Eads & Heald Wealth Management Has $3.35 Million Position in Amphenol Corporation $APH

Eads & Heald Wealth Management trimmed its stake in shares of Amphenol Corporation (NYSE:APH) by 11.1% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 26,511 shares of the electronics maker’s stock after selling 3,316 shares during the quarter. Amphenol accounts for 1.7% of Eads & Heald Wealth Management’s portfolio, making the stock its 7th largest holding. Eads & Heald Wealth Management’s holdings in Amphenol were worth $3,350,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of APH. Vanguard Group Inc. boosted its stake in Amphenol by 1.1% in the 4th quarter. Vanguard Group Inc. now owns 126,553,498 shares of the electronics maker’s stock valued at $17,102,440,000 after buying an additional 1,322,682 shares in the last quarter. J. Stern & Co. LLP grew its position in Amphenol by 9,435.8% in the fourth quarter. J. Stern & Co. LLP now owns 76,769,791 shares of the electronics maker’s stock valued at $10,374,670,000 after acquiring an additional 75,964,718 shares during the period. State Street Corp raised its stake in Amphenol by 1.6% during the fourth quarter. State Street Corp now owns 56,913,598 shares of the electronics maker’s stock worth $7,705,440,000 after acquiring an additional 888,526 shares in the last quarter. JPMorgan Chase & Co. lifted its holdings in shares of Amphenol by 102.7% during the fourth quarter. JPMorgan Chase & Co. now owns 34,325,148 shares of the electronics maker’s stock valued at $4,638,701,000 after acquiring an additional 17,387,536 shares during the period. Finally, Geode Capital Management LLC grew its holdings in shares of Amphenol by 2.5% in the 4th quarter. Geode Capital Management LLC now owns 30,318,652 shares of the electronics maker’s stock worth $4,087,372,000 after purchasing an additional 748,813 shares during the last quarter. 97.01% of the stock is currently owned by institutional investors.

Insider Activity

In other news, CEO Richard Adam Norwitt sold 61,072 shares of the firm’s stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $143.90, for a total value of $8,788,260.80. Following the transaction, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at approximately $277,368,257.30. This trade represents a 3.07% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Over the last 90 days, insiders have sold 130,775 shares of company stock valued at $18,709,350. 1.42% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several brokerages recently issued reports on APH. Robert W. Baird set a $177.00 price target on shares of Amphenol in a report on Thursday, April 30th. Truist Financial raised their price objective on shares of Amphenol from $182.00 to $200.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Evercore reissued an “outperform” rating on shares of Amphenol in a report on Wednesday, May 27th. The Goldman Sachs Group increased their price target on Amphenol from $184.00 to $201.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Finally, Piper Sandler set a $165.00 price objective on Amphenol in a research report on Tuesday, March 17th. Fourteen investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. According to MarketBeat, Amphenol has a consensus rating of “Moderate Buy” and an average price target of $178.07.

Amphenol Stock Down 4.9%

Shares of APH opened at $158.61 on Wednesday. The business’s fifty day moving average price is $147.22 and its two-hundred day moving average price is $142.88. The firm has a market capitalization of $195.13 billion, a price-to-earnings ratio of 45.58, a PEG ratio of 1.46 and a beta of 1.24. Amphenol Corporation has a 52 week low of $95.19 and a 52 week high of $178.52. 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 released 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. The company had revenue of $7.62 billion during the quarter, compared to the consensus estimate of $7.08 billion. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The firm’s quarterly revenue was up 58.4% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.63 earnings per share. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. On average, analysts predict that Amphenol Corporation will post 4.76 earnings per share for the current year.

Amphenol Announces Dividend

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