Addenda Capital Inc. Sells 799 Shares of Amphenol Corporation $APH

Addenda Capital Inc. cut its holdings in Amphenol Corporation (NYSE:APH) by 0.4% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 200,224 shares of the electronics maker’s stock after selling 799 shares during the period. Addenda Capital Inc.’s holdings in Amphenol were worth $19,800,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. Motive Wealth Advisors bought a new stake in Amphenol during the second quarter valued at about $215,000. LeConte Wealth Management LLC bought a new stake in shares of Amphenol in the second quarter valued at about $399,000. Perigon Wealth Management LLC lifted its stake 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 valued at $1,144,000 after buying an additional 3,964 shares during the period. City Center Advisors LLC bought a new stake in shares of Amphenol in the second quarter valued at about $482,000. Finally, Cambridge Investment Research Advisors Inc. lifted its stake in shares of 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 buying an additional 22,293 shares during the period. 97.01% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several research firms recently issued reports on APH. Wall Street Zen lowered shares of Amphenol from a “strong-buy” rating to a “buy” rating in a research report on Sunday, August 10th. Citigroup reissued a “buy” rating and set a $145.00 price target (up from $125.00) on shares of Amphenol in a research note on Wednesday. Truist Financial raised their price objective on shares of Amphenol from $102.00 to $126.00 and gave the company a “buy” rating in a research note on Thursday, July 24th. Robert W. Baird raised their price objective on shares of Amphenol from $118.00 to $127.00 and gave the company an “outperform” rating in a research note on Tuesday, August 19th. Finally, JPMorgan Chase & Co. raised their price objective on shares of Amphenol from $120.00 to $125.00 and gave the company an “overweight” rating in a research note on Thursday, July 24th. Eight investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $107.15.

Amphenol Trading Up 0.2%

Shares of NYSE APH opened at $122.60 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. Amphenol Corporation has a 52-week low of $56.45 and a 52-week high of $126.06. The firm has a 50 day moving average price of $111.92 and a two-hundred day moving average price of $92.28. The stock has a market cap of $149.68 billion, a P/E ratio of 48.84, a price-to-earnings-growth ratio of 1.96 and a beta of 1.15.

Amphenol (NYSE:APH) last released 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 firm had revenue of $5.65 billion for the quarter, compared to analyst estimates of $5.01 billion. During the same period last year, the firm earned $0.44 earnings per share. The business’s quarterly 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. As a group, equities analysts forecast that Amphenol Corporation will post 2.36 EPS for the current year.

Amphenol Announces Dividend

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

Insider Activity at Amphenol

In related news, CFO Craig A. Lampo sold 199,848 shares of the company’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 completion of the sale, the chief financial officer directly owned 125,695 shares in the company, valued at $13,880,498.85. This represents a 61.39% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, insider William J. Doherty sold 113,000 shares of Amphenol stock in a transaction dated 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. Insiders sold 665,924 shares of company stock worth $73,369,357 in the last 90 days. 1.67% of the stock is currently owned by corporate insiders.

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.