Lazard Freres Gestion S.A.S. Sells 80,716 Shares of Amphenol Corporation $APH

Lazard Freres Gestion S.A.S. lowered its holdings in Amphenol Corporation (NYSE:APH) by 9.7% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 754,763 shares of the electronics maker’s stock after selling 80,716 shares during the quarter. Amphenol makes up 1.8% of Lazard Freres Gestion S.A.S.’s portfolio, making the stock its 19th biggest position. Lazard Freres Gestion S.A.S. owned 0.06% of Amphenol worth $101,998,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of APH. Riggs Asset Managment Co. Inc. raised its holdings in shares of Amphenol by 200.0% in 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 in the last quarter. Tucker Asset Management LLC bought a new stake in shares of Amphenol in the 4th quarter valued at about $26,000. Board of the Pension Protection Fund bought a new stake in shares of Amphenol in the 4th quarter valued at about $27,000. Towne Trust Company N.A purchased a new position in shares of Amphenol in the 4th quarter worth approximately $34,000. Finally, Laurel Wealth Advisors LLC purchased a new position in shares of Amphenol in the 4th quarter worth approximately $34,000. Institutional investors own 97.01% of the company’s stock.

Amphenol Stock Down 2.0%

NYSE:APH opened at $119.24 on Wednesday. The company has a market cap of $146.69 billion, a PE ratio of 34.26, a P/E/G ratio of 1.07 and a beta of 1.29. Amphenol Corporation has a twelve month low of $83.44 and a twelve month high of $167.04. The company has a current ratio of 1.71, a quick ratio of 1.26 and a debt-to-equity ratio of 1.18. The company’s 50 day moving average is $135.03 and its two-hundred day moving average is $138.89.

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 the consensus estimate of $0.95 by $0.11. The company had revenue of $7.62 billion for the quarter, compared to the consensus estimate of $7.08 billion. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. Amphenol’s revenue was up 58.4% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Analysts anticipate that Amphenol Corporation will post 4.76 EPS for the current 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 annualized dividend and a yield of 0.8%. The ex-dividend date is Tuesday, June 23rd. Amphenol’s payout ratio is presently 28.74%.

Insider Buying and Selling

In other Amphenol news, CEO Richard Adam Norwitt sold 17,500 shares of Amphenol stock in a transaction that occurred on Tuesday, May 5th. The shares were 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 directly owned 1,927,507 shares in the company, valued at approximately $276,038,277.47. The trade was a 0.90% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website. In the last ninety days, insiders have sold 130,775 shares of company stock worth $18,709,350. Insiders own 1.42% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on APH. Seaport Research Partners reaffirmed a “buy” rating and issued a $215.00 price objective on shares of Amphenol in a research report on Thursday, April 30th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amphenol in a research report on Monday, April 20th. JPMorgan Chase & Co. lifted their price objective 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. Zacks Research downgraded shares of Amphenol from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Finally, Robert W. Baird set a $177.00 price objective on shares of Amphenol in a research report on Thursday, April 30th. Thirteen analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $176.53.

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.