Evelyn Partners Investment Management Services Ltd Has $5.76 Million Stock Holdings in Amphenol Corporation $APH

Evelyn Partners Investment Management Services Ltd raised its holdings in shares of Amphenol Corporation (NYSE:APH) by 132.7% in the 1st quarter, according to its most recent 13F filing with the SEC. The fund owned 45,599 shares of the electronics maker’s stock after acquiring an additional 26,000 shares during the period. Evelyn Partners Investment Management Services Ltd’s holdings in Amphenol were worth $5,761,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. KCM Investment Advisors LLC boosted its holdings in Amphenol by 9.4% during the first quarter. KCM Investment Advisors LLC now owns 3,658 shares of the electronics maker’s stock worth $462,000 after buying an additional 314 shares during the last quarter. IMG Wealth Management Inc. raised its position in shares of Amphenol by 76.4% in the 1st quarter. IMG Wealth Management Inc. now owns 381 shares of the electronics maker’s stock valued at $48,000 after acquiring an additional 165 shares during the period. Quantinno Capital Management LP raised its position in shares of Amphenol by 19.6% in the 1st quarter. Quantinno Capital Management LP now owns 718,905 shares of the electronics maker’s stock valued at $90,834,000 after acquiring an additional 117,929 shares during the period. SummitTX Capital L.P. bought a new position in Amphenol during the 1st quarter worth approximately $5,182,000. Finally, Gateway Wealth Partners LLC bought a new position in Amphenol during the 1st quarter worth approximately $454,000. 97.01% of the stock is currently owned by institutional investors.

Amphenol Stock Down 2.3%

Shares of Amphenol stock opened at $149.17 on Tuesday. The firm has a market cap of $183.52 billion, a PE ratio of 42.87, a P/E/G ratio of 1.31 and a beta of 1.24. The business’s 50 day simple moving average is $153.29 and its 200 day simple moving average is $144.75. 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 Corporation has a 52-week low of $102.76 and a 52-week high of $178.52.

Amphenol (NYSE:APH) last issued its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, topping the consensus estimate of $0.95 by $0.11. The company had revenue of $7.62 billion during the quarter, compared to analysts’ expectations of $7.08 billion. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. The business’s quarterly revenue was up 58.4% on a year-over-year basis. During the same period last year, the business earned $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. On average, analysts predict that Amphenol Corporation will post 4.87 earnings per share for the current fiscal year.

Amphenol Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd were given a dividend of $0.25 per share. The ex-dividend date of this dividend was Tuesday, June 23rd. This represents a $1.00 annualized dividend and a yield of 0.7%. Amphenol’s dividend payout ratio is 28.74%.

Insiders Place Their Bets

In other Amphenol news, CEO Richard Adam Norwitt sold 61,072 shares of the business’s stock in a transaction that occurred on Friday, May 1st. The stock was sold at an average price of $143.90, for a total transaction of $8,788,260.80. Following the transaction, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at $277,368,257.30. The trade was a 3.07% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Insiders sold 130,775 shares of company stock valued at $18,709,350 in the last ninety days. 1.42% of the stock is owned by company insiders.

Analysts Set New Price Targets

APH has been the subject of several recent analyst reports. UBS Group reaffirmed a “buy” rating and issued a $185.00 target price (up from $178.00) on shares of Amphenol in a research note on Thursday, July 9th. Truist Financial upped their price objective on shares of Amphenol from $182.00 to $200.00 and gave the company a “buy” rating in a research report on Thursday, April 30th. BNP Paribas Exane raised their price objective on Amphenol from $195.00 to $200.00 and gave the stock an “outperform” rating in a research note on Thursday, May 28th. Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a research note on Friday, July 17th. Finally, Evercore restated an “outperform” rating on shares of Amphenol in a report on Wednesday, May 27th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Buy” and an average price target of $186.00.

Amphenol 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.