Bradley Foster & Sargent Inc. CT Cuts Stock Position in Amphenol Corporation $APH

Bradley Foster & Sargent Inc. CT lessened its holdings in shares of Amphenol Corporation (NYSE:APH) by 12.1% during the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 886,118 shares of the electronics maker’s stock after selling 121,593 shares during the quarter. Amphenol comprises about 1.7% of Bradley Foster & Sargent Inc. CT’s holdings, making the stock its 12th biggest holding. Bradley Foster & Sargent Inc. CT’s holdings in Amphenol were worth $111,961,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in the business. Clal Insurance Enterprises Holdings Ltd increased its stake in Amphenol by 85.0% during the 1st quarter. Clal Insurance Enterprises Holdings Ltd now owns 198 shares of the electronics maker’s stock worth $25,000 after buying an additional 91 shares during the period. Vermillion & White Wealth Management Group LLC boosted its position in Amphenol by 163.8% in the 4th 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 period. Riggs Asset Managment Co. Inc. grew its stake in shares of Amphenol by 200.0% in the second quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock worth $25,000 after acquiring an additional 168 shares in the last quarter. Tucker Asset Management LLC purchased a new stake in shares of Amphenol during the fourth quarter worth $26,000. Finally, HHM Wealth Advisors LLC purchased a new stake in shares of Amphenol during the first quarter worth $27,000. Institutional investors and hedge funds own 97.01% of the company’s stock.

Insider Buying and Selling

In related news, CEO Richard Adam Norwitt sold 61,072 shares of the stock in a transaction dated Friday, May 1st. The stock was sold at an average price of $143.90, for a total transaction 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 filing with the SEC, which can be accessed through this hyperlink. Insiders sold 130,775 shares of company stock valued at $18,709,350 in the last ninety days. Corporate insiders own 1.42% of the company’s stock.

Amphenol Trading Down 3.1%

NYSE:APH opened at $152.59 on Friday. The stock has a fifty day moving average price of $152.74 and a two-hundred day moving average price of $144.66. Amphenol Corporation has a 1 year low of $102.76 and a 1 year high of $178.52. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.26 and a current ratio of 1.71. The stock has a market capitalization of $187.72 billion, a price-to-earnings ratio of 43.85, a PEG ratio of 1.31 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 analysts’ consensus estimates of $0.95 by $0.11. The business had revenue of $7.62 billion for the quarter, compared to analysts’ expectations of $7.08 billion. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The company’s revenue was up 58.4% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, sell-side analysts anticipate that Amphenol Corporation will post 4.87 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 23rd were issued a dividend of $0.25 per share. The ex-dividend date was Tuesday, June 23rd. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.7%. Amphenol’s payout ratio is 28.74%.

Wall Street Analyst Weigh In

A number of research firms recently issued reports on APH. Wall Street Zen lowered Amphenol from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. Seaport Research Partners reissued a “buy” rating and set a $215.00 price objective on shares of Amphenol in a research report on Thursday, April 30th. Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a research note on Friday, July 17th. BNP Paribas Exane increased their price objective on shares of Amphenol from $195.00 to $200.00 and gave the company an “outperform” rating in a research report on Thursday, May 28th. Finally, Zacks Research upgraded shares of Amphenol from a “hold” rating to a “strong-buy” rating in a research note on Friday, July 17th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat, Amphenol has an average rating of “Buy” and a consensus target price of $186.00.

About Amphenol

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.