Lord & Richards Wealth Management LLC raised its stake in shares of Amphenol Corporation (NYSE:APH – Free Report) by 57.4% in the first quarter, Holdings Channel reports. The institutional investor owned 9,482 shares of the electronics maker’s stock after buying an additional 3,458 shares during the quarter. Amphenol comprises about 1.1% of Lord & Richards Wealth Management LLC’s portfolio, making the stock its 25th biggest position. Lord & Richards Wealth Management LLC’s holdings in Amphenol were worth $1,198,000 as of its most recent filing with the Securities & Exchange Commission.
Other large investors have also recently bought and sold shares of the company. Vanguard Group Inc. grew its position in Amphenol by 1.1% during the fourth quarter. Vanguard Group Inc. now owns 126,553,498 shares of the electronics maker’s stock worth $17,102,440,000 after buying an additional 1,322,682 shares in the last quarter. J. Stern & Co. LLP boosted its stake in Amphenol by 9,435.8% in the fourth 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 in the last quarter. State Street Corp grew its holdings in shares of Amphenol by 1.6% during the 4th quarter. State Street Corp now owns 56,913,598 shares of the electronics maker’s stock valued at $7,705,440,000 after purchasing an additional 888,526 shares during the last quarter. JPMorgan Chase & Co. grew its stake in shares of Amphenol by 102.7% during 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 during the last quarter. Finally, Geode Capital Management LLC grew its position in Amphenol by 2.5% during the 4th 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 last quarter. 97.01% of the stock is owned by institutional investors.
Analyst Ratings Changes
A number of equities research analysts have issued reports on APH shares. Evercore reissued an “outperform” rating on shares of Amphenol in a report on Wednesday, May 27th. Barclays reaffirmed an “overweight” rating and issued a $198.00 price target on shares of Amphenol in a research note on Monday, June 8th. Truist Financial upped their price objective on shares of Amphenol from $182.00 to $200.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Citigroup reissued a “buy” rating and issued a $180.00 target price (up from $170.00) on shares of Amphenol in a research note on Thursday, April 30th. Finally, JPMorgan Chase & Co. raised their price target on shares of Amphenol from $190.00 to $200.00 and gave the company an “overweight” rating in a research report on Thursday, April 30th. Fourteen research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, Amphenol currently has an average rating of “Moderate Buy” and an average price target of $178.07.
Amphenol Stock Performance
Shares of NYSE APH opened at $162.60 on Thursday. The company has a current ratio of 1.71, a quick ratio of 1.26 and a debt-to-equity ratio of 1.18. The firm has a market capitalization of $200.03 billion, a price-to-earnings ratio of 46.72, a price-to-earnings-growth ratio of 1.39 and a beta of 1.27. Amphenol Corporation has a 12-month low of $95.19 and a 12-month high of $168.75. The firm has a 50 day moving average of $144.22 and a 200 day moving average of $140.86.
Amphenol (NYSE:APH – Get Free Report) last announced its earnings results on Wednesday, April 29th. The electronics maker reported $1.06 EPS for the quarter, topping analysts’ consensus estimates of $0.95 by $0.11. The company had revenue of $7.62 billion for the quarter, compared to analysts’ expectations of $7.08 billion. Amphenol had a return on equity of 37.44% and a net margin of 17.24%.Amphenol’s revenue for the quarter was up 58.4% compared to the same quarter last year. During the same period last year, the firm earned $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. On average, research analysts anticipate that Amphenol Corporation will post 4.76 earnings per share for the current year.
Amphenol Announces Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 23rd will be paid 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 0.6%. Amphenol’s dividend payout ratio is 28.74%.
Insider Buying and Selling
In other Amphenol news, CEO Richard Adam Norwitt sold 17,500 shares of the firm’s stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $143.21, for a total transaction of $2,506,175.00. Following the sale, the chief executive officer directly owned 1,927,507 shares of the company’s stock, valued at $276,038,277.47. This trade represents a 0.90% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Insiders sold 130,775 shares of company stock worth $18,709,350 over the last quarter. 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.
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