Amphenol Corporation $APH Shares Acquired by UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC

Key Points

• UBS AM has significantly increased its holdings in Amphenol Corporation by 639%, acquiring over 7.5 million additional shares, bringing its total to approximately 8.76 million shares valued at $574.5 million.
• Several brokerages have upgraded Amphenol's stock rating, with Truist Financial raising the target price to $126.00 and eight analysts currently rating it as a "Buy."
• Amphenol recently declared a quarterly dividend of $0.165 per share, indicating a yield of 0.6%, with a payout ratio of 26.29%.

UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its position in shares of Amphenol Corporation (NYSE:APH - Free Report) by 639.0% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 8,758,951 shares of the electronics maker's stock after buying an additional 7,573,750 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC owned 0.72% of Amphenol worth $574,500,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of APH. Hughes Financial Services LLC purchased a new stake in shares of Amphenol in the first 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 purchasing an additional 232 shares during the last quarter. N.E.W. Advisory Services LLC acquired a new position in Amphenol in the first quarter valued at $28,000. Saudi Central Bank acquired a new position in Amphenol in the first quarter valued at $31,000. Finally, SouthState Corp acquired a new position in Amphenol in the first quarter valued at $36,000. 97.01% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on APH. Truist Financial upped their target price on Amphenol from $102.00 to $126.00 and gave the stock a "buy" rating in a research report on Thursday, July 24th. JPMorgan Chase & Co. increased their price target on Amphenol from $120.00 to $125.00 and gave the company an "overweight" rating in a report on Thursday, July 24th. Wall Street Zen downgraded Amphenol from a "strong-buy" rating to a "buy" rating in a report on Sunday, August 10th. Bank of America increased their price target on Amphenol from $110.00 to $120.00 and gave the company a "neutral" rating in a report on Tuesday, August 5th. Finally, 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. Eight equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company's stock. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $105.62.

Amphenol Stock Up 5.7%

APH opened at $116.85 on Wednesday. Amphenol Corporation has a 12 month low of $56.45 and a 12 month high of $117.24. 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 cap of $142.66 billion, a P/E ratio of 46.55, a P/E/G ratio of 1.77 and a beta of 1.15. The stock's 50 day moving average price is $106.23 and its 200 day moving average price is $87.10.

Amphenol (NYSE:APH - Get Free Report) last posted its 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 return on equity of 30.58% and a net margin of 16.90%.The firm had revenue of $5.65 billion for the quarter, compared to analysts' expectations of $5.01 billion. During the same period last year, the firm earned $0.44 EPS. The firm's revenue was up 56.5% compared to the same quarter last year. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. As a group, research analysts predict that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, October 8th. Shareholders of record on Tuesday, September 16th will be paid a dividend of $0.165 per share. This represents a $0.66 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend is Tuesday, September 16th. Amphenol's dividend payout ratio (DPR) is presently 26.29%.

Insider Transactions at Amphenol

In other Amphenol news, VP Lance E. D'amico sold 100,000 shares of the stock in a transaction on 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 completion of the transaction, the vice president directly owned 76,400 shares of the company's stock, valued at approximately $8,449,840. This trade represents a 56.69% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider William J. Doherty sold 113,000 shares of the stock in a transaction on Friday, August 8th. The shares were sold at an average price of $108.89, for a total value of $12,304,570.00. 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. Company insiders own 1.67% of the company's stock.

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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