SmartHarvest Portfolios LLC Buys Shares of 5,638 Amphenol Corporation $APH

SmartHarvest Portfolios LLC bought a new position in Amphenol Corporation (NYSE:APH) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 5,638 shares of the electronics maker’s stock, valued at approximately $762,000.

Several other hedge funds also recently added to or reduced their stakes in APH. Vanguard Group Inc. grew its position in Amphenol by 1.1% during the 4th quarter. Vanguard Group Inc. now owns 126,553,498 shares of the electronics maker’s stock worth $17,102,440,000 after purchasing an additional 1,322,682 shares during the period. State Street Corp grew its position in Amphenol by 1.2% during the third quarter. State Street Corp now owns 56,025,072 shares of the electronics maker’s stock valued at $6,942,156,000 after buying an additional 676,797 shares during the period. JPMorgan Chase & Co. increased its holdings in Amphenol by 102.7% in the fourth quarter. JPMorgan Chase & Co. now owns 34,325,148 shares of the electronics maker’s stock valued at $4,638,701,000 after buying an additional 17,387,536 shares in the last quarter. Geode Capital Management LLC raised its position in shares of Amphenol by 2.5% in the fourth quarter. Geode Capital Management LLC now owns 30,318,652 shares of the electronics maker’s stock worth $4,087,372,000 after acquiring an additional 748,813 shares during the period. Finally, Capital International Investors raised its position in shares of Amphenol by 31.5% in the fourth 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. 97.01% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Amphenol

In other Amphenol news, CEO Richard Adam Norwitt sold 17,500 shares of Amphenol stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $143.21, for a total transaction 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 ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders have sold 130,775 shares of company stock worth $18,709,350 in the last ninety days. 1.42% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

A number of equities research analysts recently issued reports on the stock. Wall Street Zen cut shares of Amphenol from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. Piper Sandler set a $165.00 target price on shares of Amphenol in a research report on Tuesday, March 17th. Citigroup reissued a “buy” rating and issued a $180.00 price objective (up from $170.00) on shares of Amphenol in a research note on Thursday, April 30th. BNP Paribas Exane raised their price objective on Amphenol from $195.00 to $200.00 and gave the company an “outperform” rating in a report on Thursday, May 28th. Finally, Jefferies Financial Group upped their target price on shares of Amphenol from $165.00 to $190.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Fourteen investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $178.07.

Amphenol Price Performance

NYSE:APH opened at $152.33 on Friday. Amphenol Corporation has a one year low of $92.08 and a one year high of $167.04. The stock has a market cap of $187.40 billion, a PE ratio of 43.77, a P/E/G ratio of 1.31 and a beta of 1.27. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.26 and a current ratio of 1.71. The stock has a 50 day moving average price of $139.17 and a 200 day moving average price of $139.47.

Amphenol (NYSE:APH) last released its quarterly earnings data on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share for the quarter, topping analysts’ consensus estimates of $0.95 by $0.11. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.The company had revenue of $7.62 billion for the quarter, compared to analyst estimates of $7.08 billion. During the same quarter in the previous year, the company posted $0.63 earnings per share. The firm’s revenue for the quarter was up 58.4% compared to the same quarter last year. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Equities research analysts expect that Amphenol Corporation will post 4.76 EPS for the current fiscal year.

Amphenol Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 23rd will be issued a $0.25 dividend. The ex-dividend date of this dividend is Tuesday, June 23rd. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.7%. Amphenol’s dividend payout ratio is currently 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.