Thurston Springer Miller Herd & Titak Inc. Grows Stock Holdings in Amphenol Corporation $APH

Thurston Springer Miller Herd & Titak Inc. raised its holdings in shares of Amphenol Corporation (NYSE:APH) by 197.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 7,198 shares of the electronics maker’s stock after purchasing an additional 4,776 shares during the quarter. Thurston Springer Miller Herd & Titak Inc.’s holdings in Amphenol were worth $973,000 as of its most recent filing with the Securities & Exchange Commission.

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

Insider Activity

In related news, CEO Richard Adam Norwitt sold 515,281 shares of the business’s stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $147.27, for a total value of $75,885,432.87. Following the completion of the sale, the chief executive officer owned 1,927,507 shares in the company, valued at approximately $283,863,955.89. The trade was a 21.09% decrease in their ownership of the stock. The sale 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.

Analysts Set New Price Targets

A number of equities analysts have recently commented on APH shares. UBS Group reiterated a “buy” rating and issued a $174.00 target price (up from $152.00) on shares of Amphenol in a report on Wednesday, January 14th. Fox Advisors restated an “outperform” rating on shares of Amphenol in a report on Friday, January 9th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $183.00 price objective on shares of Amphenol in a research note on Thursday, January 15th. Evercore reiterated an “outperform” rating on shares of Amphenol in a research report on Tuesday, March 17th. Finally, Piper Sandler set a $165.00 target price on shares of Amphenol in a research note on Tuesday, March 17th. Twelve equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $151.87.

Amphenol Stock Up 0.0%

Shares of APH opened at $128.05 on Friday. The firm has a fifty day moving average price of $138.42 and a 200-day moving average price of $136.05. 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 capitalization of $157.40 billion, a P/E ratio of 38.34, a P/E/G ratio of 1.35 and a beta of 1.25. Amphenol Corporation has a 12-month low of $56.45 and a 12-month high of $167.04.

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

Amphenol Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, April 14th. Stockholders of record on Monday, March 23rd will be paid 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 of this dividend is Monday, March 23rd. Amphenol’s payout ratio is currently 29.94%.

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.