Smith Salley Wealth Management Has $12.04 Million Position in Amphenol Corporation $APH

Smith Salley Wealth Management raised its holdings in Amphenol Corporation (NYSE:APH) by 6.2% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 95,306 shares of the electronics maker’s stock after buying an additional 5,540 shares during the quarter. Smith Salley Wealth Management’s holdings in Amphenol were worth $12,042,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. Capital Advisors Inc. OK boosted its position in shares of Amphenol by 3.4% during the 4th quarter. Capital Advisors Inc. OK now owns 2,067 shares of the electronics maker’s stock valued at $279,000 after acquiring an additional 68 shares in the last quarter. Canvas Wealth Advisors LLC raised its position in Amphenol by 3.5% in the fourth quarter. Canvas Wealth Advisors LLC now owns 2,060 shares of the electronics maker’s stock worth $279,000 after purchasing an additional 70 shares in the last quarter. LOM Asset Management Ltd raised its position in Amphenol by 16.3% in the fourth quarter. LOM Asset Management Ltd now owns 500 shares of the electronics maker’s stock worth $68,000 after purchasing an additional 70 shares in the last quarter. Seeds Investor LLC lifted its stake in Amphenol by 4.0% during the fourth quarter. Seeds Investor LLC now owns 1,889 shares of the electronics maker’s stock worth $255,000 after purchasing an additional 72 shares during the period. Finally, Procyon Advisors LLC boosted its holdings in Amphenol by 2.6% during the fourth quarter. Procyon Advisors LLC now owns 2,871 shares of the electronics maker’s stock valued at $388,000 after purchasing an additional 74 shares in the last quarter. Institutional investors and hedge funds own 97.01% of the company’s stock.

Amphenol Stock Up 0.2%

Shares of APH opened at $164.23 on Monday. The company has a market capitalization of $202.05 billion, a P/E ratio of 47.19, a PEG ratio of 1.44 and a beta of 1.27. 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 Corporation has a one year low of $92.98 and a one year high of $167.04. The business’s 50 day simple moving average is $142.92 and its 200-day simple moving average is $140.37.

Amphenol (NYSE:APH) last released its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, beating 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 firm had revenue of $7.62 billion during the quarter, compared to analysts’ expectations of $7.08 billion. During the same period last year, the firm posted $0.63 EPS. The business’s revenue was up 58.4% on a year-over-year basis. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, sell-side analysts predict that Amphenol Corporation will post 4.76 EPS for the current fiscal year.

Amphenol Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 23rd will be issued a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a dividend yield of 0.6%. The ex-dividend date is Tuesday, June 23rd. Amphenol’s dividend payout ratio is presently 28.74%.

Analyst Upgrades and Downgrades

APH has been the subject of several analyst reports. JPMorgan Chase & Co. raised their target price on Amphenol from $190.00 to $200.00 and gave the stock an “overweight” rating in a research report on Thursday, April 30th. Rothschild & Co Redburn upped their price target on Amphenol from $160.00 to $172.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. The Goldman Sachs Group increased their price objective on Amphenol from $184.00 to $201.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. UBS Group reissued a “buy” rating and set a $178.00 price objective (up from $170.00) on shares of Amphenol in a report on Thursday, April 30th. Finally, Citigroup restated a “buy” rating and issued a $180.00 target price (up from $170.00) on shares of Amphenol in a research note on Thursday, April 30th. Fourteen research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $178.07.

Insider Buying and Selling at Amphenol

In related news, CEO Richard Adam Norwitt sold 17,500 shares of Amphenol stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $143.21, for a total value of $2,506,175.00. Following the completion of the transaction, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at $276,038,277.47. The trade was a 0.90% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Insiders sold 130,775 shares of company stock valued at $18,709,350 in the last three months. Company insiders own 1.42% of the company’s stock.

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.