Nilsine Partners LLC Has $1.78 Million Stock Holdings in Amphenol Corporation $APH

Nilsine Partners LLC grew its stake in shares of Amphenol Corporation (NYSE:APH) by 103.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 13,200 shares of the electronics maker’s stock after purchasing an additional 6,725 shares during the period. Nilsine Partners LLC’s holdings in Amphenol were worth $1,784,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Financial Management Professionals Inc. raised its holdings in Amphenol by 82.6% during the 3rd quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock worth $25,000 after buying an additional 90 shares during the period. Board of the Pension Protection Fund purchased a new position in shares of Amphenol in the fourth quarter worth approximately $27,000. Alpine Bank Wealth Management acquired a new stake in shares of Amphenol during the third quarter valued at approximately $30,000. Riggs Asset Managment Co. Inc. lifted its position in shares of Amphenol by 200.0% in the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock valued at $25,000 after acquiring an additional 168 shares in the last quarter. Finally, Howard Hughes Medical Institute purchased a new stake in shares of Amphenol in the 2nd quarter valued at approximately $26,000. Institutional investors and hedge funds own 97.01% of the company’s stock.

Wall Street Analysts Forecast Growth

APH has been the topic of several research analyst reports. Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a research report on Wednesday, January 21st. Truist Financial set a $182.00 target price on Amphenol in a report on Tuesday, January 13th. US Capital Advisors set a $165.00 target price on Amphenol in a research report on Friday, January 9th. Citigroup lifted their price target on Amphenol from $175.00 to $180.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Finally, The Goldman Sachs Group reissued a “buy” rating and set a $183.00 price target on shares of Amphenol in a research report on Thursday, January 15th. Twelve analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat, Amphenol presently has a consensus rating of “Moderate Buy” and an average price target of $151.87.

Amphenol Stock Performance

Shares of APH opened at $126.28 on Wednesday. The company has a market capitalization of $155.22 billion, a PE ratio of 37.81, a PEG ratio of 1.26 and a beta of 1.20. The company has a debt-to-equity ratio of 1.08, a quick ratio of 2.48 and a current ratio of 2.98. The company’s 50 day moving average price is $139.90 and its 200 day moving average price is $136.10. Amphenol Corporation has a 52 week low of $56.45 and a 52 week high of $167.04.

Amphenol (NYSE:APH) last released its 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 company had revenue of $6.44 billion during 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 was up 49.1% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.55 EPS. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. Research analysts expect that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Announces Dividend

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

Insider Transactions at Amphenol

In related news, CEO Richard Adam Norwitt sold 515,281 shares of Amphenol stock in a transaction 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 sale, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at approximately $283,863,955.89. This trade represents a 21.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. 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.