Amphenol Corporation $APH Shares Bought by Vest Financial LLC

Vest Financial LLC raised its position in Amphenol Corporation (NYSE:APH) by 23.0% in the 4th quarter, HoldingsChannel.com reports. The fund owned 20,331 shares of the electronics maker’s stock after acquiring an additional 3,798 shares during the quarter. Vest Financial LLC’s holdings in Amphenol were worth $2,748,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of APH. Brighton Jones LLC grew its position in Amphenol by 114.0% in the 4th quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock valued at $1,224,000 after acquiring an additional 9,390 shares in the last quarter. Revolve Wealth Partners LLC grew its position in Amphenol by 87.9% in the 4th quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock valued at $701,000 after acquiring an additional 4,721 shares in the last quarter. Bison Wealth LLC grew its position in Amphenol by 8.3% in the 4th quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock valued at $559,000 after acquiring an additional 618 shares in the last quarter. NewEdge Advisors LLC boosted its stake in shares of Amphenol by 55.4% in the 2nd quarter. NewEdge Advisors LLC now owns 62,946 shares of the electronics maker’s stock valued at $6,216,000 after buying an additional 22,434 shares during the period. Finally, Main Street Financial Solutions LLC boosted its stake in shares of Amphenol by 15.5% in the 2nd quarter. Main Street Financial Solutions LLC now owns 4,745 shares of the electronics maker’s stock valued at $469,000 after buying an additional 638 shares during the period. 97.01% of the stock is owned by institutional investors and hedge funds.

Key Amphenol News

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Record Q1 results — Adjusted diluted EPS $1.06 (vs. $0.95 consensus) and revenue $7.62B, +58% year/year; management said sales and adjusted EPS exceeded guidance. Business Wire: Amphenol Reports Record First Quarter 2026 Results
• Positive Sentiment: Strong Q2 guidance — company set EPS guidance of $1.140–$1.160 and revenue guidance of $8.1B–$8.2B, above consensus, implying continued momentum into the June quarter. Reuters: Amphenol forecasts upbeat quarterly results
• Positive Sentiment: End-market strength: management highlighted sustained demand for connectivity components used in AI and data-center buildouts, and orders/backlog remain robust (orders ~ $9.4B), supporting upside to near-term sales. Zacks: Amphenol’s Q1 Earnings Beat Estimates
• Neutral Sentiment: Acquisition effects: results reflect contributions and one-time items tied to the newly acquired Connectivity & Cable Solutions business, including inventory step?up amortization and integration costs; these boost revenues but add one-time charges. Seeking Alpha: Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Options activity spiked — an unusual rise in put volume indicates some investors are hedging or positioning for volatility after the earnings move (watch volatility/flow). (internal reports)
• Negative Sentiment: Insider selling and large institutional shifts: several executive-level share sales were reported recently and notable portfolio rebalancing by institutions adds a layer of caution for sentiment. Quiver Quant: Shares rise on record Q1 results
• Negative Sentiment: Minor revenue miss vs. some estimates (reported $7.62B vs. $7.66B estimate) — though offset by the EPS beat and stronger guidance, the slight top-line shortfall could be noted by short-term traders. MarketBeat: APH snapshot

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on the company. US Capital Advisors set a $165.00 price objective on Amphenol in a research note on Friday, January 9th. Jefferies Financial Group assumed coverage on Amphenol in a research note on Tuesday, March 31st. They issued a “buy” rating and a $145.00 price objective for the company. Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a research note on Monday, April 20th. Barclays reiterated an “overweight” rating and set a $175.00 target price (up from $156.00) on shares of Amphenol in a research note on Thursday, January 29th. Finally, UBS Group set a $170.00 target price on shares of Amphenol and gave the stock a “buy” rating in a research note on Tuesday, April 14th. Twelve analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $156.71.

Amphenol Price Performance

Shares of NYSE:APH opened at $147.76 on Thursday. The company has a 50-day simple moving average of $138.16 and a 200-day simple moving average of $138.84. Amphenol Corporation has a one year low of $74.31 and a one year high of $167.04. The company has a debt-to-equity ratio of 1.08, a quick ratio of 2.48 and a current ratio of 2.98. The stock has a market capitalization of $181.66 billion, a price-to-earnings ratio of 44.24, a PEG ratio of 1.55 and a beta of 1.25.

Amphenol (NYSE:APH) last announced its earnings results on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, beating analysts’ consensus estimates of $0.95 by $0.11. Amphenol had a net margin of 18.49% and a return on equity of 35.57%. The business had revenue of $7.62 billion during the quarter, compared to analysts’ expectations of $7.66 billion. During the same period in the prior year, the company earned $0.63 earnings per share. The business’s revenue was up 58.4% compared to the same quarter last year. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. On average, analysts predict that Amphenol Corporation will post 4.34 EPS for the current year.

Amphenol Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, April 14th. Stockholders of record on Monday, March 23rd were paid a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a dividend yield of 0.7%. The ex-dividend date was Monday, March 23rd. Amphenol’s dividend payout ratio is 29.94%.

Insider Activity at Amphenol

In other news, CEO Richard Adam Norwitt sold 515,281 shares of the firm’s stock in a transaction on Thursday, February 12th. The shares were 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. This trade represents a 21.09% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 1.42% of the company’s stock.

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.