North Star Asset Management Inc. Decreases Stake in Amphenol Corporation $APH

North Star Asset Management Inc. decreased its holdings in Amphenol Corporation (NYSE:APH) by 2.9% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 257,502 shares of the electronics maker’s stock after selling 7,668 shares during the period. Amphenol makes up about 1.3% of North Star Asset Management Inc.’s investment portfolio, making the stock its 25th largest position. North Star Asset Management Inc.’s holdings in Amphenol were worth $31,866,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Waddell & Associates LLC purchased a new position in shares of Amphenol in the 3rd quarter valued at $306,000. Waratah Capital Advisors Ltd. purchased a new stake in Amphenol during the 3rd quarter worth $8,778,000. Miller Investment Management LP acquired a new stake in Amphenol in the 3rd quarter valued at $270,000. Mufg Securities Americas Inc. raised its position in Amphenol by 22.8% in the third quarter. Mufg Securities Americas Inc. now owns 32,924 shares of the electronics maker’s stock valued at $4,074,000 after purchasing an additional 6,116 shares during the period. Finally, Lake Street Private Wealth LLC acquired a new position in shares of Amphenol during the third quarter worth about $233,000. 97.01% of the stock is currently owned by hedge funds and other institutional investors.

Amphenol Stock Up 2.6%

Shares of NYSE:APH opened at $151.64 on Wednesday. Amphenol Corporation has a 12-month low of $56.45 and a 12-month high of $167.04. The company has a current ratio of 2.98, a quick ratio of 2.48 and a debt-to-equity ratio of 1.08. The firm has a market cap of $186.39 billion, a PE ratio of 45.40, a price-to-earnings-growth ratio of 1.56 and a beta of 1.20. The company has a fifty day simple moving average of $143.76 and a 200 day simple moving average of $132.34.

Amphenol (NYSE:APH) last announced its quarterly earnings data on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share for the quarter, topping the consensus estimate of $0.93 by $0.04. The company had revenue of $6.44 billion during 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 firm’s revenue for the quarter was up 49.1% compared to the same quarter last year. During the same period last year, the business earned $0.55 EPS. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. On average, equities research analysts anticipate 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. Shareholders 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 annualized dividend and a yield of 0.7%. Amphenol’s dividend payout ratio is presently 29.94%.

Insider Buying and Selling

In related news, CEO Richard Adam Norwitt sold 515,281 shares of the firm’s 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 transaction, the chief executive officer directly owned 1,927,507 shares in the company, valued at $283,863,955.89. This trade represents a 21.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider William J. Doherty sold 80,000 shares of the business’s stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $142.00, for a total transaction of $11,360,000.00. The SEC filing for this sale provides additional information. Company insiders own 1.67% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on the company. Citigroup increased their target price on Amphenol from $175.00 to $180.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $183.00 price objective on shares of Amphenol in a research report on Thursday, January 15th. Evercore reiterated an “outperform” rating and set a $165.00 price objective on shares of Amphenol in a research note on Tuesday, January 20th. Barclays restated an “overweight” rating and issued a $175.00 target price (up from $156.00) on shares of Amphenol in a research note on Thursday, January 29th. Finally, UBS Group reaffirmed a “buy” rating and set a $174.00 price target (up from $152.00) on shares of Amphenol in a research note on Wednesday, January 14th. Eleven investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $151.38.

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.