Amphenol Corporation $APH Stake Lifted by OMERS ADMINISTRATION Corp

Key Points

• OMERS ADMINISTRATION Corp has increased its stake in Amphenol Corporation by 4.4%, now owning 72,670 shares valued at approximately $4.77 million.
• The company reported earnings of $0.81 per share, surpassing expectations, and experienced a revenue increase of 56.5% year-over-year, bringing total revenue to $5.65 billion.
• In addition to dividends, recent insider sales saw VP Lance E. D'amico and VP David M. Silverman each sell 100,000 shares, significantly reducing their holdings in the company.

OMERS ADMINISTRATION Corp increased its stake in Amphenol Corporation (NYSE:APH - Free Report) by 4.4% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 72,670 shares of the electronics maker's stock after buying an additional 3,056 shares during the quarter. OMERS ADMINISTRATION Corp's holdings in Amphenol were worth $4,766,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Beck Bode LLC purchased a new position in Amphenol in the 1st quarter worth approximately $612,000. Wealth Preservation Advisors LLC purchased a new stake in shares of Amphenol during the first quarter valued at approximately $146,000. B. Metzler seel. Sohn & Co. AG lifted its position in shares of Amphenol by 14.5% during the first quarter. B. Metzler seel. Sohn & Co. AG now owns 1,024,780 shares of the electronics maker's stock worth $67,215,000 after purchasing an additional 129,605 shares in the last quarter. CreativeOne Wealth LLC boosted its stake in shares of Amphenol by 104.2% in the first quarter. CreativeOne Wealth LLC now owns 14,042 shares of the electronics maker's stock valued at $921,000 after purchasing an additional 7,164 shares during the period. Finally, Ieq Capital LLC grew its holdings in Amphenol by 85.7% during the 1st quarter. Ieq Capital LLC now owns 206,425 shares of the electronics maker's stock valued at $13,539,000 after purchasing an additional 95,283 shares in the last quarter. 97.01% of the stock is owned by institutional investors and hedge funds.

Amphenol Stock Down 2.8%

NYSE:APH traded down $3.09 during mid-day trading on Monday, reaching $108.85. The stock had a trading volume of 6,200,801 shares, compared to its average volume of 6,959,036. 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 company has a market capitalization of $132.90 billion, a price-to-earnings ratio of 43.37, a price-to-earnings-growth ratio of 1.75 and a beta of 1.15. Amphenol Corporation has a 1-year low of $56.45 and a 1-year high of $112.35. The stock's 50 day simple moving average is $104.23 and its two-hundred day simple moving average is $85.15.

Amphenol (NYSE:APH - Get Free Report) last announced its quarterly earnings data on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share (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 quarter in the prior year, the firm posted $0.44 earnings per share. Amphenol's revenue for the quarter was up 56.5% compared to the same quarter last year. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. Equities analysts anticipate that Amphenol Corporation will post 2.36 EPS for the current year.

Amphenol Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 8th. Shareholders of record on Tuesday, September 16th will be issued a $0.165 dividend. 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 payout ratio is currently 26.29%.

Insider Activity

In other Amphenol news, 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 transaction of $11,042,000.00. Following the sale, the vice president directly owned 12,500 shares of the company's stock, valued at approximately $1,380,250. This 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 available at the SEC website. Also, CFO Craig A. Lampo sold 40,076 shares of the firm's stock in a transaction dated Monday, August 25th. The stock was sold at an average price of $110.56, for a total transaction of $4,430,802.56. Following the completion of the transaction, the chief financial officer owned 39,884 shares in the company, valued at approximately $4,409,575.04. The trade was a 50.12% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 951,924 shares of company stock valued at $99,518,337 over the last quarter. 1.67% of the stock is owned by company insiders.

Analysts Set New Price Targets

A number of equities analysts have commented on the stock. The Goldman Sachs Group reiterated a "buy" rating on shares of Amphenol in a report on Friday, July 11th. Industrial Alliance Securities set a $115.00 target price on Amphenol in a research report on Friday, July 11th. Bank of America boosted their price target on Amphenol from $110.00 to $120.00 and gave the stock a "neutral" rating in a research note on Tuesday, August 5th. KGI Securities initiated coverage on Amphenol in a research note on Thursday, June 26th. They set a "hold" rating for the company. Finally, Wall Street Zen lowered Amphenol from a "strong-buy" rating to a "buy" rating in a research report on Sunday, August 10th. Eight research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average price target of $105.62.

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.