Cumberland Partners Ltd Buys 84,188 Shares of Amphenol Corporation $APH

Cumberland Partners Ltd increased its stake in Amphenol Corporation (NYSE:APH) by 123.4% in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 152,417 shares of the electronics maker’s stock after purchasing an additional 84,188 shares during the quarter. Amphenol makes up 1.2% of Cumberland Partners Ltd’s investment portfolio, making the stock its 25th largest holding. Cumberland Partners Ltd’s holdings in Amphenol were worth $18,862,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in APH. Financial Management Professionals Inc. grew its stake in Amphenol by 82.6% in the 3rd quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock valued at $25,000 after buying an additional 90 shares during the last quarter. Alpine Bank Wealth Management bought a new stake in Amphenol during the third quarter valued at about $30,000. Riggs Asset Managment Co. Inc. grew its position in shares of Amphenol by 200.0% in the second quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock valued at $25,000 after purchasing an additional 168 shares during the last quarter. Howard Hughes Medical Institute bought a new position in shares of Amphenol in the second quarter worth about $26,000. Finally, Evolution Wealth Management Inc. acquired a new position in shares of Amphenol during the 2nd quarter worth about $31,000. Institutional investors and hedge funds own 97.01% of the company’s stock.

Amphenol Price Performance

Shares of Amphenol stock opened at $147.72 on Thursday. The firm has a market cap of $181.58 billion, a P/E ratio of 44.23, a price-to-earnings-growth ratio of 1.57 and a beta of 1.20. The firm’s 50-day simple moving average is $142.28 and its 200-day simple moving average is $131.01. Amphenol Corporation has a twelve month low of $56.45 and a twelve month high of $167.04. The company has a debt-to-equity ratio of 1.08, a quick ratio of 2.48 and a current ratio of 2.98.

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

Amphenol Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, April 14th. Shareholders of record on Monday, March 23rd will be given a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Monday, March 23rd. Amphenol’s dividend payout ratio is 29.94%.

Analyst Upgrades and Downgrades

A number of analysts have issued reports on APH shares. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amphenol in a report on Wednesday, January 21st. Citigroup upped their target price on shares of Amphenol from $175.00 to $180.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Wall Street Zen lowered shares of Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. Barclays reaffirmed an “overweight” rating and set a $175.00 price objective (up previously from $156.00) on shares of Amphenol in a research report on Thursday, January 29th. Finally, Truist Financial set a $182.00 target price on Amphenol in a research report on Tuesday, January 13th. Eleven equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, Amphenol presently has an average rating of “Moderate Buy” and an average target price of $151.38.

Insider Buying and Selling at Amphenol

In other Amphenol news, CEO Richard Adam Norwitt sold 515,281 shares of the business’s stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $147.27, for a total value of $75,885,432.87. Following the transaction, the chief executive officer directly owned 1,927,507 shares in the company, valued at $283,863,955.89. The trade was a 21.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider William J. Doherty sold 80,000 shares of the firm’s stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $142.00, for a total transaction of $11,360,000.00. Additional details regarding this sale are available in the official SEC disclosure. Corporate 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.