Amphenol Corporation $APH Shares Sold by Guinness Atkinson Asset Management Inc

Guinness Atkinson Asset Management Inc cut its position in Amphenol Corporation (NYSE:APH) by 26.5% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 69,952 shares of the electronics maker’s stock after selling 25,226 shares during the quarter. Amphenol accounts for 4.0% of Guinness Atkinson Asset Management Inc’s portfolio, making the stock its 4th largest position. Guinness Atkinson Asset Management Inc’s holdings in Amphenol were worth $8,465,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Riggs Asset Managment Co. Inc. grew its stake in 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 in the last quarter. Financial Management Professionals Inc. increased its stake in shares of Amphenol by 82.6% in the third quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock worth $25,000 after buying an additional 90 shares during the last quarter. Howard Hughes Medical Institute bought a new stake in shares of Amphenol in the 2nd quarter worth about $26,000. Alpine Bank Wealth Management acquired a new stake in Amphenol during the third quarter valued at approximately $30,000. Finally, Evolution Wealth Management Inc. bought a new position in Amphenol during the second quarter worth $31,000. Institutional investors and hedge funds own 97.01% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently commented on APH shares. The Goldman Sachs Group reaffirmed a “buy” rating and set a $183.00 target price on shares of Amphenol in a report on Thursday, January 15th. Truist Financial set a $182.00 target price on Amphenol in a research report on Tuesday, January 13th. Barclays restated an “overweight” rating and set a $175.00 price target (up previously from $156.00) on shares of Amphenol in a research report on Thursday, January 29th. Citigroup lifted their price objective on shares of Amphenol from $175.00 to $180.00 and gave the company a “buy” rating in a research report on Thursday, January 29th. Finally, Bank of America upgraded shares of Amphenol from a “neutral” rating to a “buy” rating and upped their target price for the stock from $120.00 to $150.00 in a research report on Wednesday, October 15th. Eleven investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, Amphenol has a consensus rating of “Moderate Buy” and a consensus price target of $151.38.

Amphenol News Summary

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Analyst and research bullishness — Zacks highlights AI datacom demand, defense exposure and 2026 guidance as reasons the stock remains a buy despite a premium valuation, supporting upside potential for APH. Read More.
• Positive Sentiment: Barclays and other commentators view the recent pullback as a potential entry point, which can attract value‑seeking buyers if revenue momentum persists. Read More.
• Positive Sentiment: Board succession plan promotes continuity — the Board will make R. Adam Norwitt (current CEO) Chairman at the 2026 annual meeting, a governance move that reduces leadership uncertainty. Read More.
• Neutral Sentiment: Quarterly dividend announced — APH declared a $0.25/share quarterly dividend (record March 23; payable April 14). The yield is modest (~0.8%), so the impact on total return is limited but signals continued shareholder returns.
• Neutral Sentiment: Mixed analyst coverage — several recent pieces and aggregator stories summarize divergent Street views (some bullish on momentum, others caution on valuation), leaving the near‑term reaction dependent on sentiment and flows. Read More.
• Negative Sentiment: Recent sharp pullback and skepticism — coverage noting a ~17% drop after earnings raises questions about sustainability and whether the share retreat signals underlying weakness or a buying opportunity. That volatility can keep sellers active. Read More.
• Negative Sentiment: Short‑term trade‑down headlines — market stories pairing Amphenol with other decliners underline momentum selling and may amplify intraday declines even when fundamentals remain intact. Read More.

Amphenol Trading Down 1.8%

Amphenol stock opened at $127.60 on Friday. Amphenol Corporation has a 12-month low of $56.45 and a 12-month high of $167.04. The company has a debt-to-equity ratio of 1.08, a current ratio of 2.98 and a quick ratio of 2.48. The stock has a market capitalization of $156.19 billion, a PE ratio of 38.20, a price-to-earnings-growth ratio of 1.37 and a beta of 1.20. The firm has a 50 day simple moving average of $141.35 and a 200-day simple moving average of $128.31.

Amphenol (NYSE:APH) last issued its quarterly earnings results on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.93 by $0.04. Amphenol had a return on equity of 35.57% and a net margin of 18.49%.The company had revenue of $6.44 billion for the quarter, compared to analysts’ expectations of $6.19 billion. During the same period last year, the firm earned $0.55 EPS. The firm’s revenue for the quarter was up 49.1% on a year-over-year basis. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. As a group, equities research analysts expect that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, April 14th. Investors of record on Monday, March 23rd will be paid a dividend of $0.25 per share. The ex-dividend date of this dividend is Monday, March 23rd. This represents a $1.00 annualized dividend and a yield of 0.8%. Amphenol’s dividend payout ratio is currently 29.94%.

Insider Buying and Selling

In other Amphenol news, CFO Craig A. Lampo sold 40,076 shares of the business’s stock in a transaction dated Tuesday, November 11th. The stock was sold at an average price of $143.50, for a total transaction of $5,750,906.00. Following the sale, the chief financial officer owned 39,884 shares in the company, valued at approximately $5,723,354. The trade was a 50.12% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider William J. Doherty sold 80,000 shares of Amphenol stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $142.00, for a total transaction of $11,360,000.00. The disclosure for this sale is available in the SEC filing. Insiders have sold 378,076 shares of company stock valued at $54,056,506 over the last 90 days. 1.67% of the stock is currently owned by insiders.

About Amphenol

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.