Amphenol Corporation $APH Shares Sold by LRI Investments LLC

LRI Investments LLC decreased its stake in shares of Amphenol Corporation (NYSE:APH) by 8.9% during the second quarter, HoldingsChannel reports. The firm owned 1,052 shares of the electronics maker’s stock after selling 103 shares during the quarter. LRI Investments LLC’s holdings in Amphenol were worth $104,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also bought and sold shares of the company. Brighton Jones LLC boosted its holdings in shares of Amphenol by 114.0% in the 4th quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock valued at $1,224,000 after acquiring an additional 9,390 shares during the last quarter. Revolve Wealth Partners LLC boosted its holdings in shares of Amphenol by 87.9% in the 4th quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock valued at $701,000 after acquiring an additional 4,721 shares during the last quarter. Bison Wealth LLC boosted its holdings in shares of Amphenol by 8.3% in the 4th quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock valued at $559,000 after acquiring an additional 618 shares during the last quarter. GAMMA Investing LLC boosted its holdings in shares of Amphenol by 10.9% in the 1st quarter. GAMMA Investing LLC now owns 39,430 shares of the electronics maker’s stock valued at $2,586,000 after acquiring an additional 3,860 shares during the last quarter. Finally, Assenagon Asset Management S.A. boosted its holdings in shares of Amphenol by 4.2% in the 1st quarter. Assenagon Asset Management S.A. now owns 61,920 shares of the electronics maker’s stock valued at $4,061,000 after acquiring an additional 2,514 shares during the last quarter. Institutional investors and hedge funds own 97.01% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have recently commented on APH. Citigroup reaffirmed a “buy” rating and issued a $145.00 price objective (up from $125.00) on shares of Amphenol in a report on Wednesday, September 24th. KGI Securities assumed coverage on shares of Amphenol in a report on Thursday, June 26th. They issued a “hold” rating on the stock. Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a report on Wednesday, October 8th. Wall Street Zen downgraded shares of Amphenol from a “strong-buy” rating to a “buy” rating in a report on Sunday, August 10th. Finally, JPMorgan Chase & Co. increased their price target on shares of Amphenol from $120.00 to $125.00 and gave the stock an “overweight” rating in a report on Thursday, July 24th. Nine research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $114.43.

Amphenol Stock Performance

APH opened at $123.86 on Tuesday. The company has a quick ratio of 1.46, a current ratio of 2.02 and a debt-to-equity ratio of 0.61. The company has a market cap of $151.23 billion, a price-to-earnings ratio of 49.35, a PEG ratio of 1.95 and a beta of 1.17. Amphenol Corporation has a 52-week low of $56.45 and a 52-week high of $127.50. The firm’s fifty day simple moving average is $116.08 and its two-hundred day simple moving average is $96.89.

Amphenol (NYSE:APH) last posted its quarterly earnings data on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.66 by $0.15. The business had revenue of $5.65 billion for the quarter, compared to the consensus estimate of $5.01 billion. Amphenol had a net margin of 16.90% and a return on equity of 30.58%. The company’s revenue was up 56.5% compared to the same quarter last year. During the same period last year, the firm posted $0.44 earnings per share. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. Equities analysts anticipate that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Announces Dividend

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

Insider Activity at Amphenol

In other news, insider William J. Doherty sold 113,000 shares of the stock in a transaction dated Friday, August 8th. The shares were sold at an average price of $108.89, for a total value of $12,304,570.00. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Craig A. Lampo sold 199,848 shares of the stock in a transaction dated 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 owned 125,695 shares of the company’s stock, valued at $13,880,498.85. This trade represents a 61.39% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders sold 665,924 shares of company stock valued at $73,369,357. 1.67% of the stock is currently owned by company insiders.

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.