Moran Wealth Management LLC Increases Stock Holdings in Amphenol Corporation $APH

08 Jan 2026, 12:10 by Mitch Edgeman · The Markets Daily

Moran Wealth Management LLC grew its position in shares of Amphenol Corporation (NYSE:APH – Free Report) by 96.4% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 208,579 shares of the electronics maker’s stock after acquiring an additional 102,363 shares during the quarter. Amphenol accounts for approximately 0.8% of Moran Wealth Management LLC’s portfolio, making the stock its 23rd largest holding. Moran Wealth Management LLC’s holdings in Amphenol were worth $25,812,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Grant Private Wealth Management Inc purchased a new position in shares of Amphenol in the third quarter worth about $515,000. Motive Wealth Advisors bought a new position in shares of Amphenol in the second quarter worth $215,000. LeConte Wealth Management LLC purchased a new stake in Amphenol in the second quarter valued at approximately $399,000. IFP Advisors Inc raised its position in Amphenol by 43.1% during the second quarter. IFP Advisors Inc now owns 24,397 shares of the electronics maker’s stock valued at $2,417,000 after purchasing an additional 7,347 shares in the last quarter. Finally, Advyzon Investment Management LLC raised its stake in shares of Amphenol by 101.6% during the second quarter. Advyzon Investment Management LLC now owns 6,054 shares of the electronics maker’s stock worth $598,000 after acquiring an additional 3,051 shares in the last quarter. 97.01% of the stock is owned by institutional investors.

Amphenol Stock Performance

Shares of APH stock opened at $138.88 on Thursday. The firm has a market capitalization of $169.99 billion, a price-to-earnings ratio of 46.29, a PEG ratio of 0.92 and a beta of 1.21. The stock has a fifty day moving average of $137.04 and a 200 day moving average of $121.31. Amphenol Corporation has a 52 week low of $56.45 and a 52 week high of $144.37. The company has a quick ratio of 1.52, a current ratio of 2.07 and a debt-to-equity ratio of 0.57.

Amphenol (NYSE:APH – Get Free Report) last issued its quarterly earnings data on Wednesday, October 22nd. The electronics maker reported $0.93 EPS for the quarter, topping the consensus estimate of $0.79 by $0.14. The business had revenue of $6.19 billion during the quarter, compared to analyst estimates of $5.54 billion. Amphenol had a net margin of 18.22% and a return on equity of 33.46%. The company’s revenue for the quarter was up 53.4% on a year-over-year basis. During the same period in the prior year, the business 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. As a group, research analysts expect that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Increases Dividend

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

Insider Buying and Selling

In related news, VP David M. Silverman sold 120,000 shares of the company’s stock in a transaction on Monday, November 3rd. The stock was sold at an average price of $141.17, for a total value of $16,940,400.00. Following the sale, the vice president directly owned 12,500 shares of the company’s stock, valued at $1,764,625. This represents a 90.57% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Luc Walter sold 365,118 shares of the business’s stock in a transaction on Friday, October 24th. The shares were sold at an average price of $134.65, for a total transaction of $49,163,138.70. Following the sale, the insider owned 433,742 shares in the company, valued at approximately $58,403,360.30. This trade represents a 45.70% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 1,063,194 shares of company stock valued at $148,244,445 over the last 90 days. 1.67% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on APH shares. Weiss Ratings restated a “buy (b)” rating on shares of Amphenol in a report on Wednesday, October 8th. Barclays increased their price objective on Amphenol from $120.00 to $143.00 and gave the company an “equal weight” rating in a research note on Thursday, November 13th. Truist Financial lifted their target price on shares of Amphenol from $147.00 to $180.00 and gave the stock a “buy” rating in a research note on Friday, December 19th. UBS Group set a $152.00 price target on shares of Amphenol and gave the company a “buy” rating in a research report on Thursday, October 23rd. Finally, Evercore ISI raised their price target on shares of Amphenol from $120.00 to $150.00 and gave the stock an “outperform” rating in a report on Tuesday, October 7th. Ten analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $134.08.

Read Our Latest Report on Amphenol

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.