Amphenol Corporation $APH Shares Purchased by Chilton Investment Co. Inc.

Chilton Investment Co. Inc. grew its holdings in Amphenol Corporation (NYSE:APH) by 0.4% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,457,640 shares of the electronics maker’s stock after acquiring an additional 6,216 shares during the quarter. Amphenol accounts for about 3.7% of Chilton Investment Co. Inc.’s investment portfolio, making the stock its 8th largest holding. Chilton Investment Co. Inc. owned about 0.12% of Amphenol worth $180,383,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. BNP Paribas increased its stake in Amphenol by 2.4% during the 3rd quarter. BNP Paribas now owns 27,140 shares of the electronics maker’s stock worth $3,308,000 after purchasing an additional 625 shares in the last quarter. Alkeon Capital Management LLC boosted its holdings in shares of Amphenol by 53.7% in the third quarter. Alkeon Capital Management LLC now owns 4,104,603 shares of the electronics maker’s stock valued at $507,945,000 after buying an additional 1,433,650 shares during the period. Ameriprise Financial Inc. boosted its holdings in shares of Amphenol by 10.4% in the third quarter. Ameriprise Financial Inc. now owns 2,008,218 shares of the electronics maker’s stock valued at $239,476,000 after buying an additional 188,625 shares during the period. Creative Planning increased its position in shares of Amphenol by 5.4% during the third quarter. Creative Planning now owns 603,005 shares of the electronics maker’s stock worth $74,622,000 after acquiring an additional 30,704 shares in the last quarter. Finally, SummitTX Capital L.P. raised its holdings in shares of Amphenol by 337.5% during the third quarter. SummitTX Capital L.P. now owns 41,484 shares of the electronics maker’s stock worth $5,134,000 after acquiring an additional 32,002 shares during the period. Institutional investors own 97.01% of the company’s stock.

Insider Activity

In related news, CEO Richard Adam Norwitt sold 515,281 shares of the firm’s stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $147.27, for a total value 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 approximately $283,863,955.89. This trade represents a 21.09% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. 1.67% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on the stock. UBS Group reaffirmed a “buy” rating and issued a $174.00 target price (up from $152.00) on shares of Amphenol in a research note on Wednesday, January 14th. Weiss Ratings restated a “buy (b)” rating on shares of Amphenol in a report on Wednesday, January 21st. Truist Financial set a $182.00 price objective on Amphenol in a research report on Tuesday, January 13th. The Goldman Sachs Group reiterated a “buy” rating and set a $183.00 price objective on shares of Amphenol in a report on Thursday, January 15th. Finally, Evercore reissued an “outperform” rating and issued a $165.00 target price on shares of Amphenol in a research report on Tuesday, January 20th. Eleven equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $151.38.

Amphenol Trading Up 1.9%

Shares of NYSE:APH opened at $133.99 on Friday. The company’s 50-day moving average price is $144.23 and its two-hundred day moving average price is $134.67. Amphenol Corporation has a one year low of $56.45 and a one year high of $167.04. 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 stock has a market capitalization of $164.70 billion, a PE ratio of 40.12, a price-to-earnings-growth ratio of 1.42 and a beta of 1.20.

Amphenol (NYSE:APH) last announced its quarterly earnings data 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 quarter last year, the company 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. On average, equities 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 paid 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 dividend yield of 0.7%. 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.