Amphenol Corporation

New York Stock Exchange
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Bullish +65

Aware Super Pty Ltd as trustee of Aware Super Makes New $11.18 Million ...

AI-generated analysis

📈 Aware Super acquired an 88,469 share stake in Amphenol worth approximately $11.18 million during the first quarter.

📊 Vermillion & White Wealth Management Group LLC increased its position by 163.8% in the fourth quarter to own 182 shares.

💰 Truist Financial raised its price objective from $182.00 to $200.00 and reaffirmed a 'buy' rating on Thursday, April 30th.

📈 BNP Paribas Exane increased its price target to $200.00 with an 'outperform' rating in a note released May 28th.

💵 Amphenol reported quarterly revenue of $7.62 billion, beating analyst expectations of $7.08 billion by $540 million.

📉 Revenue grew 58.4% year-over-year to reach $7.62 billion in the most recent quarter.

💹 The company posted earnings per share of $1.06, surpassing the consensus estimate of $0.95 by $0.11.

📅 Amphenol provided Q2 2026 guidance with EPS expectations ranging between $1.14 and $1.16.

💸 CEO Richard Adam Norwitt sold 17,500 shares in May for a total value of $2,506,175.

📉 Insiders have sold 130,775 shares valued at $18.7 million over the last ninety days.

💰 The company declared a quarterly dividend of $0.25 paid on July 15th to investors of record on June 23rd.

📊 The stock currently trades with a market cap of $185.81 billion and a PE ratio of 43.40.

Bullish Signals
  • Aware Super acquired an $11.18 million stake in the first quarter, signaling strong institutional confidence.
  • Vermillion & White Wealth Management Group LLC significantly boosted its holdings by 163.8% in Q4.
  • Truist Financial raised its price target to $200.00 and maintained a 'buy' rating.
  • BNP Paribas Exane raised its price target to $200.00 with an 'outperform' rating.
  • Citigroup increased its price objective from $180.00 to $195.00 while reaffirming a 'buy' rating.
  • Amphenol reported revenue of $7.62 billion, exceeding analyst expectations of $7.08 billion.
  • The company achieved a 58.4% year-over-year revenue increase in the latest quarter.
  • EPS of $1.06 beat the consensus estimate of $0.95 by $0.11.
  • Management provided Q2 2026 guidance for EPS between $1.14 and $1.16.
  • The company maintains a healthy net margin of 17.24% and a return on equity of 37.44%.
Risk Factors
  • CEO Richard Adam Norwitt sold 17,500 shares in May for approximately $2.5 million.
  • Insiders have collectively sold 130,775 shares valued at $18.7 million over the last ninety days.
Full Analysis
Aware Super Pty Ltd increased its stake in Amphenol Corporation (NYSE:APH) by acquiring 88,469 shares valued at approximately $11.18 million during the first quarter, according to a recent SEC Form 13F filing. This acquisition adds to a roster of other institutional investors who recently established or expanded positions in the electronics manufacturer, including Vermillion & White Wealth Management Group LLC, which boosted its holdings by 163.8% in the fourth quarter. Analyst sentiment remains strongly positive for Amphenol, with major firms like Truist Financial, BNP Paribas Exane, and Citigroup raising their price targets to between $195 and $200 while maintaining 'buy' or 'outperform' ratings. The consensus target price stands at $186.00 based on reports from 14 analysts rating the stock as a buy and two as a hold, reflecting confidence in the company's growth trajectory. Financially, Amphenol reported robust performance for the quarter ended April 29th, posting revenue of $7.62 billion, which represents a 58.4% year-over-year increase. The company beat earnings estimates with $1.06 per share and achieved a net margin of 17.24%. Management has provided Q2 2026 guidance for EPS between $1.14 and $1.16, while the stock recently paid a quarterly dividend of $0.25. Despite the bullish institutional and analyst activity, insider trading data shows CEO Richard Adam Norwitt sold 17,500 shares in May for approximately $2.5 million, reducing his personal stake by 0.9%. Over the last ninety days, insiders have collectively sold shares valued at roughly $18.7 million, though they still retain a significant ownership percentage of over 1.4%.