Albion Financial Group UT Acquires 4,564 Shares of Amphenol Corporation $APH

Key Points

• Albion Financial Group UT increased its holdings in Amphenol Corporation (NYSE:APH) by 2.9%, acquiring an additional 4,564 shares in the second quarter, bringing its total to 163,857 shares valued at approximately $16.2 million.
• Amphenol's quarterly earnings beat analyst estimates, reporting $0.81 earnings per share and generating $5.65 billion in revenue, a 56.5% increase year-over-year.
• The company announced a quarterly dividend of $0.165 per share, payable on October 8th, representing an annualized yield of 0.5% and a payout ratio of 26.29%.

Albion Financial Group UT boosted its holdings in shares of Amphenol Corporation (NYSE:APH - Free Report) by 2.9% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 163,857 shares of the electronics maker's stock after purchasing an additional 4,564 shares during the period. Amphenol comprises 1.1% of Albion Financial Group UT's portfolio, making the stock its 27th biggest holding. Albion Financial Group UT's holdings in Amphenol were worth $16,181,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in APH. T. Rowe Price Investment Management Inc. lifted its stake in Amphenol by 196.3% during 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 purchasing an additional 11,092,282 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its stake in Amphenol by 639.0% during 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 purchasing an additional 7,573,750 shares during the period. Nuveen LLC bought a new position in Amphenol during the first quarter worth about $476,842,000. Wellington Management Group LLP lifted 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 worth $798,163,000 after purchasing an additional 5,154,860 shares during the period. Finally, Vanguard Group Inc. raised its stake in shares of Amphenol by 1.9% in 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 acquiring an additional 2,870,933 shares during the last quarter. Institutional investors own 97.01% of the company's stock.

Amphenol Stock Performance

Shares of Amphenol stock opened at $122.60 on Monday. The company has a debt-to-equity ratio of 0.61, a current ratio of 2.02 and a quick ratio of 1.46. The firm has a market cap of $149.68 billion, a P/E ratio of 48.84, a P/E/G ratio of 1.96 and a beta of 1.15. The firm has a 50 day simple moving average of $111.92 and a 200 day simple moving average of $92.50. Amphenol Corporation has a fifty-two week low of $56.45 and a fifty-two week high of $126.06.

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, beating analysts' consensus estimates of $0.66 by $0.15. The business had revenue of $5.65 billion during the quarter, compared to analyst estimates of $5.01 billion. Amphenol had a net margin of 16.90% and a return on equity of 30.58%. Amphenol's revenue for the quarter was up 56.5% compared to the same quarter last year. During the same quarter last year, the business posted $0.44 earnings per share. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. Sell-side analysts predict that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

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

Insider Buying and Selling at Amphenol

In other Amphenol news, VP Lance E. D'amico sold 100,000 shares of Amphenol stock in a transaction on Monday, August 18th. The shares were 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 approximately $8,449,840. The trade was a 56.69% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, VP David M. Silverman sold 100,000 shares of Amphenol stock in a transaction on Monday, August 25th. The stock was sold at an average price of $110.42, for a total transaction of $11,042,000.00. Following the sale, the vice president directly owned 12,500 shares of the company's stock, valued at $1,380,250. This represents a 88.89% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 665,924 shares of company stock worth $73,369,357 over the last quarter. 1.67% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

A number of research analysts have recently issued reports on APH shares. UBS Group lifted their target price on shares of Amphenol from $115.00 to $120.00 and gave the company a "buy" rating in a research note on Thursday, July 24th. Bank of America lifted 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. Evercore ISI lifted their target price on shares of Amphenol from $105.00 to $110.00 and gave the company an "outperform" rating in a research note on Friday, July 18th. Industrial Alliance Securities set a $115.00 target price on shares of Amphenol in a research note on Friday, July 11th. Finally, KGI Securities started coverage on shares of Amphenol in a research note on Thursday, June 26th. They issued a "hold" rating for the company. Eight investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average target price of $107.15.

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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