Torray Investment Partners LLC Sells 14,644 Shares of Amphenol Corporation $APH

06 Jan 2026, 07:06 by Doug Wharley · The Cerbat Gem

Torray Investment Partners LLC reduced its position in Amphenol Corporation (NYSE:APH – Free Report) by 15.2% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 81,701 shares of the electronics maker’s stock after selling 14,644 shares during the period. Amphenol accounts for approximately 1.4% of Torray Investment Partners LLC’s investment portfolio, making the stock its 29th largest holding. Torray Investment Partners LLC’s holdings in Amphenol were worth $10,110,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in APH. Norges Bank bought a new position in Amphenol in the second quarter valued at about $2,104,244,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its position in Amphenol by 639.0% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 8,758,951 shares of the electronics maker’s stock valued at $574,500,000 after purchasing an additional 7,573,750 shares during the period. Holocene Advisors LP boosted its stake in shares of Amphenol by 201.2% in the 2nd quarter. Holocene Advisors LP now owns 3,867,434 shares of the electronics maker’s stock valued at $381,909,000 after purchasing an additional 2,583,628 shares during the last quarter. Stonehage Fleming Financial Services Holdings Ltd acquired a new stake in shares of Amphenol during the 2nd quarter worth approximately $225,757,000. Finally, Geode Capital Management LLC raised its stake in shares of Amphenol by 8.4% during the second quarter. Geode Capital Management LLC now owns 28,513,760 shares of the electronics maker’s stock worth $2,804,338,000 after buying an additional 2,217,079 shares during the last quarter. Institutional investors own 97.01% of the company’s stock.

Amphenol Stock Up 0.2%

Shares of Amphenol stock opened at $139.99 on Tuesday. Amphenol Corporation has a 1 year low of $56.45 and a 1 year high of $144.37. The company has a debt-to-equity ratio of 0.57, a current ratio of 2.07 and a quick ratio of 1.52. The company has a market capitalization of $171.36 billion, a P/E ratio of 46.66, a price-to-earnings-growth ratio of 0.90 and a beta of 1.21. The business has a 50-day moving average of $136.98 and a two-hundred day moving average of $120.85.

Amphenol (NYSE:APH – Get Free Report) last issued its quarterly earnings data on Wednesday, October 22nd. The electronics maker reported $0.93 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.79 by $0.14. Amphenol had a return on equity of 33.46% and a net margin of 18.22%.The business had revenue of $6.19 billion during the quarter, compared to analyst estimates of $5.54 billion. During the same period in the previous year, the firm earned $0.50 EPS. Amphenol’s quarterly revenue was up 53.4% compared to the same quarter last year. 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, equities analysts predict that Amphenol Corporation will post 2.36 EPS for the current year.

Amphenol Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, January 7th. Investors of record on Tuesday, December 16th will be 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 of this dividend is Tuesday, December 16th. This is a boost from Amphenol’s previous quarterly dividend of $0.17. Amphenol’s dividend payout ratio (DPR) is currently 33.33%.

Analysts Set New Price Targets

APH has been the subject of a number of analyst reports. Barclays lifted their target price on shares of Amphenol from $120.00 to $143.00 and gave the stock an “equal weight” rating in a report on Thursday, November 13th. JPMorgan Chase & Co. lifted their price objective on Amphenol from $145.00 to $160.00 and gave the stock an “overweight” rating in a research note on Thursday, October 23rd. Robert W. Baird set a $139.00 target price on Amphenol and gave the company an “outperform” rating in a research note on Friday, October 10th. Truist Financial raised their target price on Amphenol from $147.00 to $180.00 and gave the stock a “buy” rating in a report on Friday, December 19th. Finally, The Goldman Sachs Group set a $154.00 price target on Amphenol and gave the company a “buy” rating in a research note on Thursday, October 23rd. Ten equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $134.08.

View Our Latest Analysis on APH

Insider Activity

In related news, CFO Craig A. Lampo sold 258,000 shares of the stock in a transaction dated Tuesday, November 11th. The stock was sold at an average price of $143.20, for a total transaction of $36,945,600.00. Following the completion of the transaction, the chief financial officer directly owned 167,695 shares in the company, valued at approximately $24,013,924. This trade represents a 60.61% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, VP David M. Silverman sold 120,000 shares of Amphenol stock in a transaction that occurred on Monday, November 3rd. The shares were sold at an average price of $141.17, for a total value of $16,940,400.00. Following the completion of the sale, the vice president directly owned 12,500 shares in the company, valued at approximately $1,764,625. This represents a 90.57% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 1,063,194 shares of company stock worth $148,244,445. 1.67% of the stock is currently owned by insiders.

Amphenol 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.