VCI Wealth Management LLC Has $2.27 Million Position in Amphenol Corporation $APH

VCI Wealth Management LLC grew its position in shares of Amphenol Corporation (NYSE:APH) by 5.2% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 22,946 shares of the electronics maker’s stock after purchasing an additional 1,141 shares during the quarter. VCI Wealth Management LLC’s holdings in Amphenol were worth $2,266,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Vanguard Group Inc. grew its holdings in Amphenol by 1.9% during the 1st quarter. Vanguard Group Inc. now owns 154,998,780 shares of the electronics maker’s stock worth $10,166,370,000 after acquiring an additional 2,870,933 shares during the last quarter. T. Rowe Price Investment Management Inc. lifted its holdings in shares of Amphenol by 196.3% during the first quarter. T. Rowe Price Investment Management Inc. now owns 16,743,239 shares of the electronics maker’s stock worth $1,098,190,000 after purchasing an additional 11,092,282 shares during the period. Wellington Management Group LLP grew its stake 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 worth $798,163,000 after purchasing an additional 5,154,860 shares during the last quarter. Invesco Ltd. increased its holdings in Amphenol by 1.6% in the first quarter. Invesco Ltd. now owns 9,198,997 shares of the electronics maker’s stock valued at $603,362,000 after purchasing an additional 141,069 shares during the period. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in Amphenol by 639.0% during the 1st 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 worth $574,500,000 after purchasing an additional 7,573,750 shares during the last quarter. Institutional investors own 97.01% of the company’s stock.

Insider Transactions at Amphenol

In other Amphenol news, CFO Craig A. Lampo sold 40,076 shares of the business’s stock in a transaction on Monday, August 25th. The shares were sold at an average price of $110.56, for a total transaction of $4,430,802.56. Following the completion of the sale, the chief financial officer owned 39,884 shares in the company, valued at approximately $4,409,575.04. The trade was a 50.12% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, VP David M. Silverman sold 100,000 shares of the company’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 completion of the sale, the vice president owned 12,500 shares in the company, valued at $1,380,250. This represents a 88.89% decrease in their position. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 665,924 shares of company stock worth $73,369,357. 1.67% of the stock is currently owned by insiders.

Analyst Ratings Changes

A number of research firms have commented on APH. UBS Group set a $120.00 price target on Amphenol in a research report on Tuesday, October 7th. Industrial Alliance Securities set a $115.00 target price on Amphenol in a report on Friday, July 11th. Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a research report on Wednesday, October 8th. Bank of America upgraded shares of Amphenol from a “neutral” rating to a “buy” rating and boosted their price target for the stock from $120.00 to $150.00 in a research report on Wednesday, October 15th. Finally, Wall Street Zen cut shares of Amphenol from a “strong-buy” rating to a “buy” rating in a research report on Sunday, August 10th. Ten analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $118.00.

Amphenol Stock Up 1.6%

Shares of NYSE APH opened at $127.71 on Tuesday. The firm has a market cap of $155.92 billion, a PE ratio of 50.88, a P/E/G ratio of 1.64 and a beta of 1.17. Amphenol Corporation has a 12-month low of $56.45 and a 12-month high of $128.12. The company’s fifty day simple moving average is $117.76 and its 200 day simple moving average is $99.04. 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 results on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share for the quarter, beating the consensus estimate of $0.66 by $0.15. The firm had revenue of $5.65 billion during 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 business’s revenue was up 56.5% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.44 earnings per share. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. As a group, sell-side analysts forecast that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, October 8th. Shareholders of record on Tuesday, September 16th were issued a $0.165 dividend. The ex-dividend date 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%.

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.