American Century Companies Inc. Increases Stock Holdings in Amphenol Corporation $APH

Key Points

Error: Response status code does not indicate success: 429 (Too Many Requests).

American Century Companies Inc. raised its holdings in shares of Amphenol Corporation (NYSE:APH - Free Report) by 702.3% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,173,637 shares of the electronics maker's stock after acquiring an additional 1,027,353 shares during the period. American Century Companies Inc. owned about 0.10% of Amphenol worth $76,979,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of the business. Ethic Inc. grew its position in Amphenol by 10.2% during the first quarter. Ethic Inc. now owns 106,962 shares of the electronics maker's stock valued at $7,067,000 after acquiring an additional 9,921 shares during the last quarter. Aberdeen Group plc grew its position in Amphenol by 126.0% during the first quarter. Aberdeen Group plc now owns 941,863 shares of the electronics maker's stock valued at $61,471,000 after acquiring an additional 525,200 shares during the last quarter. Liontrust Investment Partners LLP grew its position in Amphenol by 24.3% during the first quarter. Liontrust Investment Partners LLP now owns 563,382 shares of the electronics maker's stock valued at $36,952,000 after acquiring an additional 110,301 shares during the last quarter. Dimensional Fund Advisors LP grew its position in Amphenol by 2.0% during the first quarter. Dimensional Fund Advisors LP now owns 3,697,489 shares of the electronics maker's stock valued at $242,509,000 after acquiring an additional 72,280 shares during the last quarter. Finally, Sei Investments Co. boosted its stake in shares of Amphenol by 0.8% during the first quarter. Sei Investments Co. now owns 901,607 shares of the electronics maker's stock valued at $60,512,000 after purchasing an additional 7,509 shares during the period. 97.01% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

A number of research firms have recently weighed in on APH. The Goldman Sachs Group reissued a "buy" rating on shares of Amphenol in a research note on Friday, July 11th. KGI Securities began coverage on Amphenol in a research note on Thursday, June 26th. They set a "hold" rating for the company. Evercore ISI increased their price objective on Amphenol from $105.00 to $110.00 and gave the company an "outperform" rating in a research note on Friday, July 18th. TD Securities raised their price target on Amphenol from $63.00 to $70.00 and gave the stock a "hold" rating in a research note on Thursday, May 1st. Finally, Truist Financial raised their price target on Amphenol from $102.00 to $126.00 and gave the stock a "buy" rating in a research note on Thursday, July 24th. Eight equities research 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, the stock has an average rating of "Moderate Buy" and an average price target of $105.62.

Amphenol Stock Up 0.5%

Amphenol stock traded up $0.5040 on Friday, hitting $109.3140. 7,552,440 shares of the stock traded hands, compared to its average volume of 7,896,059. 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 has a market cap of $133.46 billion, a P/E ratio of 43.55, a price-to-earnings-growth ratio of 1.75 and a beta of 1.13. The business's fifty day simple moving average is $102.54 and its 200 day simple moving average is $83.55. Amphenol Corporation has a 1 year low of $56.45 and a 1 year high of $112.35.

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. The business had revenue of $5.65 billion during the quarter, compared to analyst estimates of $5.01 billion. Amphenol had a return on equity of 30.58% and a net margin of 16.90%.The company's revenue for the quarter was up 56.5% on a year-over-year basis. During the same quarter last year, the firm posted $0.44 earnings per share. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. As a group, sell-side analysts forecast that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Dividend Announcement

The business also recently declared 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. The ex-dividend date is Tuesday, September 16th. This represents a $0.66 annualized dividend and a dividend yield of 0.6%. Amphenol's dividend payout ratio (DPR) is presently 26.29%.

Insider Activity

In related news, insider Luc Walter sold 286,000 shares of Amphenol stock in a transaction dated Tuesday, June 3rd. The stock was sold at an average price of $91.43, for a total value of $26,148,980.00. Following the completion of the sale, the insider directly owned 451,790 shares in the company, valued at approximately $41,307,159.70. This trade represents a 38.76% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, VP Michael R. Ivas sold 40,000 shares of Amphenol stock in a transaction dated Thursday, May 29th. The stock was sold at an average price of $88.79, for a total value of $3,551,600.00. Following the completion of the sale, the vice president owned 152,412 shares of the company's stock, valued at $13,532,661.48. The trade was a 20.79% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders sold 912,000 shares of company stock valued at $88,763,320. 1.67% of the stock is currently owned by insiders.

Amphenol Company 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.