Montrusco Bolton Investments Inc. Makes New $118.21 Million Investment in Amphenol Corporation $APH

Montrusco Bolton Investments Inc. acquired a new stake in shares of Amphenol Corporation (NYSE:APH) during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 935,551 shares of the electronics maker’s stock, valued at approximately $118,207,000. Amphenol comprises 1.8% of Montrusco Bolton Investments Inc.’s portfolio, making the stock its 23rd largest holding.

Several other institutional investors have also recently made changes to their positions in the company. Vermillion & White Wealth Management Group LLC grew its holdings in Amphenol by 163.8% during the 4th quarter. Vermillion & White Wealth Management Group LLC now owns 182 shares of the electronics maker’s stock valued at $25,000 after purchasing an additional 113 shares during the last quarter. Riggs Asset Managment Co. Inc. boosted its position in shares of Amphenol by 200.0% during the second quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock valued at $25,000 after buying an additional 168 shares during the period. Tucker Asset Management LLC bought a new position in shares of Amphenol during the fourth quarter valued at approximately $26,000. Board of the Pension Protection Fund purchased a new stake in shares of Amphenol in the fourth quarter worth approximately $27,000. Finally, HHM Wealth Advisors LLC bought a new stake in shares of Amphenol during the 1st quarter worth approximately $27,000. Institutional investors own 97.01% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have weighed in on APH shares. Evercore reiterated an “outperform” rating on shares of Amphenol in a research note on Wednesday, May 27th. Robert W. Baird set a $177.00 price target on shares of Amphenol in a report on Thursday, April 30th. BNP Paribas Exane raised their price target on shares of Amphenol from $195.00 to $200.00 and gave the stock an “outperform” rating in a research note on Thursday, May 28th. UBS Group reiterated 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. Finally, Zacks Research downgraded shares of Amphenol from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Fourteen analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $178.07.

Amphenol Trading Down 0.1%

Shares of NYSE APH opened at $164.40 on Friday. Amphenol Corporation has a twelve month low of $95.19 and a twelve month high of $178.52. The firm has a market cap of $202.25 billion, a PE ratio of 47.24, a price-to-earnings-growth ratio of 1.44 and a beta of 1.24. The business has a fifty day simple moving average of $146.71 and a two-hundred day simple moving average of $142.30. The company has a quick ratio of 1.26, a current ratio of 1.71 and a debt-to-equity ratio of 1.18.

Amphenol (NYSE:APH) last posted its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.95 by $0.11. The business had revenue of $7.62 billion for the quarter, compared to the consensus estimate of $7.08 billion. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The business’s revenue was up 58.4% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Analysts expect that Amphenol Corporation will post 4.76 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 23rd will be issued a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a yield of 0.6%. The ex-dividend date is Tuesday, June 23rd. Amphenol’s dividend payout ratio is presently 28.74%.

Insider Buying and Selling

In other news, CEO Richard Adam Norwitt sold 61,072 shares of the business’s stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $143.90, for a total value of $8,788,260.80. Following the completion of the sale, the chief executive officer owned 1,927,507 shares in the company, valued at approximately $277,368,257.30. The trade was a 3.07% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Over the last quarter, insiders have sold 130,775 shares of company stock worth $18,709,350. Company insiders own 1.42% of the company’s stock.

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.