Chatham Capital Group Inc. Invests $790,000 in Amphenol Corporation $APH

Key Points

• Chatham Capital Group Inc. invested approximately $790,000 in Amphenol Corporation by acquiring nearly 8,000 shares during the 2nd quarter.
• Several research firms have raised their price targets for Amphenol, with Truist Financial increasing theirs from $102.00 to $126.00 and Citigroup setting a new target of $145.00.
• Amphenol recently reported a 56.5% year-over-year increase in revenue, earning $0.81 EPS for the quarter, exceeding consensus estimates.

Chatham Capital Group Inc. acquired a new stake in Amphenol Corporation (NYSE:APH - Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm acquired 7,995 shares of the electronics maker's stock, valued at approximately $790,000.

Several other institutional investors have also recently bought and sold shares of the business. Hughes Financial Services LLC acquired a new stake in shares of Amphenol in the 1st quarter valued at approximately $25,000. Opal Wealth Advisors LLC acquired a new position in Amphenol during the 2nd quarter worth approximately $25,000. Avalon Trust Co lifted its stake in Amphenol by 133.3% in the 1st quarter. Avalon Trust Co now owns 406 shares of the electronics maker's stock valued at $27,000 after purchasing an additional 232 shares during the last quarter. N.E.W. Advisory Services LLC acquired a new stake in Amphenol in the first quarter valued at approximately $28,000. Finally, Saudi Central Bank bought a new stake in shares of Amphenol during the first quarter worth $31,000. Institutional investors and hedge funds own 97.01% of the company's stock.

Analyst Ratings Changes

Several research firms recently weighed in on APH. Truist Financial raised their price objective on Amphenol from $102.00 to $126.00 and gave the company a "buy" rating in a report on Thursday, July 24th. The Goldman Sachs Group reissued a "buy" rating on shares of Amphenol in a research note on Friday, July 11th. Citigroup restated a "buy" rating and set a $145.00 price target (up from $125.00) on shares of Amphenol in a report on Wednesday. Evercore ISI raised their price objective on shares of Amphenol from $105.00 to $110.00 and gave the company an "outperform" rating in a report on Friday, July 18th. Finally, Robert W. Baird boosted their target price on shares of Amphenol from $118.00 to $127.00 and gave the stock an "outperform" rating in a report on Tuesday, August 19th. Eight equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $107.15.

Amphenol Stock Performance

Shares of APH stock opened at $122.60 on Friday. The stock has a market capitalization of $149.68 billion, a PE ratio of 48.84, a PEG ratio of 1.96 and a beta of 1.15. The business's 50 day simple moving average is $111.92 and its 200 day simple moving average is $92.28. 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 one year low of $56.45 and a one year high of $126.06.

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

Amphenol Announces Dividend

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 given a dividend of $0.165 per share. The ex-dividend date of this dividend is Tuesday, September 16th. This represents a $0.66 dividend on an annualized basis and a yield of 0.5%. Amphenol's dividend payout ratio is 26.29%.

Insiders Place Their Bets

In related news, VP Lance E. D'amico sold 100,000 shares of the firm's 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 sale, the vice president owned 76,400 shares of the company's stock, valued at $8,449,840. This trade represents a 56.69% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, VP David M. Silverman sold 100,000 shares of Amphenol stock in a transaction that occurred on Monday, August 25th. The stock was sold at an average price of $110.42, for a total value of $11,042,000.00. Following the completion of the sale, the vice president owned 12,500 shares of the company's stock, valued at approximately $1,380,250. The trade was a 88.89% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 665,924 shares of company stock valued at $73,369,357. 1.67% of the stock is currently owned by insiders.

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.

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