Amphenol Corporation $APH Shares Sold by Flossbach Von Storch SE

Flossbach Von Storch SE trimmed its holdings in Amphenol Corporation (NYSE:APH) by 11.4% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 8,807,348 shares of the electronics maker’s stock after selling 1,131,034 shares during the quarter. Amphenol comprises 4.3% of Flossbach Von Storch SE’s portfolio, making the stock its 6th biggest holding. Flossbach Von Storch SE owned about 0.72% of Amphenol worth $1,089,909,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in APH. Financial Management Professionals Inc. lifted its position in shares of Amphenol by 82.6% during the third quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock worth $25,000 after purchasing an additional 90 shares in the last quarter. Riggs Asset Managment Co. Inc. grew its holdings in Amphenol by 200.0% during the second quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock valued at $25,000 after purchasing an additional 168 shares during the period. Howard Hughes Medical Institute bought a new stake in shares of Amphenol in the second quarter worth about $26,000. Alpine Bank Wealth Management acquired a new stake in Amphenol during the 3rd quarter worth approximately $30,000. Finally, Evolution Wealth Management Inc. bought a new stake in Amphenol in the 2nd quarter valued at $31,000. Institutional investors own 97.01% of the company’s stock.

Amphenol Trading Down 12.2%

NYSE APH opened at $145.95 on Thursday. The business’s 50-day moving average price is $140.79 and its two-hundred day moving average price is $126.84. Amphenol Corporation has a 12 month low of $56.45 and a 12 month high of $167.04. The firm has a market capitalization of $178.65 billion, a PE ratio of 48.65, a price-to-earnings-growth ratio of 1.00 and a beta of 1.21. The company has a current ratio of 2.07, a quick ratio of 1.52 and a debt-to-equity ratio of 0.57.

Amphenol (NYSE:APH) last released its quarterly earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.93 by $0.04. Amphenol had a net margin of 18.22% and a return on equity of 33.46%. The firm had revenue of $6.44 billion during the quarter, compared to analyst estimates of $6.19 billion. During the same quarter last year, the business earned $0.55 EPS. The company’s revenue was up 49.1% compared to the same quarter last year. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. On average, analysts expect that Amphenol Corporation will post 2.36 EPS for the current year.

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on the company. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $183.00 target price on shares of Amphenol in a research report on Thursday, January 15th. Robert W. Baird set a $139.00 price objective on Amphenol and gave the stock an “outperform” rating in a research report on Friday, October 10th. Fox Advisors reiterated an “outperform” rating on shares of Amphenol in a research report on Friday, January 9th. Truist Financial set a $182.00 price objective on shares of Amphenol in a research note on Tuesday, January 13th. Finally, Bank of America raised Amphenol from a “neutral” rating to a “buy” rating and raised their target price for the company from $120.00 to $150.00 in a report on Wednesday, October 15th. Eleven investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $149.54.

Key Amphenol News

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Q4 beat: Amphenol delivered $0.97 EPS (beat) and $6.44B revenue (beat), with revenue up ~49% year-over-year — shows strong IT/datacom and acquisition-driven growth. Amphenol (APH) Q4 Earnings and Revenues Top Estimates
• Positive Sentiment: Encouraging guidance: management set Q1 EPS and revenue guidance above consensus, signaling continued demand visibility into early 2026. A Look Ahead: Amphenol’s Earnings Forecast
• Neutral Sentiment: Technical/short-term flows: intraday power-inflow/technical signals briefly pushed the stock up ~7% earlier, reflecting volatile trading around the print. Amphenol Shares Rise ~7% After Key Trading Signal
• Neutral Sentiment: Analyst support: some firms (and upgrades) have lifted price targets after the strong results, contributing to longer-term bullish views even as near-term volatility rises. Amphenol (NYSE:APH) Hits New 1-Year High Following Analyst Upgrade
• Negative Sentiment: Post-earnings sell-off: despite the beat and guidance, the stock plunged on the print — investors cited a mix of profit-taking and concern that strong numbers had already been priced in. Amphenol crashes despite strong Q4 results, guidance
• Negative Sentiment: Organic-growth fears: commentary highlighted potential slowing in data-center/datacom organic growth once large acquisition tailwinds normalize, a key driver of today’s negative reaction. Amphenol dives on organic growth fears; fellow data center supplier Celestica on tap
• Negative Sentiment: Long-term concern view: some analysts/commentators see the post-Q4 drop as a buying opportunity but warn about valuation (high P/E) and sustainability of AI/data-center-driven growth. Amphenol’s Q4 Plunge Creates A Reasonable Entry Point, But I Have Long-Term Concerns

Insiders Place Their Bets

In related news, VP David M. Silverman sold 120,000 shares of the firm’s stock in a transaction that occurred on Monday, November 3rd. The stock was sold at an average price of $141.17, for a total transaction of $16,940,400.00. Following the completion of the sale, the vice president owned 12,500 shares of the company’s stock, valued at $1,764,625. This trade represents a 90.57% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CFO Craig A. Lampo sold 40,076 shares of the business’s stock in a transaction that occurred on Tuesday, November 11th. The shares were sold at an average price of $143.50, for a total value of $5,750,906.00. Following the completion of the transaction, the chief financial officer directly owned 39,884 shares in the company, valued at approximately $5,723,354. This trade represents a 50.12% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 498,076 shares of company stock worth $70,996,906. Company insiders own 1.67% of the company’s stock.

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.