Amphenol Corporation $APH Shares Acquired by Simplicity Wealth LLC

Key Points

• Simplicity Wealth LLC increased its holdings in Amphenol Corporation by 64% during Q2, owning a total of 23,068 shares valued at approximately $2.28 million.
• Amphenol's recent earnings beat analysts' expectations with $0.81 EPS, significantly up from $0.44 EPS year-over-year, alongside a revenue increase of 56.5%.
• Insider sales were significant, with VP and CFO selling a combined total of 299,848 shares, representing a large decrease in ownership.

Simplicity Wealth LLC boosted its position in Amphenol Corporation (NYSE:APH - Free Report) by 64.0% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 23,068 shares of the electronics maker's stock after buying an additional 9,004 shares during the quarter. Simplicity Wealth LLC's holdings in Amphenol were worth $2,278,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Opal Wealth Advisors LLC acquired a new stake in Amphenol during the 2nd quarter valued at approximately $25,000. Hilltop National Bank acquired a new position in shares of Amphenol in the 2nd quarter valued at approximately $35,000. Hughes Financial Services LLC purchased a new position in shares of Amphenol during the 1st quarter valued at approximately $25,000. Avalon Trust Co grew its position in shares of Amphenol by 133.3% during the first quarter. Avalon Trust Co now owns 406 shares of the electronics maker's stock worth $27,000 after buying an additional 232 shares in the last quarter. Finally, N.E.W. Advisory Services LLC bought a new stake in shares of Amphenol in the first quarter worth $28,000. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, VP David M. Silverman sold 100,000 shares of the firm's stock in a transaction on Monday, August 25th. The stock was sold at an average price of $110.42, for a total transaction of $11,042,000.00. Following the transaction, the vice president directly owned 12,500 shares of the company's stock, valued at approximately $1,380,250. This trade represents a 88.89% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Craig A. Lampo sold 199,848 shares of the company's stock in a transaction dated Friday, August 22nd. The stock was sold at an average price of $110.43, for a total transaction of $22,069,214.64. Following the completion of the sale, 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. In the last ninety days, insiders sold 665,924 shares of company stock worth $73,369,357. 1.67% of the stock is owned by company insiders.

Amphenol Stock Down 1.1%

APH stock opened at $122.28 on Monday. The stock has a market cap of $149.29 billion, a PE ratio of 48.72, a price-to-earnings-growth ratio of 1.96 and a beta of 1.17. The firm's 50-day simple moving average is $113.91 and its 200 day simple moving average is $94.53. Amphenol Corporation has a fifty-two week low of $56.45 and a fifty-two week high of $126.06. The company has a quick ratio of 1.46, a current ratio of 2.02 and a debt-to-equity ratio of 0.61.

Amphenol (NYSE:APH - Get Free Report) last posted its earnings results on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.66 by $0.15. The firm had revenue of $5.65 billion during the quarter, compared to analyst estimates of $5.01 billion. Amphenol had a net margin of 16.90% and a return on equity of 30.58%. Amphenol's revenue was up 56.5% on a year-over-year basis. During the same period in the previous year, the business posted $0.44 EPS. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. As a group, sell-side analysts predict that Amphenol Corporation will post 2.36 EPS for the current year.

Amphenol Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, October 8th. Shareholders of record on Tuesday, September 16th will be given a dividend of $0.165 per share. This represents a $0.66 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date is Tuesday, September 16th. Amphenol's payout ratio is 26.29%.

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on the stock. Truist Financial raised their price objective on shares of Amphenol from $102.00 to $126.00 and gave the stock a "buy" rating in a report on Thursday, July 24th. The Goldman Sachs Group set a $139.00 price target on Amphenol and gave the stock a "buy" rating in a research note on Monday, September 29th. Citigroup restated a "buy" rating and set a $145.00 price objective (up previously from $125.00) on shares of Amphenol in a research note on Wednesday, September 24th. Wall Street Zen lowered Amphenol from a "strong-buy" rating to a "buy" rating in a research report on Sunday, August 10th. Finally, Industrial Alliance Securities set a $115.00 price target on Amphenol in a research report on Friday, July 11th. Nine equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus target price of $110.00.

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.

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