Amphenol Corporation $APH Shares Sold by Glenmede Trust Co. NA

Glenmede Trust Co. NA reduced its holdings in shares of Amphenol Corporation (NYSE:APH) by 7.0% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,311,351 shares of the electronics maker’s stock after selling 99,299 shares during the quarter. Amphenol accounts for about 0.8% of Glenmede Trust Co. NA’s investment portfolio, making the stock its 23rd largest holding. Glenmede Trust Co. NA’s holdings in Amphenol were worth $165,689,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also modified their holdings of the company. J. Stern & Co. LLP lifted its holdings in Amphenol by 9,435.8% during the 4th quarter. J. Stern & Co. LLP now owns 76,769,791 shares of the electronics maker’s stock worth $10,374,670,000 after buying an additional 75,964,718 shares during the last quarter. Norges Bank bought a new stake in Amphenol in the fourth quarter valued at $3,052,145,000. JPMorgan Chase & Co. boosted its stake in Amphenol by 102.7% during the 4th quarter. JPMorgan Chase & Co. now owns 34,325,148 shares of the electronics maker’s stock valued at $4,638,701,000 after purchasing an additional 17,387,536 shares during the period. Jennison Associates LLC boosted its position in shares of Amphenol by 340.8% during the fourth quarter. Jennison Associates LLC now owns 10,257,379 shares of the electronics maker’s stock worth $1,386,182,000 after buying an additional 7,930,532 shares during the period. Finally, Capital International Investors boosted its position in Amphenol by 31.5% during the 4th quarter. Capital International Investors now owns 23,680,749 shares of the electronics maker’s stock worth $3,200,276,000 after acquiring an additional 5,674,225 shares during the period. Institutional investors own 97.01% of the company’s stock.

Trending Headlines about Amphenol

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Record Q2 beat estimates: Amphenol reported earnings of $1.35 per share versus the $1.19 consensus and revenue of $8.76 billion versus expectations of $8.26 billion. Revenue grew 55% year over year, reflecting strong demand across connectivity markets. Amphenol Q2 Earnings Snapshot
• Positive Sentiment: AI demand is accelerating: Management highlighted robust orders and expanding demand for AI infrastructure, including high-speed connectivity products. Acquisitions are broadening Amphenol’s exposure to AI data centers and other key end markets, supporting higher 2026 expectations. Amphenol Builds AI Edge Through Strategic Acquisitions
• Positive Sentiment: Q3 outlook also topped expectations: Amphenol guided to approximately $1.40–$1.42 in third-quarter EPS, reinforcing expectations for continued momentum after the strong second quarter. Amphenol Surges After Q2 Results
• Positive Sentiment: Analysts raised targets: BNP Paribas Exane lifted its target to $215 from $200 with an “outperform” rating, while Truist raised its target to $215 and Citi increased its target to $210; all maintained bullish ratings. Analyst Price Target Changes
• Neutral Sentiment: Key consideration: The bullish outlook depends on sustained AI infrastructure spending, continued strong orders and successful integration of acquired businesses. At roughly 40 times earnings, expectations for execution remain elevated. Amphenol Q2 2026 Earnings Call Transcript

Analyst Ratings Changes

A number of brokerages have recently weighed in on APH. The Goldman Sachs Group upped their price target on shares of Amphenol from $184.00 to $201.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Citigroup raised their price objective on Amphenol from $195.00 to $210.00 and gave the stock a “buy” rating in a research note on Thursday. Weiss Ratings restated a “buy (b)” rating on shares of Amphenol in a report on Friday, July 17th. UBS Group reissued a “buy” rating and issued a $197.00 price objective (up from $185.00) on shares of Amphenol in a research note on Thursday. Finally, Evercore reiterated an “outperform” rating on shares of Amphenol in a research report on Wednesday, May 27th. One analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Buy” and an average target price of $191.67.

Amphenol Stock Performance

Shares of APH opened at $160.72 on Friday. The company has a market capitalization of $197.73 billion, a PE ratio of 40.28, a price-to-earnings-growth ratio of 1.34 and a beta of 1.24. The company has a debt-to-equity ratio of 1.10, a current ratio of 1.89 and a quick ratio of 1.26. Amphenol Corporation has a one year low of $102.76 and a one year high of $178.52. The company’s fifty day moving average price is $155.61 and its 200 day moving average price is $145.14.

Amphenol (NYSE:APH) last released its quarterly earnings results on Wednesday, July 29th. The electronics maker reported $1.35 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.19 by $0.16. The company had revenue of $8.76 billion during the quarter, compared to analysts’ expectations of $8.26 billion. Amphenol had a net margin of 17.73% and a return on equity of 39.87%. The business’s quarterly revenue was up 55.0% compared to the same quarter last year. During the same period in the prior year, the company earned $0.81 earnings per share. Amphenol has set its Q3 2026 guidance at 1.400-1.420 EPS. As a group, analysts expect that Amphenol Corporation will post 4.95 earnings per share for the current year.

Amphenol Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd were paid a dividend of $0.25 per share. The ex-dividend date was Tuesday, June 23rd. This represents a $1.00 annualized dividend and a yield of 0.6%. Amphenol’s dividend payout ratio is presently 25.06%.

Insider Transactions at Amphenol

In other Amphenol news, CEO Richard Adam Norwitt sold 17,500 shares of Amphenol stock in a transaction that occurred 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 transaction, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at $276,038,277.47. The trade was a 0.90% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. 1.42% of the stock is owned by company insiders.

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.