B. Metzler seel. Sohn & Co. AG Acquires 129,605 Shares of Amphenol Corporation $APH

Key Points

• B. Metzler seel. Sohn & Co. AG increased its stake in Amphenol Corporation (NYSE: APH) by 14.5% this quarter, owning a total of 1,024,780 shares worth approximately $67.2 million.
• Amphenol's latest earnings report showed an earnings per share of $0.81, surpassing estimates, with revenue reaching $5.65 billion, up 56.5% year-over-year.
• The company will pay a quarterly dividend of $0.165 on October 8th, with a 0.6% yield and a dividend payout ratio of 26.29%.

B. Metzler seel. Sohn & Co. AG raised its position in Amphenol Corporation (NYSE:APH - Free Report) by 14.5% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 1,024,780 shares of the electronics maker's stock after purchasing an additional 129,605 shares during the period. Amphenol makes up about 0.7% of B. Metzler seel. Sohn & Co. AG's investment portfolio, making the stock its 29th biggest holding. B. Metzler seel. Sohn & Co. AG owned about 0.08% of Amphenol worth $67,215,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Independent Advisor Alliance boosted its holdings in shares of Amphenol by 1.7% in the first quarter. Independent Advisor Alliance now owns 7,180 shares of the electronics maker's stock valued at $471,000 after buying an additional 122 shares during the period. Forum Financial Management LP lifted its position in shares of Amphenol by 1.9% in the first quarter. Forum Financial Management LP now owns 6,681 shares of the electronics maker's stock worth $438,000 after purchasing an additional 126 shares in the last quarter. Ironwood Investment Counsel LLC lifted its position in shares of Amphenol by 2.9% in the first quarter. Ironwood Investment Counsel LLC now owns 4,676 shares of the electronics maker's stock worth $307,000 after purchasing an additional 132 shares in the last quarter. FourThought Financial Partners LLC lifted its position in shares of Amphenol by 4.1% in the first quarter. FourThought Financial Partners LLC now owns 3,525 shares of the electronics maker's stock worth $231,000 after purchasing an additional 139 shares in the last quarter. Finally, Gallacher Capital Management LLC grew its stake in shares of Amphenol by 4.6% in the first quarter. Gallacher Capital Management LLC now owns 3,197 shares of the electronics maker's stock valued at $210,000 after buying an additional 142 shares in the last quarter. Institutional investors own 97.01% of the company's stock.

Amphenol Stock Up 0.5%

Shares of NYSE APH opened at $110.27 on Wednesday. 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 52 week low of $56.45 and a 52 week high of $112.35. The stock has a market capitalization of $134.63 billion, a P/E ratio of 43.93, a PEG ratio of 1.76 and a beta of 1.13. The stock's fifty day moving average is $103.22 and its 200 day moving average is $84.21.

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 for the quarter, beating the consensus estimate of $0.66 by $0.15. The business 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%.Amphenol's revenue was up 56.5% compared to the same quarter last year. During the same period last year, the firm posted $0.44 earnings per share. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. Sell-side analysts forecast that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 8th. Investors of record on Tuesday, September 16th will be paid a $0.165 dividend. The ex-dividend date of this dividend is Tuesday, September 16th. This represents a $0.66 annualized dividend and a yield of 0.6%. Amphenol's dividend payout ratio (DPR) is 26.29%.

Wall Street Analyst Weigh In

APH has been the topic of a number of recent analyst reports. UBS Group boosted their target price on shares of Amphenol from $115.00 to $120.00 and gave the stock a "buy" rating in a report on Thursday, July 24th. Bank of America boosted their target price on shares of Amphenol from $110.00 to $120.00 and gave the stock a "neutral" rating in a report on Tuesday, August 5th. Industrial Alliance Securities set a $115.00 target price on shares of Amphenol in a report on Friday, July 11th. The Goldman Sachs Group reaffirmed a "buy" rating on shares of Amphenol in a research report on Friday, July 11th. Finally, KGI Securities initiated coverage on shares of Amphenol in a research report on Thursday, June 26th. They set a "hold" rating for the company. Eight investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, Amphenol currently has a consensus rating of "Moderate Buy" and a consensus target price of $105.62.

Insiders Place Their Bets

In other Amphenol news, insider Luc Walter sold 286,000 shares of the stock in a transaction dated Tuesday, June 3rd. The stock was sold at an average price of $91.43, for a total value of $26,148,980.00. Following the completion of the transaction, the insider directly owned 451,790 shares in the company, valued at approximately $41,307,159.70. This trade represents a 38.76% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, VP Lance E. D'amico sold 100,000 shares of the stock in a transaction dated Monday, August 18th. The shares were sold at an average price of $110.60, for a total value of $11,060,000.00. Following the completion of the transaction, the vice president owned 76,400 shares of the company's stock, valued at $8,449,840. This represents a 56.69% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 1,211,848 shares of company stock valued at $121,874,535 over the last ninety days. 1.67% of the stock is owned by insiders.

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.

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