Win Advisors Inc. Purchases Shares of 13,712 Amphenol Corporation $APH

Win Advisors Inc. bought a new position in shares of Amphenol Corporation (NYSE:APH) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm bought 13,712 shares of the electronics maker’s stock, valued at approximately $1,697,000. Amphenol comprises approximately 0.8% of Win Advisors Inc.’s investment portfolio, making the stock its 24th largest holding.

A number of other institutional investors have also recently made changes to their positions in APH. SYM FINANCIAL Corp increased its position in Amphenol by 0.9% during the 3rd quarter. SYM FINANCIAL Corp now owns 9,266 shares of the electronics maker’s stock valued at $1,147,000 after purchasing an additional 82 shares during the period. Bruce G. Allen Investments LLC lifted its position in shares of Amphenol by 9.4% in the 3rd quarter. Bruce G. Allen Investments LLC now owns 975 shares of the electronics maker’s stock worth $121,000 after purchasing an additional 84 shares during the period. Financial Management Professionals Inc. boosted its stake in shares of Amphenol by 82.6% in the 3rd quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock valued at $25,000 after purchasing an additional 90 shares during the last quarter. Allen Capital Group LLC increased its position in shares of Amphenol by 3.2% during the third quarter. Allen Capital Group LLC now owns 3,012 shares of the electronics maker’s stock worth $373,000 after buying an additional 92 shares during the period. Finally, Bell Investment Advisors Inc raised its stake in Amphenol by 19.2% during the second quarter. Bell Investment Advisors Inc now owns 591 shares of the electronics maker’s stock worth $58,000 after buying an additional 95 shares during the last quarter. Institutional investors own 97.01% of the company’s stock.

Amphenol News Summary

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Q4 beat — Amphenol posted record revenue and adjusted EPS with revenue up ~49% year‑over‑year, driven by strong demand across AI and other end markets. This underpins the longer‑term growth story. APH Q4 Deep Dive: AI Demand and Strategic Acquisitions Drive Growth Amid Investor Concerns
• Positive Sentiment: Analyst bullishness — Citi raised its price target to $180 and keeps a Buy rating, implying meaningful upside vs. current levels and providing a near‑term catalyst if other firms follow. Benzinga
• Positive Sentiment: Fundamentals improving — Street estimates have been revised higher following the quarter, which supports a continued rally if execution stays strong. Earnings Estimates Rising for Amphenol (APH): Will It Gain?
• Positive Sentiment: Technicals improving — APH recently flashed a “golden cross”/moved above short‑term moving averages, suggesting short‑term bullish momentum that can attract technical buyers. Amphenol (APH) Just Flashed Golden Cross Signal: Do You Buy?
• Neutral Sentiment: Derivatives activity — Options flow shows elevated activity, which can amplify intraday moves but is ambiguous for direction unless one side dominates. Traders should watch skew and expiries for clues. Unpacking the Latest Options Trading Trends in Amphenol
• Negative Sentiment: Post‑earnings sell‑off and valuation concerns — Despite the beat, shares pulled back after the report as investors focused on high valuation (P/E >40) and the possibility that the company’s Q1 guidance implies a near‑term EPS dip. That dynamic is prompting profit‑taking. Amphenol: A Tough Proposition Into 2026
• Negative Sentiment: Investor concerns and coverage pieces highlight the downside — several writeups explain why the stock sold off sharply (profit‑taking, guidance signal, valuation) even with strong underlying growth. Watch upcoming quarterly guideposts and margin commentary. Why Amphenol Corporation’s (APH) Stock Is Down 13.98%

Analysts Set New Price Targets

A number of brokerages have weighed in on APH. Bank of America upgraded Amphenol from a “neutral” rating to a “buy” rating and increased their price target for the stock from $120.00 to $150.00 in a report on Wednesday, October 15th. US Capital Advisors set a $165.00 target price on Amphenol in a research report on Friday, January 9th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $183.00 target price on shares of Amphenol in a research note on Thursday, January 15th. JPMorgan Chase & Co. boosted their price target on Amphenol from $160.00 to $185.00 and gave the company an “overweight” rating in a research note on Tuesday, January 27th. Finally, UBS Group reaffirmed a “buy” rating and set a $174.00 price objective (up previously from $152.00) on shares of Amphenol in a research report on Wednesday, January 14th. Eleven investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $151.38.

Amphenol Price Performance

Shares of NYSE:APH opened at $143.99 on Monday. 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 stock has a market cap of $176.26 billion, a PE ratio of 43.11, a price-to-earnings-growth ratio of 1.51 and a beta of 1.20. The stock’s fifty day simple moving average is $141.43 and its two-hundred day simple moving average is $127.69. Amphenol Corporation has a 1-year low of $56.45 and a 1-year high of $167.04.

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

Insider Activity at Amphenol

In other news, CFO Craig A. Lampo sold 258,000 shares of the company’s stock in a transaction on Tuesday, November 11th. The stock was sold at an average price of $143.20, for a total transaction of $36,945,600.00. Following the transaction, the chief financial officer owned 167,695 shares of the company’s stock, valued at $24,013,924. This represents a 60.61% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider William J. Doherty sold 80,000 shares of the company’s stock in a transaction dated 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. In the last quarter, insiders sold 378,076 shares of company stock worth $54,056,506. 1.67% of the stock is 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.