APH
Amphenol CorporationTechnology · $204.1B market cap
Verdict
Share price
$86.96
close of Oct 3, 2026
Fair value
$30.51
Sticker Price
Payback Price
$12.21
buy price
APH is Overpriced: at $86.96 it trades 185% above its fair value of $30.51. Its buy price (Payback Price) is $12.21, 86% below today's price. Business quality is strong: all 5 key numbers clear the 10% bar.
How we valued it
Buffett Normalized. A profitable, growing business, so we project its earnings 10 years ahead and work out what that is worth today.
Business quality
5 of 5 clear the 10% bar. What are the Big Five?
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6 of the investors we track hold APH. In Q2 2026, 1 opened a position, 2 added and 1 sold out. Who we track
John Armitage
Egerton Capital · as of Q2 2026
$858.1M
4,866,688 shares
Jensen Investment Management
Jensen Investment Management · as of Q2 2026
$108.4M
614,660 shares
Torray Funds
Torray Funds · as of Q2 2026
$10.4M
59,235 shares
Wallace Weitz
Weitz Investment Management · as of Q2 2026
$1.6M
9,200 shares
Lee Ainslie
Maverick Capital · as of Q2 2026
$1.1M
6,423 shares
Show all 6 holdersShow fewer
David Katz
Matrix Asset Advisors · as of Q2 2026
$539K
3,056 shares
Moves in Q2 2026
New position: Lee Ainslie
Added: John Armitage, Jensen Investment Management
Sold out: Stephen Mandel
Insider activity
Since Jul 31, 2026: no open-market purchases, 6 sales worth $173.9M and 8 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
Silverman David M
EVP, Human Resources · 2026-08-05
Sold
$20.9M
Lampo Craig A
EVP& CFO · 2026-08-04
Sold
$32.3M
D'AMICO LANCE E
EVP, Secretary & GenCounsel · 2026-08-03
Sold
$1.6M
D'AMICO LANCE E
EVP, Secretary & GenCounsel · 2026-08-03
Sold
$8.1M
NORWITT RICHARD ADAM
President & CEO · 2026-07-31
Sold
$30.2M
Show all 6 salesShow fewer
NORWITT RICHARD ADAM
President & CEO · 2026-07-31
Sold
$80.8M
Other filings
Lampo Craig A
EVP& CFO · 2026-08-06
G-Gift
54,547 shares
Silverman David M
EVP, Human Resources · 2026-08-05
Option exercise
$2.6M
Lampo Craig A
EVP& CFO · 2026-08-04
Option exercise
$4.3M
D'AMICO LANCE E
EVP, Secretary & GenCounsel · 2026-08-03
Option exercise
$895K
D'AMICO LANCE E
EVP, Secretary & GenCounsel · 2026-08-03
Option exercise
$226K
About Amphenol Corporation
Amphenol Corporation, alongside its numerous subsidiaries, operates globally as a prominent designer, manufacturer, and distributor of electrical, electronic, and fiber optic connectors. Its market reach extends across the United States, China, and various international territories. The company is organized into three primary operational divisions: Harsh Environment Solutions, Communications Solutions, and…
Hardware, Equipment & Parts
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works