Amphenol Corporation $APH Holdings Decreased by Reynders McVeigh Capital Management LLC

Reynders McVeigh Capital Management LLC decreased its position in shares of Amphenol Corporation (NYSE:APH) by 5.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 528,018 shares of the electronics maker’s stock after selling 29,264 shares during the period. Amphenol accounts for approximately 3.3% of Reynders McVeigh Capital Management LLC’s portfolio, making the stock its 7th biggest position. Reynders McVeigh Capital Management LLC’s holdings in Amphenol were worth $71,356,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of APH. Brighton Jones LLC grew its stake in Amphenol by 114.0% in the fourth quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock valued at $1,224,000 after purchasing an additional 9,390 shares in the last quarter. Revolve Wealth Partners LLC grew its stake in Amphenol by 87.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock valued at $701,000 after purchasing an additional 4,721 shares in the last quarter. Bison Wealth LLC grew its stake in Amphenol by 8.3% in the fourth quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock valued at $559,000 after purchasing an additional 618 shares in the last quarter. NewEdge Advisors LLC grew its stake in Amphenol by 55.4% in the second quarter. NewEdge Advisors LLC now owns 62,946 shares of the electronics maker’s stock valued at $6,216,000 after purchasing an additional 22,434 shares in the last quarter. Finally, Main Street Financial Solutions LLC grew its stake in Amphenol by 15.5% in the second quarter. Main Street Financial Solutions LLC now owns 4,745 shares of the electronics maker’s stock valued at $469,000 after purchasing an additional 638 shares in the last quarter. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Insider Buying and Selling at Amphenol

In related news, CEO Richard Adam Norwitt sold 515,281 shares of the business’s stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $147.27, for a total transaction of $75,885,432.87. Following the completion of the transaction, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at approximately $283,863,955.89. The trade was a 21.09% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 1.42% of the company’s stock.

Amphenol Price Performance

Shares of NYSE:APH opened at $142.41 on Monday. Amphenol Corporation has a fifty-two week low of $78.76 and a fifty-two week high of $167.04. The business has a 50-day moving average of $138.09 and a two-hundred day moving average of $139.12. The stock has a market capitalization of $175.08 billion, a P/E ratio of 40.92, a P/E/G ratio of 1.32 and a beta of 1.29. The company has a debt-to-equity ratio of 1.18, a current ratio of 1.71 and a quick ratio of 1.26.

Amphenol (NYSE:APH) last announced its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, topping analysts’ consensus estimates of $0.95 by $0.11. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The company had revenue of $7.62 billion during the quarter, compared to analysts’ expectations of $7.08 billion. During the same quarter in the previous year, the firm earned $0.63 earnings per share. The business’s quarterly 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, equities research analysts predict that Amphenol Corporation will post 4.49 EPS for the current fiscal year.

Amphenol Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, April 14th. Investors of record on Monday, March 23rd were given 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 of this dividend was Monday, March 23rd. Amphenol’s payout ratio is currently 28.74%.

Analyst Upgrades and Downgrades

APH has been the topic of a number of recent research reports. UBS Group restated a “buy” rating and issued a $178.00 target price (up from $170.00) on shares of Amphenol in a research note on Thursday. Wall Street Zen upgraded Amphenol from a “hold” rating to a “buy” rating in a research note on Saturday, April 11th. Seaport Research Partners restated a “buy” rating and issued a $215.00 target price on shares of Amphenol in a research note on Thursday. Evercore reaffirmed an “outperform” rating on shares of Amphenol in a research report on Tuesday, March 17th. Finally, Truist Financial boosted their price target on Amphenol from $182.00 to $200.00 and gave the stock a “buy” rating in a research report on Thursday. Twelve equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $169.08.

Amphenol 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.