Sargent Investment Group LLC Acquires New Position in Amphenol Corporation $APH

Sargent Investment Group LLC acquired a new stake in shares of Amphenol Corporation (NYSE:APH) during the 4th quarter, Holdings Channel reports. The fund acquired 3,800 shares of the electronics maker’s stock, valued at approximately $514,000.

Several other institutional investors and hedge funds have also modified their holdings of the company. South Plains Financial Inc. purchased a new position in shares of Amphenol during the fourth quarter valued at approximately $47,000. MML Investors Services LLC increased its position in Amphenol by 9.2% during the fourth quarter. MML Investors Services LLC now owns 190,698 shares of the electronics maker’s stock worth $25,771,000 after purchasing an additional 16,118 shares during the last quarter. Mariner LLC increased its position in Amphenol by 3.2% during the fourth quarter. Mariner LLC now owns 632,816 shares of the electronics maker’s stock worth $85,543,000 after purchasing an additional 19,738 shares during the last quarter. Nicolet Advisory Services LLC increased its position in Amphenol by 22.3% during the fourth quarter. Nicolet Advisory Services LLC now owns 6,130 shares of the electronics maker’s stock worth $890,000 after purchasing an additional 1,117 shares during the last quarter. Finally, Fieldview Capital Management LLC acquired a new position in Amphenol during the fourth quarter worth approximately $1,663,000. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts recently commented on APH shares. Zacks Research lowered shares of Amphenol from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Seaport Research Partners reaffirmed a “buy” rating and set a $215.00 price target on shares of Amphenol in a research report on Thursday, April 30th. Evercore reaffirmed an “outperform” rating on shares of Amphenol in a research report on Wednesday, May 27th. Piper Sandler set a $165.00 price target on shares of Amphenol in a research report on Tuesday, March 17th. Finally, JPMorgan Chase & Co. upped 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. Fourteen investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $178.07.

Insider Activity

In other 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 completion of the sale, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at $276,038,277.47. This represents 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 at this hyperlink. Insiders have sold a total of 130,775 shares of company stock valued at $18,709,350 over the last ninety days. 1.42% of the stock is owned by corporate insiders.

Amphenol Price Performance

Amphenol stock opened at $158.94 on Tuesday. Amphenol Corporation has a 52-week low of $92.22 and a 52-week high of $167.04. The firm has a fifty day moving average of $140.32 and a 200-day moving average of $139.73. The firm has a market capitalization of $195.54 billion, a P/E ratio of 45.67, a PEG ratio of 1.35 and a beta of 1.27. The company has a quick ratio of 1.26, a current ratio of 1.71 and a debt-to-equity ratio of 1.18.

Amphenol (NYSE:APH) last released its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.95 by $0.11. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The company had revenue of $7.62 billion during the quarter, compared to analyst estimates of $7.08 billion. During the same quarter in the prior year, the business earned $0.63 earnings per share. The business’s quarterly 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. As a group, analysts predict that Amphenol Corporation will post 4.76 EPS for the current year.

Amphenol Announces Dividend

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

Amphenol 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.