Westwood Holdings Group Inc. Takes Position in Amphenol Corporation $APH

Westwood Holdings Group Inc. purchased a new position in shares of Amphenol Corporation (NYSE:APH) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 2,693 shares of the electronics maker’s stock, valued at approximately $266,000.

Several other large investors also recently bought and sold shares of the company. Opal Wealth Advisors LLC acquired a new stake in Amphenol during the 2nd quarter valued at $25,000. Hilltop National Bank purchased a new position in Amphenol in the 2nd quarter valued at about $35,000. Avalon Trust Co boosted its position in Amphenol by 133.3% in the 1st quarter. Avalon Trust Co now owns 406 shares of the electronics maker’s stock valued at $27,000 after buying an additional 232 shares during the last quarter. N.E.W. Advisory Services LLC acquired a new stake in shares of Amphenol during the first quarter valued at about $28,000. Finally, Saudi Central Bank acquired a new position in shares of Amphenol in the first quarter worth about $31,000. Institutional investors and hedge funds own 97.01% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts have weighed in on APH shares. Robert W. Baird set a $139.00 price objective on Amphenol and gave the company an “outperform” rating in a research note on Friday, October 10th. JPMorgan Chase & Co. raised their price target on shares of Amphenol from $145.00 to $160.00 and gave the stock an “overweight” rating in a research report on Thursday, October 23rd. Citigroup lifted their price target on shares of Amphenol from $145.00 to $160.00 and gave the stock a “buy” rating in a research note on Thursday, October 23rd. UBS Group set a $152.00 price objective on shares of Amphenol and gave the company a “buy” rating in a research note on Thursday, October 23rd. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a research report on Wednesday, October 8th. Ten investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, Amphenol has an average rating of “Moderate Buy” and a consensus price target of $131.54.

Insiders Place Their Bets

In related news, insider William J. Doherty sold 80,000 shares of the business’s stock in a transaction that occurred on Wednesday, October 29th. The stock was sold at an average price of $141.04, for a total transaction of $11,283,200.00. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Craig A. Lampo sold 40,076 shares of the stock in a transaction on Tuesday, November 11th. The stock was sold at an average price of $143.50, for a total value of $5,750,906.00. Following the completion of the sale, the chief financial officer directly owned 39,884 shares in the company, valued at $5,723,354. This represents a 50.12% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 1,323,118 shares of company stock worth $174,426,462. 1.67% of the stock is currently owned by insiders.

Amphenol Stock Down 1.1%

Shares of NYSE:APH opened at $132.21 on Tuesday. The company’s fifty day moving average is $128.48 and its two-hundred day moving average is $108.95. 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 Corporation has a 1-year low of $56.45 and a 1-year high of $144.37. The stock has a market capitalization of $161.83 billion, a price-to-earnings ratio of 44.07, a price-to-earnings-growth ratio of 1.58 and a beta of 1.20.

Amphenol (NYSE:APH) last announced its quarterly earnings data 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. The business had revenue of $6.19 billion during the quarter, compared to the consensus estimate of $5.54 billion. Amphenol had a net margin of 18.22% and a return on equity of 33.46%. The company’s revenue for the quarter was up 53.4% compared to the same quarter last year. During the same quarter in the prior year, the firm 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. Equities analysts anticipate that Amphenol Corporation will post 2.36 EPS for the current 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 given a dividend of $0.25 per share. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date is Tuesday, December 16th. This is a positive change from Amphenol’s previous quarterly dividend of $0.17. Amphenol’s 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.