Amphenol Stock Today (APH): Price, Institutional Moves and M&A Outlook on November 26, 2025

Amphenol Corporation (NYSE: APH) heads into Wednesday, November 26, 2025, trading near the top of its range after a huge year powered by artificial‑intelligence data centers, broadband build‑outs and defense demand. The stock closed Tuesday at $137.81, just below its recent highs, and has gained close to 90% over the past 12 months, putting it among the strongest large‑cap industrial/tech hybrids in the market. ^[1]

At the same time, investors today are digesting fresh 13F filings showing big institutional activity, a wave of analyst price‑target hikes, record Q3 results with a 52% dividend increase, and multi‑billion‑dollar acquisitions that will reshape Amphenol’s portfolio over the next few years. Here’s a detailed look at Amphenol stock as of November 26, 2025.

Amphenol stock price today: strong year, slight pause

In Tuesday’s session (November 25):

Close: $137.81, down just 0.05% on the day.
Intraday range: roughly $133.94 – $138.34. ^[2]
Volume: about 7 million shares, below the recent average around 8–8.5 million. ^[3]

Over the past year, APH has traded between $56.45 and $144.37, meaning shares have almost tripled from their 52‑week low and now sit less than 5% below the high. ^[4]

At Tuesday’s close, Amphenol’s market capitalisation is about $169 billion, depending on the data source and intraday price, underscoring its status as a top‑tier global components supplier. ^[5]

That staggering run‑up is why so much of today’s discussion around APH is about valuation and timing, not just fundamentals.

Fresh institutional flows on November 26: big money stays engaged

A cluster of new 13F‑based reports published today highlights just how heavily institutions remain invested in Amphenol:

Prudential Financial Inc. boosted its stake by 44.3% in Q2, buying 286,027 additional shares to reach 932,218 shares, or about 0.08% of the company, valued near $92 million at the time of the filing. ^[6]
MarketBeat notes that institutional investors now own roughly 97% of Amphenol’s float, underscoring how much of the company sits in professional hands. ^[7]

Other filings compiled today show a mix of incremental buying and trimming:

Dynamic Technology Lab Private Ltd opened a new APH position of around $370,000. ^[8]
Magnetar Financial LLC disclosed the purchase of 9,037 Amphenol shares, adding another hedge‑fund buyer to the register. ^[9]
Foster Dykema Cabot & Partners LLC reported that Amphenol is now its fourth‑largest position, reflecting high conviction from a long‑term investor. ^[10]
Advisors Asset Management Inc. and Summit Global Investments filed modest reductions in their APH holdings, showing some profit‑taking after the rally. ^[11]

Taken together, the net picture is still strongly supportive: capital is rotating among funds, but APH continues to be treated as a core institutional holding, not a trade on the fringe.

Insider selling: profit‑taking after a massive rally

Alongside institutional buying, insider sales have picked up sharply in recent months:

MT Newswires and TipRanks report that CFO Craig Lampo sold roughly $42.7 million worth of Amphenol shares in mid‑November, one of several large Form 4 filings. ^[12]
MarketBeat calculates that insiders collectively sold about 983,000 shares worth roughly $137 million last quarter, even as institutional ownership stayed close to 97%. ^[13]

Insider selling after a near‑doubling in the stock price isn’t shocking, but the size and frequency of recent disposals reinforce the idea that expectations are high and management is willing to lock in gains.

Fundamentals: record Q3 2025 and a big dividend increase

On October 22, 2025, Amphenol reported record third‑quarter 2025 results:

Sales: about $6.2 billion, up 53% year over year, with roughly 41% organic growth. ^[14]
GAAP diluted EPS:$0.97, more than double the prior‑year quarter. ^[15]
Adjusted diluted EPS:$0.93, beating consensus estimates of around $0.79. ^[16]
Operating margin: a record 27.5%, reflecting strong pricing power and mix. ^[17]
Free cash flow: about $1.2 billion in Q3 alone. ^[18]

Management also issued bullish guidance:

Q4 2025 sales projected at $6.0–$6.1 billion (up ~39–41% year over year).
Q4 adjusted EPS expected at $0.89–$0.91, up 62–65% vs. the prior year.
Full‑year 2025 sales outlook of $22.66–$22.76 billion, an increase of about 49–50% vs. 2024.
Full‑year adjusted EPS guidance of $3.26–$3.28, implying 72–74% growth. ^[19]

To share some of that growth, the board approved a 52% increase in the quarterly dividend, from $0.165 to $0.25 per share:

Record date: December 16, 2025.
Ex‑dividend date: mid‑December (sources cite December 15–16). ^[20]
Payment date:January 7, 2026. ^[21]

At the current share price, that implies a forward yield of roughly 0.7–0.8% — modest, but growing fast and well covered by cash flow.

