Amphenol (APH)

• Market cap: $149B
• 1 day: 3.4%
• 5 days: 2.86%
• 1 month: 10.25%
• 3 months: 30.99%
• 6 months: 91.76%
• Year to date: 77.42%
• 1 year: 93.43%
• 5 years: 349.82%
• 10 years: 842.57%
• Sector: Technology
• Industry: Electronic Components

About: Amphenol is a global supplier of connectors, sensors, and interconnect systems. Amphenol holds the second-largest connector market share globally and sells into the end markets of automotive, broadband, commercial air, industrial, IT and data communications, military, mobile devices, and mobile networks. Amphenol is diversified geographically, with operations in 40 countries.

Employees: 125,000

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

280% more first-time investments, than exits

New positions opened: 323 | Existing positions closed: 85

63% more funds holding in top 10

Funds holding in top 10: 46 [Q1] → 75 (+29) [Q2]

54% more capital invested

Capital invested by funds: $74.1B [Q1] → $114B (+$39.9B) [Q2]

44% more call options, than puts

Call options by funds: $537M | Put options by funds: $373M

15% more funds holding

Funds holding: 1,409 [Q1] → 1,625 (+216) [Q2]

2.36% more ownership

Funds ownership: 93.35% [Q1] → 95.71% (+2.36%) [Q2]

3% less repeat investments, than reductions

Existing positions increased: 550 | Existing positions reduced: 565

Research analyst outlook

7 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $110
• Avg. target: $122
• High target: $127

7 analyst ratings

• positive: 6 86%
• neutral: 1 14%
• negative: 0 0%

Baird Luke Junk	$127	Outperform Maintained	19 Aug 2025
B of A Securities Wamsi Mohan	$120	Neutral Maintained	5 Aug 2025
UBS Chris Snyder	$120	Buy Maintained	24 Jul 2025
Citigroup Asiya Merchant	$125	Buy Maintained	24 Jul 2025
JP Morgan Samik Chatterjee	$125	Overweight Maintained	24 Jul 2025