AG2R LA Mondiale Gestion D Actifs Makes New Investment in Amphenol Corporation $APH

Key Points

• AG2R LA Mondiale Gestion D Actifs has acquired a new stake in Amphenol Corporation, purchasing 45,300 shares valued at approximately $2.97 million during the first quarter.
• Institutional ownership of Amphenol currently stands at 97.01%, with major investors like Vanguard and T. Rowe Price significantly increasing their stakes in the company.
• Amphenol recently reported earnings of $0.81 per share, surpassing expectations, and announced a quarterly dividend of $0.165, indicating a favorable financial outlook for investors.

AG2R LA Mondiale Gestion D Actifs bought a new stake in Amphenol Corporation (NYSE:APH - Free Report) during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 45,300 shares of the electronics maker's stock, valued at approximately $2,971,000.

Several other hedge funds and other institutional investors have also made changes to their positions in APH. Hughes Financial Services LLC purchased a new position in Amphenol in the 1st quarter worth about $25,000. Avalon Trust Co increased its stake in Amphenol by 133.3% in the 1st quarter. Avalon Trust Co now owns 406 shares of the electronics maker's stock worth $27,000 after buying an additional 232 shares during the period. N.E.W. Advisory Services LLC purchased a new position in Amphenol in the 1st quarter worth about $28,000. Saudi Central Bank purchased a new position in Amphenol in the 1st quarter worth about $31,000. Finally, Ransom Advisory Ltd purchased a new position in Amphenol in the 1st quarter worth about $33,000. Hedge funds and other institutional investors own 97.01% of the company's stock.

Analyst Upgrades and Downgrades

Several research analysts recently commented on APH shares. Bank of America raised their price target on shares of Amphenol from $110.00 to $120.00 and gave the stock a "neutral" rating in a research note on Tuesday, August 5th. The Goldman Sachs Group reaffirmed a "buy" rating on shares of Amphenol in a research note on Friday, July 11th. KGI Securities started coverage on shares of Amphenol in a report on Thursday, June 26th. They set a "hold" rating on the stock. UBS Group increased their target price on shares of Amphenol from $115.00 to $120.00 and gave the stock a "buy" rating in a report on Thursday, July 24th. Finally, Industrial Alliance Securities set a $115.00 target price on shares of Amphenol in a report on Friday, July 11th. Eight investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company's stock. According to data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $105.62.

Amphenol Stock Down 0.2%

Shares of NYSE:APH traded down $0.20 during trading on Tuesday, reaching $119.04. The stock had a trading volume of 7,717,500 shares, compared to its average volume of 8,458,876. Amphenol Corporation has a one year low of $56.45 and a one year high of $120.80. The company has a market capitalization of $145.34 billion, a P/E ratio of 47.43, a PEG ratio of 1.90 and a beta of 1.15. The company has a current ratio of 2.02, a quick ratio of 1.46 and a debt-to-equity ratio of 0.61. The firm's 50-day simple moving average is $107.86 and its 200 day simple moving average is $88.73.

Amphenol (NYSE:APH - Get Free Report) last released its quarterly earnings results on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share for the quarter, beating analysts' consensus estimates 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 for the quarter, compared to analysts' expectations of $5.01 billion. During the same period last year, the business earned $0.44 EPS. The company's 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, research analysts expect that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, October 8th. Investors 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 dividend payout ratio (DPR) is 26.29%.

Insider Activity at Amphenol

In related news, insider William J. Doherty sold 113,000 shares of Amphenol stock in a transaction that occurred on Monday, August 11th. The shares were sold at an average price of $110.29, for a total value of $12,462,770.00. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Lance E. D'amico sold 100,000 shares of Amphenol stock in a transaction that occurred on Monday, August 18th. The stock was sold at an average price of $110.60, for a total transaction 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 trade represents a 56.69% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 665,924 shares of company stock valued at $73,369,357 over the last 90 days. 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.