BNP PARIBAS ASSET MANAGEMENT Holding S.A. Raises Holdings in Amphenol Corporation $APH

Key Points

• BNP Paribas Asset Management increased its stake in Amphenol Corporation by **57.3%**, acquiring 92,273 shares during the 1st quarter, bringing their total holdings to 253,276 shares valued at **$16.6 million**.
• Insider trading activity saw significant selling, with VP David M. Silverman selling **100,000 shares** for approximately **$8.9 million**, representing a **88.89% decrease** in his position.
• Amphenol reported a **56.5% increase** in revenue for the latest quarter, achieving **$5.65 billion** and earnings per share of **$0.81**, surpassing analysts' expectations.

BNP PARIBAS ASSET MANAGEMENT Holding S.A. lifted its holdings in shares of Amphenol Corporation (NYSE:APH - Free Report) by 57.3% during the first quarter, according to its most recent disclosure with the SEC. The fund owned 253,276 shares of the electronics maker's stock after acquiring an additional 92,273 shares during the period. BNP PARIBAS ASSET MANAGEMENT Holding S.A.'s holdings in Amphenol were worth $16,612,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Perigon Wealth Management LLC grew its stake in shares of Amphenol by 29.4% during the first quarter. Perigon Wealth Management LLC now owns 17,438 shares of the electronics maker's stock worth $1,144,000 after acquiring an additional 3,964 shares during the last quarter. Raiffeisen Bank International AG purchased a new stake in shares of Amphenol during the fourth quarter worth about $13,847,000. Cambridge Investment Research Advisors Inc. lifted its holdings in shares of Amphenol by 46.8% during the first quarter. Cambridge Investment Research Advisors Inc. now owns 69,958 shares of the electronics maker's stock worth $4,589,000 after purchasing an additional 22,293 shares during the period. Transcend Capital Advisors LLC boosted its position in Amphenol by 14.4% in the first quarter. Transcend Capital Advisors LLC now owns 4,504 shares of the electronics maker's stock valued at $295,000 after buying an additional 568 shares during the last quarter. Finally, Assenagon Asset Management S.A. boosted its position in Amphenol by 4.2% in the first quarter. Assenagon Asset Management S.A. now owns 61,920 shares of the electronics maker's stock valued at $4,061,000 after buying an additional 2,514 shares during the last quarter. Hedge funds and other institutional investors own 97.01% of the company's stock.

Amphenol Price Performance

Shares of APH stock traded down $1.3670 during trading hours on Wednesday, hitting $108.6130. 9,010,971 shares of the company's stock were exchanged, compared to its average volume of 9,283,077. The company has a quick ratio of 1.46, a current ratio of 2.02 and a debt-to-equity ratio of 0.61. The firm has a market cap of $132.61 billion, a P/E ratio of 43.27, a P/E/G ratio of 1.77 and a beta of 1.13. The firm has a 50 day moving average of $101.92 and a two-hundred day moving average of $83.01. Amphenol Corporation has a fifty-two week low of $56.45 and a fifty-two week high of $112.35.

Amphenol (NYSE:APH - Get Free Report) last announced its earnings results on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share for the quarter, topping the consensus estimate of $0.66 by $0.15. The business had revenue of $5.65 billion during the quarter, compared to the consensus estimate of $5.01 billion. Amphenol had a return on equity of 30.58% and a net margin of 16.90%.The business's quarterly revenue was up 56.5% on a year-over-year basis. During the same period in the prior year, the company posted $0.44 EPS. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. Sell-side analysts forecast that Amphenol Corporation will post 2.36 EPS for the current year.

Amphenol Dividend Announcement

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

Insider Buying and Selling at Amphenol

In other news, VP Michael R. Ivas sold 40,000 shares of the company's stock in a transaction that occurred on Thursday, May 29th. The stock was sold at an average price of $88.79, for a total transaction of $3,551,600.00. Following the completion of the transaction, the vice president directly owned 152,412 shares of the company's stock, valued at $13,532,661.48. This represents a 20.79% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, VP David M. Silverman sold 100,000 shares of the company'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 transaction, the vice president directly owned 12,500 shares of the company's stock, valued at approximately $1,113,625. The trade was a 88.89% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last quarter, insiders sold 912,000 shares of company stock worth $88,763,320. 1.67% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

A number of equities research analysts recently commented on APH shares. UBS Group upped their target price on Amphenol from $115.00 to $120.00 and gave the company a "buy" rating in a research report on Thursday, July 24th. TD Securities upped their target price on Amphenol from $63.00 to $70.00 and gave the company a "hold" rating in a research report on Thursday, May 1st. Bank of America upped their target price on Amphenol from $110.00 to $120.00 and gave the company a "neutral" rating in a research report on Tuesday, August 5th. Wall Street Zen lowered Amphenol from a "strong-buy" rating to a "buy" rating in a research report on Sunday, August 10th. Finally, The Goldman Sachs Group reissued a "buy" rating on shares of Amphenol in a report on Friday, July 11th. Eight equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, Amphenol currently 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.