Park National Corp OH Acquires Shares of 6,226 Amphenol Corporation $APH

Park National Corp OH acquired a new stake in Amphenol Corporation (NYSE:APH) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 6,226 shares of the electronics maker’s stock, valued at approximately $841,000.

A number of other institutional investors have also modified their holdings of the business. Financial Management Professionals Inc. boosted its stake 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 purchasing an additional 90 shares during the period. Riggs Asset Managment Co. Inc. increased its stake in Amphenol by 200.0% in the second quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock valued at $25,000 after purchasing an additional 168 shares during the period. Howard Hughes Medical Institute acquired a new position in Amphenol in the second quarter valued at $26,000. Alpine Bank Wealth Management purchased a new stake in shares of Amphenol in the third quarter valued at about $30,000. Finally, Evolution Wealth Management Inc. acquired a new stake in shares of Amphenol during the second quarter worth about $31,000. 97.01% of the stock is owned by institutional investors and hedge funds.

Amphenol News Roundup

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: AI/Data-center demand appears to be driving strong growth expectations for Amphenol, supporting longer-term revenue and backlog expansion that investors care about. Amphenol Corporation (APH) is Seeing Explosive Growth Fueled by AI Data Center Demand
• Positive Sentiment: Distribution/product expansion: Interstate Connecting Components added Amphenol Fiber Systems VITA‑87 high-density MT connectors — a tactical win in aerospace/military channels that supports incremental sales and market presence. Interstate Connecting Components Announces Addition of Amphenol Fiber Systems VITA 87
• Positive Sentiment: Acquisition strategy continues to be presented as a tailwind — M&A is cited as expanding Amphenol’s technology set and scale to capture AI and long-term secular opportunities. Will Amphenol’s Successful Acquisition Strategy Drive Long-Term Gains?
• Positive Sentiment: Investor letters cited strong quarterly results as a driver of upside in recent months, reinforcing confidence in earnings growth momentum. Strong Results Lifted Amphenol Corp. (APH) by 9%
• Neutral Sentiment: Analyst consensus remains above neutral with an average “Moderate Buy” rating — supportive but not overwhelmingly bullish. Amphenol Given Average Rating of “Moderate Buy” by Analysts
• Negative Sentiment: Option activity shows heavy put buying, indicating short-term bearish bets that can amplify downward moves in the stock. Stock Traders Buy High Volume of Amphenol Put Options
• Negative Sentiment: Zacks downgraded Amphenol from “strong-buy” to “hold,” which can weigh on sentiment and reduce near-term analyst-driven demand. Zacks Downgrade
• Negative Sentiment: Macro push: hot inflation data and geopolitical jitters hit cyclical names like Amphenol, prompting intraday selling. Why Amphenol (APH) Is Down 5.0% After Hot Inflation Data and Geopolitical Jitters Hit Cyclicals
• Negative Sentiment: Relative competitive note: a Zacks comparison highlights Lumentum (LITE) as better positioned in some AI/data-center connectivity segments, which could shift investor preference away from APH. Lumentum vs. Amphenol: Which AI Connectivity Stock is the Better Buy?

Wall Street Analyst Weigh In

Several brokerages recently issued reports on APH. Wall Street Zen cut Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, February 14th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $183.00 price objective on shares of Amphenol in a research report on Thursday, January 15th. Evercore reiterated an “outperform” rating on shares of Amphenol in a research note on Tuesday. US Capital Advisors set a $165.00 price target on Amphenol in a research note on Friday, January 9th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amphenol in a report on Wednesday, January 21st. Eleven research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $152.36.

Insider Activity at Amphenol

In related news, CEO Richard Adam Norwitt sold 515,281 shares of the stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $147.27, for a total value of $75,885,432.87. Following the sale, 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 legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 1.67% of the stock is owned by corporate insiders.

Amphenol Stock Performance

APH opened at $126.82 on Friday. Amphenol Corporation has a 1-year low of $56.45 and a 1-year high of $167.04. The stock has a market cap of $155.89 billion, a P/E ratio of 37.97, a P/E/G ratio of 1.38 and a beta of 1.20. The stock’s 50 day simple moving average is $143.45 and its 200 day simple moving average is $135.25. The company has a debt-to-equity ratio of 1.08, a current ratio of 2.98 and a quick ratio of 2.48.

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

Amphenol Dividend Announcement

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

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.