Cibc World Market Inc. Increases Position in Amphenol Corporation $APH

Cibc World Market Inc. increased its position in shares of Amphenol Corporation (NYSE:APH) by 2.7% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 299,741 shares of the electronics maker’s stock after purchasing an additional 7,854 shares during the period. Cibc World Market Inc.’s holdings in Amphenol were worth $40,507,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of APH. Brighton Jones LLC lifted its position in shares of Amphenol by 114.0% in 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 position in shares of Amphenol by 87.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock worth $701,000 after purchasing an additional 4,721 shares in the last quarter. Bison Wealth LLC raised its stake in Amphenol by 8.3% during the 4th quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock valued at $559,000 after purchasing an additional 618 shares during the period. NewEdge Advisors LLC lifted its holdings in Amphenol by 55.4% in the 2nd quarter. NewEdge Advisors LLC now owns 62,946 shares of the electronics maker’s stock worth $6,216,000 after purchasing an additional 22,434 shares in the last quarter. Finally, Main Street Financial Solutions LLC lifted its holdings in Amphenol by 15.5% in the 2nd quarter. Main Street Financial Solutions LLC now owns 4,745 shares of the electronics maker’s stock worth $469,000 after purchasing an additional 638 shares in the last quarter. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on APH. Citigroup reaffirmed a “buy” rating and set a $180.00 price objective (up from $170.00) on shares of Amphenol in a report on Thursday, April 30th. Robert W. Baird set a $177.00 target price on shares of Amphenol in a research report on Thursday, April 30th. The Goldman Sachs Group raised their target price on shares of Amphenol from $184.00 to $201.00 and gave the company a “buy” rating in a research note on Thursday, April 30th. Zacks Research downgraded shares of Amphenol from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Finally, Rothschild & Co Redburn boosted their price target on shares of Amphenol from $160.00 to $172.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Fourteen investment 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, the company presently has an average rating of “Moderate Buy” and an average target price of $176.87.

Amphenol Trading Down 0.6%

APH stock opened at $146.77 on Friday. The firm has a fifty day moving average price of $136.82 and a 200 day moving average price of $138.94. Amphenol Corporation has a fifty-two week low of $91.06 and a fifty-two week high of $167.04. The firm has a market cap of $180.56 billion, a PE ratio of 42.18, a price-to-earnings-growth ratio of 1.29 and a beta of 1.27. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.26 and a current ratio of 1.71.

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

Amphenol Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd will be issued a $0.25 dividend. The ex-dividend date of this dividend is Tuesday, June 23rd. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.7%. Amphenol’s dividend payout ratio (DPR) is presently 28.74%.

Insider Buying and Selling

In related news, CEO Richard Adam Norwitt sold 61,072 shares of Amphenol stock in a transaction dated Friday, May 1st. The stock was sold at an average price of $143.90, for a total value of $8,788,260.80. Following the completion of the transaction, the chief executive officer owned 1,927,507 shares in the company, valued at approximately $277,368,257.30. This trade represents a 3.07% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Insiders sold a total of 130,775 shares of company stock valued at $18,709,350 in the last ninety days. Company insiders own 1.42% 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.