Amphenol Corporation $APH Stock Holdings Lessened by Mackenzie Financial Corp

Mackenzie Financial Corp reduced its position in shares of Amphenol Corporation (NYSE:APH) by 42.1% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,963,420 shares of the electronics maker’s stock after selling 1,427,120 shares during the quarter. Mackenzie Financial Corp’s holdings in Amphenol were worth $242,973,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of the stock. Brighton Jones LLC grew its holdings in Amphenol by 114.0% during the fourth quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock valued at $1,224,000 after purchasing an additional 9,390 shares during the last quarter. Revolve Wealth Partners LLC boosted its holdings in shares of Amphenol by 87.9% in the 4th quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock worth $701,000 after acquiring an additional 4,721 shares in the last quarter. Bison Wealth LLC increased its stake 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 in the last quarter. AE Wealth Management LLC lifted its position in shares of Amphenol by 76.8% during the second quarter. AE Wealth Management LLC now owns 13,489 shares of the electronics maker’s stock worth $1,332,000 after purchasing an additional 5,859 shares in the last quarter. Finally, Prospera Financial Services Inc lifted its holdings in Amphenol by 169.8% during the 2nd quarter. Prospera Financial Services Inc now owns 23,459 shares of the electronics maker’s stock worth $2,317,000 after buying an additional 14,763 shares in the last quarter. 97.01% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

APH has been the subject of a number of analyst reports. Evercore reaffirmed an “outperform” rating and set a $165.00 target price on shares of Amphenol in a report on Tuesday, January 20th. JPMorgan Chase & Co. lifted their target price on shares of Amphenol from $160.00 to $185.00 and gave the stock an “overweight” rating in a report on Tuesday, January 27th. Fox Advisors reiterated an “outperform” rating on shares of Amphenol in a research report on Friday, January 9th. UBS Group restated a “buy” rating and set a $174.00 price objective (up from $152.00) on shares of Amphenol in a research note on Wednesday, January 14th. Finally, Wall Street Zen downgraded shares of Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. Eleven research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $151.38.

Amphenol Stock Performance

Shares of APH stock opened at $136.80 on Wednesday. The company’s 50 day moving average is $144.44 and its 200 day moving average is $134.35. The company has a quick ratio of 2.48, a current ratio of 2.98 and a debt-to-equity ratio of 1.08. The firm has a market cap of $168.16 billion, a price-to-earnings ratio of 40.96, a PEG ratio of 1.44 and a beta of 1.20. Amphenol Corporation has a 52-week low of $56.45 and a 52-week high of $167.04.

Amphenol (NYSE:APH) last issued its quarterly earnings data on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share for the quarter, topping analysts’ consensus estimates of $0.93 by $0.04. Amphenol had a return on equity of 35.57% and a net margin of 18.49%.The firm had revenue of $6.44 billion during the quarter, compared to analysts’ expectations of $6.19 billion. During the same period in the prior year, the business posted $0.55 EPS. The firm’s quarterly revenue was up 49.1% on a year-over-year basis. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. On average, sell-side analysts anticipate that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, April 14th. Investors of record on Monday, March 23rd will be given a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Monday, March 23rd. Amphenol’s dividend payout ratio is currently 29.94%.

Insider Buying and Selling

In other Amphenol news, CEO Richard Adam Norwitt sold 515,281 shares of the stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $147.27, for a total value of $75,885,432.87. Following the completion of the sale, the chief executive officer directly owned 1,927,507 shares in the company, valued at approximately $283,863,955.89. This trade represents a 21.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Company insiders own 1.67% of the company’s stock.

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.