Amphenol Corporation $APH Shares Sold by Mattson Financial Services LLC

Mattson Financial Services LLC lowered its position in Amphenol Corporation (NYSE:APH) by 12.3% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 29,093 shares of the electronics maker’s stock after selling 4,086 shares during the quarter. Mattson Financial Services LLC’s holdings in Amphenol were worth $2,873,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently modified their holdings of APH. T. Rowe Price Investment Management Inc. grew its holdings in shares of Amphenol by 196.3% in the first quarter. T. Rowe Price Investment Management Inc. now owns 16,743,239 shares of the electronics maker’s stock valued at $1,098,190,000 after purchasing an additional 11,092,282 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in shares of Amphenol by 639.0% in the first 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 purchasing an additional 7,573,750 shares during the period. Nuveen LLC purchased a new stake in shares of Amphenol in the first quarter valued at about $476,842,000. Wellington Management Group LLP grew its holdings in shares of Amphenol by 73.5% in the first quarter. Wellington Management Group LLP now owns 12,168,971 shares of the electronics maker’s stock valued at $798,163,000 after purchasing an additional 5,154,860 shares during the period. Finally, Vanguard Group Inc. grew its holdings in shares of Amphenol by 1.9% in the first quarter. Vanguard Group Inc. now owns 154,998,780 shares of the electronics maker’s stock valued at $10,166,370,000 after purchasing an additional 2,870,933 shares during the period. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Amphenol Price Performance

APH opened at $127.27 on Friday. The stock’s 50-day moving average price is $117.08 and its 200 day moving average price is $97.69. Amphenol Corporation has a 12-month low of $56.45 and a 12-month high of $128.12. 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 $155.39 billion, a price-to-earnings ratio of 50.71, a PEG ratio of 2.01 and a beta of 1.17.

Amphenol (NYSE:APH) last posted its earnings results on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share (EPS) 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 firm had revenue of $5.65 billion for the quarter, compared to analyst estimates of $5.01 billion. During the same quarter in the prior year, the company 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 Dividend Announcement

The company also recently announced 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. The ex-dividend date of this dividend was Tuesday, September 16th. This represents a $0.66 annualized dividend and a yield of 0.5%. Amphenol’s dividend payout ratio is presently 26.29%.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on the stock. Evercore ISI upped their price objective on shares of Amphenol from $120.00 to $150.00 and gave the company an “outperform” rating in a report on Tuesday, October 7th. Industrial Alliance Securities set a $115.00 price target on Amphenol in a report on Friday, July 11th. Wall Street Zen cut Amphenol from a “strong-buy” rating to a “buy” rating in a report on Sunday, August 10th. JPMorgan Chase & Co. increased their price target on Amphenol from $125.00 to $145.00 and gave the stock an “overweight” rating in a report on Thursday. Finally, Barclays started coverage on Amphenol in a report on Wednesday, October 8th. They set an “equal weight” rating and a $120.00 price target for the company. Ten analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $118.00.

Insider Transactions at Amphenol

In related news, VP Lance E. D’amico sold 100,000 shares of the stock in a transaction dated 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 of the company’s stock, valued at approximately $8,449,840. This represents a 56.69% decrease in their position. 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 199,848 shares of the stock in a transaction dated Friday, August 22nd. The stock was sold at an average price of $110.43, for a total value of $22,069,214.64. Following the transaction, the chief financial officer directly owned 125,695 shares in the company, valued at approximately $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 worth $73,369,357 in the last 90 days. Insiders own 1.67% of the company’s stock.

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.