Amphenol Corporation $APH Stock Holdings Increased by Brighton Jones LLC

Brighton Jones LLC increased its holdings in Amphenol Corporation (NYSE:APH) by 13.8% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 20,613 shares of the electronics maker’s stock after purchasing an additional 2,506 shares during the quarter. Brighton Jones LLC’s holdings in Amphenol were worth $2,036,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also made changes to their positions in the business. Tranquility Partners LLC raised its holdings in shares of Amphenol by 0.8% in the 2nd quarter. Tranquility Partners LLC now owns 13,386 shares of the electronics maker’s stock worth $1,322,000 after purchasing an additional 107 shares in the last quarter. EWA LLC raised its holdings in shares of Amphenol by 2.3% in the 2nd quarter. EWA LLC now owns 5,200 shares of the electronics maker’s stock worth $514,000 after purchasing an additional 115 shares in the last quarter. Mather Group LLC. raised its holdings in shares of Amphenol by 0.5% in the 2nd quarter. Mather Group LLC. now owns 22,896 shares of the electronics maker’s stock worth $2,261,000 after purchasing an additional 118 shares in the last quarter. Independent Advisor Alliance raised its holdings in shares of Amphenol by 1.7% in the 1st quarter. Independent Advisor Alliance now owns 7,180 shares of the electronics maker’s stock worth $471,000 after purchasing an additional 122 shares in the last quarter. Finally, Traveka Wealth LLC raised its holdings in shares of Amphenol by 3.9% during the second quarter. Traveka Wealth LLC now owns 3,277 shares of the electronics maker’s stock valued at $324,000 after acquiring an additional 123 shares during the period. 97.01% of the stock is currently owned by institutional investors.

Amphenol Stock Performance

Shares of APH opened at $133.80 on Monday. The company’s 50 day moving average price is $119.39 and its 200 day moving average price is $100.97. Amphenol Corporation has a 52 week low of $56.45 and a 52 week high of $137.65. The company has a market capitalization of $163.35 billion, a PE ratio of 44.60, a PEG ratio of 1.51 and a beta of 1.17. The company has a debt-to-equity ratio of 0.57, a quick ratio of 1.52 and a current ratio of 2.07.

Amphenol (NYSE:APH) last announced its quarterly earnings data on Wednesday, October 22nd. The electronics maker reported $0.93 EPS for the quarter, beating analysts’ consensus estimates of $0.79 by $0.14. Amphenol had a net margin of 18.22% and a return on equity of 33.46%. The firm had revenue of $6.19 billion for the quarter, compared to the consensus estimate of $5.54 billion. During the same period in the previous year, the firm posted $0.50 earnings per share. The firm’s revenue was up 53.4% on a year-over-year basis. Amphenol has set its FY 2025 guidance at 3.260-3.280 EPS. Q4 2025 guidance at 0.890-0.910 EPS. Research analysts expect that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, January 7th. Investors of record on Tuesday, December 16th will be given a dividend of $0.25 per share. The ex-dividend date of this dividend is Tuesday, December 16th. This is a boost from Amphenol’s previous quarterly dividend of $0.17. This represents a $1.00 dividend on an annualized basis and a yield of 0.7%. Amphenol’s payout ratio is presently 22.00%.

Wall Street Analysts Forecast Growth

APH has been the topic of a number of recent analyst reports. The Goldman Sachs Group set a $154.00 price target on shares of Amphenol and gave the company a “buy” rating in a report on Thursday. Barclays initiated coverage on shares of Amphenol in a report on Wednesday, October 8th. They set an “equal weight” rating and a $120.00 price target on the stock. Robert W. Baird set a $139.00 price target on shares of Amphenol and gave the company an “outperform” rating in a report on Friday, October 10th. UBS Group set a $152.00 price target on shares of Amphenol and gave the company a “buy” rating in a report on Thursday. Finally, Citigroup boosted their price target on shares of Amphenol from $145.00 to $160.00 and gave the company a “buy” rating in a report on Thursday. Ten analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $129.77.

Insider Buying and Selling at Amphenol

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

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.