Autumn Glory Partners LLC Buys Shares of 2,565 Amphenol Corporation $APH

Key Points

• Autumn Glory Partners LLC has acquired a new stake in Amphenol Corporation, purchasing 2,565 shares valued at approximately $253,000 during the second quarter.
• Amphenol recently reported a strong quarterly performance with $5.65 billion in revenue and $0.81 EPS, exceeding analyst estimates significantly.
• The company announced a quarterly dividend of $0.165 per share with a dividend yield of 0.5%, scheduled to be paid on October 8th.

Autumn Glory Partners LLC acquired a new stake in shares of Amphenol Corporation (NYSE:APH - Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 2,565 shares of the electronics maker's stock, valued at approximately $253,000.

Several other large investors have also recently added to or reduced their stakes in APH. Valeo Financial Advisors LLC grew its stake in shares of Amphenol by 7.1% in the second quarter. Valeo Financial Advisors LLC now owns 9,405 shares of the electronics maker's stock valued at $929,000 after buying an additional 625 shares in the last quarter. DAVENPORT & Co LLC lifted its holdings in shares of Amphenol by 14.2% in the 2nd quarter. DAVENPORT & Co LLC now owns 68,379 shares of the electronics maker's stock worth $6,731,000 after purchasing an additional 8,494 shares during the last quarter. Grimes & Company Inc. acquired a new position in Amphenol during the 2nd quarter worth $228,000. Merit Financial Group LLC boosted its position in Amphenol by 31.6% during the 2nd quarter. Merit Financial Group LLC now owns 48,462 shares of the electronics maker's stock worth $4,786,000 after acquiring an additional 11,641 shares during the period. Finally, Alta Wealth Advisors LLC bought a new stake in shares of Amphenol in the 2nd quarter worth $602,000. 97.01% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of research analysts have recently weighed in on the company. Industrial Alliance Securities set a $115.00 price target on Amphenol in a report on Friday, July 11th. Bank of America boosted their price target on Amphenol from $110.00 to $120.00 and gave the company a "neutral" rating in a research note on Tuesday, August 5th. KGI Securities assumed coverage on Amphenol in a research note on Thursday, June 26th. They issued a "hold" rating on the stock. Weiss Ratings restated a "buy (b)" rating on shares of Amphenol in a research report on Saturday, September 27th. Finally, Citigroup reissued a "buy" rating and issued a $145.00 price target (up previously from $125.00) on shares of Amphenol in a research note on Wednesday, September 24th. Nine research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and an average price target of $110.00.

Amphenol Stock Performance

NYSE APH opened at $122.28 on Monday. The stock has a market cap of $149.29 billion, a PE ratio of 48.72, a PEG ratio of 1.96 and a beta of 1.17. The firm's fifty day moving average price is $113.91 and its two-hundred day moving average price is $94.53. The company has a debt-to-equity ratio of 0.61, a quick ratio of 1.46 and a current ratio of 2.02. Amphenol Corporation has a fifty-two week low of $56.45 and a fifty-two week high of $126.06.

Amphenol (NYSE:APH - Get Free Report) last released its earnings results 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 net margin of 16.90% and a return on equity of 30.58%. The business had revenue of $5.65 billion for the quarter, compared to analyst estimates of $5.01 billion. During the same quarter in the previous year, the business earned $0.44 earnings per share. Amphenol's revenue for the quarter was up 56.5% on a year-over-year basis. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. On average, equities analysts expect that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Announces Dividend

The business also recently announced 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. This represents a $0.66 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend is Tuesday, September 16th. Amphenol's dividend payout ratio is currently 26.29%.

Insider Activity at Amphenol

In related news, CFO Craig A. Lampo sold 199,848 shares of the company's stock in a transaction that occurred on Friday, August 22nd. The shares were sold at an average price of $110.43, for a total transaction of $22,069,214.64. Following the sale, the chief financial officer directly owned 125,695 shares in the company, valued at approximately $13,880,498.85. This represents a 61.39% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, VP Lance E. D'amico sold 100,000 shares of the business's stock in a transaction dated Monday, August 18th. The stock was sold at an average price of $110.60, for a total value of $11,060,000.00. Following the transaction, the vice president owned 76,400 shares of the company's stock, valued at approximately $8,449,840. The trade was a 56.69% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 665,924 shares of company stock valued at $73,369,357 over the last quarter. 1.67% of the stock is currently owned by insiders.

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.

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