Sei Investments Co. Purchases 7,509 Shares of Amphenol Corporation $APH

Key Points

• Sei Investments Co. increased its position in Amphenol Corporation by 0.8% in Q1, bringing its total holdings to approximately $60.5 million.
• Amphenol's stock is currently down 1.9%, trading at $109.75, with a market capitalization of $134 billion and a PE ratio of 43.73.
• The company reported an earnings per share of $0.81 for the last quarter, significantly exceeding the consensus estimate, with revenues of $5.65 billion, a year-over-year increase of 56.5%.

Sei Investments Co. boosted its stake in Amphenol Corporation (NYSE:APH - Free Report) by 0.8% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 901,607 shares of the electronics maker's stock after acquiring an additional 7,509 shares during the quarter. Sei Investments Co. owned 0.07% of Amphenol worth $60,512,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Bank of America Corp DE lifted its position in Amphenol by 294.0% during the 4th quarter. Bank of America Corp DE now owns 24,953,591 shares of the electronics maker's stock worth $1,733,027,000 after buying an additional 18,619,417 shares in the last quarter. Price T Rowe Associates Inc. MD lifted its position in Amphenol by 36.8% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 58,911,813 shares of the electronics maker's stock worth $4,091,426,000 after buying an additional 15,837,407 shares in the last quarter. Nuveen LLC bought a new stake in Amphenol during the 1st quarter worth about $476,842,000. Janus Henderson Group PLC lifted its position in Amphenol by 118.4% during the 4th quarter. Janus Henderson Group PLC now owns 7,256,290 shares of the electronics maker's stock worth $503,975,000 after buying an additional 3,933,269 shares in the last quarter. Finally, Mackenzie Financial Corp lifted its position in Amphenol by 108.9% during the 4th quarter. Mackenzie Financial Corp now owns 5,564,252 shares of the electronics maker's stock worth $386,437,000 after buying an additional 2,900,024 shares in the last quarter. 97.01% of the stock is owned by institutional investors.

Insider Activity

In other news, insider William J. Doherty sold 113,000 shares of the stock in a transaction on Monday, August 11th. The shares were sold at an average price of $110.29, for a total transaction of $12,462,770.00. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Luc Walter sold 286,000 shares of the firm's stock in a transaction on Tuesday, June 3rd. The stock was sold at an average price of $91.43, for a total transaction of $26,148,980.00. Following the completion of the sale, the insider owned 451,790 shares of the company's stock, valued at $41,307,159.70. The trade was a 38.76% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders have sold 812,000 shares of company stock valued at $77,703,320. 1.67% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

APH has been the topic of several recent analyst reports. Robert W. Baird boosted their price objective on shares of Amphenol from $118.00 to $127.00 and gave the stock an "outperform" rating in a research note on Tuesday. JPMorgan Chase & Co. boosted their price objective on shares of Amphenol from $120.00 to $125.00 and gave the stock an "overweight" rating in a research note on Thursday, July 24th. Wall Street Zen lowered shares of Amphenol from a "strong-buy" rating to a "buy" rating in a research note on Sunday, August 10th. US Capital Advisors set a $85.00 price target on shares of Amphenol in a research note on Thursday, April 24th. Finally, TD Securities upped their price target on shares of Amphenol from $63.00 to $70.00 and gave the company a "hold" rating in a research note on Thursday, May 1st. Eight 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.com, the company has an average rating of "Moderate Buy" and an average target price of $105.62.

Amphenol Price Performance

Shares of Amphenol stock traded down $1.4510 on Tuesday, reaching $109.6090. 2,714,396 shares of the stock were exchanged, compared to its average volume of 8,431,679. The firm's 50 day moving average is $101.26 and its 200-day moving average is $82.65. Amphenol Corporation has a one year low of $56.45 and a one year high of $112.35. 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 firm has a market cap of $133.82 billion, a PE ratio of 43.61, a P/E/G ratio of 1.75 and a beta of 1.13.

Amphenol (NYSE:APH - Get Free Report) last issued its quarterly earnings results 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. The company had revenue of $5.65 billion during the quarter, compared to the consensus estimate of $5.01 billion. Amphenol had a net margin of 16.90% and a return on equity of 30.58%. The firm's quarterly revenue was up 56.5% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.44 EPS. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. As a group, analysts anticipate that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Announces Dividend

The company 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 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 0.6%. Amphenol's dividend payout ratio is 26.29%.

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.