Penobscot Investment Management Company Inc. Has $16.43 Million Stock Holdings in Amphenol Corporation $APH

Penobscot Investment Management Company Inc. increased its position in shares of Amphenol Corporation (NYSE:APH) by 1.9% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 166,341 shares of the electronics maker’s stock after acquiring an additional 3,099 shares during the period. Amphenol comprises approximately 1.4% of Penobscot Investment Management Company Inc.’s portfolio, making the stock its 14th biggest holding. Penobscot Investment Management Company Inc.’s holdings in Amphenol were worth $16,426,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also recently bought and sold shares of APH. EWA LLC boosted its holdings in Amphenol by 2.3% in the 2nd quarter. EWA LLC now owns 5,200 shares of the electronics maker’s stock valued at $514,000 after purchasing an additional 115 shares during the period. Mather Group LLC. raised its position in shares of Amphenol by 0.5% during the second quarter. Mather Group LLC. now owns 22,896 shares of the electronics maker’s stock valued at $2,261,000 after buying an additional 118 shares during the last quarter. Independent Advisor Alliance lifted its stake in shares of Amphenol by 1.7% in the first quarter. Independent Advisor Alliance now owns 7,180 shares of the electronics maker’s stock valued at $471,000 after buying an additional 122 shares during the period. Traveka Wealth LLC grew its position in Amphenol by 3.9% during the second quarter. Traveka Wealth LLC now owns 3,277 shares of the electronics maker’s stock worth $324,000 after buying an additional 123 shares in the last quarter. Finally, Forum Financial Management LP increased its stake in Amphenol by 1.9% during the first quarter. Forum Financial Management LP now owns 6,681 shares of the electronics maker’s stock valued at $438,000 after acquiring an additional 126 shares during the period. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have commented on APH shares. Robert W. Baird raised their price objective on Amphenol from $118.00 to $127.00 and gave the stock an “outperform” rating in a research report on Tuesday, August 19th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amphenol in a research report on Saturday, September 27th. Industrial Alliance Securities set a $115.00 price target on shares of Amphenol in a research note on Friday, July 11th. The Goldman Sachs Group set a $139.00 price objective on shares of Amphenol and gave the company a “buy” rating in a research note on Monday, September 29th. Finally, UBS Group lifted their target price on shares of Amphenol from $115.00 to $120.00 and gave the company a “buy” rating in a research report on Thursday, July 24th. Nine analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $110.00.

Insider Activity at Amphenol

In other Amphenol news, insider William J. Doherty sold 113,000 shares of the firm’s stock in a transaction dated Monday, August 11th. The shares were sold at an average price of $110.29, for a total value of $12,462,770.00. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Craig A. Lampo sold 40,076 shares of the company’s stock in a transaction that occurred on Monday, August 25th. The stock was sold at an average price of $110.56, for a total transaction of $4,430,802.56. Following the transaction, the chief financial officer owned 39,884 shares in the company, valued at $4,409,575.04. The trade was a 50.12% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 665,924 shares of company stock worth $73,369,357 in the last quarter. Insiders own 1.67% of the company’s stock.

Amphenol Stock Down 1.1%

Shares of APH opened at $122.28 on Friday. The company has a market capitalization of $149.29 billion, a P/E ratio of 48.72, a PEG ratio of 1.98 and a beta of 1.17. Amphenol Corporation has a one year low of $56.45 and a one year high of $126.06. The business’s 50 day simple moving average is $113.91 and its 200-day simple moving average is $94.15. The company has a debt-to-equity ratio of 0.61, a current ratio of 2.02 and a quick ratio of 1.46.

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. The firm had revenue of $5.65 billion during the quarter, compared to analysts’ expectations of $5.01 billion. Amphenol had a return on equity of 30.58% and a net margin of 16.90%.The business’s revenue was up 56.5% on a year-over-year basis. During the same period last year, the firm posted $0.44 EPS. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. As a group, sell-side analysts predict 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 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%.

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.