Amphenol Corporation $APH is Howland Capital Management LLC’s 7th Largest Position

Howland Capital Management LLC lowered its position in Amphenol Corporation (NYSE:APH) by 6.3% in the 4th quarter, Holdings Channel reports. The institutional investor owned 609,097 shares of the electronics maker’s stock after selling 41,162 shares during the period. Amphenol comprises approximately 3.1% of Howland Capital Management LLC’s investment portfolio, making the stock its 7th largest position. Howland Capital Management LLC’s holdings in Amphenol were worth $82,465,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also bought and sold shares of APH. Generali Asset Management SPA SGR grew its holdings in shares of Amphenol by 20.2% in the fourth quarter. Generali Asset Management SPA SGR now owns 87,072 shares of the electronics maker’s stock worth $11,767,000 after purchasing an additional 14,612 shares during the last quarter. Regents Gate Capital LLP raised its holdings in Amphenol by 54.8% in the third quarter. Regents Gate Capital LLP now owns 96,908 shares of the electronics maker’s stock worth $11,992,000 after purchasing an additional 34,289 shares in the last quarter. Praxis Investment Management Inc. raised its holdings in Amphenol by 86.3% in the fourth quarter. Praxis Investment Management Inc. now owns 26,986 shares of the electronics maker’s stock worth $3,647,000 after purchasing an additional 12,502 shares in the last quarter. Principal Financial Group Inc. raised its holdings in Amphenol by 2.6% in the fourth quarter. Principal Financial Group Inc. now owns 2,750,490 shares of the electronics maker’s stock worth $371,704,000 after purchasing an additional 70,938 shares in the last quarter. Finally, CGN Advisors LLC purchased a new position in shares of Amphenol in the 4th quarter worth about $1,592,000. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Amphenol Stock Up 1.0%

NYSE APH opened at $153.97 on Friday. The stock’s 50 day moving average is $139.70 and its 200 day moving average is $139.57. 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 Corporation has a 12 month low of $92.08 and a 12 month high of $167.04. The stock has a market cap of $189.42 billion, a PE ratio of 44.24, a P/E/G ratio of 1.33 and a beta of 1.27.

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

Amphenol Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd will be issued a $0.25 dividend. The ex-dividend date of this dividend is Tuesday, June 23rd. This represents a $1.00 dividend on an annualized basis and a yield of 0.6%. Amphenol’s payout ratio is currently 28.74%.

Insider Transactions at Amphenol

In other Amphenol news, CEO Richard Adam Norwitt sold 17,500 shares of Amphenol stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $143.21, for a total value of $2,506,175.00. Following the sale, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at $276,038,277.47. The trade was a 0.90% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Over the last 90 days, insiders sold 130,775 shares of company stock valued at $18,709,350. Insiders own 1.42% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have issued reports on APH shares. Wall Street Zen cut shares of Amphenol from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. Piper Sandler set a $165.00 price objective on Amphenol in a research report on Tuesday, March 17th. Rothschild & Co Redburn lifted their price objective on Amphenol from $160.00 to $172.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. Jefferies Financial Group lifted their price objective on Amphenol from $165.00 to $190.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. Finally, Seaport Research Partners reaffirmed a “buy” rating and set a $215.00 price objective on shares of Amphenol in a research report on Thursday, April 30th. Fourteen equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $178.07.

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.