Baron Wealth Management LLC Invests $297,000 in Amphenol Corporation $APH

Key Points

• Baron Wealth Management LLC has acquired a new stake in Amphenol Corporation, purchasing 3,007 shares valued at approximately $297,000.
• Insider sales include CFO Craig A. Lampo selling 199,848 shares for over $22 million, decreasing his position by 61.39%, while VP Lance E. D'amico sold 100,000 shares for about $11 million.
• Amphenol recently reported earnings that exceeded expectations, with $0.81 EPS and quarterly revenue of $5.65 billion, marking a 56.5% increase compared to the same quarter last year.

Baron Wealth Management LLC purchased a new position in Amphenol Corporation (NYSE:APH - Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 3,007 shares of the electronics maker's stock, valued at approximately $297,000.

Several other hedge funds and other institutional investors have also recently modified their holdings of the business. Vanguard Group Inc. lifted its stake in shares of Amphenol by 1.9% in the first quarter. Vanguard Group Inc. now owns 154,998,780 shares of the electronics maker's stock worth $10,166,370,000 after buying an additional 2,870,933 shares in the last quarter. T. Rowe Price Investment Management Inc. lifted its stake in shares of Amphenol by 196.3% in the first quarter. T. Rowe Price Investment Management Inc. now owns 16,743,239 shares of the electronics maker's stock worth $1,098,190,000 after buying an additional 11,092,282 shares in the last quarter. Wellington Management Group LLP lifted its stake in shares of Amphenol by 73.5% in the first quarter. Wellington Management Group LLP now owns 12,168,971 shares of the electronics maker's stock worth $798,163,000 after buying an additional 5,154,860 shares in the last quarter. Invesco Ltd. lifted its stake in shares of Amphenol by 1.6% in the first quarter. Invesco Ltd. now owns 9,198,997 shares of the electronics maker's stock worth $603,362,000 after buying an additional 141,069 shares in the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in Amphenol by 639.0% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 8,758,951 shares of the electronics maker's stock worth $574,500,000 after purchasing an additional 7,573,750 shares during the last quarter. 97.01% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Amphenol

In related 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 filing with the Securities & Exchange Commission, which is accessible through this link. Also, VP Lance E. D'amico sold 100,000 shares of Amphenol stock in a transaction that occurred on Monday, August 18th. The stock was sold at an average price of $110.60, for a total transaction 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 position. The disclosure for this sale can be found here. In the last three months, insiders sold 665,924 shares of company stock worth $73,369,357. 1.67% of the stock is owned by company insiders.

Amphenol Stock Up 1.7%

Shares of NYSE APH traded up $2.13 during midday trading on Friday, hitting $124.20. The company's stock had a trading volume of 15,836,325 shares, compared to its average volume of 8,540,330. The business's fifty day simple moving average is $109.17 and its two-hundred day simple moving average is $89.55. The company has a debt-to-equity ratio of 0.61, a current ratio of 2.02 and a quick ratio of 1.46. Amphenol Corporation has a 1 year low of $56.45 and a 1 year high of $124.39. The firm has a market capitalization of $151.64 billion, a price-to-earnings ratio of 49.48, a price-to-earnings-growth ratio of 1.90 and a beta of 1.15.

Amphenol (NYSE:APH - Get Free Report) last posted its quarterly earnings data 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 business had revenue of $5.65 billion during the quarter, compared to analyst estimates of $5.01 billion. During the same quarter last year, the firm posted $0.44 earnings per share. 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, equities analysts predict that Amphenol Corporation will post 2.36 EPS for the current year.

Amphenol Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 8th. Stockholders 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 dividend yield of 0.5%. Amphenol's dividend payout ratio (DPR) is presently 26.29%.

Analyst Upgrades and Downgrades

Several research firms recently issued reports on APH. JPMorgan Chase & Co. raised their price objective on shares of Amphenol from $120.00 to $125.00 and gave the stock an "overweight" rating in a research report on Thursday, July 24th. Wall Street Zen cut shares of Amphenol from a "strong-buy" rating to a "buy" rating in a research report on Sunday, August 10th. Industrial Alliance Securities set a $115.00 price objective on shares of Amphenol in a research report on Friday, July 11th. Citigroup raised their price objective on shares of Amphenol from $115.00 to $125.00 and gave the stock a "buy" rating in a research report on Thursday, July 24th. Finally, Truist Financial lifted their price target on shares of Amphenol from $102.00 to $126.00 and gave the company a "buy" rating in a research report on Thursday, July 24th. Eight research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat, Amphenol has an average rating of "Moderate Buy" and an average price target of $105.62.

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.