Meridian Wealth Management LLC Grows Stock Holdings in Amphenol Corporation $APH

Meridian Wealth Management LLC grew its holdings in shares of Amphenol Corporation (NYSE:APH) by 773.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 24,388 shares of the electronics maker’s stock after buying an additional 21,596 shares during the quarter. Meridian Wealth Management LLC’s holdings in Amphenol were worth $3,296,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Capital Advisors Inc. OK raised its holdings in Amphenol by 3.4% in the fourth quarter. Capital Advisors Inc. OK now owns 2,067 shares of the electronics maker’s stock valued at $279,000 after acquiring an additional 68 shares in the last quarter. Canvas Wealth Advisors LLC increased its holdings in shares of Amphenol by 3.5% in the 4th quarter. Canvas Wealth Advisors LLC now owns 2,060 shares of the electronics maker’s stock worth $279,000 after acquiring an additional 70 shares during the period. LOM Asset Management Ltd increased its holdings in shares of Amphenol by 16.3% in the 4th quarter. LOM Asset Management Ltd now owns 500 shares of the electronics maker’s stock worth $68,000 after acquiring an additional 70 shares during the period. Seeds Investor LLC increased its stake in Amphenol by 4.0% during the 4th quarter. Seeds Investor LLC now owns 1,889 shares of the electronics maker’s stock valued at $255,000 after buying an additional 72 shares during the period. Finally, Procyon Advisors LLC increased its stake in Amphenol by 2.6% during the 4th quarter. Procyon Advisors LLC now owns 2,871 shares of the electronics maker’s stock valued at $388,000 after buying an additional 74 shares during the period. 97.01% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several equities analysts have recently weighed in on the stock. Evercore raised their price objective on shares of Amphenol from $165.00 to $180.00 and gave the company an “outperform” rating in a research report on Thursday, April 30th. Truist Financial lifted their target price on shares of Amphenol from $182.00 to $200.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Seaport Research Partners restated a “buy” rating and set a $215.00 price target on shares of Amphenol in a report on Thursday, April 30th. Barclays restated an “overweight” rating and set a $180.00 price target (up from $175.00) on shares of Amphenol in a report on Monday, May 4th. Finally, Robert W. Baird set a $177.00 target price on shares of Amphenol in a research note on Thursday, April 30th. Thirteen equities research analysts have rated the stock with a Buy rating and two have issued 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 $176.53.

Amphenol Trading Up 4.5%

Shares of APH stock opened at $128.01 on Wednesday. Amphenol Corporation has a 1 year low of $83.44 and a 1 year high of $167.04. The firm’s fifty day simple moving average is $135.94 and its 200 day simple moving average is $139.33. The firm has a market capitalization of $157.48 billion, a P/E ratio of 36.78, a price-to-earnings-growth ratio of 1.07 and a beta of 1.29. 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 announced its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.95 by $0.11. The firm had revenue of $7.62 billion for the quarter, compared to analyst estimates of $7.08 billion. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The business’s revenue for the quarter was up 58.4% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, sell-side analysts predict that Amphenol Corporation will post 4.76 EPS for the current year.

Amphenol Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 23rd will be issued a $0.25 dividend. This represents a $1.00 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend is Tuesday, June 23rd. Amphenol’s payout ratio is 28.74%.

Insider Activity at Amphenol

In other news, CEO Richard Adam Norwitt sold 17,500 shares of the business’s stock in a transaction 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 sale, the chief executive officer owned 1,927,507 shares in the company, valued at approximately $276,038,277.47. The trade was a 0.90% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. In the last 90 days, insiders have sold 646,056 shares of company stock valued at $94,594,783. 1.42% of the stock is currently owned by insiders.

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.