Amphenol Corporation $APH Shares Sold by North Point Portfolio Managers Corp OH

North Point Portfolio Managers Corp OH lessened its stake in shares of Amphenol Corporation (NYSE:APH) by 1.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 305,335 shares of the electronics maker’s stock after selling 5,739 shares during the quarter. Amphenol accounts for 7.0% of North Point Portfolio Managers Corp OH’s investment portfolio, making the stock its biggest position. North Point Portfolio Managers Corp OH’s holdings in Amphenol were worth $41,263,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors also recently modified their holdings of the company. Financial Management Professionals Inc. lifted its stake in shares of Amphenol by 82.6% during the third quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock worth $25,000 after purchasing an additional 90 shares in the last quarter. Board of the Pension Protection Fund acquired a new position in shares of Amphenol during the fourth quarter worth about $27,000. Alpine Bank Wealth Management acquired a new position in shares of Amphenol during the third quarter worth about $30,000. Towne Trust Company N.A acquired a new position in shares of Amphenol during the fourth quarter worth about $34,000. Finally, Riggs Asset Managment Co. Inc. lifted its stake in shares of Amphenol by 200.0% during the second quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock worth $25,000 after purchasing an additional 168 shares in the last quarter. Institutional investors and hedge funds own 97.01% of the company’s stock.

Amphenol Stock Down 2.4%

Shares of Amphenol stock opened at $148.25 on Thursday. The company has a quick ratio of 2.48, a current ratio of 2.98 and a debt-to-equity ratio of 1.08. The firm has a market cap of $182.27 billion, a P/E ratio of 44.39, a P/E/G ratio of 1.58 and a beta of 1.25. Amphenol Corporation has a fifty-two week low of $70.83 and a fifty-two week high of $167.04. The business has a 50-day moving average price of $138.03 and a 200 day moving average price of $138.01.

Amphenol (NYSE:APH) last announced its quarterly earnings data on Wednesday, January 28th. The electronics maker reported $0.97 earnings per share for the quarter, beating the consensus estimate of $0.93 by $0.04. The firm had revenue of $6.44 billion during the quarter, compared to analyst estimates of $6.19 billion. Amphenol had a return on equity of 35.57% and a net margin of 18.49%.Amphenol’s quarterly revenue was up 49.1% on a year-over-year basis. During the same period in the previous year, the company earned $0.55 earnings per share. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. On average, sell-side analysts forecast that Amphenol Corporation will post 4.34 earnings per share for the current fiscal year.

Amphenol Announces Dividend

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

Analysts Set New Price Targets

A number of analysts have recently issued reports on the company. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amphenol in a research report on Monday. Fox Advisors reaffirmed an “outperform” rating on shares of Amphenol in a research report on Friday, January 9th. Evercore reaffirmed an “outperform” rating on shares of Amphenol in a research report on Tuesday, March 17th. JPMorgan Chase & Co. lifted their target price on Amphenol from $185.00 to $190.00 and gave the stock an “overweight” rating in a research report on Thursday, April 16th. Finally, US Capital Advisors set a $165.00 target price on Amphenol in a research report on Friday, January 9th. Twelve analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $151.93.

Insiders Place Their Bets

In related news, CEO Richard Adam Norwitt sold 515,281 shares of the business’s stock in a transaction dated Thursday, February 12th. The stock was 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 directly owned 1,927,507 shares of the company’s stock, valued at $283,863,955.89. The trade was a 21.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 1.67% of the stock is currently owned by corporate 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.