Amphenol (NYSE:APH) CFO Craig Lampo Sells 193,200 Shares of Stock

Amphenol Corporation (NYSE:APH) CFO Craig Lampo sold 193,200 shares of the company’s stock in a transaction on Tuesday, August 4th. The shares were sold at an average price of $167.31, for a total transaction of $32,324,292.00. Following the completion of the transaction, the chief financial officer owned 90,665 shares of the company’s stock, valued at approximately $15,169,161.15. The trade was a 68.06% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website.

Amphenol Price Performance

Shares of NYSE:APH opened at $172.49 on Thursday. The company’s fifty day moving average price is $157.53 and its 200 day moving average price is $145.55. Amphenol Corporation has a 12 month low of $104.71 and a 12 month high of $178.52. The company has a debt-to-equity ratio of 1.10, a current ratio of 1.89 and a quick ratio of 1.41. The firm has a market capitalization of $212.68 billion, a P/E ratio of 43.23, a P/E/G ratio of 1.36 and a beta of 1.24.

Amphenol (NYSE:APH) last released its quarterly earnings data on Wednesday, July 29th. The electronics maker reported $1.35 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.19 by $0.16. The company had revenue of $8.76 billion during the quarter, compared to the consensus estimate of $8.26 billion. Amphenol had a net margin of 17.73% and a return on equity of 39.87%. Amphenol’s revenue for the quarter was up 55.0% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.81 earnings per share. Amphenol has set its Q3 2026 guidance at 1.400-1.420 EPS. As a group, sell-side analysts predict that Amphenol Corporation will post 5.25 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Amphenol

Large investors have recently bought and sold shares of the company. Purus Wealth Management LLC boosted its stake in Amphenol by 3.7% during the 2nd quarter. Purus Wealth Management LLC now owns 1,801 shares of the electronics maker’s stock worth $318,000 after purchasing an additional 65 shares during the period. LOM Asset Management Ltd grew its position in Amphenol by 16.3% during the fourth quarter. LOM Asset Management Ltd now owns 500 shares of the electronics maker’s stock worth $68,000 after buying an additional 70 shares during the period. Sachetta LLC increased its holdings in Amphenol by 14.9% in the first quarter. Sachetta LLC now owns 548 shares of the electronics maker’s stock valued at $69,000 after buying an additional 71 shares in the last quarter. Seeds Investor LLC lifted its position in shares of Amphenol by 4.0% during the 4th quarter. Seeds Investor LLC now owns 1,889 shares of the electronics maker’s stock valued at $255,000 after acquiring an additional 72 shares during the period. Finally, Ferguson Wellman Capital Management Inc. boosted its stake in shares of Amphenol by 3.8% during the 1st quarter. Ferguson Wellman Capital Management Inc. now owns 1,980 shares of the electronics maker’s stock worth $250,000 after acquiring an additional 72 shares in the last quarter. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Analyst Ratings Changes

A number of research analysts recently issued reports on the company. Weiss Ratings restated a “buy (b)” rating on shares of Amphenol in a research note on Friday, July 17th. The Goldman Sachs Group boosted their price objective on Amphenol from $184.00 to $201.00 and gave the company a “buy” rating in a research note on Thursday, April 30th. Barclays reissued an “overweight” rating and issued a $200.00 price objective (up from $198.00) on shares of Amphenol in a report on Monday, July 13th. JPMorgan Chase & Co. raised their target price on shares of Amphenol from $200.00 to $215.00 and gave the stock an “overweight” rating in a research report on Thursday, July 16th. Finally, Robert W. Baird upped their price target on shares of Amphenol from $177.00 to $190.00 and gave the company an “outperform” rating in a research report on Monday, July 13th. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Buy” and an average price target of $191.67.

Key Amphenol News

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Amphenol and Astera Labs were highlighted as “picks-and-shovels” beneficiaries of AI capital expenditures. The thesis is that rising rack-scale computing density should drive demand for Amphenol’s high-performance connectivity products. Astera Labs and Amphenol: Quiet AI Capex Tax Collectors to Know Before Others Catch On
• Positive Sentiment: Recent quarterly results were well above expectations: earnings per share came in at $1.35 versus a $1.19 consensus estimate, while revenue of $8.76 billion exceeded the $8.26 billion forecast and increased 55% year over year. Management’s third-quarter EPS guidance of $1.40 to $1.42 also supports continued earnings growth.
• Positive Sentiment: Analysts are pointing to favorable earnings-estimate revisions as a potential catalyst for further gains, while momentum-focused coverage characterizes APH as an attractive buy candidate. Why Amphenol Might Be Well Poised for a Surge
• Neutral Sentiment: Investors are reviewing key questions from Amphenol’s second-quarter earnings call, likely focusing on AI-related demand, capacity, margins and the sustainability of its growth outlook. Five Must-Read Analyst Questions From Amphenol’s Q2 Earnings Call
• Negative Sentiment: Three executives sold a combined 363,200 shares worth approximately $61.3 million. The transactions significantly reduced their holdings, which may create a modest sentiment overhang, although insider sales do not necessarily indicate deteriorating business prospects. Amphenol SEC Insider Transaction Filing

Amphenol Company Profile

Amphenol Corporation (NYSE: APH) is a leading global manufacturer of electronic and fiber optic connectors, interconnect systems, and related components. The company designs, engineers and produces a broad range of products including electrical connectors, cable assemblies, fiber optic solutions, sensors, antennas and electromechanical devices used to transfer power, signal and data across complex systems. Its product portfolio spans ruggedized connectors for harsh environments to high-speed solutions for data centers and telecommunications networks.

Amphenol serves a diverse set of end markets, including automotive, broadband and telecom, data communications, mobile devices, industrial, energy, and military/aerospace.