Zacks Research Increases Earnings Estimates for Amphenol

Amphenol Co. (NYSE:APH) – Investment analysts at Zacks Research boosted their FY2026 earnings estimates for shares of Amphenol in a research note issued to investors on Wednesday, May 14th. Zacks Research analyst R. Department now anticipates that the electronics maker will post earnings per share of $2.66 for the year, up from their previous forecast of $2.52. The consensus estimate for Amphenol’s current full-year earnings is $2.36 per share.

Amphenol (NYSE:APH) last posted its quarterly earnings results on Wednesday, April 23rd. The electronics maker reported $0.63 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.52 by $0.11. Amphenol had a net margin of 15.92% and a return on equity of 25.67%. The company had revenue of $4.81 billion during the quarter, compared to analyst estimates of $4.20 billion. During the same period last year, the firm posted $0.40 EPS. Amphenol’s revenue for the quarter was up 47.7% compared to the same quarter last year.

A number of other research firms have also issued reports on APH. Robert W. Baird raised their price target on shares of Amphenol from $73.00 to $85.00 and gave the stock an “outperform” rating in a research report on Thursday, April 24th. Bank of America raised their price target on shares of Amphenol from $75.00 to $85.00 and gave the stock a “neutral” rating in a research report on Thursday, January 23rd. JPMorgan Chase & Co. raised their price target on shares of Amphenol from $85.00 to $91.00 and gave the stock an “overweight” rating in a research report on Thursday, April 24th. TD Securities lifted their target price on shares of Amphenol from $63.00 to $70.00 and gave the company a “hold” rating in a report on Thursday, May 1st. Finally, The Goldman Sachs Group lifted their target price on shares of Amphenol from $72.00 to $80.00 and gave the company a “buy” rating in a report on Thursday, April 24th. Five equities research analysts have rated the stock with a hold rating, eight have assigned a buy rating and one has issued a strong buy rating to the stock. According to data from MarketBeat.com, Amphenol currently has an average rating of “Moderate Buy” and an average target price of $81.62.

Amphenol Stock Performance

APH opened at $86.89 on Friday. Amphenol has a 12-month low of $54.77 and a 12-month high of $86.96. The company has a current ratio of 2.37, a quick ratio of 1.75 and a debt-to-equity ratio of 0.66. The firm has a market capitalization of $105.10 billion, a PE ratio of 45.37, a P/E/G ratio of 1.92 and a beta of 1.10. The firm has a 50 day moving average of $70.41 and a two-hundred day moving average of $70.42.

Amphenol Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, July 9th. Investors of record on Tuesday, June 17th will be paid a $0.165 dividend. The ex-dividend date is Tuesday, June 17th. This represents a $0.66 dividend on an annualized basis and a yield of 0.76%. Amphenol’s dividend payout ratio is currently 32.04%.

Insider Activity at Amphenol

In related news, insider William J. Doherty sold 126,000 shares of Amphenol stock in a transaction on Friday, May 2nd. The shares were sold at an average price of $80.28, for a total value of $10,115,280.00. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, VP David M. Silverman sold 87,500 shares of Amphenol stock in a transaction on Friday, May 2nd. The shares were sold at an average price of $80.03, for a total transaction of $7,002,625.00. Following the completion of the sale, the vice president now directly owns 12,500 shares in the company, valued at $1,000,375. This represents a 87.50% decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders have sold 3,178,500 shares of company stock valued at $241,903,805. 1.67% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Hughes Financial Services LLC purchased a new position in Amphenol in the 1st quarter valued at $25,000. Tacita Capital Inc lifted its holdings in Amphenol by 328.9% in the 4th quarter. Tacita Capital Inc now owns 386 shares of the electronics maker’s stock valued at $27,000 after purchasing an additional 296 shares in the last quarter. Sierra Ocean LLC purchased a new position in Amphenol in the 4th quarter valued at $28,000. Rialto Wealth Management LLC purchased a new position in Amphenol in the 4th quarter valued at $28,000. Finally, Avalon Trust Co lifted its holdings in Amphenol by 133.3% in the 1st quarter. Avalon Trust Co now owns 406 shares of the electronics maker’s stock valued at $27,000 after purchasing an additional 232 shares in the last quarter. Hedge funds and other institutional investors own 97.01% of the company’s stock.

About Amphenol

Amphenol Corporation, together with its subsidiaries, primarily designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the United States, China, and internationally. It operates through three segments: Harsh Environment Solutions, Communications Solutions, and Interconnect and Sensor Systems.