Federated Hermes Inc. Has $23.59 Million Position in Amphenol Corporation $APH

Federated Hermes Inc. increased its holdings in shares of Amphenol Corporation (NYSE:APH) by 4,146.8% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 190,598 shares of the electronics maker’s stock after purchasing an additional 186,110 shares during the period. Federated Hermes Inc.’s holdings in Amphenol were worth $23,587,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in APH. Brighton Jones LLC boosted its holdings in Amphenol by 114.0% in the 4th quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock valued at $1,224,000 after purchasing an additional 9,390 shares during the period. Revolve Wealth Partners LLC raised its position in shares of Amphenol by 87.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock valued at $701,000 after buying an additional 4,721 shares during the last quarter. Bison Wealth LLC lifted its stake in shares of Amphenol by 8.3% in the fourth quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock valued at $559,000 after buying an additional 618 shares during the period. Capital Investment Advisors LLC acquired a new stake in Amphenol during the second quarter worth about $209,000. Finally, Truist Financial Corp increased its stake in Amphenol by 6.5% during the second quarter. Truist Financial Corp now owns 262,281 shares of the electronics maker’s stock valued at $25,900,000 after acquiring an additional 16,031 shares during the period. Institutional investors and hedge funds own 97.01% of the company’s stock.

Insider Activity at Amphenol

In related news, insider William J. Doherty sold 80,000 shares of the firm’s stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $142.00, for a total value of $11,360,000.00. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CFO Craig A. Lampo sold 258,000 shares of the business’s stock in a transaction dated Tuesday, November 11th. The stock was sold at an average price of $143.20, for a total value of $36,945,600.00. Following the sale, the chief financial officer directly owned 167,695 shares of the company’s stock, valued at $24,013,924. This represents a 60.61% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 498,076 shares of company stock worth $70,996,906 over the last 90 days. Insiders own 1.67% of the company’s stock.

Amphenol Price Performance

APH opened at $143.99 on Friday. The company has a debt-to-equity ratio of 1.08, a current ratio of 2.98 and a quick ratio of 1.52. The stock has a market capitalization of $176.26 billion, a P/E ratio of 43.11, a price-to-earnings-growth ratio of 0.91 and a beta of 1.21. The company’s 50 day simple moving average is $141.43 and its 200-day simple moving average is $127.31. Amphenol Corporation has a one year low of $56.45 and a one year high of $167.04.

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

Analysts Set New Price Targets

Several analysts have recently weighed in on APH shares. Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a research report on Wednesday, January 21st. Robert W. Baird set a $139.00 price objective on Amphenol and gave the company an “outperform” rating in a report on Friday, October 10th. The Goldman Sachs Group reissued a “buy” rating and issued a $183.00 target price on shares of Amphenol in a report on Thursday, January 15th. Fox Advisors reaffirmed an “outperform” rating on shares of Amphenol in a research note on Friday, January 9th. Finally, JPMorgan Chase & Co. upped their price target on Amphenol from $160.00 to $185.00 and gave the company an “overweight” rating in a research report on Tuesday. Eleven research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $151.38.

Key Amphenol News

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Q4 beat — Amphenol posted record revenue and adjusted EPS with revenue up ~49% year‑over‑year, driven by strong demand across AI and other end markets. This underpins the longer‑term growth story. APH Q4 Deep Dive: AI Demand and Strategic Acquisitions Drive Growth Amid Investor Concerns
• Positive Sentiment: Analyst bullishness — Citi raised its price target to $180 and keeps a Buy rating, implying meaningful upside vs. current levels and providing a near‑term catalyst if other firms follow. Benzinga
• Positive Sentiment: Fundamentals improving — Street estimates have been revised higher following the quarter, which supports a continued rally if execution stays strong. Earnings Estimates Rising for Amphenol (APH): Will It Gain?
• Positive Sentiment: Technicals improving — APH recently flashed a “golden cross”/moved above short‑term moving averages, suggesting short‑term bullish momentum that can attract technical buyers. Amphenol (APH) Just Flashed Golden Cross Signal: Do You Buy?
• Neutral Sentiment: Derivatives activity — Options flow shows elevated activity, which can amplify intraday moves but is ambiguous for direction unless one side dominates. Traders should watch skew and expiries for clues. Unpacking the Latest Options Trading Trends in Amphenol
• Negative Sentiment: Post‑earnings sell‑off and valuation concerns — Despite the beat, shares pulled back after the report as investors focused on high valuation (P/E >40) and the possibility that the company’s Q1 guidance implies a near‑term EPS dip. That dynamic is prompting profit‑taking. Amphenol: A Tough Proposition Into 2026
• Negative Sentiment: Investor concerns and coverage pieces highlight the downside — several writeups explain why the stock sold off sharply (profit‑taking, guidance signal, valuation) even with strong underlying growth. Watch upcoming quarterly guideposts and margin commentary. Why Amphenol Corporation’s (APH) Stock Is Down 13.98%

Amphenol 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.