Market Cap
$207.9B
APH
AMPHENOL CORP /DE/
$86.96 ▲ +1.51%
Prev close $85.67Market cap$207.9B
ConsensusStrong Buy
12-mo target$99.68 (+14.6%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (4 insiders)35 New Institutional Positions15 Institutional ExitsCongressional Activity (3) Software & IT
Snapshot
The big-picture read on APH right now — valuation, ownership and activity at a glance.
Cap Size
Mega Cap
Analyst Consensus
Strong Buy (87%)
Inst. Holders
50 funds
Inst. Value
$146.4B
Inst. Activity
35 buys / 15 sells
Insider Activity
$1.3M buy / $288.7M sell
Insider Net $
-$287.4M
Social Sentiment
65° Warm
SEC Reports
9
Congressional
3 trades
Price chart 30d +6.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 9, 2026 ftd
Sep 4, 2026 SEC FTD: APH — 80,544 shares ($6.6M) failed to deliver
Settlement: 20260909, Price: $81.76, FTD Value: $6,585,277.44, AMPHENOL CORP (NEW) CL-A
Amphenol filed an 8-K confirming the completion of a two-for-one stock split (effected September 2, 2026) and declaring
8-K — Impact 2/10
Aug 18, 2026 Congress
Aug 6, 2026 SEC Gilbert Cisneros buy
$1,001 - $15,000 — House
Amphenol announced a two-for-one stock split in the form of a stock dividend, with additional shares distributed on Sept
8-K — Impact 2/10
Four C-suite insiders at Amphenol (APH) sold a combined $135.6M in stock over a 7-day window, with the CEO alone selling
CLUSTER — Impact 3/10
Aug 6, 2026 Insider
Lampo Craig A gifted 54,547 shares
EVP& CFO
Aug 5, 2026 Insider
Silverman David M acquired via exercise 120,000 shares
EVP, Human Resources @ $22.00 ($2.6M)
Aug 5, 2026 Insider
Silverman David M sold 120,000 shares
EVP, Human Resources @ $174.24 ($20.9M)
Analyst ratings buy % +20.8%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
87% rate it Buy or better · 23 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 23, 2026 | Bernstein | INITIATE | Outperform | 51% |
| Sep 22, 2026 | BNP Paribas | MAINTAIN | Outperform | — |
| Sep 9, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Sep 8, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 30, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jul 30, 2026 | BNP Paribas | MAINTAIN | Outperform | — |
| Jul 30, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 30, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Jul 13, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Jul 13, 2026 | Citigroup | MAINTAIN | Buy | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 14 | 3 | 0 | 0 | 87% | |
| Aug 1, 2026 | 5 | 15 | 3 | 0 | 0 | 87% | |
| Jul 1, 2026 | 5 | 15 | 4 | 0 | 0 | 83% | |
| Jun 1, 2026 | 5 | 15 | 4 | 0 | 0 | 83% | |
| May 1, 2026 | 5 | 15 | 4 | 0 | 0 | 83% | |
| Apr 1, 2026 | 5 | 15 | 4 | 0 | 0 | 83% | |
| Mar 1, 2026 | 4 | 15 | 6 | 0 | 0 | 76% | |
| Feb 1, 2026 | 4 | 15 | 6 | 0 | 0 | 76% |
Price targets
Where 19 covering analysts think APH trades over the next 12 months.
$99.68 +14.6% upside Buy
Current$86.96 Low$85.00 Median$99.00 High$115.00 19 analysts
$85.00$115.00
Analyst rating Strong Buy· 1.4/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
65°
Warm
BearishNeutralBullish
Recent posts
APH - what are your thoughts?
▲ 1 · 💬 1· ⚡ 0.5
Spaceman
▲ 1 · 💬 0· ⚡ 0.5
Yes, I held my $MU $160k yolo back at $110/share (for most of the run) 1,058% 1y return.
▲ 1 · 💬 1· ⚡ 0.5
Best Compounder in the AI Data Center Value Chain - Amphenol (APH)
▲ 1 · 💬 1· ⚡ 0.5
Best Compounder in the AI Data Center Value chain - Amphenol (APH)
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
9 SEC filing reports analyzed · 1 bullish, 0 bearish, 1 mixed, 7 neutral · avg impact 3.1/10.
NEUTRAL8-K2/10
Amphenol filed an 8-K confirming the completion of a two-for-one stock split (effected September 2,
Sep 4, 2026
NEUTRAL8-K2/10
Amphenol announced a two-for-one stock split in the form of a stock dividend, with additional shares
Aug 6, 2026
NEUTRALCLUSTER3/10
Four C-suite insiders at Amphenol (APH) sold a combined $135.6M in stock over a 7-day window, with t
Aug 6, 2026
NEUTRALCLUSTER3/10
A cluster of insider selling at Amphenol (APH) totaling $88.89M in open-market sales was executed by
Aug 6, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 9, 2026
ftd
FTD: APH — 80,544 shares ($6.6M) failed to deliver
Settlement: 20260909, Price: $81.76, FTD Value: $6,585,277.44, AMPHENOL CORP (NEW) CL-A
Sep 8, 2026
ftd
FTD: APH — 97,024 shares ($8.0M) failed to deliver
Settlement: 20260908, Price: $82.78, FTD Value: $8,031,646.72, AMPHENOL CORP (NEW) CL-A
Sep 7, 2026
dark_pool
Dark Pool: APH — 9.9M shares, 129,635 trades
Week starting 2026-09-07. Total ATS volume: 9,908,324 shares across 129,635 trades.
