Amphenol Corporation $APH Stake Trimmed by Maren Capital LLC

Maren Capital LLC lessened its holdings in shares of Amphenol Corporation (NYSE:APH) by 3.3% during the 4th quarter, HoldingsChannel reports. The firm owned 1,498,116 shares of the electronics maker’s stock after selling 51,291 shares during the period. Amphenol comprises approximately 10.9% of Maren Capital LLC’s holdings, making the stock its biggest position. Maren Capital LLC’s holdings in Amphenol were worth $202,455,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also modified their holdings of APH. Tucker Asset Management LLC purchased a new position in shares of Amphenol in the fourth quarter worth about $26,000. Board of the Pension Protection Fund purchased a new stake in Amphenol during the 4th quarter valued at about $27,000. Lloyd Advisory Services LLC. acquired a new stake in Amphenol in the 4th quarter valued at about $29,000. Tacita Capital Inc raised its holdings in Amphenol by 145.6% in the 4th quarter. Tacita Capital Inc now owns 221 shares of the electronics maker’s stock valued at $30,000 after acquiring an additional 131 shares during the last quarter. Finally, Cornerstone Financial Management LLC purchased a new position in Amphenol in the 4th quarter worth approximately $31,000. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Analyst Upgrades and Downgrades

APH has been the subject of a number of analyst reports. Rothschild & Co Redburn upped their price target on Amphenol from $160.00 to $172.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. UBS Group restated a “buy” rating and issued a $178.00 target price (up from $170.00) on shares of Amphenol in a report on Thursday, April 30th. JPMorgan Chase & Co. raised their target price on Amphenol from $190.00 to $200.00 and gave the stock an “overweight” rating in a research note on Thursday, April 30th. Zacks Research cut shares of Amphenol from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Amphenol in a research report on Monday, April 20th. Fourteen research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $178.07.

Amphenol Price Performance

APH stock opened at $153.97 on Monday. Amphenol Corporation has a 52-week low of $92.08 and a 52-week high of $167.04. The company has a quick ratio of 1.26, a current ratio of 1.71 and a debt-to-equity ratio of 1.18. The stock has a market cap of $189.42 billion, a price-to-earnings ratio of 44.24, a price-to-earnings-growth ratio of 1.35 and a beta of 1.27. The business has a fifty day moving average of $139.70 and a two-hundred day moving average of $139.58.

Amphenol (NYSE:APH) last released its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, topping analysts’ consensus estimates of $0.95 by $0.11. The business 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 revenue was up 58.4% compared to the same quarter last year. During the same period in the prior year, the business posted $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, research analysts anticipate that Amphenol Corporation will post 4.76 earnings per share for the current year.

Amphenol Dividend Announcement

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

Insider Buying and Selling at Amphenol

In other news, CEO Richard Adam Norwitt sold 17,500 shares of the business’s stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $143.21, for a total value of $2,506,175.00. Following the sale, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at approximately $276,038,277.47. The trade was a 0.90% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Insiders have sold 130,775 shares of company stock worth $18,709,350 in the last ninety days. 1.42% of the stock is owned by company 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.