Beacon Harbor Wealth Advisors Inc. Sells 5,386 Shares of Amphenol Corporation $APH

Beacon Harbor Wealth Advisors Inc. trimmed its position in shares of Amphenol Corporation (NYSE:APH) by 6.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 72,264 shares of the electronics maker’s stock after selling 5,386 shares during the period. Amphenol makes up approximately 2.1% of Beacon Harbor Wealth Advisors Inc.’s holdings, making the stock its 12th largest holding. Beacon Harbor Wealth Advisors Inc.’s holdings in Amphenol were worth $8,943,000 at the end of the most recent reporting period.

Other hedge funds also recently modified their holdings of the company. Portside Wealth Group LLC grew its holdings in shares of Amphenol by 1.6% during the 3rd quarter. Portside Wealth Group LLC now owns 9,330 shares of the electronics maker’s stock worth $1,155,000 after purchasing an additional 145 shares in the last quarter. ABN AMRO Bank N.V. bought a new position in Amphenol in the third quarter worth $313,000. Hudson Canyon Capital Management acquired a new stake in Amphenol during the third quarter worth $1,804,000. Flagship Harbor Advisors LLC increased its holdings in Amphenol by 4.3% in the 3rd quarter. Flagship Harbor Advisors LLC now owns 8,471 shares of the electronics maker’s stock valued at $1,048,000 after buying an additional 348 shares during the period. Finally, HighPoint Advisor Group LLC raised its stake in shares of Amphenol by 5.8% in the 3rd quarter. HighPoint Advisor Group LLC now owns 22,724 shares of the electronics maker’s stock valued at $2,812,000 after buying an additional 1,237 shares in the last quarter. Institutional investors own 97.01% of the company’s stock.

Analysts Set New Price Targets

Several analysts have recently weighed in on APH shares. UBS Group reiterated a “buy” rating and set a $174.00 target price (up from $152.00) on shares of Amphenol in a research report on Wednesday, January 14th. Truist Financial set a $182.00 price objective on Amphenol in a report on Tuesday, January 13th. Evercore ISI reissued an “outperform” rating and issued a $165.00 target price on shares of Amphenol in a report on Tuesday, January 20th. US Capital Advisors set a $165.00 target price on Amphenol in a research report on Friday, January 9th. Finally, Wall Street Zen cut Amphenol from a “strong-buy” rating to a “buy” rating in a research report on Sunday, November 2nd. Eleven analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, Amphenol currently has a consensus rating of “Moderate Buy” and a consensus price target of $151.38.

Insider Activity

In related news, insider William J. Doherty sold 80,000 shares of the firm’s stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $142.00, for a total value of $11,360,000.00. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO Craig A. Lampo sold 40,076 shares of the business’s stock in a transaction that occurred on Tuesday, November 11th. The stock was sold at an average price of $143.50, for a total transaction of $5,750,906.00. Following the completion of the transaction, the chief financial officer owned 39,884 shares of the company’s stock, valued at $5,723,354. This trade represents a 50.12% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 378,076 shares of company stock valued at $54,056,506 in the last 90 days. Corporate insiders own 1.67% of the company’s stock.

Amphenol Trading Down 11.8%

APH stock opened at $129.77 on Thursday. The business has a fifty day moving average price of $141.57 and a 200 day moving average price of $128.31. The company has a debt-to-equity ratio of 1.08, a current ratio of 2.98 and a quick ratio of 2.48. Amphenol Corporation has a fifty-two week low of $56.45 and a fifty-two week high of $167.04. The stock has a market capitalization of $158.85 billion, a price-to-earnings ratio of 38.85, a P/E/G ratio of 1.55 and a beta of 1.20.

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

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.