Amphenol Corporation $APH Shares Bought by BI Asset Management Fondsmaeglerselskab A S

Key Points

• BI Asset Management Fondsmaeglerselskab A S increased its stake in Amphenol Corporation by 40.6%, acquiring an additional 49,968 shares, bringing total holdings to 173,149 shares valued at $11,357,000.
• Several institutional investors have recently acquired positions in Amphenol, contributing to a total institutional ownership of 97.01%.
• Amphenol announced a quarterly dividend of $0.165 per share, with payment set for October 8, reflecting an annual yield of 0.6% and a payout ratio of 26.29%.

BI Asset Management Fondsmaeglerselskab A S raised its stake in shares of Amphenol Corporation (NYSE:APH - Free Report) by 40.6% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 173,149 shares of the electronics maker's stock after acquiring an additional 49,968 shares during the period. BI Asset Management Fondsmaeglerselskab A S's holdings in Amphenol were worth $11,357,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in APH. Independent Advisor Alliance boosted its position in shares of Amphenol by 1.7% during the 1st quarter. Independent Advisor Alliance now owns 7,180 shares of the electronics maker's stock valued at $471,000 after acquiring an additional 122 shares during the last quarter. Forum Financial Management LP lifted its position in Amphenol by 1.9% in the 1st quarter. Forum Financial Management LP now owns 6,681 shares of the electronics maker's stock worth $438,000 after buying an additional 126 shares during the last quarter. Ironwood Investment Counsel LLC lifted its position in Amphenol by 2.9% in the first quarter. Ironwood Investment Counsel LLC now owns 4,676 shares of the electronics maker's stock valued at $307,000 after purchasing an additional 132 shares during the last quarter. FourThought Financial Partners LLC lifted its position in Amphenol by 4.1% in the first quarter. FourThought Financial Partners LLC now owns 3,525 shares of the electronics maker's stock valued at $231,000 after purchasing an additional 139 shares during the last quarter. Finally, Gallacher Capital Management LLC lifted its position in 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 purchasing an additional 142 shares during the last quarter. 97.01% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other news, VP David M. Silverman sold 100,000 shares of the firm's stock in a transaction that occurred on Friday, May 30th. The stock was sold at an average price of $89.09, for a total value of $8,909,000.00. Following the completion of the sale, the vice president directly owned 12,500 shares of the company's stock, valued at $1,113,625. This trade represents a 88.89% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, VP Lance E. D'amico sold 100,000 shares of the firm's stock in a transaction that occurred 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 completion of the sale, the vice president directly owned 76,400 shares of the company's stock, valued at $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. Over the last three months, insiders sold 912,000 shares of company stock worth $88,763,320. 1.67% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on APH shares. Industrial Alliance Securities set a $115.00 target price on Amphenol in a research note on Friday, July 11th. JPMorgan Chase & Co. increased their target price on Amphenol from $120.00 to $125.00 and gave the stock an "overweight" rating in a research note on Thursday, July 24th. KGI Securities began coverage on Amphenol in a research note on Thursday, June 26th. They issued a "hold" rating on the stock. Robert W. Baird upped their price target on Amphenol from $118.00 to $127.00 and gave the company an "outperform" rating in a report on Tuesday. Finally, Bank of America upped their price target on Amphenol from $110.00 to $120.00 and gave the company a "neutral" rating in a report on Tuesday, August 5th. Eight equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus target price of $105.62.

Amphenol Price Performance

Shares of NYSE:APH traded up $0.5040 during trading on Friday, hitting $109.3140. 7,552,440 shares of the company's stock were exchanged, compared to its average volume of 7,896,059. 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 52-week low of $56.45 and a 52-week high of $112.35. The business's 50-day simple moving average is $102.54 and its 200 day simple moving average is $83.55. The company has a market cap of $133.46 billion, a price-to-earnings ratio of 43.55, a PEG ratio of 1.75 and a beta of 1.13.

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

Amphenol Dividend Announcement

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

About Amphenol

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.