Pacer Advisors Inc. Lowers Stock Position in Amphenol Corporation $APH

Pacer Advisors Inc. cut its holdings in shares of Amphenol Corporation (NYSE:APH) by 33.3% during the first quarter, Holdings Channel.com reports. The firm owned 67,150 shares of the electronics maker’s stock after selling 33,552 shares during the period. Pacer Advisors Inc.’s holdings in Amphenol were worth $8,484,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the business. Rathbones Group PLC increased its holdings in shares of Amphenol by 8.6% in the 1st quarter. Rathbones Group PLC now owns 3,083,245 shares of the electronics maker’s stock valued at $389,568,000 after acquiring an additional 244,108 shares during the period. Pine Valley Investments Ltd Liability Co purchased a new stake in shares of Amphenol during the 1st quarter worth $3,727,000. Farmers National Bank boosted its position in Amphenol by 25.8% during the first quarter. Farmers National Bank now owns 3,396 shares of the electronics maker’s stock valued at $429,000 after purchasing an additional 697 shares in the last quarter. DV Trading LLC boosted its position in Amphenol by 2,146.7% during the first quarter. DV Trading LLC now owns 10,582 shares of the electronics maker’s stock valued at $1,337,000 after purchasing an additional 10,111 shares in the last quarter. Finally, Optiver Holding B.V. purchased a new position in Amphenol in the first quarter valued at about $64,000. 97.01% of the stock is owned by hedge funds and other institutional investors.

Amphenol Trading Up 5.0%

Amphenol stock opened at $171.52 on Wednesday. The company has a debt-to-equity ratio of 1.10, a quick ratio of 1.41 and a current ratio of 1.89. The stock has a market cap of $211.48 billion, a PE ratio of 42.99, a price-to-earnings-growth ratio of 1.30 and a beta of 1.24. The stock has a 50-day moving average of $156.89 and a two-hundred day moving average of $145.42. Amphenol Corporation has a one year low of $104.71 and a one year high of $178.52.

Amphenol (NYSE:APH) last issued its quarterly earnings results on Wednesday, July 29th. The electronics maker reported $1.35 earnings per share for the quarter, topping analysts’ consensus estimates of $1.19 by $0.16. Amphenol had a return on equity of 39.87% and a net margin of 17.73%.The business had revenue of $8.76 billion for the quarter, compared to analyst estimates of $8.26 billion. During the same quarter in the previous year, the firm earned $0.81 earnings per share. The company’s revenue was up 55.0% on a year-over-year basis. Amphenol has set its Q3 2026 guidance at 1.400-1.420 EPS. On average, research analysts anticipate that Amphenol Corporation will post 5.25 EPS for the current fiscal year.

Insiders Place Their Bets

In other Amphenol news, CEO Richard Adam Norwitt sold 186,104 shares of the business’s stock in a transaction that occurred on Friday, July 31st. The shares were sold at an average price of $162.27, for a total transaction of $30,199,096.08. Following the sale, the chief executive officer owned 864,177 shares of the company’s stock, valued at approximately $140,230,001.79. The trade was a 17.72% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Corporate insiders own 1.42% of the company’s stock.

Analyst Ratings Changes

Several research firms have commented on APH. Zacks Research raised shares of Amphenol from a “hold” rating to a “strong-buy” rating in a research report on Friday, July 17th. Wall Street Zen downgraded shares of Amphenol from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. The Goldman Sachs Group boosted their price objective on shares of Amphenol from $184.00 to $201.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. JPMorgan Chase & Co. increased their target price on shares of Amphenol from $200.00 to $215.00 and gave the company an “overweight” rating in a research report on Thursday, July 16th. Finally, Jefferies Financial Group raised their target price on shares of Amphenol from $165.00 to $190.00 and gave the company a “buy” rating in a research note on Thursday, April 30th. One research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Amphenol presently has an average rating of “Buy” and an average target price of $191.67.

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.