Accurate Wealth Management LLC Takes $553,000 Position in Amphenol Corporation $APH

Key Points

• Accurate Wealth Management LLC has acquired a new stake in Amphenol Corporation valued at approximately $553,000, purchasing 5,621 shares during the second quarter.
• Amphenol reported a quarterly Earnings Per Share (EPS) of $0.81, exceeding analysts' expectations of $0.66, along with a 56.5% increase in revenue year-over-year.
• The company recently announced a quarterly dividend of $0.165 per share, with an upcoming payment date of October 8th for stockholders of record from September 16th.

Accurate Wealth Management LLC purchased a new stake in Amphenol Corporation (NYSE:APH - Free Report) during the second quarter, according to its most recent 13F filing with the SEC. The firm purchased 5,621 shares of the electronics maker's stock, valued at approximately $553,000.

A number of other institutional investors have also modified their holdings of APH. T. Rowe Price Investment Management Inc. boosted its holdings in shares of Amphenol by 196.3% in the 1st 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 buying an additional 11,092,282 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its holdings in shares of Amphenol by 639.0% in the 1st 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 buying an additional 7,573,750 shares in the last quarter. Nuveen LLC bought a new stake in shares of Amphenol in the 1st quarter valued at about $476,842,000. Wellington Management Group LLP boosted its holdings in shares of Amphenol by 73.5% in the 1st quarter. Wellington Management Group LLP now owns 12,168,971 shares of the electronics maker's stock valued at $798,163,000 after buying an additional 5,154,860 shares in the last quarter. Finally, Vanguard Group Inc. boosted its stake in Amphenol by 1.9% in the 1st quarter. Vanguard Group Inc. now owns 154,998,780 shares of the electronics maker's stock worth $10,166,370,000 after purchasing an additional 2,870,933 shares in the last quarter. 97.01% of the stock is currently owned by institutional investors.

Amphenol Stock Performance

Shares of NYSE APH opened at $123.27 on Thursday. The company has a current ratio of 2.02, a quick ratio of 1.46 and a debt-to-equity ratio of 0.61. Amphenol Corporation has a 12 month low of $56.45 and a 12 month high of $126.06. The company has a 50 day simple moving average of $111.13 and a two-hundred day simple moving average of $91.24. The stock has a market cap of $150.50 billion, a price-to-earnings ratio of 49.11, a PEG ratio of 2.01 and a beta of 1.15.

Amphenol (NYSE:APH - Get Free Report) last announced its quarterly earnings data on Wednesday, July 23rd. The electronics maker reported $0.81 EPS for the quarter, beating the consensus estimate of $0.66 by $0.15. Amphenol had a net margin of 16.90% and a return on equity of 30.58%. The business had revenue of $5.65 billion during the quarter, compared to analysts' expectations of $5.01 billion. During the same period in the previous year, the business posted $0.44 EPS. The business's quarterly revenue was up 56.5% compared to the same quarter last year. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. As a group, analysts predict that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Dividend Announcement

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

Wall Street Analyst Weigh In

A number of research firms recently commented on APH. JPMorgan Chase & Co. lifted their target price on shares of Amphenol from $120.00 to $125.00 and gave the stock an "overweight" rating in a research note on Thursday, July 24th. KGI Securities began coverage on shares of Amphenol in a research note on Thursday, June 26th. They issued a "hold" rating for the company. Truist Financial lifted their target price 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. Evercore ISI lifted their target price on shares of Amphenol from $105.00 to $110.00 and gave the stock an "outperform" rating in a research note on Friday, July 18th. Finally, Industrial Alliance Securities set a $115.00 target price on shares of Amphenol in a research note on Friday, July 11th. Eight equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average target price of $107.15.

Insider Activity

In other news, insider William J. Doherty sold 113,000 shares of Amphenol stock in a transaction that occurred on Friday, August 8th. The shares were sold at an average price of $108.89, for a total transaction of $12,304,570.00. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, VP David M. Silverman sold 100,000 shares of Amphenol stock in a transaction that occurred 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 transaction, the vice president directly owned 12,500 shares of the company's stock, valued at approximately $1,380,250. This trade represents a 88.89% decrease in their ownership of the stock. 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. Company insiders own 1.67% of the company's stock.

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.

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