Banque Transatlantique SA Invests $226,000 in Amphenol Corporation $APH

Key Points

• Banque Transatlantique SA acquired a new stake in Amphenol Corporation, purchasing 3,724 shares valued at approximately $226,000 in the first quarter.
• Analyst ratings for Amphenol have improved, with multiple firms raising their price targets, citing numerous upgrades, and a consensus rating of "Moderate Buy".
• Amphenol reported a quarterly earnings per share of $0.81, surpassing expectations, and announced a quarterly dividend of $0.165 per share to be paid on October 8th.

Banque Transatlantique SA acquired a new position in shares of Amphenol Corporation (NYSE:APH - Free Report) during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 3,724 shares of the electronics maker's stock, valued at approximately $226,000.

Other institutional investors have also added to or reduced their stakes in the company. Alliancebernstein L.P. lifted its position in shares of Amphenol by 1.1% in the 1st quarter. Alliancebernstein L.P. now owns 8,739,553 shares of the electronics maker's stock worth $573,227,000 after acquiring an additional 92,450 shares during the period. AQR Capital Management LLC lifted its position in Amphenol by 338.8% in the first quarter. AQR Capital Management LLC now owns 3,275,831 shares of the electronics maker's stock worth $212,798,000 after purchasing an additional 2,529,319 shares during the period. Advisors Asset Management Inc. boosted its stake in Amphenol by 40.9% during the first quarter. Advisors Asset Management Inc. now owns 179,197 shares of the electronics maker's stock worth $11,754,000 after buying an additional 52,027 shares in the last quarter. Alyeska Investment Group L.P. bought a new stake in Amphenol in the 1st quarter valued at $396,000. Finally, Ancora Advisors LLC raised its stake in shares of Amphenol by 28.5% in the 1st quarter. Ancora Advisors LLC now owns 1,605 shares of the electronics maker's stock valued at $105,000 after buying an additional 356 shares in the last quarter. 97.01% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other Amphenol news, insider William J. Doherty sold 113,000 shares of Amphenol stock in a transaction that occurred on Friday, August 8th. The shares were sold at an average price of $108.89, for a total value of $12,304,570.00. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, VP Lance E. D'amico sold 100,000 shares of the firm's stock in a transaction on 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 sale, the vice president directly owned 76,400 shares of the company's stock, valued at $8,449,840. This represents a 56.69% decrease in their position. The disclosure for this sale can be found here. Insiders have 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 Trading Up 2.3%

Shares of NYSE APH traded up $2.65 during mid-day trading on Wednesday, hitting $119.44. The company's stock had a trading volume of 9,447,728 shares, compared to its average volume of 8,422,416. Amphenol Corporation has a one year low of $56.45 and a one year high of $120.80. The company's fifty day simple moving average is $106.23 and its 200-day simple moving average is $87.10. 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 has a market cap of $145.83 billion, a price-to-earnings ratio of 47.58, a price-to-earnings-growth ratio of 1.77 and a beta of 1.15.

Amphenol (NYSE:APH - Get Free Report) last issued its 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. Amphenol had a net margin of 16.90% and a return on equity of 30.58%. The company had revenue of $5.65 billion during the quarter, compared to analysts' expectations of $5.01 billion. During the same quarter in the previous year, the company posted $0.44 EPS. The business's revenue for the quarter was up 56.5% compared to the same quarter last year. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. On average, sell-side analysts anticipate 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. Investors of record on Tuesday, September 16th will be given a $0.165 dividend. This represents a $0.66 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date is Tuesday, September 16th. Amphenol's dividend payout ratio (DPR) is currently 26.29%.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on APH. Robert W. Baird upped their price objective on Amphenol from $118.00 to $127.00 and gave the company an "outperform" rating in a research note on Tuesday, August 19th. Citigroup lifted their price objective on Amphenol from $115.00 to $125.00 and gave the company a "buy" rating in a report on Thursday, July 24th. JPMorgan Chase & Co. upped 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. KGI Securities started coverage on Amphenol in a report on Thursday, June 26th. They set a "hold" rating for the company. Finally, UBS Group boosted their price objective on Amphenol from $115.00 to $120.00 and gave the stock a "buy" rating in a research note on Thursday, July 24th. Eight analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company's stock. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus target price of $105.62.

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.