Sep 4, 2026
short_volume
Short Volume: APH — 61.1% short (2.2M / 3.5M)
Short: 2,162,668 | Exempt: 14,962 | TRF Vol: 3,539,945 | Short Ratio: 61.1% | Off-exchange volume (dark pool + OTC)
Sep 4, 2026
ftd
FTD: APH — 341,558 shares ($28.0M) failed to deliver
Settlement: 20260904, Price: $82.07, FTD Value: $28,031,665.06, AMPHENOL CORP (NEW) CL-A
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.72 | $0.70–$0.78 | 55.1% | +0.3% | 1↑ 3↓ | $9.4B | 16 |
| Next Q | $0.74 | $0.69–$0.84 | 53.1% | +0.9% | — | $9.8B | 16 |
| Current FY | $2.67 | $2.61–$2.84 | 59.9% | +0.4% | 2↑ 2↓ | $35.5B | 18 |
| Next FY | $3.29 | $3.05–$3.69 | 23.2% | +1.5% | 2↑ 1↓ | $42.1B | 19 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.721 | — |
| 7d ago | $0.722 | -0.001 |
| 30d ago | $0.719 | +0.003 |
| 60d ago | $0.718 | +0.003 |
| 90d ago | $0.631 | +0.090 |
Institutional ownership
Which big funds own APH (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $146.4B total value (833,626,164 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, FMR. Net buying activity: 35 institutions added/increased vs 15 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 101,252,038 | $17.9B | 12.2% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 80,347,208 | $14.2B | 9.7% | — |
| FMR LLC | 70,569,005 | $12.4B | 8.5% | — |
| STATE STREET CORP | 59,492,948 | $10.5B | 7.2% | — |
| Capital International Investors | 43,036,258 | $7.6B | 5.2% | — |
| JPMORGAN CHASE & CO | 39,198,712 | $6.5B | 4.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 35,688,783 | $6.3B | 4.3% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 31,068,834 | $5.5B | 3.7% | — |
| Capital Research Global Investors | 29,487,845 | $5.2B | 3.6% | — |
| MORGAN STANLEY | 20,579,230 | $3.6B | 2.5% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 19,193,869 | — | $3.4B |
| AMERICAN CENTURY COMPANIES INC | ADD | 5,307,856 | 6,877,221 | +29.6% | $1.2B |
| AMERIPRISE FINANCIAL INC | DOUBLED | 1,927,780 | 5,851,925 | +203.6% | $1.0B |
| Egerton Capital (UK) LLP | ADD | 2,871,353 | 4,866,688 | +69.5% | $858.1M |
| Swedbank AB | ADD | 3,240,447 | 4,784,087 | +47.6% | $843.5M |
| ALLIANCEBERNSTEIN L.P. | ADD | 4,074,952 | 6,066,558 | +48.9% | $766.5M |
| Man Group plc | ADD | 1,925,820 | 2,480,397 | +28.8% | $437.3M |
| Capital World Investors | ADD | 1,553,787 | 2,446,080 | +57.4% | $431.3M |
| Mawer Investment Management Ltd. | TRIM | 3,986,761 | 2,358,285 | -40.8% | $415.8M |
| Russell Investments Group, Ltd. | ADD | 1,604,857 | 2,063,491 | +28.6% | $362.0M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
14 insiders, 48 transactions. Net -$287.4M — $1.3M bought, $288.7M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 6, 2026 | Lampo Craig A | EVP& CFO | GIFT | 54,547 | — | — |
| Aug 5, 2026 | Silverman David M | EVP, Human Resources | EXERCISE | 120,000 | $22.00 | $2.6M |
| Aug 5, 2026 | Silverman David M | EVP, Human Resources | SELL | 120,000 | $174.24 | $20.9M |
| Aug 4, 2026 | Lampo Craig A | EVP& CFO | SELL | 193,200 | $167.31 | $32.3M |
| Aug 4, 2026 | Lampo Craig A | EVP& CFO | EXERCISE | 193,200 | $22.37 | $4.3M |
| Aug 3, 2026 | D'AMICO LANCE E | EVP, Secretary & GenCounsel | SELL | 50,000 | $161.99 | $8.1M |
| Aug 3, 2026 | D'AMICO LANCE E | EVP, Secretary & GenCounsel | SELL | 10,000 | $161.82 | $1.6M |
| Aug 3, 2026 | D'AMICO LANCE E | EVP, Secretary & GenCounsel | EXERCISE | 10,000 | $22.55 | $225.5K |
| Aug 3, 2026 | D'AMICO LANCE E | EVP, Secretary & GenCounsel | EXERCISE | 50,000 | $22.55 | $1.1M |
| Aug 3, 2026 | D'AMICO LANCE E | EVP, Secretary & GenCounsel | EXERCISE | 40,000 | $22.37 | $894.9K |
Congressional trades
APH trades disclosed by members of Congress, with disclosure delay.
3 members · 3 buys / 0 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 18, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Amphenol Corp | Sep 11, 2026(25d) |
| Jul 10, 2026 | Dan Newhouse | R | HOUSE | BUY | $1,001 - $15,000 | Amphenol Corp | Jul 20, 2026(11d) |
| Jul 8, 2026 | Rick Larsen | D | HOUSE | BUY | $1,001 - $15,000 | Amphenol Corp | Jul 13, 2026(6d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for APH.
Shares short
31,544,237
Settlement Sep 15, 2026
Change vs prior
+132.6%
Semi-monthly cycle
Days to cover
2.8
At avg daily volume
Of shares outstanding
≈1.3%
Estimate — not % of float
All APH filing & press-release reports (9)
- 8-K reportSep 4, 2026
- 8-K reportAug 6, 2026
- CLUSTER reportAug 6, 2026
- CLUSTER reportAug 6, 2026
- CLUSTER reportAug 5, 2026
- INST-CLUSTER reportJul 25, 2026
- 424B5 reportMay 7, 2026
- 8-K reportApr 29, 2026
- DEFA14A reportApr 8, 2026