Amphenol Corporation $APH Shares Sold by Dudley & Shanley Inc.

Key Points

• Dudley & Shanley Inc. has reduced its stake in Amphenol Corporation by 2.5% but it remains the firm's 2nd largest position, valued at approximately $42.27 million.
• Amphenol recently reported earnings of $0.81 per share for the last quarter, exceeding analysts' expectations, and its revenue grew by 56.5% year-over-year.
• The company declared a quarterly dividend of $0.165 per share, yielding 0.6% annually, with a payout ratio of 26.29%.

Dudley & Shanley Inc. reduced its holdings in shares of Amphenol Corporation (NYSE:APH - Free Report) by 2.5% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 428,000 shares of the electronics maker's stock after selling 10,940 shares during the quarter. Amphenol makes up about 6.6% of Dudley & Shanley Inc.'s holdings, making the stock its 2nd largest position. Dudley & Shanley Inc.'s holdings in Amphenol were worth $42,265,000 at the end of the most recent quarter.

A number of other large investors have also bought and sold shares of the company. Hughes Financial Services LLC purchased a new position in Amphenol in the 1st quarter valued at approximately $25,000. Avalon Trust Co increased its stake in Amphenol by 133.3% in the first quarter. Avalon Trust Co now owns 406 shares of the electronics maker's stock valued at $27,000 after acquiring an additional 232 shares during the last quarter. N.E.W. Advisory Services LLC bought a new stake in Amphenol in the 1st quarter worth approximately $28,000. Saudi Central Bank bought a new position in shares of Amphenol during the 1st quarter valued at $31,000. Finally, Ransom Advisory Ltd bought a new stake in shares of Amphenol in the 1st quarter valued at about $33,000. 97.01% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of analysts recently commented on APH shares. Wall Street Zen lowered Amphenol from a "strong-buy" rating to a "buy" rating in a research note on Sunday, August 10th. KGI Securities initiated coverage on shares of Amphenol in a research report on Thursday, June 26th. They set a "hold" rating for the company. Citigroup increased their price target on Amphenol from $115.00 to $125.00 and gave the company a "buy" rating in a report on Thursday, July 24th. Bank of America lifted their price objective on Amphenol from $110.00 to $120.00 and gave the company a "neutral" rating in a research report on Tuesday, August 5th. Finally, The Goldman Sachs Group reiterated a "buy" rating on shares of Amphenol in a research report on Friday, July 11th. Eight investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat, Amphenol has a consensus rating of "Moderate Buy" and an average target price of $105.62.

Insider Transactions at Amphenol

In related news, VP Lance E. D'amico sold 100,000 shares of the firm's stock in a transaction dated 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 sale, the vice president directly owned 76,400 shares in the company, valued at approximately $8,449,840. This trade represents a 56.69% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider William J. Doherty sold 113,000 shares of the company's 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 disclosure for this sale can be found here. Insiders sold a total of 665,924 shares of company stock worth $73,369,357 in the last three months. 1.67% of the stock is currently owned by insiders.

Amphenol Trading Up 1.7%

Amphenol stock traded up $2.13 during trading on Friday, hitting $124.20. The company had a trading volume of 15,836,325 shares, compared to its average volume of 8,418,983. 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 stock has a market cap of $151.64 billion, a price-to-earnings ratio of 49.48, a price-to-earnings-growth ratio of 1.96 and a beta of 1.15. The company's 50 day simple moving average is $109.68 and its 200-day simple moving average is $89.98. Amphenol Corporation has a 1-year low of $56.45 and a 1-year high of $124.39.

Amphenol (NYSE:APH - Get Free Report) last released its quarterly earnings data on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share (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 company had revenue of $5.65 billion during the quarter, compared to the consensus estimate of $5.01 billion. During the same quarter in the prior year, the firm posted $0.44 earnings per share. Amphenol's revenue for the quarter was up 56.5% on a year-over-year basis. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. As a group, analysts expect that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Dividend Announcement

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 given a $0.165 dividend. The ex-dividend date of this dividend is Tuesday, September 16th. This represents a $0.66 annualized dividend and a dividend yield of 0.5%. Amphenol's dividend payout ratio (DPR) is currently 26.29%.

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.