Dearborn Partners LLC Trims Stock Holdings in Amphenol Corporation $APH

Dearborn Partners LLC lessened its holdings in shares of Amphenol Corporation (NYSE:APH) by 1.3% in the third quarter, Holdings Channel.com reports. The firm owned 327,599 shares of the electronics maker’s stock after selling 4,377 shares during the period. Amphenol comprises 1.9% of Dearborn Partners LLC’s portfolio, making the stock its 11th largest holding. Dearborn Partners LLC’s holdings in Amphenol were worth $40,540,000 at the end of the most recent quarter.

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

Insider Buying and Selling at Amphenol

In other Amphenol news, insider William J. Doherty sold 80,000 shares of Amphenol stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $142.00, for a total transaction of $11,360,000.00. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, CEO Richard Adam Norwitt sold 515,281 shares of the stock in a transaction on 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 transaction, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at approximately $283,863,955.89. The trade was a 21.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 1.67% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

APH has been the subject of several research analyst reports. Citigroup boosted their price objective on Amphenol from $175.00 to $180.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Barclays reiterated an “overweight” rating and issued a $175.00 price target (up from $156.00) on shares of Amphenol in a report on Thursday, January 29th. Evercore restated an “outperform” rating and set a $165.00 price objective on shares of Amphenol in a research note on Tuesday, January 20th. Truist Financial set a $182.00 target price on shares of Amphenol in a research note on Tuesday, January 13th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a report on Wednesday, January 21st. Eleven research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $151.38.

Amphenol Stock Down 0.1%

Amphenol stock opened at $150.97 on Friday. 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 Corporation has a one year low of $56.45 and a one year high of $167.04. The company has a 50-day simple moving average of $142.96 and a 200-day simple moving average of $131.45. The firm has a market capitalization of $185.58 billion, a P/E ratio of 45.20, a P/E/G ratio of 1.60 and a beta of 1.20.

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

Amphenol Announces Dividend

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 $0.25 dividend. This represents a $1.00 annualized dividend and a yield of 0.7%. The ex-dividend date is Monday, March 23rd. Amphenol’s dividend payout ratio (DPR) is currently 29.94%.

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.