Cwm LLC Boosts Position in Amphenol Corporation $APH

Cwm LLC grew its position in shares of Amphenol Corporation (NYSE:APH) by 12.3% during the second quarter, HoldingsChannel reports. The firm owned 116,712 shares of the electronics maker’s stock after buying an additional 12,748 shares during the period. Cwm LLC’s holdings in Amphenol were worth $11,525,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in APH. T. Rowe Price Investment Management Inc. raised 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 purchasing an additional 11,092,282 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its stake in shares of Amphenol by 639.0% during 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 purchasing an additional 7,573,750 shares during the period. Nuveen LLC purchased a new stake in shares of Amphenol during the first quarter valued at approximately $476,842,000. Wellington Management Group LLP raised its stake in shares of Amphenol by 73.5% during the first quarter. Wellington Management Group LLP now owns 12,168,971 shares of the electronics maker’s stock valued at $798,163,000 after purchasing an additional 5,154,860 shares during the period. Finally, Vanguard Group Inc. raised its stake 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 valued at $10,166,370,000 after purchasing an additional 2,870,933 shares during the period. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Insider Activity

In other news, VP David M. Silverman sold 100,000 shares of the business’s stock in a transaction on Monday, August 25th. The shares were sold at an average price of $110.42, for a total transaction of $11,042,000.00. Following the completion of the transaction, the vice president owned 12,500 shares of the company’s stock, valued at approximately $1,380,250. The trade was a 88.89% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, CFO Craig A. Lampo sold 199,848 shares of the business’s stock in a transaction on Friday, August 22nd. The shares were sold at an average price of $110.43, for a total transaction of $22,069,214.64. Following the transaction, the chief financial officer directly owned 125,695 shares of the company’s stock, valued at approximately $13,880,498.85. This trade represents a 61.39% decrease in their position. The disclosure for this sale can be found here. In the last three months, insiders sold 665,924 shares of company stock worth $73,369,357. 1.67% of the stock is owned by insiders.

Wall Street Analyst Weigh In

A number of analysts recently issued reports on APH shares. UBS Group set a $120.00 price target on shares of Amphenol in a research note on Tuesday, October 7th. Bank of America lifted their price target on shares of Amphenol from $110.00 to $120.00 and gave the stock a “neutral” rating in a research note on Tuesday, August 5th. Robert W. Baird set a $139.00 price target on shares of Amphenol and gave the stock an “outperform” rating in a research note on Friday. KGI Securities started coverage on shares of Amphenol in a research note on Thursday, June 26th. They issued a “hold” rating for the company. Finally, The Goldman Sachs Group set a $139.00 price target on shares of Amphenol and gave the stock a “buy” rating in a research note on Monday, September 29th. Nine analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $114.43.

Amphenol Stock Performance

Amphenol stock opened at $123.86 on Tuesday. The company has a market cap of $151.23 billion, a PE ratio of 49.35, a P/E/G ratio of 1.95 and a beta of 1.17. The company has a fifty day moving average price of $116.08 and a two-hundred day moving average price of $96.89. The company has a debt-to-equity ratio of 0.61, a current ratio of 2.02 and a quick ratio of 1.46. Amphenol Corporation has a 12 month low of $56.45 and a 12 month high of $127.50.

Amphenol (NYSE:APH) last released its quarterly earnings data on Wednesday, July 23rd. The electronics maker reported $0.81 EPS for the quarter, topping analysts’ consensus estimates of $0.66 by $0.15. The firm had revenue of $5.65 billion during the quarter, compared to the consensus estimate of $5.01 billion. Amphenol had a net margin of 16.90% and a return on equity of 30.58%. The firm’s revenue was up 56.5% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.44 earnings per share. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. Research analysts expect that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Wednesday, October 8th. Stockholders of record on Tuesday, September 16th were issued a dividend of $0.165 per share. The ex-dividend date of this dividend was Tuesday, September 16th. This represents a $0.66 annualized dividend and a dividend yield of 0.5%. Amphenol’s payout ratio is 26.29%.

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.