Amphenol Corporation $APH Shares Bought by Aberdeen Group plc

Aberdeen Group plc grew its position in Amphenol Corporation (NYSE:APH) by 4.3% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 982,830 shares of the electronics maker’s stock after purchasing an additional 40,967 shares during the period. Aberdeen Group plc’s holdings in Amphenol were worth $97,054,000 at the end of the most recent quarter.

A number of other hedge funds have also modified their holdings of APH. Hughes Financial Services LLC acquired a new position in shares of Amphenol in the first quarter valued at about $25,000. Opal Wealth Advisors LLC acquired a new position in shares of Amphenol in the second quarter valued at about $25,000. Avalon Trust Co increased its holdings in shares of Amphenol by 133.3% in the first quarter. Avalon Trust Co now owns 406 shares of the electronics maker’s stock valued at $27,000 after purchasing an additional 232 shares during the period. N.E.W. Advisory Services LLC acquired a new position in shares of Amphenol in the first quarter valued at about $28,000. Finally, Saudi Central Bank acquired a new position in shares of Amphenol in the first quarter valued at about $31,000. 97.01% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of brokerages have recently weighed in on APH. UBS Group set a $120.00 price objective on Amphenol in a report on Tuesday. Evercore ISI raised their target price on Amphenol from $120.00 to $150.00 and gave the stock an “outperform” rating in a report on Tuesday, October 7th. Bank of America raised their target price on Amphenol from $110.00 to $120.00 and gave the stock a “neutral” rating in a report on Tuesday, August 5th. Truist Financial raised their target price on Amphenol from $102.00 to $126.00 and gave the stock a “buy” rating in a report on Thursday, July 24th. Finally, Robert W. Baird set a $139.00 target price on Amphenol and gave the stock an “outperform” rating in a report on Friday. Nine investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $114.43.

Insider Transactions at Amphenol

In other 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 value 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 ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, VP David M. Silverman sold 100,000 shares of the firm’s stock in a transaction that occurred on Monday, August 25th. The shares were sold at an average price of $110.42, for a total value of $11,042,000.00. Following the completion of the transaction, the vice president owned 12,500 shares in the company, valued at approximately $1,380,250. This trade represents a 88.89% decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 665,924 shares of company stock worth $73,369,357. 1.67% of the stock is owned by insiders.

Amphenol Stock Performance

Shares of APH stock opened at $121.64 on Friday. The company has a market capitalization of $148.51 billion, a P/E ratio of 48.46, a P/E/G ratio of 1.95 and a beta of 1.17. The business’s 50 day moving average is $115.78 and its two-hundred day moving average is $96.29. 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 Corporation has a 12-month low of $56.45 and a 12-month high of $127.50.

Amphenol (NYSE:APH) last issued its quarterly earnings results 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. The company had revenue of $5.65 billion for the quarter, compared to the consensus estimate of $5.01 billion. Amphenol had a return on equity of 30.58% and a net margin of 16.90%.Amphenol’s revenue for the quarter was up 56.5% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.44 earnings per share. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. Analysts expect that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Announces Dividend

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

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.