Mn Services Vermogensbeheer B.V. Grows Stock Position in Amphenol Corporation $APH

Key Points

• Mn Services Vermogensbeheer B.V. has increased its stake in Amphenol Corporation by 2.2% in Q2, now owning 453,056 shares valued at approximately $44.74 million.
• Amphenol reported a quarterly earnings per share (EPS) of $0.81, exceeding analysts' expectations of $0.66, and set guidance for Q3 2025 EPS between $0.770 and $0.790.
• The company declared a quarterly dividend of $0.165 per share, with an annualized dividend yield of 0.6%, payable on October 8th.

Mn Services Vermogensbeheer B.V. lifted its stake in shares of Amphenol Corporation (NYSE:APH - Free Report) by 2.2% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 453,056 shares of the electronics maker's stock after purchasing an additional 9,700 shares during the quarter. Mn Services Vermogensbeheer B.V.'s holdings in Amphenol were worth $44,739,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Hughes Financial Services LLC purchased a new stake in shares of Amphenol during the first quarter worth approximately $25,000. Avalon Trust Co raised its position in Amphenol by 133.3% in the first quarter. Avalon Trust Co now owns 406 shares of the electronics maker's stock worth $27,000 after acquiring an additional 232 shares in the last quarter. N.E.W. Advisory Services LLC purchased a new position in Amphenol in the first quarter worth $28,000. Saudi Central Bank purchased a new position in Amphenol in the first quarter worth $31,000. Finally, Ransom Advisory Ltd purchased a new position in Amphenol in the first quarter worth $33,000. Hedge funds and other institutional investors own 97.01% of the company's stock.

Insider Buying and Selling

In related news, insider William J. Doherty sold 113,000 shares of the stock in a transaction on Monday, August 11th. The stock was 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 is available at this hyperlink. Also, VP David M. Silverman sold 100,000 shares of the stock in a transaction on Monday, August 25th. The shares were sold at an average price of $110.42, for a total value of $11,042,000.00. Following the sale, the vice president directly owned 12,500 shares in the company, valued at approximately $1,380,250. The trade was a 88.89% decrease in their position. The disclosure for this sale can be found here. Insiders sold 665,924 shares of company stock worth $73,369,357 in the last ninety days. 1.67% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

Several research analysts have issued reports on APH shares. Citigroup increased their price objective on Amphenol from $115.00 to $125.00 and gave the stock a "buy" rating in a research report on Thursday, July 24th. The Goldman Sachs Group reiterated a "buy" rating on shares of Amphenol in a research report on Friday, July 11th. Industrial Alliance Securities set a $115.00 price objective on Amphenol in a research report on Friday, July 11th. Wall Street Zen cut Amphenol from a "strong-buy" rating to a "buy" rating in a research report on Sunday, August 10th. Finally, Robert W. Baird increased their price objective on Amphenol from $118.00 to $127.00 and gave the stock an "outperform" rating in a research report on Tuesday, August 19th. Eight research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average price target of $105.62.

Amphenol Price Performance

Amphenol stock traded down $0.14 during trading hours on Monday, hitting $123.80. The stock had a trading volume of 12,206,040 shares, compared to its average volume of 8,833,182. 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 stock has a market capitalization of $151.15 billion, a price-to-earnings ratio of 49.32, a PEG ratio of 1.99 and a beta of 1.15. Amphenol Corporation has a 1-year low of $56.45 and a 1-year high of $124.39. The stock's fifty day moving average is $110.15 and its two-hundred day moving average is $90.78.

Amphenol (NYSE:APH - Get Free Report) last posted its earnings results on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share for the quarter, beating the consensus estimate of $0.66 by $0.15. The company had revenue of $5.65 billion for 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%.Amphenol's revenue was up 56.5% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.44 earnings per share. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. As a group, analysts predict that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 8th. Investors of record on Tuesday, September 16th will be paid a dividend of $0.165 per share. The ex-dividend date of this dividend is Tuesday, September 16th. This represents a $0.66 dividend on an annualized basis and a dividend yield of 0.5%. Amphenol's dividend payout ratio (DPR) is presently 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.