71 West Capital Partners Invests $736,000 in Amphenol Corporation $APH

71 West Capital Partners acquired a new position in shares of Amphenol Corporation (NYSE:APH) in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 5,447 shares of the electronics maker’s stock, valued at approximately $736,000.

Several other institutional investors have also made changes to their positions in APH. Brighton Jones LLC boosted its stake in shares of Amphenol by 114.0% in the fourth quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock valued at $1,224,000 after buying an additional 9,390 shares during the period. Revolve Wealth Partners LLC boosted its stake in shares of Amphenol by 87.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock valued at $701,000 after buying an additional 4,721 shares during the period. Bison Wealth LLC boosted its stake in shares of Amphenol by 8.3% in the fourth quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock valued at $559,000 after buying an additional 618 shares during the period. NewEdge Advisors LLC boosted its stake in shares of Amphenol by 55.4% in the second quarter. NewEdge Advisors LLC now owns 62,946 shares of the electronics maker’s stock valued at $6,216,000 after buying an additional 22,434 shares during the period. Finally, Main Street Financial Solutions LLC boosted its stake in shares of Amphenol by 15.5% in the second quarter. Main Street Financial Solutions LLC now owns 4,745 shares of the electronics maker’s stock valued at $469,000 after buying an additional 638 shares during the period. 97.01% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on APH shares. UBS Group reiterated a “buy” rating and issued a $178.00 price target (up from $170.00) on shares of Amphenol in a research note on Thursday, April 30th. Wall Street Zen cut Amphenol from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. Piper Sandler set a $165.00 target price on Amphenol in a research note on Tuesday, March 17th. Jefferies Financial Group upped their target price on Amphenol from $165.00 to $190.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Finally, Citigroup restated a “buy” rating and set a $180.00 target price (up from $170.00) on shares of Amphenol in a research note on Thursday, April 30th. Fourteen investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $178.07.

Amphenol Stock Up 3.3%

NYSE APH opened at $158.94 on Tuesday. The business has a fifty day moving average price of $140.32 and a two-hundred day moving average price of $139.73. 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 Corporation has a fifty-two week low of $92.22 and a fifty-two week high of $167.04. The stock has a market capitalization of $195.54 billion, a PE ratio of 45.67, a PEG ratio of 1.35 and a beta of 1.27.

Amphenol (NYSE:APH) last released its 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. The firm had revenue of $7.62 billion during 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 quarterly revenue was up 58.4% on a year-over-year basis. During the same period in the prior year, the company earned $0.63 earnings per share. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Equities analysts expect that Amphenol Corporation will post 4.76 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 23rd will be issued a dividend of $0.25 per share. The ex-dividend date is Tuesday, June 23rd. This represents a $1.00 annualized dividend and a dividend yield of 0.6%. Amphenol’s dividend payout ratio is 28.74%.

Insider Activity

In other news, CEO Richard Adam Norwitt sold 61,072 shares of the company’s stock in a transaction on Friday, May 1st. The shares were sold at an average price of $143.90, for a total transaction of $8,788,260.80. Following the completion of 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 sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders have sold 130,775 shares of company stock worth $18,709,350 in the last three months. 1.42% of the stock is currently owned by corporate insiders.

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.