Tandem Investment Advisors Inc. Trims Holdings in Amphenol Corporation $APH

Tandem Investment Advisors Inc. lowered its position in shares of Amphenol Corporation (NYSE:APH) by 28.4% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 678,771 shares of the electronics maker’s stock after selling 268,717 shares during the quarter. Amphenol accounts for about 4.2% of Tandem Investment Advisors Inc.’s investment portfolio, making the stock its 8th biggest holding. Tandem Investment Advisors Inc.’s holdings in Amphenol were worth $85,763,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. J. Stern & Co. LLP boosted its position in shares of Amphenol by 9,435.8% during the fourth quarter. J. Stern & Co. LLP now owns 76,769,791 shares of the electronics maker’s stock worth $10,374,670,000 after purchasing an additional 75,964,718 shares in the last quarter. Norges Bank bought a new stake in shares of Amphenol in the 4th quarter valued at $3,052,145,000. JPMorgan Chase & Co. increased its position in shares of Amphenol by 102.7% in the 4th quarter. JPMorgan Chase & Co. now owns 34,325,148 shares of the electronics maker’s stock valued at $4,638,701,000 after buying an additional 17,387,536 shares in the last quarter. Jennison Associates LLC raised its stake in Amphenol by 340.8% during the 4th quarter. Jennison Associates LLC now owns 10,257,379 shares of the electronics maker’s stock worth $1,386,182,000 after buying an additional 7,930,532 shares during the period. Finally, Capital International Investors raised its stake in Amphenol by 31.5% during the 4th quarter. Capital International Investors now owns 23,680,749 shares of the electronics maker’s stock worth $3,200,276,000 after buying an additional 5,674,225 shares during the period. Institutional investors own 97.01% of the company’s stock.

Amphenol Price Performance

Shares of NYSE APH opened at $151.03 on Friday. The company has a fifty day moving average price of $149.80 and a 200 day moving average price of $144.01. The firm has a market cap of $185.81 billion, a PE ratio of 43.40, a PEG ratio of 1.30 and a beta of 1.24. The company has a current ratio of 1.71, a quick ratio of 1.26 and a debt-to-equity ratio of 1.18. Amphenol Corporation has a 1-year low of $95.19 and a 1-year high of $178.52.

Amphenol (NYSE:APH) last released its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.95 by $0.11. The firm 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 company’s revenue for the quarter was up 58.4% on a year-over-year basis. During the same quarter last year, the business posted $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Research analysts predict that Amphenol Corporation will post 4.87 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd were given a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend was Tuesday, June 23rd. Amphenol’s dividend payout ratio (DPR) is currently 28.74%.

Wall Street Analysts Forecast Growth

APH has been the subject of a number of research analyst reports. JPMorgan Chase & Co. boosted their target price on Amphenol from $190.00 to $200.00 and gave the company an “overweight” rating in a research note on Thursday, April 30th. UBS Group reaffirmed a “buy” rating and set a $185.00 price target (up from $178.00) on shares of Amphenol in a research report on Thursday, July 9th. Seaport Research Partners reiterated a “buy” rating and set a $215.00 price objective on shares of Amphenol in a report on Thursday, April 30th. Bank of America boosted their price objective on Amphenol from $180.00 to $185.00 and gave the company a “buy” rating in a research report on Thursday, July 9th. Finally, BNP Paribas Exane raised their target price on shares of Amphenol from $195.00 to $200.00 and gave the stock an “outperform” rating in a report on Thursday, May 28th. Fourteen investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $186.00.

Insider Transactions at Amphenol

In other Amphenol news, CEO Richard Adam Norwitt sold 17,500 shares of the business’s stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $143.21, for a total value of $2,506,175.00. Following the sale, the chief executive officer owned 1,927,507 shares in the company, valued at approximately $276,038,277.47. The trade was a 0.90% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Over the last quarter, insiders sold 130,775 shares of company stock valued at $18,709,350. 1.42% of the stock is currently owned by company insiders.

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.