Courier Capital LLC Takes $235,000 Position in Amphenol Corporation $APH

Key Points

• Courier Capital LLC has acquired a new stake in Amphenol Corporation valued at approximately $235,000, with a total of 2,376 shares purchased during the second quarter.
• A significant number of large investors have increased their holdings in Amphenol, with Vanguard Group now owning over $10 billion worth of shares, contributing to institutional investors controlling 97.01% of the stock.
• Amphenol's stock has recently been rated with a consensus of "Moderate Buy," and several analysts have set price targets as high as $139.00, reflecting a positive outlook for the company.

Courier Capital LLC acquired a new stake in Amphenol Corporation (NYSE:APH - Free Report) during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor acquired 2,376 shares of the electronics maker's stock, valued at approximately $235,000.

Several other large investors also recently modified their holdings of APH. T. Rowe Price Investment Management Inc. grew its stake in shares of Amphenol by 196.3% in the 1st quarter. T. Rowe Price Investment Management Inc. now owns 16,743,239 shares of the electronics maker's stock valued at $1,098,190,000 after purchasing an additional 11,092,282 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake in shares of Amphenol by 639.0% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 8,758,951 shares of the electronics maker's stock valued at $574,500,000 after purchasing an additional 7,573,750 shares during the period. Nuveen LLC bought a new stake in shares of Amphenol in the 1st quarter valued at approximately $476,842,000. Wellington Management Group LLP grew its stake in shares of Amphenol by 73.5% in the 1st quarter. Wellington Management Group LLP now owns 12,168,971 shares of the electronics maker's stock valued at $798,163,000 after purchasing an additional 5,154,860 shares during the period. Finally, Vanguard Group Inc. grew its stake in shares of Amphenol by 1.9% in the 1st quarter. Vanguard Group Inc. now owns 154,998,780 shares of the electronics maker's stock valued at $10,166,370,000 after purchasing an additional 2,870,933 shares during the period. 97.01% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of equities research analysts recently commented on APH shares. Robert W. Baird set a $139.00 price target on Amphenol and gave the stock an "outperform" rating in a research report on Friday, October 10th. JPMorgan Chase & Co. increased 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. Truist Financial increased their price target on Amphenol from $102.00 to $126.00 and gave the stock a "buy" rating in a research report on Thursday, July 24th. The Goldman Sachs Group set a $139.00 price target on Amphenol and gave the stock a "buy" rating in a research report on Monday, September 29th. Finally, Barclays started coverage on Amphenol in a research report on Wednesday, October 8th. They set an "equal weight" rating and a $120.00 price target on the stock. Ten equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat, Amphenol presently has a consensus rating of "Moderate Buy" and an average price target of $116.57.

Insider Buying and Selling

In related news, CFO Craig A. Lampo sold 199,848 shares of the firm's stock in a transaction on Friday, August 22nd. The stock was sold at an average price of $110.43, for a total transaction of $22,069,214.64. Following the sale, the chief financial officer owned 125,695 shares of the company's stock, valued at approximately $13,880,498.85. This trade represents a 61.39% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider William J. Doherty sold 113,000 shares of the firm's stock in a transaction on Friday, August 8th. The stock was sold at an average price of $108.89, for a total value of $12,304,570.00. The disclosure for this sale can be found here. Insiders have sold 665,924 shares of company stock valued at $73,369,357 over the last 90 days. Company insiders own 1.67% of the company's stock.

Amphenol Stock Up 2.6%

NYSE:APH opened at $125.81 on Thursday. Amphenol Corporation has a 12-month low of $56.45 and a 12-month high of $127.50. 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 capitalization of $153.60 billion, a P/E ratio of 50.12, a P/E/G ratio of 1.97 and a beta of 1.17. The stock's fifty day simple moving average is $116.71 and its 200-day simple moving average is $97.26.

Amphenol (NYSE:APH - Get Free Report) last posted its quarterly earnings results on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share (EPS) for the quarter, topping 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 for the quarter, compared to analyst estimates of $5.01 billion. During the same period last year, the company earned $0.44 EPS. The firm's revenue was up 56.5% on a year-over-year basis. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. Equities research analysts expect that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, October 8th. Stockholders of record on Tuesday, September 16th were given a $0.165 dividend. This represents a $0.66 annualized dividend and a dividend yield of 0.5%. The ex-dividend date was 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.

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