BTC Capital Management Inc. Grows Holdings in Amphenol Corporation $APH

BTC Capital Management Inc. grew its holdings in Amphenol Corporation (NYSE:APH) by 14.7% in the first quarter, according to its most recent disclosure with the SEC. The fund owned 59,186 shares of the electronics maker’s stock after buying an additional 7,577 shares during the period. BTC Capital Management Inc.’s holdings in Amphenol were worth $7,478,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in APH. Capital Advisors Inc. OK grew its stake in shares of Amphenol by 3.4% in the 4th quarter. Capital Advisors Inc. OK now owns 2,067 shares of the electronics maker’s stock valued at $279,000 after purchasing an additional 68 shares during the last quarter. Canvas Wealth Advisors LLC raised its stake in shares of Amphenol by 3.5% during the fourth quarter. Canvas Wealth Advisors LLC now owns 2,060 shares of the electronics maker’s stock worth $279,000 after purchasing an additional 70 shares during the last quarter. LOM Asset Management Ltd lifted its holdings in shares of Amphenol by 16.3% during the fourth quarter. LOM Asset Management Ltd now owns 500 shares of the electronics maker’s stock worth $68,000 after purchasing an additional 70 shares during the period. Seeds Investor LLC lifted its holdings in shares of Amphenol by 4.0% during the fourth quarter. Seeds Investor LLC now owns 1,889 shares of the electronics maker’s stock worth $255,000 after purchasing an additional 72 shares during the period. Finally, Procyon Advisors LLC grew its position in Amphenol by 2.6% in the 4th quarter. Procyon Advisors LLC now owns 2,871 shares of the electronics maker’s stock valued at $388,000 after buying an additional 74 shares during the last quarter. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Amphenol Stock Up 2.5%

APH opened at $162.60 on Thursday. The business’s fifty day moving average is $144.22 and its two-hundred day moving average is $140.86. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.26 and a current ratio of 1.71. The company has a market cap of $200.03 billion, a price-to-earnings ratio of 46.72, a PEG ratio of 1.39 and a beta of 1.27. Amphenol Corporation has a one year low of $95.19 and a one year high of $168.75.

Amphenol (NYSE:APH) last posted its earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, beating the consensus estimate of $0.95 by $0.11. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The company had revenue of $7.62 billion for the quarter, compared to analyst estimates of $7.08 billion. During the same quarter in the prior year, the company earned $0.63 earnings per share. Amphenol’s revenue was up 58.4% compared to the same quarter last year. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Analysts anticipate that Amphenol Corporation will post 4.76 EPS for the current fiscal year.

Amphenol Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd will be paid a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend is Tuesday, June 23rd. Amphenol’s dividend payout ratio is presently 28.74%.

Insiders Place Their Bets

In other Amphenol news, CEO Richard Adam Norwitt sold 61,072 shares of the firm’s stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $143.90, for a total transaction of $8,788,260.80. Following the completion of the transaction, the chief executive officer directly owned 1,927,507 shares in the company, valued at approximately $277,368,257.30. This trade represents a 3.07% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. In the last ninety days, insiders have sold 130,775 shares of company stock worth $18,709,350. Company insiders own 1.42% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on APH. Wall Street Zen lowered shares of Amphenol from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. Evercore reaffirmed an “outperform” rating on shares of Amphenol in a report on Wednesday, May 27th. Robert W. Baird set a $177.00 target price on Amphenol in a research report on Thursday, April 30th. Seaport Research Partners reissued a “buy” rating and set a $215.00 target price on shares of Amphenol in a research note on Thursday, April 30th. Finally, Citigroup reissued a “buy” rating and issued a $180.00 price target (up from $170.00) on shares of Amphenol in a report on Thursday, April 30th. Fourteen research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, Amphenol currently has an average rating of “Moderate Buy” and an average target price of $178.07.

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.