Bath Savings Trust Co Has $3.49 Million Stock Holdings in Amphenol Corporation $APH

Key Points

• Bath Savings Trust Co increased its stake in Amphenol Corporation by 9.4%, now owning 35,303 shares worth approximately $3.49 million.
• Amphenol's CFO Craig A. Lampo and VP David M. Silverman sold significant portions of their shares, with Lampo selling 40,076 shares for over $4.43 million and Silverman offloading 100,000 shares for about $11 million.
• Amphenol recently announced a quarterly dividend of $0.165 per share, with an annualized yield of 0.6% and a payout ratio of 26.29%.

Bath Savings Trust Co boosted its holdings in Amphenol Corporation (NYSE:APH - Free Report) by 9.4% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 35,303 shares of the electronics maker's stock after acquiring an additional 3,046 shares during the quarter. Bath Savings Trust Co's holdings in Amphenol were worth $3,486,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in APH. T. Rowe Price Investment Management Inc. increased its position 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 valued at $1,098,190,000 after acquiring an additional 11,092,282 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in Amphenol by 639.0% in the 1st 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 valued at $574,500,000 after acquiring an additional 7,573,750 shares during the period. Nuveen LLC acquired a new stake in Amphenol in the 1st quarter valued at approximately $476,842,000. Wellington Management Group LLP increased its position in Amphenol by 73.5% in the 1st quarter. Wellington Management Group LLP now owns 12,168,971 shares of the electronics maker's stock valued at $798,163,000 after acquiring an additional 5,154,860 shares during the period. Finally, Mackenzie Financial Corp increased its position in Amphenol by 108.9% in the 4th quarter. Mackenzie Financial Corp now owns 5,564,252 shares of the electronics maker's stock valued at $386,437,000 after acquiring an additional 2,900,024 shares during the period. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on APH shares. Truist Financial lifted their price target on Amphenol from $102.00 to $126.00 and gave the company a "buy" rating in a research report on Thursday, July 24th. JPMorgan Chase & Co. lifted their price target on Amphenol from $120.00 to $125.00 and gave the company an "overweight" rating in a research report on Thursday, July 24th. Bank of America lifted their price target on Amphenol from $110.00 to $120.00 and gave the company a "neutral" rating in a research report on Tuesday, August 5th. Industrial Alliance Securities set a $115.00 price target on Amphenol in a research report on Friday, July 11th. Finally, The Goldman Sachs Group reiterated a "buy" rating on shares of Amphenol in a research report on Friday, July 11th. Eight analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average price target of $105.62.

Insider Transactions at Amphenol

In other Amphenol 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 ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CFO Craig A. Lampo sold 40,076 shares of the business's stock in a transaction on 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 sale, the chief financial officer owned 39,884 shares of the company's stock, valued at $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 sold a total of 665,924 shares of company stock worth $73,369,357 in the last ninety days. Company insiders own 1.67% of the company's stock.

Amphenol Stock Up 1.7%

APH traded up $2.13 during trading on Friday, reaching $124.20. 15,836,325 shares of the stock traded hands, compared to its average volume of 8,418,983. The stock has a market cap of $151.64 billion, a price-to-earnings ratio of 49.48, a price-to-earnings-growth ratio of 1.99 and a beta of 1.15. Amphenol Corporation has a fifty-two week low of $56.45 and a fifty-two week high of $124.39. 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's 50-day simple moving average is $109.68 and its two-hundred day simple moving average is $89.98.

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

Amphenol Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 8th. Investors of record on Tuesday, September 16th will be given 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 yield of 0.5%. Amphenol's dividend payout ratio (DPR) is presently 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.