16,815 Shares in Amphenol Corporation $APH Acquired by 111 Capital

Key Points

• 111 Capital acquired a new stake in Amphenol Corporation, purchasing 16,815 shares valued at approximately $1,660,000 during the 2nd quarter.
• Analysts have upgraded Amphenol's stock, with UBS Group raising its target price from $115.00 to $120.00 and nine analysts giving it a "Buy" rating.
• Amphenol reported $0.81 earnings per share for the last quarter, exceeding forecasts, and has set Q3 2025 guidance between 0.770-0.790 EPS.

111 Capital bought a new stake in Amphenol Corporation (NYSE:APH - Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought 16,815 shares of the electronics maker's stock, valued at approximately $1,660,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Motive Wealth Advisors acquired a new position in shares of Amphenol during the second quarter worth $215,000. LeConte Wealth Management LLC purchased a new stake in Amphenol during the 2nd quarter worth about $399,000. Perigon Wealth Management LLC lifted its holdings in Amphenol by 29.4% during the 1st quarter. Perigon Wealth Management LLC now owns 17,438 shares of the electronics maker's stock worth $1,144,000 after buying an additional 3,964 shares during the last quarter. City Center Advisors LLC acquired a new position in shares of Amphenol during the 2nd quarter worth about $482,000. Finally, Cambridge Investment Research Advisors Inc. increased its holdings in shares of Amphenol by 46.8% in the 1st quarter. Cambridge Investment Research Advisors Inc. now owns 69,958 shares of the electronics maker's stock valued at $4,589,000 after acquiring an additional 22,293 shares during the last quarter. Institutional investors and hedge funds own 97.01% of the company's stock.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on APH. UBS Group boosted their target price on Amphenol from $115.00 to $120.00 and gave the stock a "buy" rating in a research note on Thursday, July 24th. KGI Securities began coverage on shares of Amphenol in a report on Thursday, June 26th. They set a "hold" rating on the stock. The Goldman Sachs Group set a $139.00 price objective on shares of Amphenol and gave the stock a "buy" rating in a research report on Monday, September 29th. Weiss Ratings reaffirmed a "buy (b)" rating on shares of Amphenol in a research report on Saturday, September 27th. Finally, Truist Financial lifted their price target on shares of Amphenol from $102.00 to $126.00 and gave the stock a "buy" rating in a research note on Thursday, July 24th. Nine research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $110.00.

Amphenol Stock Performance

Shares of Amphenol stock opened at $122.28 on Friday. The firm's fifty day simple moving average is $113.91 and its 200-day simple moving average is $94.15. Amphenol Corporation has a 12 month low of $56.45 and a 12 month high of $126.06. The stock has a market capitalization of $149.29 billion, a price-to-earnings ratio of 48.72, a PEG ratio of 1.98 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.

Amphenol (NYSE:APH - Get Free Report) last issued its quarterly earnings results on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share 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 analysts' expectations of $5.01 billion. Amphenol had a net margin of 16.90% and a return on equity of 30.58%. Amphenol's quarterly revenue was up 56.5% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.44 EPS. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. As a group, equities analysts forecast that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, October 8th. Investors of record on Tuesday, September 16th will be given a $0.165 dividend. This represents a $0.66 annualized dividend and a yield of 0.5%. The ex-dividend date is Tuesday, September 16th. Amphenol's payout ratio is 26.29%.

Insider Buying and Selling

In other news, VP Lance E. D'amico sold 100,000 shares of the business's stock in a transaction that occurred on Monday, August 18th. The stock was sold at an average price of $110.60, for a total value of $11,060,000.00. Following the transaction, the vice president owned 76,400 shares of the company's stock, valued at approximately $8,449,840. The trade was a 56.69% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider William J. Doherty sold 113,000 shares of the stock in a transaction on Monday, August 11th. The stock was sold at an average price of $110.29, for a total value of $12,462,770.00. The disclosure for this sale can be found here. Insiders sold 665,924 shares of company stock valued at $73,369,357 in the last quarter. 1.67% of the stock is currently owned by insiders.

Amphenol Company 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.

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