Lecap Asset Management Ltd. Grows Stock Holdings in Amphenol Corporation $APH

08 Jan 2026, 09:34 by Scott Moore · The Cerbat Gem

Lecap Asset Management Ltd. boosted its stake in shares of Amphenol Corporation (NYSE:APH – Free Report) by 171.4% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 13,287 shares of the electronics maker’s stock after buying an additional 8,392 shares during the period. Lecap Asset Management Ltd.’s holdings in Amphenol were worth $1,644,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the company. Opal Wealth Advisors LLC bought a new stake in shares of Amphenol during the second quarter valued at approximately $25,000. Financial Management Professionals Inc. raised its stake in shares of Amphenol by 82.6% in the third quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock worth $25,000 after purchasing an additional 90 shares during the last quarter. Riggs Asset Managment Co. Inc. lifted its holdings in shares of Amphenol by 200.0% during the second quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock valued at $25,000 after purchasing an additional 168 shares in the last quarter. Howard Hughes Medical Institute bought a new stake in Amphenol in the 2nd quarter worth about $26,000. Finally, Alpine Bank Wealth Management purchased a new position in Amphenol in the 3rd quarter worth about $30,000. 97.01% of the stock is owned by hedge funds and other institutional investors.

Amphenol Price Performance

Shares of Amphenol stock opened at $138.88 on Thursday. The stock has a market cap of $169.99 billion, a P/E ratio of 46.29, a P/E/G ratio of 0.92 and a beta of 1.21. The company has a debt-to-equity ratio of 0.57, a quick ratio of 1.52 and a current ratio of 2.07. The stock’s fifty day moving average is $137.04 and its 200 day moving average is $121.31. Amphenol Corporation has a one year low of $56.45 and a one year high of $144.37.

Amphenol (NYSE:APH – Get Free Report) last posted its quarterly earnings data on Wednesday, October 22nd. The electronics maker reported $0.93 earnings per share for the quarter, beating analysts’ consensus estimates of $0.79 by $0.14. The firm had revenue of $6.19 billion for the quarter, compared to analysts’ expectations of $5.54 billion. Amphenol had a return on equity of 33.46% and a net margin of 18.22%.The business’s quarterly revenue was up 53.4% on a year-over-year basis. During the same period in the previous year, the firm earned $0.50 EPS. Amphenol has set its FY 2025 guidance at 3.260-3.280 EPS and its Q4 2025 guidance at 0.890-0.910 EPS. Sell-side analysts anticipate that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, January 7th. Stockholders of record on Tuesday, December 16th were paid a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.7%. This is a boost from Amphenol’s previous quarterly dividend of $0.17. The ex-dividend date of this dividend was Tuesday, December 16th. Amphenol’s dividend payout ratio is currently 33.33%.

Insider Activity at Amphenol

In related news, CFO Craig A. Lampo sold 258,000 shares of the company’s stock in a transaction on Tuesday, November 11th. The shares were sold at an average price of $143.20, for a total value of $36,945,600.00. Following the completion of the transaction, the chief financial officer owned 167,695 shares of the company’s stock, valued at approximately $24,013,924. This represents a 60.61% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, insider William J. Doherty sold 80,000 shares of the business’s stock in a transaction dated Wednesday, October 29th. The shares were sold at an average price of $141.04, for a total value of $11,283,200.00. The SEC filing for this sale provides additional information. Insiders have sold 1,063,194 shares of company stock worth $148,244,445 in the last 90 days. Company insiders own 1.67% of the company’s stock.

Analyst Ratings Changes

APH has been the topic of a number of recent analyst reports. Robert W. Baird set a $139.00 price target on shares of Amphenol and gave the company an “outperform” rating in a report on Friday, October 10th. JPMorgan Chase & Co. lifted their target price on shares of Amphenol from $145.00 to $160.00 and gave the stock an “overweight” rating in a research report on Thursday, October 23rd. Citigroup boosted their target price on shares of Amphenol from $145.00 to $160.00 and gave the company a “buy” rating in a research note on Thursday, October 23rd. Barclays lifted their price objective on Amphenol from $120.00 to $143.00 and gave the stock an “equal weight” rating in a report on Thursday, November 13th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a report on Wednesday, October 8th. Ten analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $134.08.

Check Out Our Latest Stock Report on Amphenol

Amphenol Company Profile

(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.