Amphenol Corporation $APH Shares Bought by Dorsey Wright & Associates

Dorsey Wright & Associates grew its position in Amphenol Corporation (NYSE:APH) by 55.8% in the first quarter, HoldingsChannel.com reports. The fund owned 200,695 shares of the electronics maker’s stock after buying an additional 71,857 shares during the quarter. Amphenol comprises 3.1% of Dorsey Wright & Associates’ portfolio, making the stock its 4th biggest position. Dorsey Wright & Associates’ holdings in Amphenol were worth $25,358,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also bought and sold shares of APH. Brighton Jones LLC grew its holdings in shares of Amphenol by 114.0% during the fourth quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock worth $1,224,000 after purchasing an additional 9,390 shares during the last quarter. Revolve Wealth Partners LLC raised its holdings in shares of Amphenol by 87.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock valued at $701,000 after buying an additional 4,721 shares during the last quarter. Bison Wealth LLC raised its holdings in shares of Amphenol by 8.3% in the fourth quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock valued at $559,000 after buying an additional 618 shares during the last quarter. NewEdge Advisors LLC lifted its position in Amphenol by 55.4% during the 2nd quarter. NewEdge Advisors LLC now owns 62,946 shares of the electronics maker’s stock worth $6,216,000 after buying an additional 22,434 shares in the last quarter. Finally, Main Street Financial Solutions LLC grew its holdings in Amphenol by 15.5% during the 2nd quarter. Main Street Financial Solutions LLC now owns 4,745 shares of the electronics maker’s stock worth $469,000 after acquiring an additional 638 shares during the last quarter. 97.01% of the stock is currently owned by institutional investors.

Amphenol Price Performance

Shares of APH stock opened at $151.03 on Friday. The firm has a market cap of $185.81 billion, a price-to-earnings ratio of 43.40, a PEG ratio of 1.32 and a beta of 1.24. Amphenol Corporation has a 12 month low of $95.19 and a 12 month high of $178.52. The company has a quick ratio of 1.26, a current ratio of 1.71 and a debt-to-equity ratio of 1.18. The stock has a 50-day moving average price of $149.80 and a 200 day moving average price of $144.01.

Amphenol (NYSE:APH) last released its earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.95 by $0.11. The company had revenue of $7.62 billion for the quarter, compared to the consensus estimate of $7.08 billion. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The company’s revenue was up 58.4% compared to the same quarter last year. During the same period in the prior year, the company posted $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Research analysts expect that Amphenol Corporation will post 4.83 EPS for the current year.

Amphenol Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd were given a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date was Tuesday, June 23rd. Amphenol’s dividend payout ratio (DPR) is currently 28.74%.

Analysts Set New Price Targets

Several equities research analysts have weighed in on APH shares. Jefferies Financial Group raised their price objective on shares of Amphenol from $165.00 to $190.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. UBS Group reiterated a “buy” rating and set a $185.00 target price (up from $178.00) on shares of Amphenol in a research report on Thursday, July 9th. Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a research note on Monday, April 20th. Evercore reissued an “outperform” rating on shares of Amphenol in a report on Wednesday, May 27th. Finally, Citigroup restated a “buy” rating and issued a $195.00 price objective (up from $180.00) on shares of Amphenol in a research report on Monday. Fourteen research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to MarketBeat, Amphenol has an average rating of “Moderate Buy” and a consensus target price of $186.00.

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 130,775 shares of company stock valued at $18,709,350 in the last quarter. Company insiders own 1.42% of the company’s stock.

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.