AMPHENOL CORP /DE/
At today's price, AMPHENOL CORP /DE/ (APH) is priced for today's economics sustained for ~7.9 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Amphenol designs and makes the interconnect products (connectors, sensors, cable systems) that go into electronics across communications, datacenter, automotive, aerospace, and defense, with sales spread roughly 35% in the United States, 16% in China, and the remainder across other geographies. • The standout driver is AI: first-quarter 2026 sales hit a record $7.6 billion, up 58% in dollars and 33% organically, with the IT datacom segment's sequential growth almost entirely from AI applicatio
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2,061 institutional managers reported holding APH in 13F filings for the quarter ended 2026-03-31. Together they hold about 86% of the company; the top 10 hold 41%. 213 opened new positions that quarter. Held by Vanguard Group, BlackRock, FMR (Fidelity), among others. On the short side, 17.2M shares were sold short as of the 2026-06-15 count, about 1% of shares outstanding (1.8 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
APH's share count grew 2.9% over the past five years even with $3.19B spent on repurchases. It pays a dividend, and has paid one every year in our records (18 and counting), raised 14 years straight; the current rate is $0.74 a share annually. Cash returned over the past three years: $1.95B in dividends and $1.80B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at APH over the trailing three years: 2023: 1 buy totaling $1.00M; 2026: 1 buy totaling $1.29M. 16 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
APH's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-29 | +5.3% | -4.1% |
| 2023-10-28 | +1.2% | +25.0% |
| 2024-02-08 | -0.3% | +10.5% |
| 2024-04-27 | +4.2% | +11.8% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
APH's latest 8-K filings: 2026-05-22 (items 5.07, 9.01); 2026-05-12 (items 1.01, 2.03, 9.01); 2026-05-06 (items 1.01, 8.01, 9.01); 2026-04-29 (items 2.02, 9.01); 2026-03-30 (items 1.01, 2.03, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.