Amphenol Corporation $APH Stock Position Lifted by CreativeOne Wealth LLC

CreativeOne Wealth LLC lifted its holdings in Amphenol Corporation (NYSE:APH) by 104.2% in the 1st quarter, HoldingsChannel reports. The firm owned 14,042 shares of the electronics maker’s stock after purchasing an additional 7,164 shares during the quarter. CreativeOne Wealth LLC’s holdings in Amphenol were worth $921,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently modified their holdings of APH. Bank of America Corp DE grew its stake in shares of Amphenol by 294.0% in the fourth quarter. Bank of America Corp DE now owns 24,953,591 shares of the electronics maker’s stock worth $1,733,027,000 after purchasing an additional 18,619,417 shares in the last quarter. T. Rowe Price Investment Management Inc. grew its stake in shares of Amphenol by 196.3% in the first quarter. T. Rowe Price Investment Management Inc. now owns 16,743,239 shares of the electronics maker’s stock worth $1,098,190,000 after purchasing an additional 11,092,282 shares in the last quarter. Nuveen LLC bought a new position in shares of Amphenol in the first quarter worth $476,842,000. Wellington Management Group LLP boosted its stake in Amphenol by 73.5% during the first quarter. Wellington Management Group LLP now owns 12,168,971 shares of the electronics maker’s stock valued at $798,163,000 after buying an additional 5,154,860 shares in the last quarter. Finally, Janus Henderson Group PLC grew its holdings in Amphenol by 118.4% during the fourth quarter. Janus Henderson Group PLC now owns 7,256,290 shares of the electronics maker’s stock worth $503,975,000 after acquiring an additional 3,933,269 shares during the period. Institutional investors own 97.01% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on the company. KGI Securities assumed coverage on Amphenol in a report on Thursday, June 26th. They set a “hold” rating on the stock. UBS Group lifted their target price on Amphenol from $115.00 to $120.00 and gave the stock a “buy” rating in a report on Thursday, July 24th. Citigroup lifted their target price on Amphenol from $115.00 to $125.00 and gave the stock a “buy” rating in a report on Thursday, July 24th. JPMorgan Chase & Co. lifted their target price on Amphenol from $120.00 to $125.00 and gave the stock an “overweight” rating in a report on Thursday, July 24th. Finally, Evercore ISI lifted their target price on Amphenol from $105.00 to $110.00 and gave the stock an “outperform” rating in a report on Friday, July 18th. Eight research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat, Amphenol presently has an average rating of “Moderate Buy” and a consensus price target of $105.62.

Amphenol Trading Down 2.8%

NYSE:APH opened at $108.85 on Friday. The company has a quick ratio of 1.46, a current ratio of 2.02 and a debt-to-equity ratio of 0.61. Amphenol Corporation has a 1-year low of $56.45 and a 1-year high of $112.35. The firm has a market capitalization of $132.90 billion, a price-to-earnings ratio of 43.37, a price-to-earnings-growth ratio of 1.75 and a beta of 1.13. The stock has a fifty day simple moving average of $104.23 and a 200 day simple moving average of $85.04.

Amphenol (NYSE:APH) last released its quarterly earnings results on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share for the quarter, beating analysts’ consensus estimates of $0.66 by $0.15. Amphenol had a return on equity of 30.58% and a net margin of 16.90%.The business had revenue of $5.65 billion during the quarter, compared to analyst estimates of $5.01 billion. During the same quarter last year, the company posted $0.44 EPS. Amphenol’s revenue for the quarter was up 56.5% on a year-over-year basis. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. Sell-side analysts forecast that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, October 8th. Investors of record on Tuesday, September 16th will be given a $0.165 dividend. The ex-dividend date is Tuesday, September 16th. This represents a $0.66 dividend on an annualized basis and a dividend yield of 0.6%. Amphenol’s dividend payout ratio (DPR) is 26.29%.

Insider Transactions at Amphenol

In related news, insider Luc Walter sold 286,000 shares of the stock in a transaction dated Tuesday, June 3rd. The stock was sold at an average price of $91.43, for a total value of $26,148,980.00. Following the completion of the sale, the insider directly owned 451,790 shares of the company’s stock, valued at approximately $41,307,159.70. This represents a 38.76% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, VP Lance E. D’amico sold 100,000 shares of the stock in a transaction dated Monday, August 18th. The stock was sold at an average price of $110.60, for a total value of $11,060,000.00. Following the completion of the sale, the vice president directly owned 76,400 shares of the company’s stock, valued at approximately $8,449,840. This represents a 56.69% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders sold 951,924 shares of company stock worth $99,518,337. 1.67% of the stock is currently owned by company insiders.

Amphenol Profile

Amphenol Corporation, together with its subsidiaries, primarily designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the United States, China, and internationally. It operates through three segments: Harsh Environment Solutions, Communications Solutions, and Interconnect and Sensor Systems.