Crestwood Advisors Group LLC Sells 4,748 Shares of Amphenol Corporation $APH

Crestwood Advisors Group LLC trimmed its position in shares of Amphenol Corporation (NYSE:APH) by 1.1% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 428,968 shares of the electronics maker’s stock after selling 4,748 shares during the period. Amphenol accounts for 1.0% of Crestwood Advisors Group LLC’s portfolio, making the stock its 29th largest holding. Crestwood Advisors Group LLC’s holdings in Amphenol were worth $57,971,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Riggs Asset Managment Co. Inc. raised its position in shares of Amphenol by 200.0% during the 2nd 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. Board of the Pension Protection Fund bought a new stake in shares of Amphenol during the 4th quarter valued at $27,000. Towne Trust Company N.A bought a new stake in shares of Amphenol during the 4th quarter valued at $34,000. Laurel Wealth Advisors LLC bought a new stake in shares of Amphenol during the 4th quarter valued at $34,000. Finally, Cloud Capital Management LLC bought a new stake in shares of Amphenol during the 3rd quarter valued at $38,000. 97.01% of the stock is currently owned by institutional investors.

Amphenol News Summary

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Q1 beat and multi?segment growth: APH reported a strong quarter (revenue and EPS above consensus) and set Q2 guidance that keeps analysts raising estimates — this is the primary fundamental support for the stock. MarketBeat APH
• Positive Sentiment: Analyst upgrades and price?target lifts: Several brokerages have increased targets and reiterated buy/overweight views, creating upside via earnings?revision momentum and index/ETF inflows. BNP Paribas price target raise
• Positive Sentiment: End?market momentum — communications and AI data centers: Research notes highlight accelerating Communications Solutions sales (driven by AI/data?center demand), which supports multi?year growth expectations. Zacks on comms segment
• Neutral Sentiment: Dividend declared: APH announced a $0.25 quarterly dividend (annualized $1.00; ~0.7% yield), a steady payout that supports income investors but is not a major catalyst.
• Neutral Sentiment: Debt issuance priced: The company priced €1.1B of Euro?denominated senior notes at low fixed rates — this provides low?cost funding for growth/recapitalization but increases gross leverage to monitor. Business Wire: senior notes
• Negative Sentiment: Clustered insider selling: CEO Richard Norwitt disclosed multiple sales totaling ~130k+ shares over several days at ~$142–$144 — sizable, concentrated insider disposals have likely pressured the stock today. SEC filing: CEO sales

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 dated 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 in the company, valued at $276,038,277.47. The trade was a 0.90% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. In the last 90 days, insiders have sold 646,056 shares of company stock valued at $94,594,783. Insiders own 1.42% of the company’s stock.

Amphenol Stock Performance

APH opened at $136.44 on Friday. Amphenol Corporation has a fifty-two week low of $80.11 and a fifty-two week high of $167.04. The stock has a market capitalization of $167.86 billion, a price-to-earnings ratio of 39.21, a PEG ratio of 1.21 and a beta of 1.29. The company has a fifty day moving average of $137.31 and a 200 day moving average of $139.35. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.26 and a current ratio of 1.71.

Amphenol (NYSE:APH) last posted its 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. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The firm had revenue of $7.62 billion for the quarter, compared to the consensus estimate of $7.08 billion. During the same period in the previous year, the firm posted $0.63 EPS. The business’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. As a group, sell-side analysts forecast that Amphenol Corporation will post 4.76 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 23rd will be issued a $0.25 dividend. The ex-dividend date is Tuesday, June 23rd. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.7%. Amphenol’s payout ratio is 28.74%.

Analysts Set New Price Targets

APH has been the topic of several recent analyst reports. UBS Group restated a “buy” rating and set a $178.00 price objective (up from $170.00) on shares of Amphenol in a research report on Thursday, April 30th. Piper Sandler set a $165.00 price objective on shares of Amphenol in a research report on Tuesday, March 17th. The Goldman Sachs Group raised their price objective on shares of Amphenol from $184.00 to $201.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. Robert W. Baird set a $177.00 target price on shares of Amphenol in a research note on Thursday, April 30th. Finally, US Capital Advisors set a $165.00 target price on shares of Amphenol in a research note on Friday, January 9th. Thirteen investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $176.53.

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.