Advisors Asset Management Inc. Buys 52,027 Shares of Amphenol Corporation $APH

Key Points

• Advisors Asset Management Inc. increased its holdings in Amphenol Corporation by 40.9% in the first quarter, owning a total of 179,197 shares valued at approximately $11.75 million.
• Insider selling included significant transactions by VP David M. Silverman and CFO Craig A. Lampo, who sold 100,000 and 40,076 shares respectively, indicating notable changes in their positions.
• Amphenol reported a strong earnings performance with a 56.5% increase in revenue year-over-year, achieving earnings per share of $0.81, exceeding analysts' expectations.

Advisors Asset Management Inc. raised its holdings in shares of Amphenol Corporation (NYSE:APH - Free Report) by 40.9% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 179,197 shares of the electronics maker's stock after acquiring an additional 52,027 shares during the period. Advisors Asset Management Inc.'s holdings in Amphenol were worth $11,754,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. Hughes Financial Services LLC bought a new stake in Amphenol during the 1st quarter valued at $25,000. Avalon Trust Co raised its stake in Amphenol by 133.3% during the 1st quarter. Avalon Trust Co now owns 406 shares of the electronics maker's stock valued at $27,000 after acquiring an additional 232 shares in the last quarter. N.E.W. Advisory Services LLC bought a new stake in shares of Amphenol in the 1st quarter worth $28,000. Saudi Central Bank bought a new stake in shares of Amphenol in the 1st quarter worth $31,000. Finally, SouthState Corp bought a new stake in shares of Amphenol in the 1st quarter worth $36,000. Institutional investors own 97.01% of the company's stock.

Amphenol Stock Down 2.0%

Shares of APH stock traded down $2.24 on Friday, reaching $110.51. 12,408,043 shares of the company's stock traded hands, compared to its average volume of 6,470,245. Amphenol Corporation has a 12-month low of $56.45 and a 12-month high of $113.69. 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 company has a market capitalization of $134.93 billion, a P/E ratio of 44.03, a price-to-earnings-growth ratio of 1.77 and a beta of 1.15. The business's 50 day moving average price is $105.61 and its two-hundred day moving average price is $86.47.

Amphenol (NYSE:APH - Get Free Report) last issued its earnings results on Wednesday, July 23rd. The electronics maker reported $0.81 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 for the quarter, compared to the consensus estimate of $5.01 billion. During the same quarter in the previous year, the company posted $0.44 earnings per share. 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. On average, equities analysts forecast 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. Shareholders of record on Tuesday, September 16th will be paid a $0.165 dividend. The ex-dividend date is Tuesday, September 16th. This represents a $0.66 dividend on an annualized basis and a yield of 0.6%. Amphenol's payout ratio is 26.29%.

Analyst Upgrades and Downgrades

A number of analysts have recently commented on APH shares. Bank of America boosted their price objective on Amphenol from $110.00 to $120.00 and gave the stock a "neutral" rating in a research note on Tuesday, August 5th. Wall Street Zen downgraded Amphenol from a "strong-buy" rating to a "buy" rating in a research note on Sunday, August 10th. Industrial Alliance Securities set a $115.00 price objective on Amphenol in a research note on Friday, July 11th. Citigroup boosted their target price on Amphenol from $115.00 to $125.00 and gave the stock a "buy" rating in a research report on Thursday, July 24th. Finally, Evercore ISI boosted their target price on Amphenol from $105.00 to $110.00 and gave the stock an "outperform" rating in a research report on Friday, July 18th. Eight equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat, Amphenol currently has a consensus rating of "Moderate Buy" and a consensus target price of $105.62.

Insider Buying and Selling

In other Amphenol news, CFO Craig A. Lampo sold 40,076 shares of the business's stock in a transaction dated Monday, August 25th. The stock was sold at an average price of $110.56, for a total value of $4,430,802.56. Following the completion of the sale, the chief financial officer owned 39,884 shares of the company's stock, valued at $4,409,575.04. The trade was a 50.12% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, VP Lance E. D'amico sold 100,000 shares of the business's stock in a transaction dated 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 completion of the sale, the vice president directly owned 76,400 shares of the company's stock, valued at $8,449,840. This represents a 56.69% 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 ninety days. 1.67% of the stock is currently owned by corporate insiders.

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.