Amphenol Corporation $APH Shares Bought by ASR Vermogensbeheer N.V.

Key Points

• ASR Vermogensbeheer N.V. increased its holdings in Amphenol Corporation by 47.6% in Q2, owning 96,523 shares valued at approximately $9.5 million.
• Wall Street analysts have a consensus rating of "Moderate Buy" for Amphenol, with an average target price of $110.00, reflecting positive market sentiment.
• Amphenol announced a quarterly dividend of $0.165 per share, set to be paid on October 8th, with a dividend yield of 0.5%.

ASR Vermogensbeheer N.V. grew its holdings in Amphenol Corporation (NYSE:APH - Free Report) by 47.6% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 96,523 shares of the electronics maker's stock after acquiring an additional 31,148 shares during the quarter. ASR Vermogensbeheer N.V.'s holdings in Amphenol were worth $9,531,000 at the end of the most recent reporting period.

Several other hedge funds have also recently modified their holdings of APH. T. Rowe Price Investment Management Inc. boosted its stake in Amphenol by 196.3% in the 1st 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 raised its holdings in shares of Amphenol by 639.0% in the first 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 worth $574,500,000 after buying an additional 7,573,750 shares during the last quarter. Nuveen LLC acquired a new stake in shares of Amphenol during the first quarter worth $476,842,000. Wellington Management Group LLP grew its holdings in shares of Amphenol by 73.5% during the first quarter. Wellington Management Group LLP now owns 12,168,971 shares of the electronics maker's stock valued at $798,163,000 after buying an additional 5,154,860 shares during the last quarter. 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. Institutional investors and hedge funds own 97.01% of the company's stock.

Wall Street Analyst Weigh In

A number of brokerages have commented on APH. The Goldman Sachs Group set a $139.00 price target on Amphenol and gave the stock a "buy" rating in a research report on Monday. Industrial Alliance Securities set a $115.00 target price on Amphenol in a report on Friday, July 11th. KGI Securities began coverage on shares of Amphenol in a report on Thursday, June 26th. They issued a "hold" rating on the stock. Evercore ISI raised their price target on shares of Amphenol from $105.00 to $110.00 and gave the stock an "outperform" rating in a research report on Friday, July 18th. Finally, Bank of America upped their price objective on shares of Amphenol from $110.00 to $120.00 and gave the company a "neutral" rating in a report on Tuesday, August 5th. Eight research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, Amphenol currently has an average rating of "Moderate Buy" and a consensus target price of $110.00.

Insiders Place Their Bets

In other news, VP David M. Silverman sold 100,000 shares of the stock in a transaction that occurred 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 owned 12,500 shares in the company, valued at $1,380,250. This trade represents a 88.89% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider William J. Doherty sold 113,000 shares of Amphenol stock in a transaction on Friday, August 8th. The shares were sold at an average price of $108.89, for a total transaction 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. Corporate insiders own 1.67% of the company's stock.

Amphenol Stock Performance

Shares of NYSE APH opened at $123.65 on Friday. The company has a market capitalization of $150.97 billion, a PE ratio of 49.26, a price-to-earnings-growth ratio of 2.00 and a beta of 1.17. 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 company's fifty day moving average price is $113.57 and its 200 day moving average price is $93.74. Amphenol Corporation has a 1 year low of $56.45 and a 1 year high of $126.06.

Amphenol (NYSE:APH - Get Free Report) last issued its quarterly earnings data on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share for the quarter, topping analysts' consensus estimates of $0.66 by $0.15. Amphenol had a net margin of 16.90% and a return on equity of 30.58%. The business had revenue of $5.65 billion during the quarter, compared to the consensus estimate of $5.01 billion. During the same quarter in the prior year, the firm posted $0.44 earnings per share. The company'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. On average, research analysts predict that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Announces Dividend

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

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.

Want to see what other hedge funds are holding APH? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Amphenol Corporation (NYSE:APH - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.