Chicago Capital LLC Makes New $1.28 Million Investment in Amphenol Corporation $APH

Key Points

• Chicago Capital LLC has made a significant investment of $1.28 million in Amphenol Corporation, acquiring approximately 12,914 shares during the second quarter.
• Amphenol reported robust earnings, with $0.81 EPS surpassing analysts' expectations by $0.15 and a revenue of $5.65 billion for the quarter, reflecting a 56.5% year-over-year increase.
• The company recently announced a quarterly dividend of $0.165 per share, with a payout ratio of 26.29%, and plans to distribute this on October 8th to investors on record by September 16th.

Chicago Capital LLC purchased a new position in Amphenol Corporation (NYSE:APH - Free Report) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 12,914 shares of the electronics maker's stock, valued at approximately $1,275,000.

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

Amphenol Stock Up 2.3%

APH opened at $123.78 on Wednesday. The company has a debt-to-equity ratio of 0.61, a quick ratio of 1.46 and a current ratio of 2.02. The company has a market capitalization of $151.13 billion, a PE ratio of 49.31, a P/E/G ratio of 1.94 and a beta of 1.15. The stock's fifty day moving average is $112.70 and its 200-day moving average is $93.11. 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 released its 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 return on equity of 30.58% and a net margin of 16.90%.The firm had revenue of $5.65 billion for the quarter, compared to analyst estimates of $5.01 billion. During the same period in the previous year, the company earned $0.44 earnings per share. Amphenol's revenue 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 fiscal year.

Amphenol Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, October 8th. Investors of record on Tuesday, September 16th will be paid a dividend of $0.165 per share. The ex-dividend date of this dividend is Tuesday, September 16th. This represents a $0.66 annualized dividend and a yield of 0.5%. Amphenol's dividend payout ratio is currently 26.29%.

Insider Buying and Selling at Amphenol

In other Amphenol news, CFO Craig A. Lampo sold 40,076 shares of the company's stock in a transaction on Monday, August 25th. The stock was sold at an average price of $110.56, for a total value of $4,430,802.56. Following the transaction, the chief financial officer owned 39,884 shares of the company's stock, valued at approximately $4,409,575.04. This represents a 50.12% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, VP David M. Silverman sold 100,000 shares of the stock in a transaction on Monday, August 25th. The shares were sold at an average price of $110.42, for a total value of $11,042,000.00. Following the sale, the vice president owned 12,500 shares of the company's stock, valued at $1,380,250. This trade represents a 88.89% decrease in their position. The disclosure for this sale can be found here. Over the last three months, insiders have sold 665,924 shares of company stock valued at $73,369,357. 1.67% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

Several analysts recently weighed in on the stock. Evercore ISI lifted their price objective on shares of Amphenol from $105.00 to $110.00 and gave the company an "outperform" rating in a research report on Friday, July 18th. The Goldman Sachs Group set a $139.00 price target on Amphenol and gave the company a "buy" rating in a report on Monday. Truist Financial increased their price objective on Amphenol from $102.00 to $126.00 and gave the stock a "buy" rating in a report on Thursday, July 24th. Robert W. Baird lifted their target price on Amphenol from $118.00 to $127.00 and gave the company an "outperform" rating in a research note on Tuesday, August 19th. Finally, JPMorgan Chase & Co. boosted their price target on Amphenol from $120.00 to $125.00 and gave the stock an "overweight" 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. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $110.00.

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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