M&A: Trexon and the $10.5 billion CommScope CCS deal

Amphenol is in the middle of a major expansion via acquisition, a key part of today’s investment debate.

Trexon: expanding high‑reliability defense interconnects

In August, Amphenol announced a definitive agreement to acquire Trexon for about $1 billion in cash. Trexon is a specialist in high‑reliability cable assemblies and interconnects for defense and other harsh‑environment markets. ^[22]

Key deal metrics:

Trexon is expected to generate ~$290 million of 2025 sales with ~26% EBITDA margins. ^[23]
The business will be folded into Harsh Environment Solutions and is expected to be accretive to EPS in the first year after closing. ^[24]
Amphenol announced on November 6 that it had completed the Trexon acquisition, removing a near‑term execution risk. ^[25]

CommScope CCS: a transformational $10.5 billion bet on connectivity

Even larger is Amphenol’s agreement to acquire CommScope’s Connectivity and Cable Solutions (CCS) business for $10.5 billion in cash, the largest deal in its history. ^[26]

According to Reuters and other reports:

The acquisition will significantly expand Amphenol’s fiber‑optic and broadband connectivity portfolio, especially in applications tied to AI data centers, high‑speed networks and building connectivity. ^[27]
The deal is expected to close in the first half of 2026, subject to regulatory approvals. ^[28]
Amphenol will fund the transaction with a mix of cash on hand and new debt.

Regulatory progress has already started: EU authorities approved the CommScope transaction in mid‑November, removing one of the major hurdles. ^[29]

To help finance the deal, Amphenol recently:

Issued $7.5 billion of senior notes with maturities stretching from 2027 to 2055, explicitly earmarked to fund the CCS acquisition and related costs. ^[30]
Completed an additional $500 million floating‑rate notes offering due 2027, according to regulatory filings. ^[31]

Together, Trexon and CCS position Amphenol as an even more central player in the “plumbing” behind AI, cloud and broadband infrastructure, but they also mean higher leverage and integration risk that investors need to watch as 2026 approaches.

What technical and quantitative models are saying today

StockTradersDaily: AI‑driven signals highlight key levels

A November 25 article from StockTradersDaily uses predictive AI models to map out near‑term trading levels for APH: ^[32]

It describes “positive near-term sentiment” within a still‑strong long‑term uptrend, but with a weaker mid‑term bias, suggesting that pullbacks inside the channel are possible.
Key levels flagged include support in the low‑$130s and resistance around $138–$143, with one highlighted short‑term risk/reward setup targeting about 9% downside from recent highs.

The overall tone: long‑term trend strong, but not a one‑way trade — risk management matters at these prices.

StockInvest.us: still a “buy candidate”, but no longer “strong buy”

Technical research site StockInvest.us, updated on November 25, labels APH as a “buy candidate” but notes a downgrade from “strong buy” as the stock cools off from recent peaks: ^[33]

Highlights from its latest model:

Amphenol fell 0.0508% on Tuesday, from $137.88 to $137.81, with a 3.29% intraday swing.
The stock is down about 4% over the last 10 trading days, but remains firmly inside a “wide and strong rising trend” in the short term.
Short‑ and long‑term moving averages still give overall buy signals, with nearby technical support clustered in the low‑ to mid‑$130s.
The model projects that, given the current trend, APH could rise roughly 25% over the next three months, with a 90% confidence band between about $165 and $186 — clearly a bullish scenario, but one based on technical extrapolation rather than fundamentals.
For today’s (Wednesday’s) session, the site estimates a likely trading range around $135.35–$140.27, with a “medium” risk profile and a recommended stop‑loss near $131. ^[34]

The technical message for November 26: uptrend intact, but short‑term risk/reward is less attractive after the rally, especially if the stock drifts away from its support zones.

Analyst sentiment and valuation: high quality at a premium price

Wall Street remains broadly positive on Amphenol, but there is growing debate about how much upside is left at current valuations.

