Severin Investments LLC Makes New Investment in Amphenol Corporation $APH

Severin Investments LLC acquired a new position in shares of Amphenol Corporation (NYSE:APH) in the 4th quarter, Holdings Channel reports. The fund acquired 3,777 shares of the electronics maker’s stock, valued at approximately $510,000.

Several other large investors have also made changes to their positions in APH. DSG Capital Advisors LLC raised its position in shares of Amphenol by 230.9% during the third quarter. DSG Capital Advisors LLC now owns 10,688 shares of the electronics maker’s stock valued at $1,323,000 after buying an additional 7,458 shares during the last quarter. Generali Asset Management SPA SGR raised its position in shares of Amphenol by 20.2% during the fourth quarter. Generali Asset Management SPA SGR now owns 87,072 shares of the electronics maker’s stock valued at $11,767,000 after buying an additional 14,612 shares during the last quarter. Oppenheimer Asset Management Inc. raised its position in Amphenol by 10.7% in the third quarter. Oppenheimer Asset Management Inc. now owns 271,766 shares of the electronics maker’s stock worth $33,631,000 after purchasing an additional 26,175 shares in the last quarter. Regents Gate Capital LLP raised its position in Amphenol by 54.8% in the third quarter. Regents Gate Capital LLP now owns 96,908 shares of the electronics maker’s stock worth $11,992,000 after purchasing an additional 34,289 shares in the last quarter. Finally, Convergence Investment Partners LLC raised its position in Amphenol by 59.9% in the third quarter. Convergence Investment Partners LLC now owns 19,300 shares of the electronics maker’s stock worth $2,388,000 after purchasing an additional 7,230 shares in the last quarter. Institutional investors and hedge funds own 97.01% of the company’s stock.

Insider Activity at Amphenol

In other news, CEO Richard Adam Norwitt sold 17,500 shares of the stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $143.21, for a total transaction of $2,506,175.00. Following the sale, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at $276,038,277.47. This represents a 0.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Insiders have sold 130,775 shares of company stock worth $18,709,350 over the last quarter. 1.42% of the stock is owned by corporate insiders.

Amphenol Stock Performance

NYSE APH opened at $140.22 on Thursday. The firm has a market cap of $172.50 billion, a price-to-earnings ratio of 40.29, a PEG ratio of 1.22 and a beta of 1.29. The company has a 50 day moving average of $134.67 and a 200-day moving average of $138.60. The company has a current ratio of 1.71, a quick ratio of 1.26 and a debt-to-equity ratio of 1.18. Amphenol Corporation has a 1-year low of $87.84 and a 1-year high of $167.04.

Amphenol (NYSE:APH) last posted its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, topping the consensus estimate of $0.95 by $0.11. The company had revenue of $7.62 billion during the quarter, compared to analyst estimates of $7.08 billion. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The company’s revenue was up 58.4% on a year-over-year basis. During the same quarter last year, the business posted $0.63 earnings per share. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. On average, equities analysts forecast that Amphenol Corporation will post 4.76 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 23rd will be 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 of this dividend is Tuesday, June 23rd. Amphenol’s dividend payout ratio is 28.74%.

Analyst Upgrades and Downgrades

Several research firms recently issued reports on APH. Wall Street Zen lowered shares of Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. JPMorgan Chase & Co. increased their price target on shares of Amphenol from $190.00 to $200.00 and gave the stock an “overweight” rating in a research report on Thursday, April 30th. Robert W. Baird set a $177.00 price target on shares of Amphenol in a research report on Thursday, April 30th. UBS Group reissued a “buy” rating and issued a $178.00 price target (up from $170.00) on shares of Amphenol in a research report on Thursday, April 30th. Finally, Zacks Research lowered shares of Amphenol from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Thirteen analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, Amphenol currently has an average rating of “Moderate Buy” and a consensus target price of $176.53.

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.