Roberts Glore & Co. Inc. IL Makes New $227,000 Investment in Amphenol Corporation $APH

Roberts Glore & Co. Inc. IL purchased a new stake in Amphenol Corporation (NYSE:APH) during the second quarter, according to the company in its most recent filing with the SEC. The firm purchased 2,298 shares of the electronics maker’s stock, valued at approximately $227,000.

A number of other institutional investors and hedge funds have also made changes to their positions in APH. Vanguard Group Inc. grew its position in Amphenol by 1.9% during the first quarter. Vanguard Group Inc. now owns 154,998,780 shares of the electronics maker’s stock valued at $10,166,370,000 after acquiring an additional 2,870,933 shares during the period. T. Rowe Price Investment Management Inc. lifted its stake in shares of Amphenol by 196.3% in the 1st quarter. T. Rowe Price Investment Management Inc. now owns 16,743,239 shares of the electronics maker’s stock valued at $1,098,190,000 after purchasing an additional 11,092,282 shares in the last quarter. Wellington Management Group LLP grew its holdings in shares of Amphenol by 73.5% during the 1st 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 period. Invesco Ltd. increased its position in Amphenol by 1.6% during the 1st quarter. Invesco Ltd. now owns 9,198,997 shares of the electronics maker’s stock worth $603,362,000 after purchasing an additional 141,069 shares in the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in Amphenol by 639.0% in the first 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 valued at $574,500,000 after buying an additional 7,573,750 shares during the period. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on the stock. Robert W. Baird set a $139.00 price objective on shares of Amphenol and gave the stock an “outperform” rating in a research report on Friday, October 10th. The Goldman Sachs Group set a $154.00 price target on Amphenol and gave the company a “buy” rating in a report on Thursday, October 23rd. Citigroup boosted their price objective on Amphenol from $145.00 to $160.00 and gave the stock a “buy” rating in a research note on Thursday, October 23rd. JPMorgan Chase & Co. increased their target price on Amphenol from $145.00 to $160.00 and gave the company an “overweight” rating in a research note on Thursday, October 23rd. Finally, UBS Group set a $152.00 price target on Amphenol and gave the stock a “buy” rating in a research report on Thursday, October 23rd. Ten investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $129.77.

Amphenol Trading Up 0.7%

Shares of APH opened at $139.01 on Monday. Amphenol Corporation has a one year low of $56.45 and a one year high of $142.50. The stock has a 50-day moving average price of $125.12 and a 200 day moving average price of $106.35. The company has a debt-to-equity ratio of 0.57, a quick ratio of 1.52 and a current ratio of 2.07. The company has a market capitalization 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 (NYSE:APH) last posted its quarterly earnings data on Wednesday, October 22nd. The electronics maker reported $0.93 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.79 by $0.14. The company had revenue of $6.19 billion for the quarter, compared to the consensus estimate of $5.54 billion. Amphenol had a return on equity of 33.46% and a net margin of 18.22%.Amphenol’s revenue for the quarter was up 53.4% compared to the same quarter last year. During the same period in the previous year, the business earned $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. Sell-side analysts forecast 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. Shareholders of record on Tuesday, December 16th will be paid a dividend of $0.25 per share. This is a positive change from Amphenol’s previous quarterly dividend of $0.17. The ex-dividend date is Tuesday, December 16th. This represents a $1.00 dividend on an annualized basis and a yield of 0.7%. Amphenol’s payout ratio is currently 33.33%.

Insider Activity at Amphenol

In other news, CFO Craig A. Lampo sold 199,848 shares of the business’s stock in a transaction dated Friday, August 22nd. The shares were sold at an average price of $110.43, for a total value of $22,069,214.64. Following the completion of the sale, the chief financial officer owned 125,695 shares of the company’s stock, valued at approximately $13,880,498.85. The trade was a 61.39% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Luc Walter sold 365,118 shares of the stock in a transaction dated 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 transaction, the insider directly owned 433,742 shares in the company, valued at $58,403,360.30. The trade was a 45.70% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,125,042 shares of company stock worth $142,789,956 over the last 90 days. Company insiders own 1.67% of the company’s stock.

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.