NorthRock Partners LLC Purchases 4,543 Shares of Amphenol Corporation $APH

NorthRock Partners LLC grew its position in shares of Amphenol Corporation (NYSE:APH) by 48.9% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 13,830 shares of the electronics maker’s stock after acquiring an additional 4,543 shares during the quarter. NorthRock Partners LLC’s holdings in Amphenol were worth $1,367,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also recently modified their holdings of APH. Brighton Jones LLC increased its holdings in shares of Amphenol by 114.0% during the fourth quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock valued at $1,224,000 after acquiring an additional 9,390 shares in the last quarter. Revolve Wealth Partners LLC increased its holdings in shares of Amphenol by 87.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock valued at $701,000 after acquiring an additional 4,721 shares in the last quarter. Bison Wealth LLC grew its holdings in Amphenol by 8.3% during the fourth quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock worth $559,000 after buying an additional 618 shares in the last quarter. GAMMA Investing LLC grew its holdings in Amphenol by 10.9% during the first quarter. GAMMA Investing LLC now owns 39,430 shares of the electronics maker’s stock worth $2,586,000 after buying an additional 3,860 shares in the last quarter. Finally, Assenagon Asset Management S.A. grew its holdings in Amphenol by 4.2% during the first quarter. Assenagon Asset Management S.A. now owns 61,920 shares of the electronics maker’s stock worth $4,061,000 after buying an additional 2,514 shares in the last quarter. Institutional investors own 97.01% of the company’s stock.

Wall Street Analysts Forecast Growth

APH has been the subject of several recent research reports. Wall Street Zen downgraded Amphenol from a “strong-buy” rating to a “buy” rating in a report on Sunday, August 10th. JPMorgan Chase & Co. upped their price target on Amphenol from $120.00 to $125.00 and gave the stock an “overweight” rating in a report on Thursday, July 24th. Barclays initiated coverage on Amphenol in a report on Wednesday, October 8th. They set an “equal weight” rating and a $120.00 price target for the company. Robert W. Baird set a $139.00 price target on Amphenol and gave the stock an “outperform” rating in a report on Friday. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a report on Wednesday, October 8th. Nine equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to MarketBeat, Amphenol has an average rating of “Moderate Buy” and a consensus price target of $114.43.

Amphenol Stock Up 1.8%

Shares of NYSE:APH opened at $123.86 on Tuesday. The company has a market capitalization of $151.23 billion, a PE ratio of 49.35, a price-to-earnings-growth ratio of 1.95 and a beta of 1.17. The company has a debt-to-equity ratio of 0.61, a current ratio of 2.02 and a quick ratio of 1.46. The business has a fifty day moving average price of $116.08 and a two-hundred day moving average price of $96.89. Amphenol Corporation has a 1 year low of $56.45 and a 1 year high of $127.50.

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

Amphenol Announces Dividend

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

Insider Transactions at Amphenol

In other news, VP David M. Silverman sold 100,000 shares of the company’s stock in a transaction on Monday, August 25th. The stock was sold at an average price of $110.42, for a total transaction of $11,042,000.00. Following the transaction, the vice president owned 12,500 shares of the company’s stock, valued at $1,380,250. This represents a 88.89% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Craig A. Lampo sold 199,848 shares of the company’s stock in a transaction on 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 transaction, the chief financial officer directly owned 125,695 shares in the company, valued at $13,880,498.85. This represents a 61.39% decrease in their position. The disclosure for this sale can be found here. Insiders sold 665,924 shares of company stock worth $73,369,357 over the last quarter. 1.67% of the stock is currently owned by corporate insiders.

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.