Public Employees Retirement System of Ohio Boosts Holdings in Amphenol Corporation $APH

Public Employees Retirement System of Ohio boosted its position in Amphenol Corporation (NYSE:APH) by 4.2% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 567,640 shares of the electronics maker’s stock after buying an additional 22,915 shares during the period. Public Employees Retirement System of Ohio’s holdings in Amphenol were worth $56,054,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Hughes Financial Services LLC purchased a new position in Amphenol in the 1st quarter valued at $25,000. Opal Wealth Advisors LLC purchased a new position in Amphenol in the 2nd quarter valued at $25,000. Avalon Trust Co grew its position in Amphenol by 133.3% in the 1st quarter. Avalon Trust Co now owns 406 shares of the electronics maker’s stock valued at $27,000 after buying an additional 232 shares during the last quarter. N.E.W. Advisory Services LLC purchased a new position in Amphenol in the 1st quarter valued at $28,000. Finally, Saudi Central Bank purchased a new position in Amphenol in the 1st quarter valued at $31,000. 97.01% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on APH shares. Truist Financial boosted their target price on shares of Amphenol from $102.00 to $126.00 and gave the stock a “buy” rating in a research report on Thursday, July 24th. UBS Group boosted their target price on shares of Amphenol from $115.00 to $120.00 and gave the stock a “buy” rating in a research report on Thursday, July 24th. Robert W. Baird boosted their target price on shares of Amphenol from $118.00 to $127.00 and gave the stock an “outperform” rating in a research report on Tuesday, August 19th. Wall Street Zen lowered shares of Amphenol from a “strong-buy” rating to a “buy” rating in a research report on Sunday, August 10th. Finally, The Goldman Sachs Group restated a “buy” rating on shares of Amphenol in a research report on Friday, July 11th. Eight analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, Amphenol presently has an average rating of “Moderate Buy” and an average target price of $105.62.

Insider Activity at Amphenol

In other news, VP David M. Silverman sold 100,000 shares of the company’s stock in a transaction dated Monday, August 25th. The shares were sold at an average price of $110.42, for a total transaction of $11,042,000.00. Following the completion of the transaction, the vice president owned 12,500 shares of the company’s stock, valued at $1,380,250. This represents a 88.89% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CFO Craig A. Lampo sold 199,848 shares of the company’s stock in a transaction dated 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 directly owned 125,695 shares of the company’s stock, valued at approximately $13,880,498.85. This represents a 61.39% decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders sold 665,924 shares of company stock worth $73,369,357. 1.67% of the stock is owned by insiders.

Amphenol Trading Up 1.5%

Shares of APH stock opened at $125.59 on Wednesday. The firm has a 50-day moving average price of $110.68 and a 200 day moving average price of $91.02. Amphenol Corporation has a twelve month low of $56.45 and a twelve month high of $126.06. The company has a market capitalization of $153.34 billion, a price-to-earnings ratio of 50.04, a PEG ratio of 1.98 and a beta of 1.15. The company has a current ratio of 2.02, a quick ratio of 1.46 and a debt-to-equity ratio of 0.61.

Amphenol (NYSE:APH) last announced its earnings results on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share for the quarter, beating the consensus estimate of $0.66 by $0.15. Amphenol had a net margin of 16.90% and a return on equity of 30.58%. The firm had revenue of $5.65 billion during the quarter, compared to the consensus estimate of $5.01 billion. During the same quarter in the previous year, the company posted $0.44 EPS. The firm’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. Research analysts forecast that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 8th. Stockholders of record on Tuesday, September 16th will be paid a dividend of $0.165 per share. The ex-dividend date of this dividend is Tuesday, September 16th. This represents a $0.66 dividend on an annualized basis and a dividend yield of 0.5%. Amphenol’s dividend payout ratio is currently 26.29%.

Amphenol Company 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.