Turtle Creek Wealth Advisors LLC Increases Position in Amphenol Corporation $APH

Turtle Creek Wealth Advisors LLC raised its holdings in Amphenol Corporation (NYSE:APH) by 5.4% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 112,002 shares of the electronics maker’s stock after acquiring an additional 5,741 shares during the period. Amphenol makes up approximately 1.1% of Turtle Creek Wealth Advisors LLC’s investment portfolio, making the stock its 27th largest position. Turtle Creek Wealth Advisors LLC’s holdings in Amphenol were worth $14,151,000 as of its most recent SEC filing.

Other institutional investors have also bought and sold shares of the company. Generali Asset Management SPA SGR boosted its position in shares of Amphenol by 20.2% during the 4th quarter. Generali Asset Management SPA SGR now owns 87,072 shares of the electronics maker’s stock worth $11,767,000 after purchasing an additional 14,612 shares during the period. Praxis Investment Management Inc. boosted its holdings in Amphenol by 86.3% during the 4th quarter. Praxis Investment Management Inc. now owns 26,986 shares of the electronics maker’s stock valued at $3,647,000 after acquiring an additional 12,502 shares during the period. Principal Financial Group Inc. grew its position in Amphenol by 2.6% in the 4th quarter. Principal Financial Group Inc. now owns 2,750,490 shares of the electronics maker’s stock valued at $371,704,000 after acquiring an additional 70,938 shares in the last quarter. CGN Advisors LLC acquired a new position in Amphenol in the 4th quarter valued at about $1,592,000. Finally, Global Retirement Partners LLC increased its stake in Amphenol by 110.5% during the fourth quarter. Global Retirement Partners LLC now owns 18,689 shares of the electronics maker’s stock worth $2,526,000 after purchasing an additional 9,812 shares during the period. 97.01% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other Amphenol news, CEO Richard Adam Norwitt sold 61,072 shares of the firm’s stock in a transaction on 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 sale, the chief executive officer directly owned 1,927,507 shares in the company, valued at $277,368,257.30. This trade represents a 3.07% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Insiders sold a total of 130,775 shares of company stock valued at $18,709,350 over the last 90 days. Corporate insiders own 1.42% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have recently commented on APH shares. Evercore reissued an “outperform” rating on shares of Amphenol in a research note on Wednesday, May 27th. Wall Street Zen downgraded shares of Amphenol from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. The Goldman Sachs Group raised their price target on shares of Amphenol from $184.00 to $201.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. UBS Group restated a “buy” rating and issued a $178.00 price target (up from $170.00) on shares of Amphenol in a research note on Thursday, April 30th. Finally, JPMorgan Chase & Co. upped their price objective on Amphenol from $190.00 to $200.00 and gave the stock an “overweight” rating in a research report on Thursday, April 30th. Fourteen equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Amphenol presently has an average rating of “Moderate Buy” and a consensus price target of $178.07.

Amphenol Stock Down 4.5%

Shares of NYSE:APH opened at $164.40 on Friday. Amphenol Corporation has a fifty-two week low of $95.19 and a fifty-two week high of $178.52. The firm’s 50 day moving average price is $146.39 and its 200 day moving average price is $142.15. The company has a quick ratio of 1.26, a current ratio of 1.71 and a debt-to-equity ratio of 1.18. The stock has a market cap of $202.25 billion, a price-to-earnings ratio of 47.24, a price-to-earnings-growth ratio of 1.51 and a beta of 1.24.

Amphenol (NYSE:APH) last posted its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, topping the consensus estimate 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 during the quarter, compared to analysts’ expectations of $7.08 billion. During the same quarter in the previous year, the business posted $0.63 EPS. The firm’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. As a group, equities research analysts predict that Amphenol Corporation will post 4.76 earnings per share for the current fiscal year.

Amphenol Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd will be paid a dividend of $0.25 per share. The ex-dividend date is Tuesday, June 23rd. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.6%. Amphenol’s payout ratio is presently 28.74%.

Amphenol Company Profile

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.