Amphenol Corporation $APH Shares Acquired by Lyell Wealth Management LP

Key Points

• Lyell Wealth Management LP increased its holdings in Amphenol Corporation by 2.9%, acquiring a total of 195,573 shares valued at approximately $19.3 million, making it the 16th largest holding in their portfolio.
• Amphenol reported a 56.5% year-over-year revenue growth in its latest quarter, with earnings per share of $0.81, surpassing analysts' expectations of $0.66.
• The firm declared a quarterly dividend of $0.165, yielding 0.5%, with a payout ratio currently at 26.29% of earnings.

Lyell Wealth Management LP boosted its position in Amphenol Corporation (NYSE:APH - Free Report) by 2.9% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 195,573 shares of the electronics maker's stock after acquiring an additional 5,504 shares during the quarter. Amphenol accounts for about 1.5% of Lyell Wealth Management LP's holdings, making the stock its 16th biggest holding. Lyell Wealth Management LP's holdings in Amphenol were worth $19,313,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in the business. Balboa Wealth Partners purchased a new stake in Amphenol in the second quarter valued at $382,000. Swan Global Investments LLC purchased a new stake in shares of Amphenol in the 2nd quarter valued at about $269,000. Chicago Partners Investment Group LLC boosted its position in shares of Amphenol by 199.3% in the 2nd quarter. Chicago Partners Investment Group LLC now owns 8,308 shares of the electronics maker's stock valued at $837,000 after purchasing an additional 5,532 shares during the period. Wendell David Associates Inc. increased its position in Amphenol by 6.4% during the second quarter. Wendell David Associates Inc. now owns 41,270 shares of the electronics maker's stock worth $4,075,000 after buying an additional 2,490 shares during the period. Finally, Mutual of America Capital Management LLC lifted its stake in Amphenol by 1.0% in the second quarter. Mutual of America Capital Management LLC now owns 199,417 shares of the electronics maker's stock valued at $19,692,000 after buying an additional 1,981 shares during the last quarter. Hedge funds and other institutional investors own 97.01% of the company's stock.

Amphenol Stock Performance

Shares of APH stock opened at $125.73 on Monday. The stock has a fifty day moving average price of $117.40 and a 200 day moving average price of $98.56. 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 stock has a market cap of $153.51 billion, a PE ratio of 50.09, a P/E/G ratio of 1.64 and a beta of 1.17. Amphenol Corporation has a 1 year low of $56.45 and a 1 year high of $128.12.

Amphenol (NYSE:APH - Get Free Report) last announced 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 return on equity of 30.58% and a net margin of 16.90%.The business had revenue of $5.65 billion during the quarter, compared to analysts' expectations of $5.01 billion. During the same quarter last year, the business posted $0.44 earnings per share. The business'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. Sell-side analysts forecast that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Announces Dividend

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

Analyst Ratings Changes

APH has been the subject of a number of recent research reports. Truist Financial increased their price target on shares of Amphenol from $102.00 to $126.00 and gave the stock a "buy" rating in a research note on Thursday, July 24th. Wall Street Zen lowered Amphenol from a "strong-buy" rating to a "buy" rating in a report on Sunday, August 10th. Barclays started coverage on Amphenol in a research report on Wednesday, October 8th. They issued an "equal weight" rating and a $120.00 price target on the stock. UBS Group set a $120.00 target price on Amphenol in a research note on Tuesday, October 7th. Finally, Industrial Alliance Securities set a $115.00 price target on Amphenol in a research note on Friday, July 11th. Ten investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, Amphenol currently has a consensus rating of "Moderate Buy" and a consensus price target of $118.00.

Insider Buying and Selling

In related news, insider William J. Doherty sold 113,000 shares of the company's stock in a transaction that occurred on Friday, August 8th. The stock was sold at an average price of $108.89, for a total value of $12,304,570.00. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CFO Craig A. Lampo sold 199,848 shares of the firm's stock in a transaction on Friday, August 22nd. The stock was sold at an average price of $110.43, for a total value of $22,069,214.64. Following the transaction, the chief financial officer directly owned 125,695 shares of the company's stock, valued at $13,880,498.85. The trade was a 61.39% decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 665,924 shares of company stock valued at $73,369,357. 1.67% of the stock is currently owned by company insiders.

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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