2,425 Shares in Amphenol Corporation $APH Bought by Winthrop Advisory Group LLC

Key Points

• Winthrop Advisory Group LLC acquired 2,425 shares of Amphenol Corporation valued at approximately $240,000, marking a new investment position in the company.
• Insider selling activity has been notable, with VP Lance E. D'amico selling 100,000 shares and CFO Craig A. Lampo selling 40,076 shares, leading to significant decreases in their ownership stakes.
• Amphenol's recent earnings report showed a 56.5% increase in revenue year-over-year, with earnings per share of $0.81, surpassing analysts' expectations.

Winthrop Advisory Group LLC purchased a new position in Amphenol Corporation (NYSE:APH - Free Report) in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 2,425 shares of the electronics maker's stock, valued at approximately $240,000.

A number of other hedge funds and other institutional investors have also made changes to their positions in APH. T. Rowe Price Investment Management Inc. increased its stake in shares of Amphenol by 196.3% in the first quarter. T. Rowe Price Investment Management Inc. now owns 16,743,239 shares of the electronics maker's stock worth $1,098,190,000 after buying an additional 11,092,282 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its stake in shares of Amphenol by 639.0% in 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 worth $574,500,000 after buying an additional 7,573,750 shares during the last quarter. Nuveen LLC bought a new stake in shares of Amphenol in the first quarter worth $476,842,000. Wellington Management Group LLP increased its stake in 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 last quarter. Finally, Vanguard Group Inc. increased its stake in 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 last quarter. Institutional investors own 97.01% of the company's stock.

Insider Activity at Amphenol

In related news, VP Lance E. D'amico sold 100,000 shares of the company's stock in a transaction dated Monday, August 18th. The shares were sold at an average price of $110.60, for a total value of $11,060,000.00. Following the completion of the sale, the vice president owned 76,400 shares of the company's stock, valued at $8,449,840. This represents a 56.69% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CFO Craig A. Lampo sold 40,076 shares of the company's stock in a transaction dated Monday, August 25th. The stock was sold at an average price of $110.56, for a total transaction of $4,430,802.56. Following the completion of the sale, the chief financial officer directly owned 39,884 shares of the company's stock, valued at $4,409,575.04. The trade was a 50.12% decrease in their position. The disclosure for this sale can be found here. Over the last three months, insiders sold 665,924 shares of company stock worth $73,369,357. 1.67% of the stock is owned by company insiders.

Amphenol Stock Performance

Shares of APH opened at $125.74 on Thursday. Amphenol Corporation has a 1 year low of $56.45 and a 1 year high of $126.11. The company has a market cap of $153.52 billion, a price-to-earnings ratio of 50.10, a price-to-earnings-growth ratio of 1.99 and a beta of 1.17. The company has a debt-to-equity ratio of 0.61, a quick ratio of 1.46 and a current ratio of 2.02. The firm has a fifty day moving average of $115.04 and a 200-day moving average of $95.34.

Amphenol (NYSE:APH - Get Free Report) last posted its quarterly earnings data on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share for the quarter, topping the consensus estimate of $0.66 by $0.15. The business 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 company's quarterly revenue was up 56.5% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.44 earnings per share. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. As a group, equities analysts anticipate that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Announces Dividend

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

Wall Street Analysts Forecast Growth

Several analysts have weighed in on the stock. Evercore ISI boosted their target price on shares of Amphenol from $120.00 to $150.00 and gave the company an "outperform" rating in a research note on Tuesday. UBS Group set a $120.00 target price on shares of Amphenol in a research note on Tuesday. KGI Securities assumed coverage on shares of Amphenol in a research note on Thursday, June 26th. They set a "hold" rating for the company. JPMorgan Chase & Co. boosted their target price on shares of Amphenol from $120.00 to $125.00 and gave the company an "overweight" rating in a research note on Thursday, July 24th. Finally, Bank of America boosted their target price on shares of Amphenol from $110.00 to $120.00 and gave the company a "neutral" rating in a research note on Tuesday, August 5th. Nine research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company's stock. According to MarketBeat, Amphenol has a consensus rating of "Moderate Buy" and a consensus price target of $113.57.

About Amphenol

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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