Clarius Group LLC Has $664,000 Position in Amphenol Corporation $APH

Key Points

• Clarius Group LLC has reduced its position in Amphenol Corporation by 42.7%, bringing its holdings to approximately $664,000 after selling 5,021 shares during the second quarter.
• Amphenol reported $5.65 billion in revenue for the last quarter, significantly surpassing analyst expectations of $5.01 billion, and also announced a quarterly dividend of $0.165.
• Several analysts have raised their price targets for Amphenol, with Truist Financial increasing its target from $102.00 to $126.00, indicating a consensus rating of "Moderate Buy."

Clarius Group LLC lowered its holdings in shares of Amphenol Corporation (NYSE:APH - Free Report) by 42.7% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,726 shares of the electronics maker's stock after selling 5,021 shares during the period. Clarius Group LLC's holdings in Amphenol were worth $664,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of APH. Opal Wealth Advisors LLC bought a new position in shares of Amphenol during the second quarter valued at $25,000. Hilltop National Bank bought a new position in shares of Amphenol during the second quarter valued at $35,000. Hughes Financial Services LLC bought a new position in shares of Amphenol during the first quarter valued at $25,000. Avalon Trust Co lifted its holdings in shares of Amphenol by 133.3% during the first quarter. Avalon Trust Co now owns 406 shares of the electronics maker's stock valued at $27,000 after acquiring an additional 232 shares during the period. Finally, N.E.W. Advisory Services LLC bought a new position in shares of Amphenol during the first quarter valued at $28,000. Institutional investors and hedge funds own 97.01% of the company's stock.

Amphenol Price Performance

Amphenol stock opened at $122.28 on Monday. The company has a current ratio of 2.02, a quick ratio of 1.46 and a debt-to-equity ratio of 0.61. The business has a 50-day moving average of $113.91 and a 200-day moving average of $94.53. Amphenol Corporation has a 1 year low of $56.45 and a 1 year high of $126.06. The firm has a market capitalization of $149.29 billion, a P/E ratio of 48.72, a PEG ratio of 1.96 and a beta of 1.17.

Amphenol (NYSE:APH - Get Free Report) last issued its quarterly earnings data on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.66 by $0.15. Amphenol had a return on equity of 30.58% and a net margin of 16.90%.The business had revenue of $5.65 billion during the quarter, compared to analyst estimates of $5.01 billion. During the same period in the previous year, the firm earned $0.44 EPS. Amphenol's quarterly 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 anticipate that Amphenol Corporation will post 2.36 EPS for the current year.

Amphenol Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 8th. Stockholders of record on Tuesday, September 16th will be issued a $0.165 dividend. This represents a $0.66 annualized dividend and a dividend yield of 0.5%. The ex-dividend date of this dividend is Tuesday, September 16th. Amphenol's dividend payout ratio is presently 26.29%.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on APH shares. Truist Financial lifted their price target on Amphenol from $102.00 to $126.00 and gave the company a "buy" rating in a report on Thursday, July 24th. Robert W. Baird lifted their price target on Amphenol from $118.00 to $127.00 and gave the company an "outperform" rating in a report on Tuesday, August 19th. Evercore ISI lifted their price target on Amphenol from $105.00 to $110.00 and gave the company an "outperform" rating in a report on Friday, July 18th. UBS Group lifted their price target on Amphenol from $115.00 to $120.00 and gave the company a "buy" rating in a report on Thursday, July 24th. Finally, JPMorgan Chase & Co. lifted their price target on Amphenol from $120.00 to $125.00 and gave the company an "overweight" rating in a report on Thursday, July 24th. Nine investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus target price of $110.00.

Insider Buying and Selling

In related news, CFO Craig A. Lampo sold 40,076 shares of the 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 sale, the chief financial officer owned 39,884 shares in the company, valued at approximately $4,409,575.04. This represents a 50.12% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. 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 completion of the sale, the vice president owned 12,500 shares in the company, valued at approximately $1,380,250. This trade represents a 88.89% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders sold 665,924 shares of company stock worth $73,369,357. 1.67% of the stock is owned by corporate 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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