Fusion Family Wealth LLC Makes New $273,000 Investment in Amphenol Corporation $APH

Fusion Family Wealth LLC purchased a new stake in Amphenol Corporation (NYSE:APH) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm purchased 2,766 shares of the electronics maker’s stock, valued at approximately $273,000.

Several other large investors have also added to or reduced their stakes in APH. Brighton Jones LLC lifted 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 acquiring an additional 9,390 shares in the last quarter. Revolve Wealth Partners LLC lifted its position in 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 in the last quarter. Bison Wealth LLC lifted its position in 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 in the last quarter. GAMMA Investing LLC boosted its holdings in Amphenol by 10.9% during the first quarter. GAMMA Investing LLC now owns 39,430 shares of the electronics maker’s stock worth $2,586,000 after purchasing an additional 3,860 shares during the last quarter. Finally, Cambridge Investment Research Advisors Inc. boosted its holdings in Amphenol by 46.8% during the first quarter. Cambridge Investment Research Advisors Inc. now owns 69,958 shares of the electronics maker’s stock worth $4,589,000 after purchasing an additional 22,293 shares during the last quarter. Institutional investors own 97.01% of the company’s stock.

Insider Activity at Amphenol

In other news, VP Lance E. D’amico sold 100,000 shares of the 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 transaction, the vice president owned 76,400 shares of the company’s stock, valued at $8,449,840. This represents a 56.69% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, VP David M. Silverman sold 100,000 shares of the stock in a transaction on 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 transaction, the vice president directly owned 12,500 shares in the company, valued at $1,380,250. The trade was a 88.89% decrease in their position. The disclosure for this sale can be found here. Insiders sold 665,924 shares of company stock worth $73,369,357 over the last quarter. 1.67% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

APH has been the subject of several research reports. Industrial Alliance Securities set a $115.00 price objective on Amphenol in a report on Friday, July 11th. Evercore ISI increased their price objective on Amphenol from $120.00 to $150.00 and gave the company an “outperform” rating in a report on Tuesday, October 7th. Bank of America raised Amphenol from a “neutral” rating to a “buy” rating and increased their price objective for the company from $120.00 to $150.00 in a report on Wednesday, October 15th. Weiss Ratings restated a “buy (b)” rating on shares of Amphenol in a research note on Wednesday, October 8th. Finally, The Goldman Sachs Group set a $139.00 price target on shares of Amphenol and gave the company a “buy” rating in a research note on Monday, September 29th. Ten research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $118.00.

Amphenol Stock Performance

Amphenol stock opened at $128.95 on Thursday. The firm’s 50 day simple moving average is $118.40 and its 200 day simple moving average is $99.42. 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 capitalization of $157.44 billion, a PE ratio of 51.38, a price-to-earnings-growth ratio of 1.63 and a beta of 1.17. Amphenol Corporation has a 1-year low of $56.45 and a 1-year high of $135.94.

Amphenol (NYSE:APH) last posted its earnings results on Wednesday, October 22nd. The electronics maker reported $0.93 earnings per share for the quarter, topping analysts’ consensus estimates of $0.79 by $0.14. The business had revenue of $6.19 billion for the quarter, compared to analyst estimates of $5.54 billion. Amphenol had a net margin of 16.90% and a return on equity of 30.58%. Amphenol’s revenue was up 53.4% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.50 EPS. Amphenol has set its FY 2025 guidance at 3.260-3.280 EPS. Q4 2025 guidance at 0.890-0.910 EPS. As a group, analysts expect that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, January 7th. Stockholders of record on Tuesday, December 16th will be issued a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend is Tuesday, December 16th. This is a positive change from Amphenol’s previous quarterly dividend of $0.17. Amphenol’s payout ratio is currently 26.29%.

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.