Amphenol Corporation $APH Shares Acquired by AEGON ASSET MANAGEMENT UK Plc

Key Points

• AEGON Asset Management UK Plc increased its holdings in Amphenol Corporation by 6.7%, owning 236,913 shares valued at $23.39 million as of the last quarter.
• Amphenol reported an earnings per share (EPS) of $0.81 for the last quarter, exceeding analyst expectations of $0.66, with revenue up 56.5% year-over-year.
• The company announced a quarterly dividend of $0.165 per share, representing an annualized yield of 0.5% and a payout ratio of 26.29%.

AEGON ASSET MANAGEMENT UK Plc raised its holdings in shares of Amphenol Corporation (NYSE:APH - Free Report) by 6.7% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 236,913 shares of the electronics maker's stock after purchasing an additional 14,849 shares during the period. AEGON ASSET MANAGEMENT UK Plc's holdings in Amphenol were worth $23,388,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in APH. T. Rowe Price Investment Management Inc. increased its position in shares of 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 in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in shares of Amphenol by 639.0% in the 1st 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 valued at $574,500,000 after acquiring an additional 7,573,750 shares during the period. Nuveen LLC acquired a new position in shares of Amphenol in the 1st quarter valued at $476,842,000. Wellington Management Group LLP increased its position in shares of Amphenol by 73.5% in the 1st quarter. Wellington Management Group LLP now owns 12,168,971 shares of the electronics maker's stock valued at $798,163,000 after acquiring an additional 5,154,860 shares during the period. Finally, Vanguard Group Inc. increased its position in shares of Amphenol by 1.9% in the 1st 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 period. 97.01% of the stock is owned by institutional investors and hedge funds.

Amphenol Price Performance

NYSE:APH opened at $122.74 on Wednesday. Amphenol Corporation has a one year low of $56.45 and a one year high of $127.50. 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 firm has a market cap of $149.86 billion, a price-to-earnings ratio of 48.90, a PEG ratio of 1.99 and a beta of 1.17. The firm's fifty day moving average is $116.38 and its two-hundred day moving average is $97.07.

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

Amphenol Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, October 8th. Stockholders of record on Tuesday, September 16th were paid a dividend of $0.165 per share. This represents a $0.66 annualized dividend and a dividend yield of 0.5%. The ex-dividend date of this dividend was Tuesday, September 16th. Amphenol's dividend payout ratio is presently 26.29%.

Insider Activity

In other news, insider William J. Doherty sold 113,000 shares of the stock in a transaction dated Monday, August 11th. The shares were sold at an average price of $110.29, for a total transaction of $12,462,770.00. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, VP Lance E. D'amico sold 100,000 shares of the 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. The trade was a 56.69% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders sold 665,924 shares of company stock valued at $73,369,357. Insiders own 1.67% of the company's stock.

Analyst Ratings Changes

Several equities analysts recently issued reports on the company. JPMorgan Chase & Co. upped their target price on Amphenol from $120.00 to $125.00 and gave the company an "overweight" rating in a research report on Thursday, July 24th. Wall Street Zen downgraded Amphenol from a "strong-buy" rating to a "buy" rating in a research report on Sunday, August 10th. Evercore ISI upped their target price on Amphenol from $120.00 to $150.00 and gave the company an "outperform" rating in a research report on Tuesday, October 7th. Weiss Ratings reissued a "buy (b)" rating on shares of Amphenol in a research report on Wednesday, October 8th. Finally, UBS Group set a $120.00 target price on Amphenol in a research report on Tuesday, October 7th. Nine analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $114.43.

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.

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