Bristol Gate Capital Partners Inc. Invests $82.61 Million in Amphenol Corporation $APH

Bristol Gate Capital Partners Inc. purchased a new position in Amphenol Corporation (NYSE:APH) in the fourth quarter, HoldingsChannel.com reports. The fund purchased 611,263 shares of the electronics maker’s stock, valued at approximately $82,606,000. Amphenol comprises about 4.8% of Bristol Gate Capital Partners Inc.’s investment portfolio, making the stock its 6th biggest position.

Several other institutional investors have also recently added to or reduced their stakes in APH. DSG Capital Advisors LLC grew its position in shares of Amphenol by 230.9% in the third quarter. DSG Capital Advisors LLC now owns 10,688 shares of the electronics maker’s stock valued at $1,323,000 after purchasing an additional 7,458 shares during the period. Generali Asset Management SPA SGR grew its position in shares of Amphenol by 20.2% in the fourth quarter. Generali Asset Management SPA SGR now owns 87,072 shares of the electronics maker’s stock valued at $11,767,000 after purchasing an additional 14,612 shares during the period. Oppenheimer Asset Management Inc. grew its position in shares of Amphenol by 10.7% in the third quarter. Oppenheimer Asset Management Inc. now owns 271,766 shares of the electronics maker’s stock valued at $33,631,000 after purchasing an additional 26,175 shares during the period. Regents Gate Capital LLP grew its position in shares of Amphenol by 54.8% in the third quarter. Regents Gate Capital LLP now owns 96,908 shares of the electronics maker’s stock valued at $11,992,000 after purchasing an additional 34,289 shares during the period. Finally, Estate Counselors LLC purchased a new stake in shares of Amphenol in the third quarter valued at $3,831,000. Institutional investors and hedge funds own 97.01% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on APH shares. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amphenol in a research report on Monday, April 20th. Barclays reaffirmed an “overweight” rating and issued a $180.00 price objective (up from $175.00) on shares of Amphenol in a research report on Monday, May 4th. Rothschild & Co Redburn lifted their price objective on Amphenol from $160.00 to $172.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. Citigroup reaffirmed a “buy” rating and issued a $180.00 price objective (up from $170.00) on shares of Amphenol in a research report on Thursday, April 30th. Finally, The Goldman Sachs Group boosted their price target on Amphenol from $184.00 to $201.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. Thirteen investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $176.53.

Insider Activity at Amphenol

In other Amphenol news, CEO Richard Adam Norwitt sold 61,072 shares of the business’s stock in a transaction dated Friday, May 1st. The stock was sold at an average price of $143.90, for a total transaction of $8,788,260.80. Following the transaction, the chief executive officer owned 1,927,507 shares in the company, valued at $277,368,257.30. The trade was a 3.07% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Insiders sold a total of 130,775 shares of company stock worth $18,709,350 in the last 90 days. Insiders own 1.42% of the company’s stock.

Amphenol Price Performance

APH stock opened at $132.31 on Friday. The stock has a 50-day moving average price of $134.48 and a two-hundred day moving average price of $138.63. The company has a market cap of $162.77 billion, a PE ratio of 38.02, a price-to-earnings-growth ratio of 1.09 and a beta of 1.29. Amphenol Corporation has a 12-month low of $83.44 and a 12-month high of $167.04. 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 (NYSE:APH) last issued its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, topping analysts’ consensus estimates of $0.95 by $0.11. The company had revenue of $7.62 billion for the quarter, compared to analysts’ expectations of $7.08 billion. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The firm’s quarterly revenue was up 58.4% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.63 earnings per share. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, research analysts predict that Amphenol Corporation will post 4.76 EPS for the current year.

Amphenol Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 23rd will be paid a dividend of $0.25 per share. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date is Tuesday, June 23rd. Amphenol’s payout ratio is currently 28.74%.

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.