Amphenol
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: 95,000
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
2,860% more repeat investments, than reductions
Existing positions increased: 1,036 | Existing positions reduced: 35
225% more first-time investments, than exits
New positions opened: 195 | Existing positions closed: 60
117% more call options, than puts
Call options by funds: $500M | Put options by funds: $231M
38% more funds holding in top 10
Funds holding in top 10: 45 [Q1] → 62 (+17) [Q2]
18% more capital invested
Capital invested by funds: $65.5B [Q1] → $77B (+$11.5B) [Q2]
12% more funds holding
Funds holding: 1,137 [Q1] → 1,272 (+135) [Q2]
0.47% more ownership
Funds ownership: 94.67% [Q1] → 95.14% (+0.47%) [Q2]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
B of A Securities Wamsi Mohan 76% 1-year accuracy 29 / 38 met price target | 6%upside $70 | Neutral Maintained | 9 Oct 2024 |
B of A Securities Wamsi Mohan 76% 1-year accuracy 29 / 38 met price target | 7%upside $71 | Neutral Downgraded | 4 Sept 2024 |
Truist Securities William Stein 81% 1-year accuracy 30 / 37 met price target | 15%upside $76 | Buy Maintained | 25 Jul 2024 |
Baird Luke Junk 55% 1-year accuracy 6 / 11 met price target | 6%upside $70 | Outperform Maintained | 25 Jul 2024 |
Vertical Research Kevin McCarthy 63% 1-year accuracy 5 / 8 met price target | 2%downside $65 | Hold Initiated | 23 Jul 2024 |
Financial journalist opinion
Based on 9 articles about APH published over the past 30 days
