Key Points
- Amphenol CEO Richard A. Norwitt sold 17,500 shares on May 5 at an average price of $143.21 for $2,506,175, leaving him with 1,927,507 shares (a 0.90% reduction).
- The May 5 sale is part of clustered insider selling — including May 1 (61,072 shares), May 4 (52,203) and Feb 12 (515,281) — representing sizable liquidations that could weigh on sentiment.
- Separately, Amphenol reported a strong quarter (EPS $1.06 vs. $0.95 expected; revenue $7.62B, up 58.4% YoY) and several analysts have raised price targets, leaving a consensus Moderate Buy with a target around $176.53.
Amphenol Corporation (NYSE:APH - Get Free Report) CEO Richard Adam Norwitt sold 17,500 shares of Amphenol stock in a transaction on 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 completion of the sale, the chief executive officer owned 1,927,507 shares of the company's stock, valued at $276,038,277.47. This represents a 0.90% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website.
Richard Adam Norwitt also recently made the following trade(s):
- On Friday, May 1st, Richard Adam Norwitt sold 61,072 shares of Amphenol stock. The shares were sold at an average price of $143.90, for a total transaction of $8,788,260.80.
- On Monday, May 4th, Richard Adam Norwitt sold 52,203 shares of Amphenol stock. The shares were sold at an average price of $142.04, for a total transaction of $7,414,914.12.
- On Thursday, February 12th, Richard Adam Norwitt sold 515,281 shares of Amphenol stock. The shares were sold at an average price of $147.27, for a total transaction of $75,885,432.87.
Amphenol Stock Performance
NYSE APH opened at $136.70 on Wednesday. The company has a fifty day simple moving average of $137.80 and a 200 day simple moving average of $139.20. Amphenol Corporation has a 12-month low of $79.10 and a 12-month high of $167.04. 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 company has a market cap of $168.06 billion, a P/E ratio of 39.28, a PEG ratio of 1.27 and a beta of 1.29.
Amphenol (NYSE:APH - Get Free Report) last posted its quarterly earnings results on Wednesday, April 29th. The electronics maker reported $1.06 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.95 by $0.11. The business had revenue of $7.62 billion during the quarter, compared to the consensus estimate of $7.08 billion. Amphenol had a net margin of 17.24% and a return on equity of 37.44%. Amphenol's revenue was up 58.4% compared to the same quarter last year. During the same quarter last year, the firm posted $0.63 EPS. Amphenol has set its Q2 2026 guidance at 1.140-1.160 EPS. Sell-side analysts predict that Amphenol Corporation will post 4.62 earnings per share for the current fiscal year.
Amphenol Announces Dividend
The company also recently disclosed a quarterly dividend, which was paid on Tuesday, April 14th. Investors of record on Monday, March 23rd were paid a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date was Monday, March 23rd. Amphenol's payout ratio is currently 28.74%.
More Amphenol News
Here are the key news stories impacting Amphenol this week:
- Positive Sentiment: Analysts are raising forecasts and price targets, signaling upside from higher earnings expectations — BNP Paribas Exane raised its APH target to $195 and several outlets note a consensus upside (~27.7%) driven by earnings-revision momentum. BNP Paribas price target raise
- Positive Sentiment: Street research highlights rising earnings estimates for APH, which typically supports higher valuations and buy-side interest. Zacks and other outlets flag “surging earnings estimates” as a near-term upside driver. Zacks on estimates
- Positive Sentiment: Momentum in Amphenol shares contributed to index/ETF positioning (Russell 1000 tech focus), which can amplify flows into the stock when analysts upgrade or estimates tick up. Kalkine on momentum
- Neutral Sentiment: Amphenol priced €1.1B of Euro-denominated senior notes (€600M due 2029 at 3.375%, €500M due 2034 at 3.875%). Low fixed rates help refinance/finance growth affordably, but add gross debt that investors may weigh against leverage metrics. Business Wire: senior notes
- Negative Sentiment: Insider selling: CEO Richard A. Norwitt disclosed multiple sales (May 1, 4, 5) totaling ~130,000+ shares across the period at ~$142–$144 — sizable dollar amounts were liquidated. While insider sales can be routine (liquidity/tax reasons), clustered CEO sales often weigh on sentiment and likely contributed to downward pressure today. SEC filing: CEO sales
Analyst Upgrades and Downgrades
APH has been the subject of several research reports. Weiss Ratings reaffirmed a "buy (b)" rating on shares of Amphenol in a research note on Monday, April 20th. JPMorgan Chase & Co. increased their price objective on Amphenol from $190.00 to $200.00 and gave the company an "overweight" rating in a research note on Thursday, April 30th. The Goldman Sachs Group increased their price objective on Amphenol from $184.00 to $201.00 and gave the company a "buy" rating in a research note on Thursday, April 30th. Barclays reissued an "overweight" rating and set a $180.00 price objective (up from $175.00) on shares of Amphenol in a research note on Monday. Finally, Wall Street Zen raised Amphenol from a "hold" rating to a "buy" rating in a research note on Saturday, April 11th. Thirteen research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company's stock. According to MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $176.53.
Read Our Latest Stock Report on APH
Institutional Trading of Amphenol
A number of institutional investors have recently made changes to their positions in the stock. Vanguard Group Inc. raised its holdings in shares of Amphenol by 1.1% during the fourth quarter. Vanguard Group Inc. now owns 126,553,498 shares of the electronics maker's stock valued at $17,102,440,000 after acquiring an additional 1,322,682 shares in the last quarter. J. Stern & Co. LLP raised its holdings 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 acquiring an additional 75,964,718 shares in the last quarter. State Street Corp raised its holdings in shares of Amphenol by 1.6% during the fourth quarter. State Street Corp now owns 56,913,598 shares of the electronics maker's stock valued at $7,705,440,000 after acquiring an additional 888,526 shares in the last quarter. JPMorgan Chase & Co. raised its holdings 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 acquiring an additional 17,387,536 shares in the last quarter. Finally, Geode Capital Management LLC raised its holdings in shares of Amphenol by 2.5% during the fourth quarter. Geode Capital Management LLC now owns 30,318,652 shares of the electronics maker's stock valued at $4,087,372,000 after acquiring an additional 748,813 shares in the last quarter. Hedge funds and other 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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