Amphenol Corporation (NYSE:APH) Stock Has Average Target Price of $98.56

Amphenol Corporation (NYSE:APH) has received an average recommendation of “Moderate Buy” from the nineteen analysts that are presently covering the company, Marketbeat.com reports. Three research analysts have rated the stock with a hold recommendation and sixteen have assigned a buy recommendation to the company. The average 1 year price objective among brokerages that have updated their coverage on the stock in the last year is $119.37.

Several analysts recently issued reports on APH shares. Evercore set a $100.00 price target on shares of Amphenol in a research report on Wednesday. Bank of America boosted their target price on shares of Amphenol from $99.00 to $104.00 and gave the stock a “buy” rating in a research report on Tuesday, October 13th. Wall Street Zen upgraded shares of Amphenol from a “hold” rating to a “buy” rating in a report on Saturday, August 8th. Royal Bank Of Canada set a $100.00 price target on shares of Amphenol in a research report on Monday. Finally, JPMorgan Chase & Co. lifted their price target on Amphenol from $100.00 to $107.50 and gave the company an “overweight” rating in a research note on Thursday, July 16th.

Insider Activity

In related news, CFO Craig Lampo sold 386,400 shares of the firm’s stock in a transaction dated Tuesday, August 4th. The shares were sold at an average price of $83.66, for a total transaction of $32,324,292.00. Following the transaction, the chief financial officer directly owned 181,330 shares of the company’s stock, valued at $15,169,161.15. This trade represents a 68.06% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP David Silverman sold 240,000 shares of the stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $87.12, for a total transaction of $20,908,800.00. Following the completion of the sale, the executive vice president owned 31,344 shares of the company’s stock, valued at approximately $2,730,689.28. This trade represents a 88.45% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 2,098,608 shares of company stock valued at $172,316,688 over the last quarter. 1.42% of the stock is owned by insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the stock. Corient Private Wealth LP lifted its stake in Amphenol by 3,010.0% in the 2nd quarter. Corient Private Wealth LP now owns 16,437,431 shares of the electronics maker’s stock worth $2,898,248,000 after purchasing an additional 15,908,901 shares in the last quarter. State Street Corp raised its position in shares of Amphenol by 24.2% in the second quarter. State Street Corp now owns 71,281,059 shares of the electronics maker’s stock worth $12,107,146,000 after buying an additional 13,884,641 shares in the last quarter. Jupiter Topco LLC purchased a new stake in shares of Amphenol in the second quarter worth $1,600,531,000. Wellington Management Group LLP boosted its stake in Amphenol by 10.5% during the second quarter. Wellington Management Group LLP now owns 16,579,919 shares of the electronics maker’s stock valued at $2,923,371,000 after buying an additional 1,578,248 shares during the period. Finally, James Hambro & Partners LLP boosted its stake in Amphenol by 97.5% during the third quarter. James Hambro & Partners LLP now owns 2,774,794 shares of the electronics maker’s stock valued at $234,026,000 after buying an additional 1,369,512 shares during the period. 97.01% of the stock is owned by institutional investors.

Amphenol Trading Up 3.7%

Shares of Amphenol stock opened at $81.10 on Monday. The stock has a market capitalization of $199.98 billion, a PE ratio of 40.65, a price-to-earnings-growth ratio of 1.00 and a beta of 1.23. Amphenol has a 52 week low of $59.01 and a 52 week high of $89.93. The stock has a 50 day moving average price of $81.31 and a two-hundred day moving average price of $75.38. The company has a debt-to-equity ratio of 1.10, a quick ratio of 1.41 and a current ratio of 1.89.

Amphenol (NYSE:APH) last issued its earnings results on Wednesday, October 28th. The electronics maker reported $0.80 earnings per share for the quarter, topping analysts’ consensus estimates of $0.73 by $0.07. Amphenol had a return on equity of 39.87% and a net margin of 17.73%. The company had revenue of $10.23 billion for the quarter, compared to analyst estimates of $9.49 billion. During the same period in the prior year, the firm earned $0.93 earnings per share. Amphenol’s revenue for the quarter was up 65.1% on a year-over-year basis. As a group, equities analysts anticipate that Amphenol will post 2.67 earnings per share for the current fiscal year.

Amphenol declared that its Board of Directors has authorized a stock repurchase plan on Wednesday, October 28th that authorizes the company to buy back $4 billion in shares. This buyback authorization authorizes the electronics maker to buy up to 2% of its stock through open market purchases. Stock buyback plans are often a sign that the company’s board believes its stock is undervalued.

Amphenol Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, October 14th. Investors of record on Tuesday, September 22nd were given a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date of this dividend was Tuesday, September 22nd. Amphenol’s dividend payout ratio is presently 25.00%.

Trending Headlines about Amphenol

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Q3 results exceeded expectations: Amphenol reported adjusted earnings of $0.80 per share versus the $0.73 consensus estimate, while revenue rose 65.1% year over year to $10.23 billion, well above the $9.49 billion forecast. Growth was supported by strong IT datacom and AI-related demand, acquisitions and broad organic expansion. Amphenol Q3 earnings beat estimates
• Positive Sentiment: Outlook topped consensus: Management issued fourth-quarter and full-year 2026 guidance that was reported as exceeding analyst expectations, reinforcing confidence in continued demand across communications, computing and other end markets. Amphenol 2026 earnings guidance
• Positive Sentiment: Capital returns increased: The board authorized a $4 billion share-repurchase program and approved a quarterly dividend payable January 13, 2027. The buyback may support earnings per share and signals confidence in the company’s cash-generation outlook. Amphenol $4 billion stock repurchase plan
• Positive Sentiment: Expansion through acquisitions: Amphenol agreed to acquire AdvancedPCB Holdings and Humanetics Sensors. The deals could broaden its advanced printed-circuit-board and sensor offerings, although both remain subject to customary closing conditions and regulatory approvals. AdvancedPCB sale to Amphenol
• Neutral Sentiment: At roughly 40.7 times earnings, Amphenol carries a premium valuation. That pricing reflects strong AI and datacom growth expectations, but it also leaves the stock sensitive to any slowdown in demand, integration challenges or guidance disappointment.

Amphenol Company Profile

Amphenol Corporation (NYSE: APH) is a global manufacturer of electrical, electronic and fiber-optic connectors, interconnect systems and related products. Its portfolio includes cable assemblies, sensors, antennas, backplane systems, radio-frequency components and other specialized electronic hardware.

The company serves customers across a range of industries, including automotive, aerospace and defense, information technology and data communications, industrial, mobile networks, commercial aerospace, medical and other markets.