Segall Bryant & Hamill LLC Takes Position in Amphenol Corporation $APH

Segall Bryant & Hamill LLC bought a new position in shares of Amphenol Corporation (NYSE:APH) in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 44,611 shares of the electronics maker’s stock, valued at approximately $5,637,000.

A number of other large investors also recently added to or reduced their stakes in APH. J. Stern & Co. LLP raised its position in shares of Amphenol by 9,435.8% during the fourth quarter. J. Stern & Co. LLP now owns 76,769,791 shares of the electronics maker’s stock valued at $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 4th quarter valued at $3,052,145,000. JPMorgan Chase & Co. lifted its stake in Amphenol by 102.7% in the 4th quarter. JPMorgan Chase & Co. now owns 34,325,148 shares of the electronics maker’s stock worth $4,638,701,000 after purchasing an additional 17,387,536 shares in the last quarter. Jennison Associates LLC boosted its holdings in shares of Amphenol by 340.8% during the 4th quarter. Jennison Associates LLC now owns 10,257,379 shares of the electronics maker’s stock valued at $1,386,182,000 after purchasing an additional 7,930,532 shares during the last quarter. Finally, Capital International Investors grew its position in shares of Amphenol by 31.5% during the fourth quarter. Capital International Investors now owns 23,680,749 shares of the electronics maker’s stock valued at $3,200,276,000 after purchasing an additional 5,674,225 shares in the last quarter. 97.01% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of equities analysts recently commented on the company. UBS Group reissued a “buy” rating and set a $197.00 price target (up from $185.00) on shares of Amphenol in a research note on Thursday. 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 report on Thursday, April 30th. Citigroup upped their price target on shares of Amphenol from $195.00 to $210.00 and gave the company a “buy” rating in a research note on Thursday, July 30th. Weiss Ratings restated a “buy (b)” rating on shares of Amphenol in a report on Friday, July 17th. Finally, Seaport Research Partners reaffirmed a “buy” rating and issued a $215.00 price target on shares of Amphenol in a 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’s stock. According to data from MarketBeat.com, Amphenol has a consensus rating of “Buy” and a consensus target price of $191.67.

Amphenol Price Performance

Amphenol stock opened at $163.78 on Tuesday. The company has a debt-to-equity ratio of 1.10, a current ratio of 1.89 and a quick ratio of 1.41. The stock has a market cap of $201.49 billion, a price-to-earnings ratio of 41.05, a price-to-earnings-growth ratio of 1.30 and a beta of 1.24. The firm has a 50-day moving average of $156.24 and a two-hundred day moving average of $145.24. Amphenol Corporation has a 1 year low of $104.71 and a 1 year high of $178.52.

Amphenol (NYSE:APH) last issued its earnings results on Wednesday, July 29th. The electronics maker reported $1.35 EPS for the quarter, topping analysts’ consensus estimates of $1.19 by $0.16. Amphenol had a net margin of 17.73% and a return on equity of 39.87%. The business had revenue of $8.76 billion for the quarter, compared to analyst estimates of $8.26 billion. During the same period last year, the company posted $0.81 earnings per share. The company’s quarterly revenue was up 55.0% compared to the same quarter last year. Amphenol has set its Q3 2026 guidance at 1.400-1.420 EPS. On average, research analysts forecast that Amphenol Corporation will post 5.13 earnings per share for the current year.

Amphenol Announces Dividend

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

Insiders Place Their Bets

In other Amphenol news, CEO Richard Adam Norwitt sold 186,104 shares of Amphenol stock in a transaction on Friday, July 31st. The stock was sold at an average price of $162.27, for a total transaction of $30,199,096.08. Following the completion of the sale, the chief executive officer directly owned 864,177 shares of the company’s stock, valued at $140,230,001.79. The trade was a 17.72% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 1.42% of the stock is currently owned by company insiders.

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.