Guinness Asset Management LTD Reduces Stock Holdings in Amphenol Corporation $APH

Guinness Asset Management LTD reduced its stake in shares of Amphenol Corporation (NYSE:APH) by 16.1% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 471,169 shares of the electronics maker’s stock after selling 90,336 shares during the period. Amphenol makes up 1.0% of Guinness Asset Management LTD’s holdings, making the stock its 22nd biggest holding. Guinness Asset Management LTD’s holdings in Amphenol were worth $64,503,000 as of its most recent filing with the SEC.

Several other large investors also recently bought and sold shares of APH. Riggs Asset Managment Co. Inc. grew its position in Amphenol by 200.0% in the second quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock valued at $25,000 after acquiring an additional 168 shares in the last quarter. Tucker Asset Management LLC acquired a new position in shares of Amphenol during the fourth quarter worth $26,000. Board of the Pension Protection Fund acquired a new position in shares of Amphenol during the fourth quarter worth $27,000. Lloyd Advisory Services LLC. acquired a new position in shares of Amphenol during the fourth quarter worth $29,000. Finally, Towne Trust Company N.A acquired a new position in shares of Amphenol during the fourth quarter worth $34,000. Institutional investors and hedge funds own 97.01% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts have recently commented on APH shares. Seaport Research Partners reissued a “buy” rating and set a $215.00 target price on shares of Amphenol in a research report on Thursday, April 30th. JPMorgan Chase & Co. boosted their target price on shares of Amphenol from $190.00 to $200.00 and gave the stock an “overweight” rating in a research report on Thursday, April 30th. BNP Paribas Exane boosted their target price on shares of Amphenol from $185.00 to $195.00 in a research report on Friday, May 1st. UBS Group reissued a “buy” rating and set a $178.00 target price (up from $170.00) on shares of Amphenol in a research report on Thursday, April 30th. Finally, Truist Financial raised their price objective on Amphenol from $182.00 to $200.00 and gave the company a “buy” rating in a research note on Thursday, April 30th. Thirteen equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $176.53.

Amphenol Price Performance

Shares of NYSE APH opened at $132.31 on Friday. Amphenol Corporation has a fifty-two week low of $83.44 and a fifty-two week high of $167.04. The business has a 50 day moving average price of $134.48 and a two-hundred day moving average price of $138.63. 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 firm has a market cap of $162.77 billion, a PE ratio of 38.02, a price-to-earnings-growth ratio of 1.09 and a beta of 1.29.

Amphenol (NYSE:APH) last issued its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, beating analysts’ consensus estimates 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 during the quarter, compared to analyst estimates of $7.08 billion. During the same quarter last year, the firm 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. Sell-side analysts expect that Amphenol Corporation will post 4.76 earnings per share for the current fiscal year.

Amphenol Announces Dividend

The firm 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 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Tuesday, June 23rd. Amphenol’s dividend payout ratio (DPR) is 28.74%.

Insiders Place Their Bets

In other Amphenol news, CEO Richard Adam Norwitt sold 17,500 shares of the firm’s stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $143.21, for a total transaction of $2,506,175.00. Following the completion of the sale, the chief executive officer owned 1,927,507 shares in the company, valued at $276,038,277.47. This trade represents a 0.90% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. In the last ninety days, insiders sold 130,775 shares of company stock worth $18,709,350. 1.42% of the stock is owned by company insiders.

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.