Mutual Advisors LLC Boosts Stock Holdings in Amphenol Corporation $APH

Mutual Advisors LLC lifted its position in Amphenol Corporation (NYSE:APH) by 254.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 20,319 shares of the electronics maker’s stock after purchasing an additional 14,589 shares during the period. Mutual Advisors LLC’s holdings in Amphenol were worth $2,749,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in APH. Financial Management Professionals Inc. boosted its stake 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 worth $25,000 after acquiring an additional 90 shares in the last quarter. Alpine Bank Wealth Management purchased a new position in Amphenol during the third quarter worth approximately $30,000. Riggs Asset Managment Co. Inc. grew its holdings 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 purchased a new stake in shares of Amphenol in the second quarter valued at approximately $26,000. Finally, Evolution Wealth Management Inc. purchased a new stake in shares of Amphenol in the second quarter valued at approximately $31,000. Institutional investors and hedge funds own 97.01% of the company’s stock.

Insider Buying and Selling at Amphenol

In other Amphenol news, CFO Craig A. Lampo sold 40,076 shares of the firm’s stock in a transaction on Tuesday, November 11th. The stock was sold at an average price of $143.50, for a total value of $5,750,906.00. Following the completion of the sale, the chief financial officer directly owned 39,884 shares of the company’s stock, valued at $5,723,354. This trade represents a 50.12% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider William J. Doherty sold 80,000 shares of the business’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 disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 378,076 shares of company stock valued at $54,056,506. 1.67% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

A number of equities research analysts recently issued reports on the stock. JPMorgan Chase & Co. lifted their price target on shares of Amphenol from $160.00 to $185.00 and gave the company an “overweight” rating in a research note on Tuesday, January 27th. Barclays reiterated an “overweight” rating and issued a $175.00 target price (up previously from $156.00) on shares of Amphenol in a research report on Thursday. US Capital Advisors set a $165.00 price target on shares of Amphenol in a research report on Friday, January 9th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $183.00 price target on shares of Amphenol in a research note on Thursday, January 15th. Finally, Robert W. Baird set a $139.00 price objective on Amphenol and gave the stock an “outperform” rating in a research note on Friday, October 10th. Eleven research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $151.38.

Amphenol Stock Up 0.6%

APH stock opened at $144.97 on Tuesday. 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 50-day moving average of $141.56 and a two-hundred day moving average of $128.00. Amphenol Corporation has a 12 month low of $56.45 and a 12 month high of $167.04. The company has a market cap of $177.45 billion, a price-to-earnings ratio of 43.40, a PEG ratio of 1.51 and a beta of 1.20.

Amphenol (NYSE:APH) last posted its quarterly earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.93 by $0.04. Amphenol had a return on equity of 35.57% and a net margin of 18.49%.The business had revenue of $6.44 billion during the quarter, compared to analyst estimates of $6.19 billion. During the same period in the prior year, the business earned $0.55 earnings per share. The business’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. As a group, analysts forecast that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

About Amphenol

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.