Davis R M Inc. Has $171.71 Million Stake in Amphenol Corporation $APH

Davis R M Inc. trimmed its stake in shares of Amphenol Corporation (NYSE:APH) by 1.4% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,356,402 shares of the electronics maker’s stock after selling 19,098 shares during the period. Amphenol accounts for 3.0% of Davis R M Inc.’s portfolio, making the stock its 7th largest holding. Davis R M Inc.’s holdings in Amphenol were worth $171,705,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Clal Insurance Enterprises Holdings Ltd increased its holdings in shares of Amphenol by 85.0% in the first quarter. Clal Insurance Enterprises Holdings Ltd now owns 198 shares of the electronics maker’s stock worth $25,000 after purchasing an additional 91 shares during the last quarter. Vermillion & White Wealth Management Group LLC boosted its stake in Amphenol by 163.8% during the fourth quarter. Vermillion & White Wealth Management Group LLC now owns 182 shares of the electronics maker’s stock valued at $25,000 after buying an additional 113 shares during the last quarter. Riggs Asset Managment Co. Inc. boosted its stake in Amphenol by 200.0% during the second quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock valued at $25,000 after buying an additional 168 shares during the last quarter. Tucker Asset Management LLC purchased a new position in Amphenol during the 4th quarter valued at approximately $26,000. Finally, HHM Wealth Advisors LLC bought a new stake in Amphenol in the 1st quarter worth approximately $27,000. 97.01% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Amphenol

In related news, CEO Richard Adam Norwitt sold 17,500 shares of the business’s stock in a transaction that occurred on 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 sale, the chief executive officer owned 1,927,507 shares in the company, valued at approximately $276,038,277.47. The trade was a 0.90% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders have sold a total of 130,775 shares of company stock worth $18,709,350 over the last ninety days. Insiders own 1.42% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have recently issued reports on APH. BNP Paribas Exane upped their price objective on Amphenol from $195.00 to $200.00 and gave the stock an “outperform” rating in a report on Thursday, May 28th. The Goldman Sachs Group boosted their price target on shares of Amphenol from $184.00 to $201.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Barclays reaffirmed an “overweight” rating and set a $200.00 price target (up from $198.00) on shares of Amphenol in a research note on Monday, July 13th. Rothschild & Co Redburn lifted their price objective on shares of Amphenol from $160.00 to $172.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Amphenol in a report on Friday, July 17th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat, Amphenol currently has an average rating of “Buy” and an average price target of $186.00.

Amphenol Stock Down 0.0%

Shares of NYSE:APH opened at $157.78 on Thursday. The firm has a market capitalization of $194.11 billion, a PE ratio of 45.34, a price-to-earnings-growth ratio of 1.35 and a beta of 1.24. The business has a 50 day simple moving average of $151.63 and a two-hundred day simple moving average of $144.48. Amphenol Corporation has a 1 year low of $95.19 and a 1 year high of $178.52. 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 posted its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, topping analysts’ consensus estimates of $0.95 by $0.11. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The firm had revenue of $7.62 billion for the quarter, compared to analysts’ expectations of $7.08 billion. During the same period in the prior year, the business posted $0.63 earnings per share. The business’s revenue for the quarter was up 58.4% on a year-over-year basis. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. On average, equities analysts predict that Amphenol Corporation will post 4.87 EPS for the current year.

Amphenol Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 23rd were given a dividend of $0.25 per share. The ex-dividend date of this dividend was Tuesday, June 23rd. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.6%. Amphenol’s dividend payout ratio (DPR) is 28.74%.

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.