Cumberland Partners Ltd Has $30.84 Million Stock Position in Amphenol Corporation $APH

Cumberland Partners Ltd lifted its position in shares of Amphenol Corporation (NYSE:APH) by 60.5% in the 1st quarter, Holdings Channel reports. The institutional investor owned 244,081 shares of the electronics maker’s stock after purchasing an additional 91,976 shares during the quarter. Amphenol accounts for about 2.3% of Cumberland Partners Ltd’s investment portfolio, making the stock its 14th biggest holding. Cumberland Partners Ltd’s holdings in Amphenol were worth $30,840,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently bought and sold shares of the company. Sustainable Insight Capital Management LLC boosted its position in Amphenol by 12.6% during the 1st quarter. Sustainable Insight Capital Management LLC now owns 6,256 shares of the electronics maker’s stock worth $790,000 after acquiring an additional 700 shares during the last quarter. St. Louis Trust Co lifted its position in shares of Amphenol by 71.1% in the first quarter. St. Louis Trust Co now owns 6,168 shares of the electronics maker’s stock worth $779,000 after purchasing an additional 2,564 shares in the last quarter. Healthcare of Ontario Pension Plan Trust Fund boosted its holdings in Amphenol by 1,168.5% during the first quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 613,821 shares of the electronics maker’s stock worth $77,556,000 after purchasing an additional 565,432 shares during the last quarter. Renaissance Technologies LLC acquired a new stake in Amphenol in the 1st quarter valued at $72,538,000. Finally, Gabelli Funds LLC increased its stake in Amphenol by 29.3% in the 1st quarter. Gabelli Funds LLC now owns 193,939 shares of the electronics maker’s stock valued at $24,504,000 after buying an additional 43,945 shares during the last quarter. Institutional investors own 97.01% of the company’s stock.

Insider Activity at Amphenol

In related news, CEO Richard Adam Norwitt sold 61,072 shares of the company’s stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $143.90, for a total value of $8,788,260.80. Following the transaction, the chief executive officer directly owned 1,927,507 shares in the company, valued at approximately $277,368,257.30. This represents a 3.07% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Insiders have sold 130,775 shares of company stock valued at $18,709,350 in the last 90 days. Corporate insiders own 1.42% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have weighed in on the company. Evercore restated an “outperform” rating on shares of Amphenol in a research note on Wednesday, May 27th. BNP Paribas Exane raised their target price on shares of Amphenol from $195.00 to $200.00 and gave the company an “outperform” rating in a research note on Thursday, May 28th. Wall Street Zen lowered shares of Amphenol from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. Zacks Research raised Amphenol from a “hold” rating to a “strong-buy” rating in a research report on Friday, July 17th. Finally, JPMorgan Chase & Co. lifted their target price on Amphenol from $190.00 to $200.00 and gave the stock an “overweight” rating in a research note on Thursday, April 30th. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Buy” and a consensus price target of $186.00.

Amphenol Trading Down 3.1%

Shares of NYSE:APH opened at $152.59 on Friday. Amphenol Corporation has a 12-month low of $102.76 and a 12-month high of $178.52. The business has a 50 day moving average of $152.74 and a 200-day moving average of $144.66. The company has a quick ratio of 1.26, a current ratio of 1.71 and a debt-to-equity ratio of 1.18. The stock has a market cap of $187.72 billion, a PE ratio of 43.85, a P/E/G ratio of 1.35 and a beta of 1.24.

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, topping the consensus estimate of $0.95 by $0.11. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The business 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 firm’s revenue for the quarter was up 58.4% compared to the same quarter last year. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, equities research analysts forecast that Amphenol Corporation will post 4.87 earnings per share for the current year.

Amphenol Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 23rd were given a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend was Tuesday, June 23rd. Amphenol’s payout ratio is presently 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.