Park Place Capital Corp Boosts Stock Position in Amphenol Corporation $APH

Park Place Capital Corp increased its stake in shares of Amphenol Corporation (NYSE:APH) by 504.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 15,821 shares of the electronics maker’s stock after purchasing an additional 13,202 shares during the quarter. Park Place Capital Corp’s holdings in Amphenol were worth $2,138,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Norges Bank acquired a new stake in shares of Amphenol in the 2nd quarter valued at approximately $2,104,244,000. Capital International Investors boosted its holdings in Amphenol by 446.9% during the third quarter. Capital International Investors now owns 18,006,524 shares of the electronics maker’s stock worth $2,228,288,000 after buying an additional 14,714,177 shares in the last quarter. Capital Research Global Investors boosted its holdings in Amphenol by 106.9% during the third quarter. Capital Research Global Investors now owns 15,523,085 shares of the electronics maker’s stock worth $1,920,982,000 after buying an additional 8,021,284 shares in the last quarter. Arrowstreet Capital Limited Partnership grew its position in Amphenol by 693.9% during the third quarter. Arrowstreet Capital Limited Partnership now owns 7,279,457 shares of the electronics maker’s stock worth $900,833,000 after buying an additional 6,362,533 shares during the period. Finally, Lone Pine Capital LLC purchased a new position in Amphenol in the third quarter valued at about $374,125,000. Institutional investors and hedge funds own 97.01% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on the company. Truist Financial set a $182.00 price target on Amphenol in a research note on Tuesday, January 13th. Barclays reaffirmed an “overweight” rating and issued a $175.00 price objective (up from $156.00) on shares of Amphenol in a research note on Thursday, January 29th. US Capital Advisors set a $165.00 target price on Amphenol in a research report on Friday, January 9th. Evercore reissued an “outperform” rating on shares of Amphenol in a report on Tuesday, March 17th. Finally, Piper Sandler set a $165.00 price target on Amphenol in a research report on Tuesday, March 17th. Eleven research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $152.36.

Insider Buying and Selling at Amphenol

In other Amphenol news, CEO Richard Adam Norwitt sold 515,281 shares of the 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 owned 1,927,507 shares of the company’s stock, valued at $283,863,955.89. This represents a 21.09% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. 1.67% of the stock is currently owned by corporate insiders.

Amphenol Price Performance

NYSE:APH opened at $130.55 on Tuesday. Amphenol Corporation has a 12-month low of $56.45 and a 12-month high of $167.04. The firm has a market cap of $160.47 billion, a price-to-earnings ratio of 39.09, a price-to-earnings-growth ratio of 1.34 and a beta of 1.20. The company’s 50-day moving average is $143.16 and its two-hundred day moving average is $135.73. The company has a current ratio of 2.98, a quick ratio of 2.48 and a debt-to-equity ratio of 1.08.

Amphenol (NYSE:APH) last issued its quarterly earnings results on Wednesday, January 28th. The electronics maker reported $0.97 EPS for the quarter, topping analysts’ consensus estimates of $0.93 by $0.04. The business 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 quarterly revenue was up 49.1% compared to the same quarter last year. 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. Research analysts expect that Amphenol Corporation will post 2.36 EPS for the current year.

Amphenol Announces Dividend

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