Ritholtz Wealth Management Buys 8,355 Shares of Amphenol Corporation $APH

Ritholtz Wealth Management boosted its stake in Amphenol Corporation (NYSE:APH) by 94.8% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 17,166 shares of the electronics maker’s stock after purchasing an additional 8,355 shares during the quarter. Ritholtz Wealth Management’s holdings in Amphenol were worth $1,695,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in APH. Hughes Financial Services LLC bought a new stake in Amphenol in the first quarter valued at about $25,000. Opal Wealth Advisors LLC bought a new stake in Amphenol in the second quarter valued at about $25,000. Avalon Trust Co increased its holdings in 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 last quarter. N.E.W. Advisory Services LLC bought a new stake in Amphenol in the first quarter valued at about $28,000. Finally, Saudi Central Bank bought a new stake in Amphenol in the first quarter valued at about $31,000. Institutional investors own 97.01% of the company’s stock.

Insider Transactions at Amphenol

In related news, insider William J. Doherty sold 113,000 shares of the stock in a transaction dated Friday, August 8th. The stock was sold at an average price of $108.89, for a total transaction of $12,304,570.00. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Craig A. Lampo sold 199,848 shares of the stock in a transaction that occurred on Friday, August 22nd. The shares were 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 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. Insiders have sold a total of 665,924 shares of company stock valued at $73,369,357 in the last ninety days. Corporate insiders own 1.67% of the company’s stock.

Amphenol Stock Up 1.3%

NYSE:APH opened at $127.27 on Friday. The company has a debt-to-equity ratio of 0.61, a quick ratio of 1.46 and a current ratio of 2.02. The company has a market cap of $155.39 billion, a PE ratio of 50.71, a PEG ratio of 2.01 and a beta of 1.17. Amphenol Corporation has a 52-week low of $56.45 and a 52-week high of $128.12. The stock has a 50-day simple moving average of $117.08 and a 200 day simple moving average of $97.69.

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, topping analysts’ consensus estimates of $0.66 by $0.15. The business had revenue of $5.65 billion during 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 quarterly revenue was up 56.5% on a year-over-year basis. During the same period last year, the company earned $0.44 earnings per share. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. On average, sell-side analysts expect that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Announces Dividend

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

Analyst Ratings Changes

A number of equities research analysts recently commented on APH shares. JPMorgan Chase & Co. upped their price objective on Amphenol from $125.00 to $145.00 and gave the company an “overweight” rating in a report on Thursday. Industrial Alliance Securities set a $115.00 price target on Amphenol in a report on Friday, July 11th. KGI Securities started coverage on Amphenol in a report on Thursday, June 26th. They issued a “hold” rating for the company. UBS Group set a $120.00 price target on Amphenol in a report on Tuesday, October 7th. Finally, Wall Street Zen downgraded Amphenol from a “strong-buy” rating to a “buy” rating in a report on Sunday, August 10th. Ten investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $118.00.

Amphenol Company 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.