Bar Harbor Wealth Management Cuts Stock Position in Amphenol Corporation $APH

Bar Harbor Wealth Management cut its holdings in Amphenol Corporation (NYSE:APH) by 9.2% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 45,988 shares of the electronics maker’s stock after selling 4,639 shares during the quarter. Bar Harbor Wealth Management’s holdings in Amphenol were worth $4,541,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Vanguard Group Inc. increased its position in shares of Amphenol by 1.9% during the first quarter. Vanguard Group Inc. now owns 154,998,780 shares of the electronics maker’s stock worth $10,166,370,000 after purchasing an additional 2,870,933 shares in the last quarter. T. Rowe Price Investment Management Inc. increased its position in shares of Amphenol by 196.3% during the first quarter. T. Rowe Price Investment Management Inc. now owns 16,743,239 shares of the electronics maker’s stock worth $1,098,190,000 after purchasing an additional 11,092,282 shares in the last quarter. Wellington Management Group LLP grew its holdings in Amphenol by 73.5% in the 1st quarter. Wellington Management Group LLP now owns 12,168,971 shares of the electronics maker’s stock valued at $798,163,000 after buying an additional 5,154,860 shares in the last quarter. Invesco Ltd. grew its holdings in Amphenol by 1.6% in the 1st quarter. Invesco Ltd. now owns 9,198,997 shares of the electronics maker’s stock valued at $603,362,000 after buying an additional 141,069 shares in the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in Amphenol by 639.0% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 8,758,951 shares of the electronics maker’s stock valued at $574,500,000 after buying an additional 7,573,750 shares in the last quarter. 97.01% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Amphenol

In related news, VP Lance E. D’amico sold 100,000 shares of the firm’s 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 transaction, the vice president owned 76,400 shares in the company, valued at $8,449,840. This trade represents a 56.69% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, VP David M. Silverman sold 100,000 shares of the firm’s stock in a transaction that occurred on Monday, August 25th. The stock was sold at an average price of $110.42, for a total value of $11,042,000.00. Following the transaction, the vice president owned 12,500 shares in the company, valued at $1,380,250. This represents a 88.89% decrease in their position. The disclosure for this sale can be found here. Over the last quarter, insiders have sold 665,924 shares of company stock worth $73,369,357. 1.67% of the stock is owned by corporate insiders.

Amphenol Price Performance

APH opened at $125.74 on Thursday. The stock’s 50-day moving average price is $115.04 and its 200 day moving average price is $95.34. Amphenol Corporation has a 12-month low of $56.45 and a 12-month high of $126.11. The company has a current ratio of 2.02, a quick ratio of 1.46 and a debt-to-equity ratio of 0.61. The firm has a market cap of $153.52 billion, a price-to-earnings ratio of 50.10, a PEG ratio of 1.99 and a beta of 1.17.

Amphenol (NYSE:APH) last issued its quarterly earnings results on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share for the quarter, topping the consensus estimate of $0.66 by $0.15. Amphenol had a return on equity of 30.58% and a net margin of 16.90%.The company had revenue of $5.65 billion for the quarter, compared to the consensus estimate of $5.01 billion. During the same quarter in the prior year, the business earned $0.44 EPS. Amphenol’s revenue was up 56.5% on a year-over-year basis. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. As a group, sell-side analysts expect that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, October 8th. Investors of record on Tuesday, September 16th were paid a dividend of $0.165 per share. This represents a $0.66 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date was Tuesday, September 16th. Amphenol’s dividend payout ratio (DPR) is currently 26.29%.

Analyst Ratings Changes

Several analysts have issued reports on APH shares. UBS Group set a $120.00 target price on Amphenol in a report on Tuesday. Truist Financial upped their target price on Amphenol from $102.00 to $126.00 and gave the company a “buy” rating in a report on Thursday, July 24th. Wall Street Zen cut Amphenol from a “strong-buy” rating to a “buy” rating in a report on Sunday, August 10th. Evercore ISI upped their target price on Amphenol from $120.00 to $150.00 and gave the company an “outperform” rating in a report on Tuesday. Finally, Bank of America upped their target price on Amphenol from $110.00 to $120.00 and gave the company a “neutral” rating in a report on Tuesday, August 5th. Nine investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat, Amphenol presently has a consensus rating of “Moderate Buy” and an average price target of $113.57.

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.