP Buys Shares of 28,036 Amphenol Corporation $APH

Night Squared LP purchased a new position in Amphenol Corporation (NYSE:APH) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 28,036 shares of the electronics maker’s stock, valued at approximately $3,469,000.

Several other hedge funds also recently made changes to their positions in APH. Norges Bank purchased a new stake in Amphenol during the 2nd quarter worth about $2,104,244,000. Capital International Investors grew its holdings in Amphenol by 446.9% during the 3rd quarter. Capital International Investors now owns 18,006,524 shares of the electronics maker’s stock valued at $2,228,288,000 after buying an additional 14,714,177 shares in the last quarter. Capital Research Global Investors grew its holdings 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 valued at $1,920,982,000 after buying an additional 8,021,284 shares in the last quarter. Franklin Resources Inc. increased its position in shares of Amphenol by 13.4% during the second quarter. Franklin Resources Inc. now owns 12,547,006 shares of the electronics maker’s stock valued at $1,239,017,000 after buying an additional 1,486,105 shares during the period. Finally, Invesco Ltd. lifted its holdings in shares of Amphenol by 14.4% in the third quarter. Invesco Ltd. now owns 9,065,058 shares of the electronics maker’s stock worth $1,121,801,000 after buying an additional 1,143,513 shares in the last quarter. 97.01% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on APH shares. US Capital Advisors set a $165.00 price objective on shares of Amphenol in a research note on Friday, January 9th. Wall Street Zen cut shares of Amphenol from a “buy” rating to a “hold” rating in a research note on Saturday, February 14th. Evercore reissued an “outperform” rating and issued a $165.00 price target on shares of Amphenol in a report on Tuesday, January 20th. JPMorgan Chase & Co. upped their price target on shares of Amphenol from $160.00 to $185.00 and gave the stock an “overweight” rating in a report on Tuesday, January 27th. Finally, Citigroup increased their price objective on Amphenol from $175.00 to $180.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Eleven equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $151.38.

Insiders Place Their Bets

In other Amphenol news, CEO Richard Adam Norwitt sold 515,281 shares of Amphenol stock in a transaction dated 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 completion of the sale, 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 sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 1.67% of the stock is owned by insiders.

Amphenol Trading Up 1.9%

Shares of APH opened at $133.99 on Friday. Amphenol Corporation has a 1-year low of $56.45 and a 1-year high of $167.04. The company has a market capitalization of $164.70 billion, a P/E ratio of 40.12, a P/E/G ratio of 1.39 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 firm’s 50 day simple moving average is $144.23 and its 200 day simple moving average is $134.50.

Amphenol (NYSE:APH) last issued its quarterly 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. The firm had revenue of $6.44 billion for 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 for the quarter was up 49.1% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.55 EPS. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. Sell-side analysts forecast that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

The company also recently announced 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. This represents a $1.00 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend is Monday, March 23rd. Amphenol’s dividend payout ratio is currently 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.