Keel Point LLC Sells 4,501 Shares of Amphenol Corporation $APH

Keel Point LLC reduced its position in Amphenol Corporation (NYSE:APH) by 8.4% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 49,061 shares of the electronics maker’s stock after selling 4,501 shares during the period. Keel Point LLC’s holdings in Amphenol were worth $6,071,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently modified their holdings of the company. Financial Management Professionals Inc. lifted its holdings in Amphenol by 82.6% in the third quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock valued at $25,000 after acquiring an additional 90 shares during the period. Riggs Asset Managment Co. Inc. grew its stake in shares of Amphenol by 200.0% during the 2nd 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 period. Howard Hughes Medical Institute bought a new stake in shares of Amphenol during the 2nd quarter valued at about $26,000. Alpine Bank Wealth Management purchased a new stake in shares of Amphenol during the 3rd quarter valued at about $30,000. Finally, Evolution Wealth Management Inc. bought a new position in shares of Amphenol in the 2nd quarter worth approximately $31,000. Institutional investors own 97.01% of the company’s stock.

Insiders Place Their Bets

In related news, CEO Richard Adam Norwitt sold 515,281 shares of the company’s stock in a transaction on 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 completion of the transaction, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at approximately $283,863,955.89. This represents a 21.09% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Corporate insiders own 1.67% of the company’s stock.

Analysts Set New Price Targets

APH has been the topic of a number of research reports. Fox Advisors reissued an “outperform” rating on shares of Amphenol in a report on Friday, January 9th. Piper Sandler set a $165.00 price target on shares of Amphenol in a research report on Tuesday. Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a research note on Wednesday, January 21st. US Capital Advisors set a $165.00 price objective on shares of Amphenol in a research report on Friday, January 9th. Finally, Zacks Research lowered Amphenol from a “strong-buy” rating to a “hold” rating in a research note on Monday. Eleven investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, Amphenol currently has an average rating of “Moderate Buy” and an average target price of $152.36.

Amphenol Trading Down 5.4%

Amphenol stock opened at $127.86 on Thursday. Amphenol Corporation has a 12-month low of $56.45 and a 12-month high of $167.04. The firm has a market capitalization of $157.17 billion, a price-to-earnings ratio of 38.28, a P/E/G ratio of 1.43 and a beta of 1.20. The firm has a 50 day moving average of $143.83 and a 200 day moving average of $135.15. The company has a current ratio of 2.98, a quick ratio of 2.48 and a debt-to-equity ratio of 1.08.

Amphenol (NYSE:APH) last issued its quarterly earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share for the quarter, beating the consensus estimate of $0.93 by $0.04. The business had revenue of $6.44 billion for the quarter, compared to the consensus estimate 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% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.55 earnings per share. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. As a group, research analysts predict that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, April 14th. Investors of record on Monday, March 23rd will be paid a dividend of $0.25 per share. The ex-dividend date is Monday, March 23rd. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.8%. Amphenol’s payout ratio is 29.94%.

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.