Baer Investment Advisory LLC Has $4.58 Million Stock Position in Amphenol Corporation $APH

Baer Investment Advisory LLC boosted its position in Amphenol Corporation (NYSE:APH) by 1.5% during the second quarter, HoldingsChannel.com reports. The fund owned 50,727 shares of the electronics maker’s stock after buying an additional 750 shares during the quarter. Amphenol makes up 4.9% of Baer Investment Advisory LLC’s portfolio, making the stock its 5th biggest position. Baer Investment Advisory LLC’s holdings in Amphenol were worth $4,584,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in APH. Brighton Jones LLC raised its holdings in shares of Amphenol by 114.0% during the 4th quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock worth $1,224,000 after buying an additional 9,390 shares in the last quarter. Revolve Wealth Partners LLC boosted its stake 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 in the last quarter. Bison Wealth LLC grew its position 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 acquiring an additional 618 shares during the last quarter. U.S. Capital Wealth Advisors LLC acquired a new position in Amphenol during the first quarter worth about $239,000. Finally, Allworth Financial LP lifted its holdings in shares of Amphenol by 13.4% in the first quarter. Allworth Financial LP now owns 9,155 shares of the electronics maker’s stock worth $600,000 after acquiring an additional 1,084 shares during the last quarter. 97.01% of the stock is currently owned by institutional investors.

Insider Activity

In other news, insider William J. Doherty sold 113,000 shares of the firm’s stock in a transaction that occurred on Monday, August 11th. The shares were sold at an average price of $110.29, for a total transaction of $12,462,770.00. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Luc Walter sold 365,118 shares of the firm’s stock in a transaction on Friday, October 24th. The stock was sold at an average price of $134.65, for a total transaction of $49,163,138.70. Following the completion of the sale, the insider owned 433,742 shares of the company’s stock, valued at $58,403,360.30. The trade was a 45.70% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 1,238,042 shares of company stock worth $155,252,726. Company insiders own 1.67% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts recently issued reports on APH shares. UBS Group set a $152.00 price target on shares of Amphenol and gave the company a “buy” rating in a report on Thursday, October 23rd. Citigroup raised their target price on shares of Amphenol from $145.00 to $160.00 and gave the company a “buy” rating in a research report on Thursday, October 23rd. Evercore ISI upped their price target on shares of Amphenol from $120.00 to $150.00 and gave the stock an “outperform” rating in a report on Tuesday, October 7th. The Goldman Sachs Group set a $154.00 price objective on Amphenol and gave the company a “buy” rating in a report on Thursday, October 23rd. Finally, Wall Street Zen lowered Amphenol from a “strong-buy” rating to a “buy” rating in a research report on Sunday, November 2nd. Ten research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, Amphenol currently has a consensus rating of “Moderate Buy” and an average price target of $129.77.

Amphenol Stock Up 0.7%

Shares of NYSE:APH opened at $139.01 on Friday. The business has a fifty day simple moving average of $125.12 and a 200 day simple moving average of $105.82. The company has a quick ratio of 1.52, a current ratio of 2.07 and a debt-to-equity ratio of 0.57. The firm has a market cap of $170.16 billion, a P/E ratio of 46.34, a P/E/G ratio of 1.58 and a beta of 1.20. Amphenol Corporation has a 12-month low of $56.45 and a 12-month high of $142.50.

Amphenol (NYSE:APH) last released its earnings results on Wednesday, October 22nd. The electronics maker reported $0.93 earnings per share 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 business had revenue of $6.19 billion during the quarter, compared to the consensus estimate of $5.54 billion. During the same quarter in the prior year, the firm posted $0.50 EPS. The company’s revenue for the quarter was up 53.4% compared to the same quarter last year. Amphenol has set its FY 2025 guidance at 3.260-3.280 EPS. Q4 2025 guidance at 0.890-0.910 EPS. Analysts predict that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Increases Dividend

The firm also recently announced 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. This represents a $1.00 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Tuesday, December 16th. This is a positive change from Amphenol’s previous quarterly dividend of $0.17. Amphenol’s dividend payout ratio is currently 33.33%.

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.