Noesis Capital Mangement Corp Increases Stake in Amphenol Corporation $APH

Noesis Capital Mangement Corp raised its position in shares of Amphenol Corporation (NYSE:APH) by 2.3% in the first quarter, according to its most recent filing with the SEC. The firm owned 265,749 shares of the electronics maker’s stock after purchasing an additional 6,073 shares during the quarter. Amphenol makes up approximately 5.0% of Noesis Capital Mangement Corp’s investment portfolio, making the stock its 4th largest holding. Noesis Capital Mangement Corp’s holdings in Amphenol were worth $33,577,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of APH. Vermillion & White Wealth Management Group LLC lifted its holdings in Amphenol by 163.8% in the fourth quarter. Vermillion & White Wealth Management Group LLC now owns 182 shares of the electronics maker’s stock valued at $25,000 after buying an additional 113 shares during the period. Tucker Asset Management LLC acquired a new stake in Amphenol during the 4th quarter worth about $26,000. Board of the Pension Protection Fund bought a new position in shares of Amphenol in the 4th quarter worth about $27,000. Lloyd Advisory Services LLC. acquired a new position in shares of Amphenol in the 4th quarter valued at about $29,000. Finally, HHM Wealth Advisors LLC bought a new stake in shares of Amphenol during the 1st quarter valued at about $27,000. Institutional investors and hedge funds own 97.01% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on APH shares. Bank of America raised their target price on Amphenol from $180.00 to $185.00 and gave the stock a “buy” rating in a research note on Thursday, July 9th. UBS Group restated a “buy” rating and set a $185.00 price target (up from $178.00) on shares of Amphenol in a report on Thursday, July 9th. TD Cowen reaffirmed a “hold” rating and set a $175.00 price objective (up from $135.00) on shares of Amphenol in a research report on Monday. Wall Street Zen lowered shares of Amphenol from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. Finally, Citigroup reiterated a “buy” rating and set a $195.00 target price (up from $180.00) on shares of Amphenol in a research report on Monday. Fourteen equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, Amphenol presently has an average rating of “Moderate Buy” and a consensus target price of $186.00.

Amphenol Trading Down 0.6%

Shares of Amphenol stock opened at $157.43 on Thursday. The stock has a market capitalization of $193.68 billion, a PE ratio of 45.24, a price-to-earnings-growth ratio of 1.39 and a beta of 1.24. Amphenol Corporation has a 52 week low of $95.19 and a 52 week high of $178.52. The stock has a 50 day moving average price of $149.00 and a two-hundred day moving average price of $143.85. The company has a debt-to-equity ratio of 1.18, a quick ratio of 1.26 and a current ratio of 1.71.

Amphenol (NYSE:APH) last issued its earnings results 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 period in the prior year, the firm earned $0.63 earnings per share. Amphenol’s revenue for the quarter was up 58.4% on a year-over-year basis. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. As a group, equities analysts anticipate that Amphenol Corporation will post 4.76 earnings per share for the current fiscal year.

Amphenol Announces Dividend

The firm 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. 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 28.74%.

Insider Buying and Selling at Amphenol

In other news, CEO Richard Adam Norwitt sold 61,072 shares of Amphenol stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $143.90, for a total transaction of $8,788,260.80. Following the completion of the transaction, the chief executive officer directly owned 1,927,507 shares in the company, valued at $277,368,257.30. This trade represents a 3.07% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Insiders have sold 130,775 shares of company stock valued at $18,709,350 over the last 90 days. 1.42% of the stock is currently owned by company insiders.

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.