Gateway Wealth Partners LLC Buys New Stake in Amphenol Corporation $APH

Gateway Wealth Partners LLC bought a new position in Amphenol Corporation (NYSE:APH) during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 3,596 shares of the electronics maker’s stock, valued at approximately $454,000.

A number of other hedge funds also recently bought and sold shares of APH. Generali Asset Management SPA SGR increased its holdings 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. Principal Financial Group Inc. lifted its stake in shares of Amphenol by 2.6% in the fourth quarter. Principal Financial Group Inc. now owns 2,750,490 shares of the electronics maker’s stock valued at $371,704,000 after buying an additional 70,938 shares during the period. Praxis Investment Management Inc. lifted its stake in shares of Amphenol by 86.3% in the fourth quarter. Praxis Investment Management Inc. now owns 26,986 shares of the electronics maker’s stock valued at $3,647,000 after buying an additional 12,502 shares during the period. Global Retirement Partners LLC grew its position 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 buying an additional 9,812 shares in the last quarter. Finally, OVERSEA CHINESE BANKING Corp Ltd bought a new position in Amphenol during the fourth quarter valued at about $4,004,000. 97.01% of the stock is currently owned by institutional investors.

Key Stories Impacting 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

Amphenol Stock Performance

NYSE:APH opened at $160.72 on Friday. The firm 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 quick ratio of 1.26, a current ratio of 1.89 and a debt-to-equity ratio of 1.10. Amphenol Corporation has a 12-month low of $102.76 and a 12-month high of $178.52. The firm has a 50-day moving average price of $155.61 and a 200 day moving average price of $145.14.

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

Amphenol Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 23rd were given a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date was Tuesday, June 23rd. Amphenol’s dividend payout ratio is 25.06%.

Insider Transactions at Amphenol

In other Amphenol news, CEO Richard Adam Norwitt sold 52,203 shares of the stock in a transaction on Monday, May 4th. The stock was sold at an average price of $142.04, for a total transaction of $7,414,914.12. Following the completion of the transaction, the chief executive officer directly owned 1,927,507 shares in the company, valued at $273,783,094.28. This represents a 2.64% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. 1.42% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

APH has been the subject of several recent research reports. Citigroup upped their price target on Amphenol from $195.00 to $210.00 and gave the company a “buy” rating in a report on Thursday. TD Cowen reissued a “hold” rating and set a $175.00 price objective (up from $135.00) on shares of Amphenol in a report on Monday, July 13th. UBS Group restated a “buy” rating and set a $197.00 price objective (up from $185.00) on shares of Amphenol in a research report on Thursday. Seaport Research Partners restated a “buy” rating and issued a $215.00 target price on shares of Amphenol in a research note on Thursday, April 30th. Finally, Rothschild & Co Redburn raised their target price on Amphenol from $160.00 to $172.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Buy” and a consensus target price of $191.67.

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.