Focus Partners Advisor Solutions LLC Increases Stock Holdings in Amphenol Corporation $APH

Focus Partners Advisor Solutions LLC lifted its position in Amphenol Corporation (NYSE:APH) by 21.2% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 18,358 shares of the electronics maker’s stock after buying an additional 3,217 shares during the quarter. Focus Partners Advisor Solutions LLC’s holdings in Amphenol were worth $1,812,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of APH. Hughes Financial Services LLC purchased a new stake in shares of Amphenol in the first quarter worth about $25,000. Opal Wealth Advisors LLC bought a new position in Amphenol during the second quarter valued at approximately $25,000. Avalon Trust Co grew its position in Amphenol by 133.3% during the first quarter. Avalon Trust Co now owns 406 shares of the electronics maker’s stock valued at $27,000 after acquiring an additional 232 shares during the last quarter. N.E.W. Advisory Services LLC bought a new position in Amphenol during the first quarter valued at approximately $28,000. Finally, Saudi Central Bank bought a new position in Amphenol during the first quarter valued at approximately $31,000. 97.01% of the stock is owned by hedge funds and other institutional investors.

Amphenol Stock Performance

NYSE:APH opened at $133.80 on Monday. The stock has a market cap of $163.35 billion, a P/E ratio of 44.60, a price-to-earnings-growth ratio of 1.51 and a beta of 1.17. The firm’s fifty day simple moving average is $119.39 and its 200 day simple moving average is $100.97. Amphenol Corporation has a twelve month low of $56.45 and a twelve month high of $137.65. The company has a quick ratio of 1.52, a current ratio of 2.07 and a debt-to-equity ratio of 0.57.

Amphenol (NYSE:APH) last announced its quarterly earnings data on Wednesday, October 22nd. The electronics maker reported $0.93 EPS for the quarter, beating the consensus estimate of $0.79 by $0.14. The business had revenue of $6.19 billion during the quarter, compared to analyst estimates of $5.54 billion. Amphenol had a return on equity of 33.46% and a net margin of 18.22%.The company’s revenue for the quarter was up 53.4% on a year-over-year basis. During the same quarter last year, the firm posted $0.50 earnings per share. 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, research analysts predict that Amphenol Corporation will post 2.36 EPS for the current year.

Amphenol Increases Dividend

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

Analyst Ratings Changes

APH has been the topic of several recent analyst reports. Barclays initiated coverage on shares of Amphenol in a report on Wednesday, October 8th. They issued an “equal weight” rating and a $120.00 target price on the stock. Truist Financial raised their target price on shares of Amphenol from $126.00 to $147.00 and gave the stock a “buy” rating in a report on Thursday. Citigroup raised their target price on shares of Amphenol from $145.00 to $160.00 and gave the stock a “buy” rating in a report on Thursday. JPMorgan Chase & Co. lifted their price target on shares of Amphenol from $145.00 to $160.00 and gave the company an “overweight” rating in a report on Thursday. Finally, 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. Ten research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $129.77.

Insider Transactions at Amphenol

In other Amphenol news, insider William J. Doherty sold 113,000 shares of the firm’s stock in a transaction on Friday, August 8th. The stock was sold at an average price of $108.89, for a total transaction of $12,304,570.00. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, 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 transaction, the vice president directly owned 76,400 shares of the company’s stock, valued at $8,449,840. This represents a 56.69% decrease in their position. The disclosure for this sale can be found here. Over the last three months, insiders sold 665,924 shares of company stock worth $73,369,357. Corporate insiders own 1.67% of the company’s stock.

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.