Forty three Eighteen Advisors LLC Invests $1.55 Million in Amphenol Corporation $APH

Forty three Eighteen Advisors LLC bought a new stake in shares of Amphenol Corporation (NYSE:APH) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 11,500 shares of the electronics maker’s stock, valued at approximately $1,554,000. Amphenol comprises about 1.2% of Forty three Eighteen Advisors LLC’s holdings, making the stock its 28th largest position.

Several other institutional investors have also bought and sold shares of the stock. Generali Asset Management SPA SGR grew its holdings in shares of Amphenol by 20.2% in the fourth quarter. Generali Asset Management SPA SGR now owns 87,072 shares of the electronics maker’s stock valued at $11,767,000 after acquiring an additional 14,612 shares in the last quarter. Regents Gate Capital LLP boosted its position in Amphenol by 54.8% in the third quarter. Regents Gate Capital LLP now owns 96,908 shares of the electronics maker’s stock worth $11,992,000 after purchasing an additional 34,289 shares during the last quarter. Praxis Investment Management Inc. boosted its position in Amphenol by 86.3% in the fourth quarter. Praxis Investment Management Inc. now owns 26,986 shares of the electronics maker’s stock worth $3,647,000 after purchasing an additional 12,502 shares during the last quarter. Principal Financial Group Inc. grew its stake in Amphenol by 2.6% in the 4th quarter. Principal Financial Group Inc. now owns 2,750,490 shares of the electronics maker’s stock valued at $371,704,000 after purchasing an additional 70,938 shares during the period. Finally, CGN Advisors LLC purchased a new stake in shares of Amphenol during the 4th quarter valued at $1,592,000. Institutional investors own 97.01% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on APH. Truist Financial boosted their price target on shares of Amphenol from $182.00 to $200.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Piper Sandler set a $165.00 target price on shares of Amphenol in a research report on Tuesday, March 17th. Evercore restated an “outperform” rating on shares of Amphenol in a research note on Wednesday, May 27th. Robert W. Baird set a $177.00 price objective on Amphenol in a research note on Thursday, April 30th. Finally, UBS Group reissued a “buy” rating and set a $178.00 price objective (up from $170.00) on shares of Amphenol in a report on Thursday, April 30th. Fourteen equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $178.07.

Amphenol Trading Up 0.2%

NYSE:APH opened at $164.23 on Friday. Amphenol Corporation has a 1 year low of $92.98 and a 1 year high of $167.04. The stock’s fifty day moving average price is $142.92 and its two-hundred day moving average price is $140.36. The company has a debt-to-equity ratio of 1.18, a current ratio of 1.71 and a quick ratio of 1.26. The company has a market cap of $202.05 billion, a P/E ratio of 47.19, a P/E/G ratio of 1.44 and a beta of 1.27.

Amphenol (NYSE:APH) last announced its quarterly 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 during the quarter, compared to analysts’ expectations of $7.08 billion. During the same period in the previous year, the business earned $0.63 earnings per share. The firm’s quarterly 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. As a group, analysts expect that Amphenol Corporation will post 4.76 EPS for the current year.

Amphenol Dividend Announcement

The business also recently declared 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 annualized dividend and a dividend yield of 0.6%. Amphenol’s dividend payout ratio is currently 28.74%.

Insider Activity

In other news, CEO Richard Adam Norwitt sold 17,500 shares of the firm’s stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $143.21, for a total value of $2,506,175.00. Following the completion of the transaction, the chief executive officer directly owned 1,927,507 shares in the company, valued at approximately $276,038,277.47. This trade represents a 0.90% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders have sold 130,775 shares of company stock valued at $18,709,350 over the last quarter. Corporate insiders own 1.42% of the company’s stock.

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.