Lido Advisors LLC Boosts Holdings in Amphenol Corporation $APH

Lido Advisors LLC increased its stake in shares of Amphenol Corporation (NYSE:APH) by 71.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 165,927 shares of the electronics maker’s stock after acquiring an additional 68,879 shares during the quarter. Lido Advisors LLC’s holdings in Amphenol were worth $20,552,000 at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of APH. Grant Private Wealth Management Inc purchased a new stake in Amphenol in the third quarter valued at approximately $515,000. DSG Capital Advisors LLC grew its position in shares of Amphenol by 230.9% during the third quarter. DSG Capital Advisors LLC now owns 10,688 shares of the electronics maker’s stock worth $1,323,000 after acquiring an additional 7,458 shares during the last quarter. Oppenheimer Asset Management Inc. grew its position in shares of Amphenol by 10.7% during the third quarter. Oppenheimer Asset Management Inc. now owns 271,766 shares of the electronics maker’s stock worth $33,631,000 after acquiring an additional 26,175 shares during the last quarter. Estate Counselors LLC acquired a new position in shares of Amphenol in the 3rd quarter valued at $3,831,000. Finally, Regents Gate Capital LLP raised its position in Amphenol by 54.8% in the 3rd quarter. Regents Gate Capital LLP now owns 96,908 shares of the electronics maker’s stock valued at $11,992,000 after purchasing an additional 34,289 shares during the last quarter. Institutional investors and hedge funds own 97.01% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have issued reports on the stock. US Capital Advisors set a $165.00 price objective on shares of Amphenol in a research report on Friday, January 9th. Citigroup increased their target price on shares of Amphenol from $175.00 to $180.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. Fox Advisors reissued an “outperform” rating on shares of Amphenol in a report on Friday, January 9th. JPMorgan Chase & Co. upped their price objective on Amphenol from $160.00 to $185.00 and gave the company an “overweight” rating in a research note on Tuesday, January 27th. Finally, Evercore reaffirmed an “outperform” rating and set a $165.00 price objective on shares of Amphenol in a research report on Tuesday, January 20th. 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.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $151.38.

Amphenol Stock Up 2.2%

APH stock opened at $136.86 on Tuesday. The stock has a market capitalization of $168.23 billion, a PE ratio of 40.98, a price-to-earnings-growth ratio of 1.42 and a beta of 1.20. The company has a fifty day moving average of $144.17 and a 200-day moving average of $135.02. 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.

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

Amphenol Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, April 14th. Shareholders of record on Monday, March 23rd will be given a dividend of $0.25 per share. The ex-dividend date is Monday, March 23rd. This represents a $1.00 annualized dividend and a yield of 0.7%. Amphenol’s payout ratio is presently 29.94%.

Insider Activity

In other news, CEO Richard Adam Norwitt sold 515,281 shares of the stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $147.27, for a total transaction 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. This represents a 21.09% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Company insiders own 1.67% of the company’s stock.

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.