Amphenol (APH) is down 3.3% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely explanation is a mix of profit-taking and caution ahead of Amphenol’s second-quarter earnings report, which is scheduled for July 29, 2026. There does not appear to be a fresh company-specific negative announcement tied to today’s drop, so the move could also reflect broader pressure on technology and AI-linked hardware names.

Details:

Sources:

Amphenol Investor Relations, Amphenol Press Release, SEC, Fidelity

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$APH Insider Trading Activity

$APH insiders have traded $APH stock on the open market 4 times in the past 6 months. Of those trades, 1 have been purchases and 3 have been sales.

Here’s a breakdown of recent trading of $APH stock by insiders over the last 6 months:

• RICHARD ADAM NORWITT (President & CEO) has made 0 purchases and 3 sales selling 130,775 shares for an estimated $18,709,065.
• ROBERT LIVINGSTON purchased 10,000 shares for an estimated $1,285,080

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$APH Hedge Fund Activity

We have seen 1,070 institutional investors add shares of $APH stock to their portfolio, and 891 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• J. STERN & CO. LLP removed 76,270,389 shares (-99.3%) from their portfolio in Q1 2026, for an estimated $9,636,763,650
• PRICE T ROWE ASSOCIATES INC /MD/ removed 11,736,160 shares (-30.9%) from their portfolio in Q1 2026, for an estimated $1,482,863,816
• CAPITAL INTERNATIONAL INVESTORS added 11,653,093 shares (+49.2%) to their portfolio in Q1 2026, for an estimated $1,472,368,300
• CAPITAL RESEARCH GLOBAL INVESTORS added 10,173,753 shares (+61.8%) to their portfolio in Q1 2026, for an estimated $1,285,453,691
• FMR LLC removed 6,943,274 shares (-8.0%) from their portfolio in Q1 2026, for an estimated $877,282,669
• NUVEEN, LLC added 5,322,488 shares (+68.2%) to their portfolio in Q1 2026, for an estimated $672,496,358
• BLACKROCK, INC. removed 4,171,540 shares (-3.9%) from their portfolio in Q1 2026, for an estimated $527,074,079

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$APH Congressional Stock Trading

Members of Congress have traded $APH stock 3 times in the past 6 months. Of those trades, 3 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $APH stock by members of Congress over the last 6 months:

• REPRESENTATIVE DAN NEWHOUSE purchased up to $15,000 on 07/10.
• REPRESENTATIVE RICK LARSEN purchased up to $15,000 on 07/08.
• SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$APH Analyst Ratings

Wall Street analysts have issued reports on $APH in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

• Evercore ISI Group issued a "Outperform" rating on 04/30/2026

To track analyst ratings and price targets for $APH, check out Quiver Quantitative's $APH forecast page.

$APH Price Targets

Multiple analysts have issued price targets for $APH recently. We have seen 8 analysts offer price targets for $APH in the last 6 months, with a median target of $182.5.

Here are some recent targets:

• Wamsi Mohan from B of A Securities set a target price of $185.0 on 07/09/2026
• Joseph Spak from UBS set a target price of $185.0 on 07/09/2026
• Guy Hardwick from Barclays set a target price of $180.0 on 05/04/2026
• William Stein from Truist Securities set a target price of $200.0 on 04/30/2026
• Amit Daryanani from Evercore ISI Group set a target price of $180.0 on 04/30/2026
• Asiya Merchant from Citigroup set a target price of $180.0 on 04/30/2026
• Samik Chatterjee from JP Morgan set a target price of $200.0 on 04/30/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.

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