Allworth Financial LP Buys 21,722 Shares of Amphenol Corporation $APH

Allworth Financial LP increased its position in Amphenol Corporation (NYSE:APH) by 53.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 62,317 shares of the electronics maker’s stock after buying an additional 21,722 shares during the period. Allworth Financial LP’s holdings in Amphenol were worth $8,422,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Vanguard Group Inc. increased its holdings in shares of Amphenol by 1.1% during the fourth quarter. Vanguard Group Inc. now owns 126,553,498 shares of the electronics maker’s stock valued at $17,102,440,000 after acquiring an additional 1,322,682 shares in the last quarter. State Street Corp lifted its stake in shares of Amphenol by 1.2% in the third quarter. State Street Corp now owns 56,025,072 shares of the electronics maker’s stock valued at $6,942,156,000 after buying an additional 676,797 shares in the last quarter. Capital International Investors lifted its stake in shares of Amphenol by 446.9% in the third 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 shares of Amphenol by 106.9% during the third 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 during the last quarter. Finally, Jennison Associates LLC increased its position in shares of Amphenol by 340.8% during the fourth quarter. Jennison Associates LLC now owns 10,257,379 shares of the electronics maker’s stock worth $1,386,182,000 after acquiring an additional 7,930,532 shares in the last quarter. 97.01% of the stock is owned by institutional investors.

Insider Transactions at Amphenol

In other Amphenol news, CEO Richard Adam Norwitt sold 17,500 shares of the business’s stock in a transaction dated 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 transaction, the chief executive officer directly owned 1,927,507 shares in the company, valued at $276,038,277.47. The trade was a 0.90% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Insiders have sold a total of 130,775 shares of company stock worth $18,709,350 in the last three months. Company insiders own 1.42% of the company’s stock.

Amphenol Stock Performance

Shares of APH opened at $125.14 on Friday. The stock has a 50 day moving average of $135.57 and a 200 day moving average of $139.12. The company has a market capitalization of $153.95 billion, a price-to-earnings ratio of 35.96, a PEG ratio of 1.13 and a beta of 1.29. Amphenol Corporation has a 12 month low of $83.44 and a 12 month high of $167.04. The company has a current ratio of 1.71, a quick ratio of 1.26 and a debt-to-equity ratio of 1.18.

Amphenol (NYSE:APH) last posted its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, topping the consensus estimate of $0.95 by $0.11. The business had revenue of $7.62 billion for the quarter, compared to analysts’ expectations of $7.08 billion. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The business’s revenue was up 58.4% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.63 earnings per share. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, sell-side analysts forecast that Amphenol Corporation will post 4.76 earnings per share for the current year.

Amphenol Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd will be given a dividend of $0.25 per share. The ex-dividend date is Tuesday, June 23rd. This represents a $1.00 annualized dividend and a yield of 0.8%. Amphenol’s dividend payout ratio is presently 28.74%.

Analyst Ratings Changes

A number of equities research analysts recently weighed in on APH shares. The Goldman Sachs Group upped their target price on shares of Amphenol from $184.00 to $201.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Seaport Research Partners reissued a “buy” rating and set a $215.00 price objective on shares of Amphenol in a report on Thursday, April 30th. Evercore increased their price objective on Amphenol from $165.00 to $180.00 and gave the stock an “outperform” rating in a research note on Thursday, April 30th. Zacks Research cut Amphenol from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Finally, Citigroup reiterated a “buy” rating and set a $180.00 price target (up from $170.00) on shares of Amphenol in a report on Thursday, April 30th. Thirteen analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $176.53.

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.