Amphenol Corporation $APH Stock Holdings Raised by Campbell Newman Asset Management Inc.

Key Points

• Campbell Newman Asset Management Inc. increased its holdings in Amphenol Corporation by 65.8% during the second quarter, owning a total of 449,521 shares worth approximately $44.39 million.
• Amphenol reported a quarterly EPS of $0.81, exceeding analysts' expectations, with a revenue of $5.65 billion, marking a year-over-year increase of 56.5%.
• The company declared a quarterly dividend of $0.165 per share, set to be paid on October 8th, representing an annualized yield of 0.5%.

Campbell Newman Asset Management Inc. grew its holdings in Amphenol Corporation (NYSE:APH - Free Report) by 65.8% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 449,521 shares of the electronics maker's stock after buying an additional 178,445 shares during the period. Amphenol makes up 3.5% of Campbell Newman Asset Management Inc.'s portfolio, making the stock its 5th largest holding. Campbell Newman Asset Management Inc.'s holdings in Amphenol were worth $44,390,000 as of its most recent SEC filing.

Several other hedge funds have also recently made changes to their positions in APH. Hughes Financial Services LLC bought a new stake in Amphenol during the first quarter worth approximately $25,000. Opal Wealth Advisors LLC purchased a new position in shares of Amphenol in the 2nd quarter worth approximately $25,000. Avalon Trust Co increased its position in shares of Amphenol by 133.3% during the 1st 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 purchased a new stake in Amphenol during the 1st quarter valued at $28,000. Finally, Saudi Central Bank bought a new stake in Amphenol in the first quarter worth $31,000. 97.01% of the stock is currently owned by hedge funds and other institutional investors.

Amphenol Trading Down 1.5%

Shares of NYSE APH opened at $120.82 on Tuesday. Amphenol Corporation has a twelve month low of $56.45 and a twelve month high of $126.06. The firm has a market cap of $147.51 billion, a PE ratio of 48.14, a price-to-earnings-growth ratio of 1.96 and a beta of 1.15. The business has a fifty day simple moving average of $112.27 and a two-hundred day simple moving average of $92.90. 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 announced its quarterly 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. The firm had revenue of $5.65 billion for the quarter, compared to analyst estimates 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 posted $0.44 earnings per share. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. Analysts expect that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

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

Insider Transactions at Amphenol

In other news, insider William J. Doherty sold 113,000 shares of the firm's stock in a transaction on Friday, August 8th. The stock was sold at an average price of $108.89, for a total transaction of $12,304,570.00. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, CFO Craig A. Lampo sold 199,848 shares of the firm's stock in a transaction on Friday, August 22nd. The shares were sold at an average price of $110.43, for a total value of $22,069,214.64. Following the transaction, the chief financial officer owned 125,695 shares in the company, valued at approximately $13,880,498.85. This represents a 61.39% decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 665,924 shares of company stock worth $73,369,357. Corporate insiders own 1.67% of the company's stock.

Analyst Upgrades and Downgrades

APH has been the topic of a number of analyst reports. Evercore ISI boosted their price objective on shares of Amphenol from $105.00 to $110.00 and gave the company an "outperform" rating in a research report on Friday, July 18th. Industrial Alliance Securities set a $115.00 price target on shares of Amphenol in a report on Friday, July 11th. Wall Street Zen downgraded shares of Amphenol from a "strong-buy" rating to a "buy" rating in a research note on Sunday, August 10th. UBS Group upped their target price on Amphenol from $115.00 to $120.00 and gave the company a "buy" rating in a research note on Thursday, July 24th. Finally, Citigroup reissued a "buy" rating and set a $145.00 price target (up from $125.00) on shares of Amphenol in a research note on Wednesday, September 24th. Eight research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company's stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average price target 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.

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.