Key Points
- CEO sale: Amphenol CEO Richard Adam Norwitt sold 515,281 shares at an average of $147.27 for a total of $75,885,432.87, cutting his stake by 21.09% to 1,927,507 shares valued at about $283.86 million.
- Earnings beat and guidance: Amphenol reported $0.97 EPS vs. $0.93 expected and $6.44B revenue vs. $6.19B expected (revenue +49.1% YoY), and set Q1 2026 guidance of $0.91–$0.93 per share.
- Dividend and analyst view: the company announced a $0.25 quarterly dividend ($1.00 annual, ~0.7% yield, ex-dividend March 23), and analysts hold a consensus "Moderate Buy" rating with a $151.38 target price.
Amphenol Corporation (NYSE:APH - Get Free Report) CEO Richard Adam Norwitt sold 515,281 shares of the company's stock in a transaction on Thursday, February 12th. The stock was sold at an average price of $147.27, for a total transaction of $75,885,432.87. Following the completion of the transaction, the chief executive officer owned 1,927,507 shares of the company's stock, valued at $283,863,955.89. This trade represents a 21.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link.
Amphenol Trading Up 2.1%
NYSE APH opened at $146.72 on Friday. The company has a quick ratio of 2.48, a current ratio of 2.98 and a debt-to-equity ratio of 1.08. The stock's 50-day simple moving average is $141.77 and its two-hundred day simple moving average is $129.96. Amphenol Corporation has a twelve month low of $56.45 and a twelve month high of $167.04. The company has a market capitalization of $180.35 billion, a price-to-earnings ratio of 43.93, a PEG ratio of 1.52 and a beta of 1.20.
Amphenol (NYSE:APH - Get Free Report) last announced its quarterly earnings data on Wednesday, January 28th. The electronics maker reported $0.97 EPS for the quarter, beating the consensus estimate of $0.93 by $0.04. The firm had revenue of $6.44 billion for the quarter, compared to analyst estimates of $6.19 billion. Amphenol had a return on equity of 35.57% and a net margin of 18.49%.The company's revenue was up 49.1% on a year-over-year basis. During the same period in the prior year, the company earned $0.55 EPS. Amphenol has set its Q1 2026 guidance at 0.910-0.930 EPS. Research analysts forecast that Amphenol Corporation will post 2.36 EPS for the current fiscal year.
Amphenol Announces Dividend
The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 14th. Stockholders of record on Monday, March 23rd will be issued a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Monday, March 23rd. Amphenol's payout ratio is presently 29.94%.
Analyst Ratings Changes
APH has been the topic of a number of analyst reports. US Capital Advisors set a $165.00 target price on shares of Amphenol in a research report on Friday, January 9th. Fox Advisors reaffirmed an "outperform" rating on shares of Amphenol in a research note on Friday, January 9th. Truist Financial set a $182.00 target price on Amphenol in a research note on Tuesday, January 13th. Weiss Ratings restated a "buy (b)" rating on shares of Amphenol in a research report on Wednesday, January 21st. Finally, Wall Street Zen cut Amphenol from a "buy" rating to a "hold" rating in a research note on Saturday. Eleven investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company's stock. According to data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $151.38.
Get Our Latest Stock Analysis on Amphenol
Institutional Inflows and Outflows
A number of hedge funds and other institutional investors have recently bought and sold shares of APH. Brighton Jones LLC increased its stake in shares of Amphenol by 114.0% during the fourth quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker's stock valued at $1,224,000 after buying an additional 9,390 shares during the period. Revolve Wealth Partners LLC boosted its holdings in Amphenol by 87.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker's stock valued at $701,000 after acquiring an additional 4,721 shares in the last quarter. Bison Wealth LLC increased its position in Amphenol by 8.3% during the 4th quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker's stock valued at $559,000 after purchasing an additional 618 shares during the period. Courier Capital LLC bought a new position in Amphenol in the 2nd quarter worth $235,000. Finally, Harbour Investments Inc. lifted its position in shares of Amphenol by 1,908.8% in the 2nd quarter. Harbour Investments Inc. now owns 12,153 shares of the electronics maker's stock worth $1,200,000 after purchasing an additional 11,548 shares during the period. Institutional investors own 97.01% of the company's stock.
Amphenol Company Profile
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Get Free Report)
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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