Faithward Advisors LLC Increases Position in Amphenol Corporation $APH

Faithward Advisors LLC lifted its position in Amphenol Corporation (NYSE:APH) by 639.3% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 116,345 shares of the electronics maker’s stock after acquiring an additional 100,607 shares during the period. Amphenol accounts for approximately 2.0% of Faithward Advisors LLC’s investment portfolio, making the stock its 12th biggest holding. Faithward Advisors LLC’s holdings in Amphenol were worth $14,700,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in APH. CENTRAL TRUST Co lifted its position in Amphenol by 68.0% during the 1st quarter. CENTRAL TRUST Co now owns 2,322 shares of the electronics maker’s stock worth $293,000 after acquiring an additional 940 shares during the period. Burns J W & Co. Inc. NY increased its holdings in shares of Amphenol by 1.8% in the first quarter. Burns J W & Co. Inc. NY now owns 10,019 shares of the electronics maker’s stock valued at $1,266,000 after purchasing an additional 174 shares during the period. HHM Wealth Advisors LLC acquired a new stake in shares of Amphenol during the first quarter worth about $27,000. Western Pacific Wealth Management LP acquired a new stake in shares of Amphenol during the first quarter worth about $80,000. Finally, Krilogy Financial LLC boosted its position in Amphenol by 68.8% in the first quarter. Krilogy Financial LLC now owns 37,404 shares of the electronics maker’s stock valued at $4,726,000 after buying an additional 15,247 shares during the last quarter. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Insider Buying and Selling at Amphenol

In related news, CEO Richard Adam Norwitt sold 61,072 shares of the company’s stock in a transaction dated Friday, May 1st. The stock was sold at an average price of $143.90, for a total value of $8,788,260.80. Following the completion of the transaction, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at approximately $277,368,257.30. This represents a 3.07% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. In the last ninety days, insiders sold 130,775 shares of company stock valued at $18,709,350. 1.42% of the stock is owned by insiders.

Amphenol Trading Down 3.9%

Amphenol stock opened at $159.49 on Wednesday. The firm has a market cap of $196.21 billion, a PE ratio of 45.83, a P/E/G ratio of 1.45 and a beta of 1.27. Amphenol Corporation has a 12 month low of $94.88 and a 12 month high of $168.75. The stock’s 50 day simple moving average is $143.87 and its two-hundred day simple moving average is $140.69. 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 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 net margin of 17.24% and a return on equity of 37.44%. The firm had revenue of $7.62 billion during the quarter, compared to analyst estimates of $7.08 billion. During the same period in the previous year, the firm earned $0.63 EPS. The business’s quarterly revenue was up 58.4% on a year-over-year basis. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Analysts anticipate that Amphenol Corporation will post 4.76 earnings per share for the current year.

Amphenol Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 23rd will be given a dividend of $0.25 per share. The ex-dividend date is Tuesday, June 23rd. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.6%. Amphenol’s dividend payout ratio (DPR) is 28.74%.

Wall Street Analyst Weigh In

A number of equities analysts have issued reports on APH shares. JPMorgan Chase & Co. raised their price target on shares of Amphenol from $190.00 to $200.00 and gave the stock an “overweight” rating in a research report on Thursday, April 30th. Piper Sandler set a $165.00 price objective on shares of Amphenol in a research note on Tuesday, March 17th. Robert W. Baird set a $177.00 target price on shares of Amphenol in a report on Thursday, April 30th. Barclays reaffirmed an “overweight” rating and issued a $198.00 price target on shares of Amphenol in a report on Monday, June 8th. Finally, UBS Group reaffirmed a “buy” rating and set a $178.00 price target (up from $170.00) on shares of Amphenol in a research report on Thursday, April 30th. Fourteen investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat.com, Amphenol presently has an average rating of “Moderate Buy” and an average price target 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.