Amphenol Corporation $APH Stake Boosted by Hilltop Holdings Inc.

Hilltop Holdings Inc. boosted its holdings in Amphenol Corporation (NYSE:APH) by 298.0% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 19,235 shares of the electronics maker’s stock after purchasing an additional 14,402 shares during the quarter. Hilltop Holdings Inc.’s holdings in Amphenol were worth $2,430,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in the business. Brighton Jones LLC grew its position in shares of Amphenol by 114.0% during the 4th 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 last quarter. Revolve Wealth Partners LLC lifted its holdings in Amphenol by 87.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock worth $701,000 after acquiring an additional 4,721 shares during the last quarter. Bison Wealth LLC lifted its holdings in Amphenol by 8.3% in the fourth quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock worth $559,000 after acquiring an additional 618 shares during the last quarter. NewEdge Advisors LLC boosted its stake in 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 acquiring an additional 22,434 shares during the period. Finally, Main Street Financial Solutions LLC grew its holdings in shares of Amphenol by 15.5% during the second quarter. Main Street Financial Solutions LLC now owns 4,745 shares of the electronics maker’s stock valued at $469,000 after purchasing an additional 638 shares during the last quarter. Institutional investors own 97.01% of the company’s stock.

Insider Activity at Amphenol

In related news, CEO Richard Adam Norwitt sold 61,072 shares of the business’s stock in a transaction that occurred on Friday, May 1st. The stock was sold at an average price of $143.90, for a total transaction of $8,788,260.80. Following the sale, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at $277,368,257.30. The trade was a 3.07% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Insiders have sold a total of 130,775 shares of company stock worth $18,709,350 in the last quarter. 1.42% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on the company. Jefferies Financial Group increased their price target on Amphenol from $165.00 to $190.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Zacks Research upgraded Amphenol from a “hold” rating to a “strong-buy” rating in a research note on Friday, July 17th. JPMorgan Chase & Co. increased their target price on Amphenol from $190.00 to $200.00 and gave the stock an “overweight” rating in a research report on Thursday, April 30th. UBS Group reiterated a “buy” rating and issued a $185.00 target price (up from $178.00) on shares of Amphenol in a research note on Thursday, July 9th. Finally, The Goldman Sachs Group boosted their price target on shares of Amphenol from $184.00 to $201.00 and gave the company a “buy” rating in a report on Thursday, April 30th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Buy” and an average target price of $186.00.

Amphenol Stock Performance

Shares of NYSE APH opened at $152.59 on Friday. Amphenol Corporation has a 12-month low of $102.76 and a 12-month high of $178.52. The company has a market cap of $187.72 billion, a PE ratio of 43.85, a P/E/G ratio of 1.35 and a beta of 1.24. The stock has a 50 day simple moving average of $152.74 and a 200-day simple moving average of $144.66. The company has a current ratio of 1.71, a quick ratio of 1.26 and a debt-to-equity ratio of 1.18.

Amphenol (NYSE:APH) last announced its earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, beating the consensus estimate of $0.95 by $0.11. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The firm had revenue of $7.62 billion for the quarter, compared to the consensus estimate of $7.08 billion. During the same quarter in the previous year, the business earned $0.63 EPS. The firm’s revenue for the quarter was up 58.4% on a year-over-year basis. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. On average, equities research analysts forecast that Amphenol Corporation will post 4.87 EPS for the current year.

Amphenol Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd were paid a dividend of $0.25 per share. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date was Tuesday, June 23rd. Amphenol’s dividend payout ratio (DPR) is currently 28.74%.

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.