Liontrust Investment Partners LLP Sells 75,154 Shares of Amphenol Corporation $APH

Liontrust Investment Partners LLP lessened its holdings in shares of Amphenol Corporation (NYSE:APH) by 21.4% in the 1st quarter, Holdings Channel reports. The institutional investor owned 276,755 shares of the electronics maker’s stock after selling 75,154 shares during the quarter. Liontrust Investment Partners LLP’s holdings in Amphenol were worth $34,968,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently modified their holdings of the business. Riggs Asset Managment Co. Inc. increased its stake in Amphenol by 200.0% in the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock worth $25,000 after buying an additional 168 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. Clal Insurance Enterprises Holdings Ltd boosted its position in Amphenol by 85.0% in the 1st quarter. Clal Insurance Enterprises Holdings Ltd now owns 198 shares of the electronics maker’s stock valued at $25,000 after buying an additional 91 shares during the period. Tucker Asset Management LLC bought a new position in Amphenol in the 4th quarter worth about $26,000. Finally, HHM Wealth Advisors LLC purchased a new position in shares of Amphenol during the first quarter worth approximately $27,000. 97.01% of the stock is currently owned by hedge funds and other institutional investors.

More Amphenol News

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Q2 results exceeded estimates: Amphenol reported adjusted EPS of $1.35, versus the $1.19 consensus estimate, while revenue reached $8.76 billion compared with expectations of $8.26 billion. Revenue increased 55% year over year, helped by strong IT datacom demand, broad organic growth and acquisitions. Amphenol earnings report
• Positive Sentiment: AI-related demand is supporting growth: Management highlighted record orders and accelerating demand for connectivity products used in artificial-intelligence infrastructure, contributing to a record quarter. AI connectivity growth article
• Positive Sentiment: Q3 outlook beat expectations: Amphenol forecast EPS of $1.40–$1.42 and revenue of $9.3–$9.4 billion, ahead of analyst estimates of $1.26 EPS and $8.6 billion in revenue. Amphenol Q2 results and outlook
• Positive Sentiment: Analyst sentiment improved: BNP Paribas Exane raised its price target to $215 from $200 and maintained an “outperform” rating. Citigroup raised its target to $210 from $195 with a “buy” rating, while Truist increased its target to $215 from $200 and also reiterated “buy.”
• Neutral Sentiment: Despite strong momentum, APH trades at a relatively elevated valuation, with a reported price-to-earnings ratio above 46, leaving the stock sensitive to any slowdown in AI infrastructure spending or disappointment in future guidance.
• Negative Sentiment: Broader market pressure from a sharp oil-price increase, geopolitical tensions and concerns ahead of the Federal Reserve’s decision created a less supportive backdrop for technology and growth stocks, although company-specific earnings strength outweighed those concerns.

Amphenol Trading Up 6.7%

Shares of NYSE APH opened at $160.33 on Friday. Amphenol Corporation has a 1-year low of $102.76 and a 1-year high of $178.52. The business has a fifty day moving average price of $155.05 and a 200 day moving average price of $145.03. The stock has a market capitalization of $197.24 billion, a P/E ratio of 40.18, a price-to-earnings-growth ratio of 1.26 and a beta of 1.24. The company has a debt-to-equity ratio of 1.10, a current ratio of 1.89 and a quick ratio of 1.26.

Amphenol (NYSE:APH) last posted its earnings results on Wednesday, July 29th. The electronics maker reported $1.35 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.19 by $0.16. The company had revenue of $8.76 billion for the quarter, compared to analyst estimates of $8.26 billion. Amphenol had a return on equity of 39.87% and a net margin of 17.73%.The firm’s quarterly revenue was up 55.0% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.81 earnings per share. Amphenol has set its Q3 2026 guidance at 1.400-1.420 EPS. Equities research analysts expect that Amphenol Corporation will post 4.95 EPS for the current fiscal year.

Amphenol Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 23rd were given a $0.25 dividend. 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 payout ratio is presently 25.06%.

Insider Activity

In related news, CEO Richard Adam Norwitt sold 52,203 shares of the business’s stock in a transaction that occurred on Monday, May 4th. The shares were sold at an average price of $142.04, for a total transaction of $7,414,914.12. Following the completion of the transaction, the chief executive officer owned 1,927,507 shares in the company, valued at $273,783,094.28. The trade was a 2.64% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 1.42% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on the company. BNP Paribas Exane boosted their price target on Amphenol from $200.00 to $215.00 and gave the company an “outperform” rating in a report on Thursday. Weiss Ratings restated a “buy (b)” rating on shares of Amphenol in a report on Friday, July 17th. Rothschild & Co Redburn lifted their target price on Amphenol from $160.00 to $172.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. TD Cowen reiterated a “hold” rating and issued a $175.00 target price (up from $135.00) on shares of Amphenol in a report on Monday, July 13th. Finally, Evercore restated an “outperform” rating on shares of Amphenol in a research note on Wednesday, May 27th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Buy” and an average price target of $191.67.

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.