Amphenol (NYSE:APH) Stock Gets Price Target Bump from JPMorgan Chase & Co.

Amphenol (NYSE:APH) had its price objective lifted by stock analysts at JPMorgan Chase & Co. from $107.00 to $115.00 in a note issued to investors on Thursday, Benzinga reports. The brokerage presently has an “overweight” rating on the electronics maker’s stock. JPMorgan Chase & Co.‘s target price would suggest a potential upside of 39.82% from the stock’s current price.

Several other equities analysts have also commented on the company. Truist Financial upped their target price on Amphenol from $107.50 to $112.00 and gave the company a “buy” rating in a report on Thursday. Royal Bank Of Canada set a $100.00 target price on Amphenol in a report on Monday. TD Cowen decreased their target price on Amphenol from $175.00 to $90.00 and set a “hold” rating for the company in a research report on Wednesday, September 9th. Bank of America lifted their price target on Amphenol from $99.00 to $104.00 and gave the company a “buy” rating in a report on Tuesday, October 13th. Finally, Sanford C. Bernstein assumed coverage on Amphenol in a research report on Wednesday, September 23rd. They set an “outperform” rating and a $99.00 price target on the stock. Sixteen investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $116.53.

Amphenol Stock Performance

APH stock traded up $1.29 during trading on Thursday, hitting $82.25. 15,570,131 shares of the company’s stock traded hands, compared to its average volume of 17,107,332. The stock has a market capitalization of $202.83 billion, a price-to-earnings ratio of 41.23, a price-to-earnings-growth ratio of 1.00 and a beta of 1.23. Amphenol has a 52 week low of $59.01 and a 52 week high of $89.93. The stock has a fifty day moving average price of $81.31 and a two-hundred day moving average price of $75.38. The company has a quick ratio of 1.41, a current ratio of 1.89 and a debt-to-equity ratio of 1.10.

Amphenol (NYSE:APH) last posted its quarterly earnings results on Wednesday, October 28th. The electronics maker reported $0.80 EPS for the quarter, beating the consensus estimate of $0.73 by $0.07. Amphenol had a net margin of 17.73% and a return on equity of 39.87%. The business had revenue of $10.23 billion during the quarter, compared to analyst estimates of $9.49 billion. During the same period in the previous year, the business posted $0.93 EPS. The company’s quarterly revenue was up 65.1% on a year-over-year basis. As a group, equities analysts anticipate that Amphenol will post 2.67 EPS for the current fiscal year.

Amphenol declared that its Board of Directors has approved a share buyback plan on Wednesday, October 28th that permits the company to buy back $4 billion in shares. This repurchase authorization permits the electronics maker to repurchase up to 2% of its stock through open market purchases. Stock repurchase plans are generally a sign that the company’s board believes its stock is undervalued.

Insider Buying and Selling at Amphenol

In other Amphenol news, EVP Lance E. D’amico sold 100,000 shares of the business’s stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $81.00, for a total value of $8,099,500.00. Following the completion of the transaction, the executive vice president directly owned 114,130 shares of the company’s stock, valued at approximately $9,243,959.35. The trade was a 46.70% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Richard Norwitt sold 1,000,000 shares of the firm’s stock in a transaction that occurred on Friday, July 31st. The shares were sold at an average price of $80.78, for a total value of $80,785,000.00. Following the completion of the sale, the chief executive officer directly owned 3,855,014 shares of the company’s stock, valued at approximately $311,427,305.99. The trade was a 20.60% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 2,098,608 shares of company stock valued at $172,316,688 in the last three months. Insiders own 1.42% of the company’s stock.

Institutional Investors Weigh In On Amphenol

A number of large investors have recently bought and sold shares of APH. Pacific Excel Wealth Advisors Inc. acquired a new position in shares of Amphenol during the second quarter worth $1,927,000. Evelyn Partners Investment Management Services Ltd increased its position in shares of Amphenol by 132.7% during the first quarter. Evelyn Partners Investment Management Services Ltd now owns 45,599 shares of the electronics maker’s stock worth $5,761,000 after acquiring an additional 26,000 shares in the last quarter. Gabelli Funds LLC raised its position 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. Segall Bryant & Hamill LLC bought a new position in shares of Amphenol during the 1st quarter worth approximately $5,637,000. Finally, Allen Capital Group LLC boosted its holdings in shares of Amphenol by 1,118.7% in the 1st quarter. Allen Capital Group LLC now owns 39,681 shares of the electronics maker’s stock worth $5,014,000 after buying an additional 36,425 shares during the last quarter. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Key Amphenol News

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Q3 results exceeded expectations: Amphenol reported adjusted earnings of $0.80 per share versus the $0.73 consensus estimate, while revenue rose 65.1% year over year to $10.23 billion, ahead of the $9.49 billion forecast. Strong IT datacom and artificial-intelligence demand, acquisitions and broad organic growth supported the performance. Amphenol Q3 Earnings Beat Estimates
• Positive Sentiment: AI-driven outlook remains favorable: Management highlighted record orders and robust AI demand, along with contributions from CommScope, and indicated that these trends support a stronger 2026 outlook despite weakness in communications networks. Amphenol Q3 Earnings Call Highlights
• Positive Sentiment: Analysts raised targets and maintained bullish ratings: Truist lifted its target to $112 and kept a Buy rating, UBS raised its target to $111 with a Buy rating, and BNP Paribas Exane increased its target to $115 with an Outperform rating. The revised targets imply substantial potential upside from recent trading levels. BNP Paribas Raises Amphenol Price Target
• Positive Sentiment: Capital-return and acquisition plans add support: Amphenol authorized a $4 billion share-repurchase program, potentially covering up to 2% of outstanding shares. The company also agreed to acquire AdvancedPCB and Humanetics Sensors, transactions intended to expand its connector and sensor businesses. Amphenol Buyback Plan
• Neutral Sentiment: Management’s outlook benefits from AI and datacom demand, but continued weakness in communications networks remains a countervailing risk.
• Negative Sentiment: The company declared a quarterly dividend of $0.15 per share, reportedly 40% below the prior $0.25 payment. The lower payout and approximately 0.7% indicated yield could weigh on income-focused investors.

About Amphenol

Amphenol Corporation (NYSE: APH) is a global manufacturer of electrical, electronic and fiber-optic connectors, interconnect systems and related products. Its portfolio includes cable assemblies, sensors, antennas, backplane systems, radio-frequency components and other specialized electronic hardware.

The company serves customers across a range of industries, including automotive, aerospace and defense, information technology and data communications, industrial, mobile networks, commercial aerospace, medical and other markets.