Conning Inc. Cuts Stock Position in Amphenol Corporation $APH

Conning Inc. trimmed its position in shares of Amphenol Corporation (NYSE:APH) by 4.4% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 8,687 shares of the electronics maker’s stock after selling 404 shares during the period. Conning Inc.’s holdings in Amphenol were worth $858,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Brighton Jones LLC grew its holdings in Amphenol by 114.0% during the 4th quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock worth $1,224,000 after acquiring an additional 9,390 shares in the last quarter. Revolve Wealth Partners LLC grew its position in shares of Amphenol by 87.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock worth $701,000 after acquiring an additional 4,721 shares during the last quarter. Bison Wealth LLC grew its position in shares of Amphenol by 8.3% during the fourth quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock worth $559,000 after acquiring an additional 618 shares during the last quarter. GAMMA Investing LLC grew its position in shares of Amphenol by 10.9% during the first quarter. GAMMA Investing LLC now owns 39,430 shares of the electronics maker’s stock worth $2,586,000 after acquiring an additional 3,860 shares during the last quarter. Finally, Integrated Advisors Network LLC lifted its holdings in Amphenol by 83.0% in the first quarter. Integrated Advisors Network LLC now owns 5,518 shares of the electronics maker’s stock worth $362,000 after purchasing an additional 2,502 shares during the period. 97.01% of the stock is owned by institutional investors and hedge funds.

Amphenol Trading Down 3.7%

Amphenol stock opened at $121.64 on Friday. The business has a 50 day moving average price of $115.78 and a two-hundred day moving average price of $96.29. Amphenol Corporation has a 12 month low of $56.45 and a 12 month high of $127.50. The stock has a market cap of $148.51 billion, a price-to-earnings ratio of 48.46, a price-to-earnings-growth ratio of 1.95 and a beta of 1.17. The company has a quick ratio of 1.46, a current ratio of 2.02 and a debt-to-equity ratio of 0.61.

Amphenol (NYSE:APH) last posted its quarterly earnings data 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 net margin of 16.90% and a return on equity of 30.58%. The company had revenue of $5.65 billion during the quarter, compared to analyst estimates of $5.01 billion. During the same quarter last year, the business posted $0.44 earnings per share. The company’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, equities analysts forecast that Amphenol Corporation will post 2.36 EPS for the current year.

Amphenol Dividend Announcement

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

Insider Buying and Selling at Amphenol

In other news, VP David M. Silverman sold 100,000 shares of the stock in a transaction on 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 sale, 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 ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Craig A. Lampo sold 199,848 shares of the stock in a transaction on Friday, August 22nd. The stock was sold at an average price of $110.43, for a total transaction of $22,069,214.64. Following the transaction, the chief financial officer owned 125,695 shares of the company’s stock, valued at $13,880,498.85. The trade was a 61.39% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 665,924 shares of company stock valued at $73,369,357 in the last three months. Insiders own 1.67% of the company’s stock.

Analysts Set New Price Targets

APH has been the topic of several research reports. The Goldman Sachs Group set a $139.00 price target on shares of Amphenol and gave the stock a “buy” rating in a research report on Monday, September 29th. JPMorgan Chase & Co. raised their price objective on Amphenol from $120.00 to $125.00 and gave the stock an “overweight” rating in a research report on Thursday, July 24th. UBS Group set a $120.00 price objective on Amphenol in a research report on Tuesday. Bank of America raised their price target on Amphenol from $110.00 to $120.00 and gave the stock a “neutral” rating in a research note on Tuesday, August 5th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amphenol in a research note on Wednesday. Nine equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $114.43.

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.