Amphenol Corporation $APH Shares Sold by Janus Henderson Group PLC

Janus Henderson Group PLC lowered its stake in Amphenol Corporation (NYSE:APH) by 4.5% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 9,458,488 shares of the electronics maker’s stock after selling 446,139 shares during the period. Amphenol accounts for 0.6% of Janus Henderson Group PLC’s holdings, making the stock its 28th biggest position. Janus Henderson Group PLC’s holdings in Amphenol were worth $1,195,088,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently made changes to their positions in the company. Vermillion & White Wealth Management Group LLC raised its stake in Amphenol by 163.8% in the 4th quarter. Vermillion & White Wealth Management Group LLC now owns 182 shares of the electronics maker’s stock worth $25,000 after acquiring an additional 113 shares during the last quarter. Tucker Asset Management LLC purchased a new stake in Amphenol during the 4th quarter valued at about $26,000. Clal Insurance Enterprises Holdings Ltd increased its holdings in shares of Amphenol by 85.0% in the first quarter. Clal Insurance Enterprises Holdings Ltd now owns 198 shares of the electronics maker’s stock valued at $25,000 after purchasing an additional 91 shares during the period. Lloyd Advisory Services LLC. acquired a new position in shares of Amphenol in the fourth quarter valued at about $29,000. Finally, HHM Wealth Advisors LLC purchased a new position in shares of Amphenol in the first quarter worth about $27,000. 97.01% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Amphenol

In other news, CEO Richard Adam Norwitt sold 61,072 shares of Amphenol stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $143.90, for a total value of $8,788,260.80. Following the sale, the chief executive officer owned 1,927,507 shares in the company, valued at $277,368,257.30. This trade represents a 3.07% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Insiders have sold 130,775 shares of company stock worth $18,709,350 over the last quarter. Company insiders own 1.42% of the company’s stock.

Key Amphenol News

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Amphenol reported second-quarter adjusted earnings of $1.35 per share, above the $1.19 analyst consensus and up from $0.81 a year earlier. Revenue rose 55% year over year to $8.76 billion, exceeding the $8.26 billion estimate. Amphenol earnings report
• Positive Sentiment: Management cited strong IT datacom demand, broad organic growth, acquisitions and record orders. The earnings call highlighted an AI-driven demand surge that helped produce a record quarter, supporting the outlook for continued growth. Amphenol earnings call and AI demand
• Positive Sentiment: Third-quarter guidance was well ahead of expectations: EPS of $1.40-$1.42 versus the $1.26 consensus and revenue of $9.3-$9.4 billion versus the $8.6 billion estimate. The upbeat forecast is likely the primary catalyst for the stock’s advance. Amphenol Q2 earnings and guidance
• Positive Sentiment: Analysts’ upward earnings revisions and a recent “hammer” chart pattern suggest improving technical and fundamental momentum, although these signals are less significant than the earnings and guidance beat. Amphenol technical pattern
• Negative Sentiment: A broader market sell-off tied to higher oil prices, U.S.-Iran tensions and uncertainty ahead of the Federal Reserve’s decision created a less supportive backdrop for technology and growth stocks. Market sell-off and oil prices

Amphenol Stock Performance

NYSE APH opened at $150.66 on Thursday. 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 twelve month low of $102.76 and a twelve month high of $178.52. The stock has a 50-day moving average of $154.34 and a 200 day moving average of $144.89. The stock has a market capitalization of $185.35 billion, a price-to-earnings ratio of 43.29, a PEG ratio of 1.23 and a beta of 1.24.

Amphenol (NYSE:APH) last posted its quarterly earnings data on Wednesday, July 29th. The electronics maker reported $1.35 EPS for the quarter, beating analysts’ consensus estimates of $1.19 by $0.16. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The business had revenue of $8.76 billion during the quarter, compared to analysts’ expectations of $8.26 billion. During the same period in the previous year, the business earned $0.81 earnings per share. The business’s revenue was up 55.0% compared to the same quarter last year. Amphenol has set its Q3 2026 guidance at 1.400-1.420 EPS. Sell-side analysts anticipate that Amphenol Corporation will post 4.87 EPS for the current fiscal year.

Amphenol Announces Dividend

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

Wall Street Analysts Forecast Growth

A number of equities research analysts recently commented on APH shares. Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a research report on Friday, July 17th. Zacks Research raised shares of Amphenol from a “hold” rating to a “strong-buy” rating in a research report on Friday, July 17th. Wall Street Zen cut shares of Amphenol from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. Jefferies Financial Group increased their price objective on shares of Amphenol from $165.00 to $190.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Finally, Barclays reissued an “overweight” rating and set a $200.00 target price (up from $198.00) on shares of Amphenol in a report on Monday, July 13th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat.com, Amphenol currently has a consensus rating of “Buy” and a consensus price target of $187.87.

Amphenol Company 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.