Personal CFO Solutions LLC Sells 625 Shares of Amphenol Corporation $APH

Personal CFO Solutions LLC reduced its stake in Amphenol Corporation (NYSE:APH) by 6.9% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 8,449 shares of the electronics maker’s stock after selling 625 shares during the period. Personal CFO Solutions LLC’s holdings in Amphenol were worth $834,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also modified their holdings of the company. T. Rowe Price Investment Management Inc. lifted its stake in shares of Amphenol by 196.3% during the first 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 acquiring an additional 11,092,282 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in shares of Amphenol by 639.0% during the 1st 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 purchasing an additional 7,573,750 shares in the last quarter. Nuveen LLC acquired a new position in shares of Amphenol in the first quarter valued at approximately $476,842,000. Wellington Management Group LLP increased its holdings in 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 in the last quarter. Finally, Vanguard Group Inc. grew its holdings in shares of Amphenol by 1.9% during the first quarter. Vanguard Group Inc. now owns 154,998,780 shares of the electronics maker’s stock worth $10,166,370,000 after buying an additional 2,870,933 shares in the last quarter. 97.01% of the stock is owned by institutional investors and hedge funds.

Amphenol Trading Up 1.0%

Amphenol stock opened at $131.64 on Friday. 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 fifty-two week low of $56.45 and a fifty-two week high of $144.37. The stock has a market cap of $161.13 billion, a P/E ratio of 43.88, a PEG ratio of 1.58 and a beta of 1.20. The firm’s fifty day moving average price is $129.61 and its 200-day moving average price is $110.01.

Amphenol (NYSE:APH) last posted its earnings results on Wednesday, October 22nd. The electronics maker reported $0.93 EPS for the quarter, topping the consensus estimate of $0.79 by $0.14. Amphenol had a return on equity of 33.46% and a net margin of 18.22%.The business had revenue of $6.19 billion during the quarter, compared to analysts’ expectations of $5.54 billion. During the same period in the previous year, the business earned $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. Equities research analysts forecast that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, January 7th. Investors of record on Tuesday, December 16th will be paid a $0.25 dividend. This is an increase from Amphenol’s previous quarterly dividend of $0.17. This represents a $1.00 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend is Tuesday, December 16th. Amphenol’s payout ratio is 33.33%.

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 Tuesday, November 11th. The shares were sold at an average price of $143.50, for a total value of $5,750,906.00. Following the completion of the transaction, the chief financial officer owned 39,884 shares of the company’s stock, valued at $5,723,354. The trade was a 50.12% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider William J. Doherty sold 80,000 shares of the stock in a transaction on Wednesday, October 29th. The stock was sold at an average price of $141.04, for a total transaction of $11,283,200.00. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 1,123,270 shares of company stock valued at $152,357,247 over the last quarter. Company insiders own 1.67% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have weighed in on APH shares. UBS Group set a $152.00 price objective on shares of Amphenol and gave the stock a “buy” rating in a research note on Thursday, October 23rd. Wall Street Zen cut Amphenol from a “strong-buy” rating to a “buy” rating in a research report on Sunday, November 2nd. Citigroup upped their price target on shares of Amphenol from $145.00 to $160.00 and gave the stock a “buy” rating in a report on Thursday, October 23rd. Bank of America upgraded shares of Amphenol from a “neutral” rating to a “buy” rating and raised their price objective for the company from $120.00 to $150.00 in a report on Wednesday, October 15th. Finally, Robert W. Baird set a $139.00 target price on Amphenol and gave the stock an “outperform” rating in a report on Friday, October 10th. Ten investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, Amphenol presently has an average rating of “Moderate Buy” and an average target price of $131.54.

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.