Amphenol Corporation $APH Shares Sold by Stephens Inc. AR

Stephens Inc. AR reduced its stake in Amphenol Corporation (NYSE:APH) by 5.4% during the 2nd quarter, Holdings Channel reports. The fund owned 301,718 shares of the electronics maker’s stock after selling 17,114 shares during the quarter. Stephens Inc. AR’s holdings in Amphenol were worth $29,795,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Brighton Jones LLC raised its position in 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 purchasing an additional 9,390 shares in the last quarter. Revolve Wealth Partners LLC increased its holdings in Amphenol by 87.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock valued at $701,000 after buying an additional 4,721 shares during the last quarter. Bison Wealth LLC raised its stake in Amphenol by 8.3% in the fourth quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock valued at $559,000 after buying an additional 618 shares in the last quarter. GAMMA Investing LLC boosted its position in shares of Amphenol by 10.9% during the 1st 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 in the last quarter. Finally, Wealth Enhancement Advisory Services LLC increased its holdings in shares of Amphenol by 21.2% in the 1st quarter. Wealth Enhancement Advisory Services LLC now owns 243,765 shares of the electronics maker’s stock valued at $15,989,000 after acquiring an additional 42,669 shares during the last quarter. 97.01% of the stock is owned by institutional investors and hedge funds.

Amphenol Trading Down 1.3%

NYSE APH opened at $125.73 on Monday. The firm’s fifty day moving average is $117.40 and its two-hundred day moving average is $98.56. Amphenol Corporation has a one year low of $56.45 and a one year high of $128.12. 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 firm has a market cap of $153.51 billion, a PE ratio of 50.09, a P/E/G ratio of 1.64 and a beta of 1.17.

Amphenol (NYSE:APH) last released 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 firm had revenue of $5.65 billion for the quarter, compared to analyst estimates of $5.01 billion. Amphenol had a return on equity of 30.58% and a net margin of 16.90%.The business’s revenue was up 56.5% on a year-over-year basis. During the same quarter last year, the company 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 earnings per share for the current year.

Amphenol Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, October 8th. Stockholders of record on Tuesday, September 16th were paid a dividend of $0.165 per share. 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 is 26.29%.

Insider Buying and Selling

In other news, VP Lance E. D’amico sold 100,000 shares of the firm’s stock in a transaction on Monday, August 18th. The shares were sold at an average price of $110.60, for a total value of $11,060,000.00. Following the completion of the sale, the vice president owned 76,400 shares in the company, valued at approximately $8,449,840. This trade 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, VP David M. Silverman sold 100,000 shares of the business’s stock in a transaction dated Monday, August 25th. The stock was sold at an average price of $110.42, for a total transaction of $11,042,000.00. Following 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 ownership of the stock. The disclosure for this sale can be found here. Insiders sold 665,924 shares of company stock valued at $73,369,357 in the last ninety days. Company insiders own 1.67% of the company’s stock.

Wall Street Analyst Weigh In

APH has been the subject of a number of research analyst reports. JPMorgan Chase & Co. upped their price target on Amphenol from $125.00 to $145.00 and gave the company an “overweight” rating in a report on Thursday. Barclays assumed coverage on shares of Amphenol in a report on Wednesday, October 8th. They issued an “equal weight” rating and a $120.00 target price for the company. KGI Securities initiated coverage on shares of Amphenol in a research report on Thursday, June 26th. They issued a “hold” rating for the company. Evercore ISI raised their price objective on Amphenol from $120.00 to $150.00 and gave the stock an “outperform” rating in a report on Tuesday, October 7th. Finally, Robert W. Baird set a $139.00 target price on Amphenol and gave the company an “outperform” rating in a report on Friday, October 10th. Ten investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $118.00.

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.