Cwm LLC Boosts Stock Holdings in Amphenol Corporation $APH

Cwm LLC boosted its stake in shares of Amphenol Corporation (NYSE:APH) by 16.1% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 192,637 shares of the electronics maker’s stock after acquiring an additional 26,741 shares during the period. Cwm LLC’s holdings in Amphenol were worth $26,033,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of APH. Brighton Jones LLC grew its stake in Amphenol by 114.0% during the fourth quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock valued at $1,224,000 after acquiring an additional 9,390 shares in the last quarter. Revolve Wealth Partners LLC grew its stake in Amphenol by 87.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock valued at $701,000 after acquiring an additional 4,721 shares in the last quarter. Bison Wealth LLC grew its stake in Amphenol by 8.3% during the fourth quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock valued at $559,000 after acquiring an additional 618 shares in the last quarter. NewEdge Advisors LLC grew its stake in Amphenol by 55.4% during the second quarter. NewEdge Advisors LLC now owns 62,946 shares of the electronics maker’s stock valued at $6,216,000 after acquiring an additional 22,434 shares in the last quarter. Finally, Main Street Financial Solutions LLC grew its stake in Amphenol by 15.5% during the second quarter. Main Street Financial Solutions LLC now owns 4,745 shares of the electronics maker’s stock valued at $469,000 after acquiring an additional 638 shares in the last quarter. 97.01% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

APH has been the subject of several research analyst reports. Fox Advisors reaffirmed an “outperform” rating on shares of Amphenol in a research note on Friday, January 9th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amphenol in a research note on Wednesday, January 21st. Zacks Research cut shares of Amphenol from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. JPMorgan Chase & Co. lifted their price objective on shares of Amphenol from $185.00 to $190.00 and gave the stock an “overweight” rating in a research note on Thursday. Finally, Citigroup lifted their price objective on shares of Amphenol from $175.00 to $180.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. Twelve analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $151.93.

Amphenol Stock Performance

Shares of NYSE:APH opened at $148.53 on Friday. Amphenol Corporation has a 52 week low of $62.55 and a 52 week high of $167.04. The stock has a market capitalization of $182.61 billion, a P/E ratio of 44.47, a PEG ratio of 1.53 and a beta of 1.25. The firm has a fifty day simple moving average of $137.34 and a two-hundred day simple moving average of $137.13. The company has a quick ratio of 2.48, a current ratio of 2.98 and a debt-to-equity ratio of 1.08.

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

Amphenol Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, April 14th. Stockholders of record on Monday, March 23rd were issued a $0.25 dividend. This represents a $1.00 annualized dividend and a dividend yield of 0.7%. The ex-dividend date was Monday, March 23rd. Amphenol’s dividend payout ratio (DPR) is 29.94%.

Insider Activity

In other news, CEO Richard Adam Norwitt sold 515,281 shares of the firm’s stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $147.27, for a total value of $75,885,432.87. Following the completion of the sale, the chief executive officer owned 1,927,507 shares in the company, valued at approximately $283,863,955.89. This trade represents a 21.09% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Company insiders own 1.67% of the company’s stock.

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.