Praxis Investment Management Inc. grew its holdings in Amphenol Corporation (NYSE:APH – Free Report) by 86.3% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 26,986 shares of the electronics maker’s stock after purchasing an additional 12,502 shares during the quarter. Praxis Investment Management Inc.’s holdings in Amphenol were worth $3,647,000 as of its most recent filing with the SEC.
Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Riggs Asset Managment Co. Inc. lifted its holdings in shares of Amphenol by 200.0% during the second quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock worth $25,000 after buying an additional 168 shares during the last quarter. Board of the Pension Protection Fund bought a new stake in shares of Amphenol in the fourth quarter valued at about $27,000. Towne Trust Company N.A bought a new position in Amphenol during the fourth quarter valued at about $34,000. Laurel Wealth Advisors LLC bought a new stake in shares of Amphenol in the 4th quarter worth approximately $34,000. Finally, Cloud Capital Management LLC acquired a new stake in shares of Amphenol during the 3rd quarter worth approximately $38,000. Institutional investors and hedge funds own 97.01% of the company’s stock.
Insiders Place Their Bets
In other Amphenol news, CEO Richard Adam Norwitt sold 17,500 shares of the stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $143.21, for a total value of $2,506,175.00. Following the sale, the chief executive officer directly owned 1,927,507 shares in the company, valued at approximately $276,038,277.47. This trade represents a 0.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Insiders have sold 646,056 shares of company stock valued at $94,594,783 in the last quarter. Company insiders own 1.42% of the company’s stock.
Amphenol Stock Up 1.2%
Amphenol (NYSE:APH – Get Free Report) last issued its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, topping the consensus estimate of $0.95 by $0.11. The company had revenue of $7.62 billion during the quarter, compared to analysts’ expectations of $7.08 billion. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. Amphenol’s revenue was up 58.4% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. On average, analysts anticipate that Amphenol Corporation will post 4.7 EPS for the current year.
Analyst Ratings Changes
APH has been the subject of a number of recent research reports. Zacks Research lowered Amphenol from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. US Capital Advisors set a $165.00 target price on shares of Amphenol in a research report on Friday, January 9th. JPMorgan Chase & Co. increased their price target on shares of Amphenol from $190.00 to $200.00 and gave the stock an “overweight” rating in a research report on Thursday, April 30th. Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a research note on Monday, April 20th. Finally, Piper Sandler set a $165.00 price objective on Amphenol in a research note on Tuesday, March 17th. Thirteen research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $176.53.
Get Our Latest Analysis on Amphenol
Amphenol News Summary
Here are the key news stories impacting Amphenol this week:
- Positive Sentiment: Communications Solutions segment saw an 88% year‑over‑year sales jump, driven by AI data‑center demand — a sign of durable, multi‑year end‑market strength that supports revenue and margin upside. Read More.
- Positive Sentiment: Recent quarterly results beat estimates (Q1 EPS and revenue notably above consensus) and management set Q2 guidance; sell‑side analysts have been raising earnings forecasts and price targets, fueling buy‑side interest. Read More.
- Positive Sentiment: Multiple firms have increased price targets and reiterated buy ratings (BNP Paribas, JPMorgan, Goldman Sachs among others), reinforcing momentum and likely drawing inflows from active managers and ETFs. Read More.
- Neutral Sentiment: Amphenol priced €1.1B of euro‑denominated senior notes (€600M due 2029 at 3.375%; €500M due 2034 at 3.875%). Low fixed rates make financing cheaper, but the raises add to gross debt — investors will watch leverage metrics and use of proceeds. Read More.
- Negative Sentiment: Clustered insider selling: CEO Richard Norwitt disclosed multiple recent sales (May 1, 4, 5), liquidating ~130k+ shares across the period at roughly $142–$144. While possibly for liquidity/tax reasons, concentrated CEO sales can weigh on sentiment and likely contributed to near‑term selling pressure. Read More.
About Amphenol
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.
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