Thames Capital Management LLC Has $20.64 Million Position in Amphenol Corporation $APH

by · The Cerbat Gem

Thames Capital Management LLC grew its holdings in Amphenol Corporation (NYSE:APH – Free Report) by 8.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 152,712 shares of the electronics maker’s stock after purchasing an additional 12,506 shares during the quarter. Amphenol comprises about 3.0% of Thames Capital Management LLC’s investment portfolio, making the stock its 13th largest position. Thames Capital Management LLC’s holdings in Amphenol were worth $20,638,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Tucker Asset Management LLC acquired a new position in shares of Amphenol during the fourth quarter valued at $26,000. Board of the Pension Protection Fund acquired a new position in shares of Amphenol during the fourth quarter valued at $27,000. Lloyd Advisory Services LLC. acquired a new position in shares of Amphenol during the fourth quarter valued at $29,000. Towne Trust Company N.A acquired a new position in shares of Amphenol during the fourth quarter valued at $34,000. Finally, Laurel Wealth Advisors LLC acquired a new position in shares of Amphenol during the fourth quarter valued at $34,000. Institutional investors and hedge funds own 97.01% of the company’s stock.

Insiders Place Their Bets

In other Amphenol news, CEO Richard Adam Norwitt sold 61,072 shares of the stock in a transaction dated Friday, May 1st. The stock was sold at an average price of $143.90, for a total value of $8,788,260.80. Following the transaction, the chief executive officer owned 1,927,507 shares of the company’s stock, valued at approximately $277,368,257.30. This represents a 3.07% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Insiders sold a total of 130,775 shares of company stock valued at $18,709,350 over the last quarter. Corporate insiders own 1.42% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on the company. Robert W. Baird set a $177.00 price target on Amphenol in a research note on Thursday, April 30th. JPMorgan Chase & Co. upped their price target on Amphenol from $190.00 to $200.00 and gave the company an “overweight” rating in a research note on Thursday, April 30th. Evercore reaffirmed an “outperform” rating on shares of Amphenol in a research note on Wednesday. Citigroup reaffirmed a “buy” rating and set a $180.00 price target (up from $170.00) on shares of Amphenol in a research note on Thursday, April 30th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amphenol in a research note on Monday, April 20th. Fourteen research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $176.87.

Check Out Our Latest Stock Analysis on Amphenol

Amphenol Trading Up 0.5%

NYSE:APH opened at $148.41 on Friday. Amphenol Corporation has a 1-year low of $87.95 and a 1-year high of $167.04. The business’s 50-day moving average price is $135.34 and its two-hundred day moving average price is $138.73. 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 $182.58 billion, a price-to-earnings ratio of 42.65, a PEG ratio of 1.30 and a beta of 1.29.

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

Amphenol Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, July 15th. Shareholders 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 annualized dividend and a yield of 0.7%. Amphenol’s dividend payout ratio is presently 28.74%.

About Amphenol

(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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