Aristotle Atlantic Partners LLC Trims Stock Position in Amphenol Corporation $APH

Aristotle Atlantic Partners LLC lowered its stake in shares of Amphenol Corporation (NYSE:APH) by 3.1% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 113,678 shares of the electronics maker’s stock after selling 3,593 shares during the period. Aristotle Atlantic Partners LLC’s holdings in Amphenol were worth $15,362,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of APH. Brighton Jones LLC raised its stake 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 boosted its holdings in Amphenol by 87.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock worth $701,000 after buying an additional 4,721 shares in the last quarter. Bison Wealth LLC boosted its holdings in Amphenol by 8.3% during the fourth quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock worth $559,000 after buying an additional 618 shares in the last quarter. NewEdge Advisors LLC boosted its holdings in Amphenol by 55.4% during the second quarter. NewEdge Advisors LLC now owns 62,946 shares of the electronics maker’s stock worth $6,216,000 after buying an additional 22,434 shares in the last quarter. Finally, Main Street Financial Solutions LLC boosted its holdings in Amphenol by 15.5% during the second quarter. Main Street Financial Solutions LLC now owns 4,745 shares of the electronics maker’s stock worth $469,000 after buying an additional 638 shares in the last quarter. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Analyst Ratings Changes

A number of analysts recently issued reports on the stock. BNP Paribas Exane increased their price target on shares of Amphenol from $195.00 to $200.00 and gave the stock an “outperform” rating in a report on Thursday, May 28th. Piper Sandler set a $165.00 price target on shares of Amphenol in a report on Tuesday, March 17th. Rothschild & Co Redburn increased their price target on shares of Amphenol from $160.00 to $172.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Citigroup reaffirmed 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. Finally, The Goldman Sachs Group upped their target price on Amphenol from $184.00 to $201.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Fourteen analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, Amphenol has an average rating of “Moderate Buy” and an average price target of $178.07.

Insiders Place Their Bets

In related news, CEO Richard Adam Norwitt sold 61,072 shares of the business’s stock in a transaction dated 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 transaction, the chief executive officer directly owned 1,927,507 shares in the company, valued at approximately $277,368,257.30. The trade was a 3.07% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Insiders have sold 130,775 shares of company stock worth $18,709,350 in the last quarter. Insiders own 1.42% of the company’s stock.

Amphenol Trading Up 1.2%

Shares of APH stock opened at $160.75 on Thursday. Amphenol Corporation has a 1-year low of $92.54 and a 1-year high of $167.04. The stock has a 50 day simple moving average of $141.62 and a 200-day simple moving average of $140.03. The company has a debt-to-equity ratio of 1.18, a current ratio of 1.71 and a quick ratio of 1.26. The company has a market cap of $197.76 billion, a price-to-earnings ratio of 46.19, a PEG ratio of 1.39 and a beta of 1.27.

Amphenol (NYSE:APH) last posted its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, topping 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 company had revenue of $7.62 billion during the quarter, compared to analyst estimates of $7.08 billion. During the same period in the previous year, the business earned $0.63 EPS. Amphenol’s quarterly revenue 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 expect that Amphenol Corporation will post 4.76 EPS for the current fiscal year.

Amphenol Announces Dividend

The company also recently disclosed 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 is Tuesday, June 23rd. Amphenol’s payout ratio is 28.74%.

Amphenol 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.