Amphenol Corporation $APH Shares Acquired by Cadinha & Co. LLC

Cadinha & Co. LLC lifted its position in shares of Amphenol Corporation (NYSE:APH) by 43.9% during the fourth quarter, HoldingsChannel reports. The fund owned 14,020 shares of the electronics maker’s stock after acquiring an additional 4,275 shares during the quarter. Cadinha & Co. LLC’s holdings in Amphenol were worth $1,895,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also made changes to their positions in APH. DSG Capital Advisors LLC grew its position in Amphenol by 230.9% during the third quarter. DSG Capital Advisors LLC now owns 10,688 shares of the electronics maker’s stock worth $1,323,000 after buying an additional 7,458 shares during the period. Oppenheimer Asset Management Inc. grew its position in Amphenol by 10.7% during the third quarter. Oppenheimer Asset Management Inc. now owns 271,766 shares of the electronics maker’s stock worth $33,631,000 after buying an additional 26,175 shares during the period. Regents Gate Capital LLP grew its position in Amphenol by 54.8% during the third quarter. Regents Gate Capital LLP now owns 96,908 shares of the electronics maker’s stock worth $11,992,000 after buying an additional 34,289 shares during the period. Estate Counselors LLC acquired a new position in Amphenol during the third quarter worth about $3,831,000. Finally, Convergence Investment Partners LLC grew its position in Amphenol by 59.9% during the third quarter. Convergence Investment Partners LLC now owns 19,300 shares of the electronics maker’s stock worth $2,388,000 after buying an additional 7,230 shares during the period. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Amphenol Stock Up 1.5%

Shares of NYSE APH opened at $150.38 on Friday. Amphenol Corporation has a 12-month low of $70.83 and a 12-month high of $167.04. The company has a market capitalization of $184.88 billion, a PE ratio of 45.02, a price-to-earnings-growth ratio of 1.54 and a beta of 1.25. The company has a debt-to-equity ratio of 1.08, a current ratio of 2.98 and a quick ratio of 2.48. The firm’s 50-day moving average is $138.16 and its two-hundred day moving average is $138.10.

Amphenol (NYSE:APH) last announced its quarterly earnings data on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.93 by $0.04. The business had revenue of $6.44 billion for the quarter, compared to the consensus estimate of $6.19 billion. Amphenol had a net margin of 18.49% and a return on equity of 35.57%. The company’s quarterly revenue was up 49.1% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.55 earnings per share. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. Equities analysts anticipate that Amphenol Corporation will post 4.34 EPS for the current fiscal year.

Amphenol Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, April 14th. Investors of record on Monday, March 23rd were paid a dividend of $0.25 per share. The ex-dividend date of this dividend was Monday, March 23rd. This represents a $1.00 annualized dividend and a dividend yield of 0.7%. Amphenol’s dividend payout ratio is presently 29.94%.

Analysts Set New Price Targets

Several brokerages have weighed in on APH. UBS Group set a $170.00 target price on shares of Amphenol and gave the stock a “buy” rating in a research report on Tuesday, April 14th. Jefferies Financial Group began coverage on shares of Amphenol in a research report on Tuesday, March 31st. They set a “buy” rating and a $145.00 target price on the stock. Truist Financial set a $182.00 target price on shares of Amphenol in a research report on Tuesday, January 13th. Citigroup upped their target price on shares of Amphenol from $175.00 to $180.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Finally, Wall Street Zen upgraded shares of Amphenol from a “hold” rating to a “buy” rating in a research report on Saturday, April 11th. Twelve research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $156.71.

Insider Activity

In related news, CEO Richard Adam Norwitt sold 515,281 shares of the company’s stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $147.27, for a total transaction of $75,885,432.87. Following the transaction, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at approximately $283,863,955.89. This represents a 21.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Insiders own 1.67% of the company’s stock.

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.