NewEdge Wealth LLC Buys 20,735 Shares of Amphenol Corporation $APH

NewEdge Wealth LLC grew its stake in Amphenol Corporation (NYSE:APH) by 38.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 74,984 shares of the electronics maker’s stock after purchasing an additional 20,735 shares during the quarter. NewEdge Wealth LLC’s holdings in Amphenol were worth $10,133,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the stock. Capital Advisors Inc. OK lifted its holdings in shares of Amphenol by 3.4% in the fourth quarter. Capital Advisors Inc. OK now owns 2,067 shares of the electronics maker’s stock valued at $279,000 after purchasing an additional 68 shares in the last quarter. Canvas Wealth Advisors LLC lifted its holdings in shares of Amphenol by 3.5% in the fourth quarter. Canvas Wealth Advisors LLC now owns 2,060 shares of the electronics maker’s stock valued at $279,000 after purchasing an additional 70 shares in the last quarter. LOM Asset Management Ltd lifted its holdings in shares of Amphenol by 16.3% in the fourth quarter. LOM Asset Management Ltd now owns 500 shares of the electronics maker’s stock valued at $68,000 after purchasing an additional 70 shares in the last quarter. Seeds Investor LLC lifted its holdings in shares of Amphenol by 4.0% in the fourth quarter. Seeds Investor LLC now owns 1,889 shares of the electronics maker’s stock valued at $255,000 after purchasing an additional 72 shares in the last quarter. Finally, Procyon Advisors LLC lifted its holdings in shares of Amphenol by 2.6% in the fourth quarter. Procyon Advisors LLC now owns 2,871 shares of the electronics maker’s stock valued at $388,000 after purchasing an additional 74 shares in the last quarter. Institutional investors own 97.01% of the company’s stock.

Amphenol Stock Performance

Shares of APH opened at $127.72 on Monday. 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 has a market capitalization of $157.12 billion, a price-to-earnings ratio of 36.70, a PEG ratio of 1.12 and a beta of 1.29. The stock has a 50 day moving average of $137.31 and a 200 day moving average of $139.35. Amphenol Corporation has a 12 month low of $80.32 and a 12 month high of $167.04.

Amphenol (NYSE:APH) last issued its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, beating analysts’ consensus estimates of $0.95 by $0.11. The company had revenue of $7.62 billion during the quarter, compared to the consensus estimate of $7.08 billion. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.Amphenol’s revenue was up 58.4% on a year-over-year basis. During the same period last year, the business posted $0.63 earnings per share. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, sell-side analysts forecast that Amphenol Corporation will post 4.76 earnings per share for the current year.

Amphenol Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 23rd will be given a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend is Tuesday, June 23rd. Amphenol’s dividend payout ratio (DPR) is currently 28.74%.

Trending Headlines about Amphenol

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Amphenol’s strong Q1 2026 results and higher Q2 guidance suggest continued robust demand and earnings momentum, which is helping support the stock. Assessing Amphenol (APH) Valuation After Strong Q1 2026 Results And Raised Q2 Guidance
• Positive Sentiment: The company announced a quarterly dividend of $0.25 per share, reinforcing shareholder returns and confidence in cash flow. Amphenol Announces Second Quarter 2026 Dividend
• Positive Sentiment: Several articles continue to describe Amphenol as a strong growth name, which can keep investor sentiment favorable. 3 Reasons Growth Investors Will Love Amphenol (APH)
• Neutral Sentiment: Amphenol was also highlighted in a broader “best growth stocks” discussion after its record quarter, adding to the stock’s visibility but not changing the core story. Amphenol (APH): 12 Best Growth Stocks to Invest In for the Next 2 Years
• Negative Sentiment: Recent insider selling by CEO Richard Adam Norwitt may create some caution, even though insider sales do not necessarily change the company’s operating outlook. Richard Adam Norwitt Sells 17,500 Shares of Amphenol (NYSE:APH) Stock

Insider Transactions at Amphenol

In other Amphenol news, CEO Richard Adam Norwitt sold 17,500 shares of the firm’s stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $143.21, for a total value of $2,506,175.00. Following the completion of the sale, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at $276,038,277.47. This trade represents a 0.90% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Insiders sold 646,056 shares of company stock valued at $94,594,783 over the last three months. Company insiders own 1.42% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have recently weighed in on the company. Wall Street Zen lowered Amphenol from a “buy” rating to a “hold” rating in a report on Saturday. BNP Paribas Exane increased their price target on Amphenol from $185.00 to $195.00 in a research report on Friday, May 1st. Rothschild & Co Redburn increased their price target on Amphenol from $160.00 to $172.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. Zacks Research downgraded Amphenol from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Finally, Evercore increased their price target on Amphenol from $165.00 to $180.00 and gave the company an “outperform” rating 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 data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $176.53.

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.