Amphenol Corporation $APH Holdings Lessened by Dudley & Shanley Inc.

Dudley & Shanley Inc. decreased its holdings in Amphenol Corporation (NYSE:APH) by 2.5% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 428,000 shares of the electronics maker’s stock after selling 10,940 shares during the quarter. Amphenol accounts for about 6.6% of Dudley & Shanley Inc.’s investment portfolio, making the stock its 2nd largest position. Dudley & Shanley Inc.’s holdings in Amphenol were worth $42,265,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Perigon Wealth Management LLC boosted its holdings in shares of Amphenol by 29.4% in the first quarter. Perigon Wealth Management LLC now owns 17,438 shares of the electronics maker’s stock worth $1,144,000 after buying an additional 3,964 shares during the last quarter. Cambridge Investment Research Advisors Inc. lifted its holdings in Amphenol by 46.8% during the first quarter. Cambridge Investment Research Advisors Inc. now owns 69,958 shares of the electronics maker’s stock valued at $4,589,000 after purchasing an additional 22,293 shares in the last quarter. Transcend Capital Advisors LLC lifted its holdings in Amphenol by 14.4% during the first quarter. Transcend Capital Advisors LLC now owns 4,504 shares of the electronics maker’s stock valued at $295,000 after purchasing an additional 568 shares in the last quarter. Assenagon Asset Management S.A. lifted its holdings in Amphenol by 4.2% during the first quarter. Assenagon Asset Management S.A. now owns 61,920 shares of the electronics maker’s stock valued at $4,061,000 after purchasing an additional 2,514 shares in the last quarter. Finally, Woodline Partners LP lifted its holdings in Amphenol by 10,042.3% during the first quarter. Woodline Partners LP now owns 457,723 shares of the electronics maker’s stock valued at $30,022,000 after purchasing an additional 453,210 shares in the last quarter. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Amphenol Trading Up 0.6%

Shares of APH opened at $119.40 on Tuesday. The company has a debt-to-equity ratio of 0.61, a quick ratio of 1.46 and a current ratio of 2.02. Amphenol Corporation has a fifty-two week low of $56.45 and a fifty-two week high of $120.80. The stock has a market capitalization of $145.78 billion, a PE ratio of 47.57, a P/E/G ratio of 1.90 and a beta of 1.15. The company’s fifty day moving average is $107.86 and its 200 day moving average is $88.73.

Amphenol (NYSE:APH) last posted its quarterly earnings data 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 net margin of 16.90% and a return on equity of 30.58%. The business had revenue of $5.65 billion for the quarter, compared to analysts’ expectations of $5.01 billion. During the same quarter in the previous year, the business posted $0.44 earnings per share. The business’s revenue was up 56.5% compared to the same quarter last year. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. Sell-side analysts expect that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Announces Dividend

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

Insider Activity

In other Amphenol news, CFO Craig A. Lampo sold 199,848 shares of the business’s stock in a transaction on Friday, August 22nd. The shares were sold at an average price of $110.43, for a total transaction of $22,069,214.64. Following the transaction, the chief financial officer owned 125,695 shares in the company, valued at $13,880,498.85. The trade was a 61.39% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, insider William J. Doherty sold 113,000 shares of the business’s stock in a transaction on Friday, August 8th. The shares were sold at an average price of $108.89, for a total transaction of $12,304,570.00. The disclosure for this sale can be found here. Over the last three months, insiders have sold 665,924 shares of company stock worth $73,369,357. 1.67% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on APH shares. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Amphenol in a report on Friday, July 11th. Wall Street Zen downgraded shares of Amphenol from a “strong-buy” rating to a “buy” rating in a report on Sunday, August 10th. Industrial Alliance Securities set a $115.00 price target on shares of Amphenol in a report on Friday, July 11th. KGI Securities started coverage on shares of Amphenol in a report on Thursday, June 26th. They set a “hold” rating on the stock. Finally, Truist Financial lifted their price target on shares of Amphenol from $102.00 to $126.00 and gave the company a “buy” rating in a report on Thursday, July 24th. Eight equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $105.62.

About Amphenol

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.