Price‑target upgrades keep rolling in

Recent weeks have brought a string of price‑target increases:

On November 25, Goldman Sachs raised its APH price target from $154 to $157, keeping a “Buy” rating. ^[35]
A November 13 GuruFocus summary notes that Barclays maintained an “Equal‑Weight” rating but boosted its target from $120 to $143, citing rising confidence in the business. ^[36]
The same report highlights earlier target hikes from Citigroup, Truist, JPMorgan, Goldman and UBS into the $147–$160 range, most paired with Buy or Overweight ratings. ^[37]

According to that GuruFocus compilation, the average 12‑month Street price target sits around $144–$145, implying mid‑single‑digit percentage upside from current levels, with the most bullish target near $163. ^[38]

However, GuruFocus’ own GF Value model pegs fair value closer to $115, implying that the stock might be overvalued by mid‑teens percentages on a purely historical‑multiples basis. ^[39]

Zacks and BofA: growth and quality vs. valuation

A recent Zacks analysis of Amphenol’s aggressive M&A push highlights both sides of the story: ^[40]

Zacks expects 2025 sales of roughly $22.7 billion, up about 49% year over year, driven by organic strength and acquisitions.
It assigns Amphenol a Zacks Rank #1 (Strong Buy) and strong Growth and Momentum scores, but a Value Score of “F” due to elevated multiples, estimating a forward P/E in the mid‑30s, above the sector’s high‑20s.

Separately, Bank of America recently added Amphenol to its U.S. 1 list, a curated group of high‑conviction ideas, citing:

Three‑year revenue CAGR in the low double digits, accelerating with AI and cloud demand.
Operating margin around 25% and ROE in the mid‑30s, both well above typical industrial peers.
A strong balance sheet (current ratio ~2.0, moderate debt‑to‑equity) that gives the company room to fund large deals.

But BofA also notes that valuation multiples such as P/E, P/S and P/B are at or near 10‑year highs, reflecting how much optimism is already priced in.

Today’s narrative: growth machine vs. rich price, with M&A as the swing factor

Putting today’s news and recent developments together, here’s the key narrative for Amphenol stock on November 26, 2025:

Why bulls still like APH

Structural demand: Amphenol sits at the heart of long‑duration themes — AI data centers, high‑speed connectivity, electric vehicles and defense electronics — all of which are driving double‑digit organic growth. ^[41]
Execution track record: The company just delivered record Q3 results, significantly beat expectations, and guided both Q4 and full‑year 2025 well above consensus, with margins expanding rather than compressing. ^[42]
Shareholder returns: The 52% dividend hike and ongoing share repurchases signal confidence in cash‑flow durability. ^[43]
Strategic M&A: Trexon and the CommScope CCS unit should deepen Amphenol’s exposure to high‑value interconnect systems tied to defense and next‑gen networks, potentially supporting growth and margins for years. ^[44]
Supportive analyst and technical backdrop: Street targets skew upward, quantitative models still frame APH as a buy candidate, and AI‑driven trading systems see a strong long‑term trend even if near‑term swings remain choppy. ^[45]

What cautious investors are watching

Valuation risk: Whether you look at Zacks, BofA or GuruFocus, the message is similar: Amphenol is a high‑quality business now trading at a premium to its own history and to many peers. ^[46]
Insider selling: Multiple large insider transactions — including the CFO’s multi‑million‑dollar sale — may not signal fundamental trouble, but they underline how far the stock has run. ^[47]
Leverage and integration: The $10.5 billion CommScope CCS deal plus Trexon will add debt and integration complexity. If growth slows, the market may start to focus more on balance‑sheet risk and execution timelines. ^[48]
Short‑term technicals: After a steep rally, technical services like StockInvest and StockTradersDaily see rising downside risk if support around the low‑$130s fails, even though the overarching trend remains positive. ^[49]

Bottom line: how APH looks on November 26, 2025

As of today, Amphenol stock is a classic “great company at a full price” story:

The fundamental engine — driven by secular demand, high margins and smart M&A — looks very strong.
The market’s expectations are correspondingly high, reflected in rich multiples, heavy institutional ownership and rising price targets.
Near‑term signals from technical and AI‑driven models remain constructive but no longer screamingly cheap, favoring investors who are disciplined about entry points and risk management.

For long‑term investors comfortable with premium valuations and integration risk, APH still fits the profile of a high‑quality compounder in a critical part of the electronics ecosystem. For short‑term traders or valuation‑sensitive buyers, the combination of insider selling, elevated multiples and a possible consolidation phase may argue for waiting for better prices or relying on defined technical levels.

Either way, November 26, 2025 finds Amphenol firmly in the market’s spotlight — not because people doubt the business, but because the question now is how much of that strength is already reflected in a $130‑plus share price.