Ferguson Wellman Capital Management Inc. Sells 1,588 Shares of Amphenol Corporation $APH

Ferguson Wellman Capital Management Inc. lessened its stake in Amphenol Corporation (NYSE:APH) by 40.0% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 2,378 shares of the electronics maker’s stock after selling 1,588 shares during the quarter. Ferguson Wellman Capital Management Inc.’s holdings in Amphenol were worth $235,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Perigon Wealth Management LLC increased its holdings in Amphenol by 29.4% in the first quarter. Perigon Wealth Management LLC now owns 17,438 shares of the electronics maker’s stock valued at $1,144,000 after purchasing an additional 3,964 shares during the last quarter. Cambridge Investment Research Advisors Inc. increased its holdings in Amphenol by 46.8% in 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 during the last quarter. Transcend Capital Advisors LLC increased its holdings in Amphenol by 14.4% in 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 during the last quarter. City Center Advisors LLC bought a new stake in shares of Amphenol in the second quarter worth about $482,000. Finally, Thurston Springer Miller Herd & Titak Inc. increased its holdings in shares of Amphenol by 25.5% in the second quarter. Thurston Springer Miller Herd & Titak Inc. now owns 27,711 shares of the electronics maker’s stock worth $2,736,000 after acquiring an additional 5,630 shares in the last quarter. Institutional investors own 97.01% of the company’s stock.

Insider Buying and Selling

In related news, VP Lance E. D’amico sold 100,000 shares of the stock in a transaction that occurred on Monday, August 18th. The stock was sold at an average price of $110.60, for a total transaction of $11,060,000.00. Following the completion of the transaction, 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 sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CFO Craig A. Lampo sold 199,848 shares of the stock in a transaction that occurred on Friday, August 22nd. The shares were sold at an average price of $110.43, for a total value of $22,069,214.64. Following the transaction, the chief financial officer directly owned 125,695 shares of the company’s stock, valued at $13,880,498.85. This trade represents a 61.39% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders sold 665,924 shares of company stock valued at $73,369,357. 1.67% of the stock is currently owned by company insiders.

Amphenol Stock Up 3.1%

NYSE:APH opened at $122.08 on Friday. The company has a debt-to-equity ratio of 0.61, a quick ratio of 1.46 and a current ratio of 2.02. The company has a market cap of $149.05 billion, a PE ratio of 48.64, a PEG ratio of 1.90 and a beta of 1.15. Amphenol Corporation has a 52-week low of $56.45 and a 52-week high of $122.79. The stock has a 50-day simple moving average of $109.17 and a 200 day simple moving average of $89.55.

Amphenol (NYSE:APH) last posted its quarterly earnings data on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share (EPS) for the quarter, topping 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 the consensus estimate of $5.01 billion. During the same period last year, the company earned $0.44 earnings per share. Amphenol’s quarterly revenue was up 56.5% on a year-over-year basis. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. On average, sell-side analysts expect that Amphenol Corporation will post 2.36 EPS for the current fiscal 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 dividend of $0.165 per share. The ex-dividend date of this dividend is Tuesday, September 16th. This represents a $0.66 annualized dividend and a yield of 0.5%. Amphenol’s dividend payout ratio is 26.29%.

Analyst Upgrades and Downgrades

APH has been the subject of several recent analyst reports. The Goldman Sachs Group restated a “buy” rating on shares of Amphenol in a report on Friday, July 11th. Bank of America increased their price target on Amphenol from $110.00 to $120.00 and gave the stock a “neutral” rating in a report on Tuesday, August 5th. Industrial Alliance Securities set a $115.00 price target on Amphenol in a report on Friday, July 11th. JPMorgan Chase & Co. increased their price target on Amphenol from $120.00 to $125.00 and gave the stock an “overweight” rating in a report on Thursday, July 24th. Finally, Citigroup increased their price target on Amphenol from $115.00 to $125.00 and gave the stock a “buy” rating in a report on Thursday, July 24th. Eight research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $105.62.

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.