DekaBank Deutsche Girozentrale Grows Position in Amphenol Corporation $APH

Key Points

• DekaBank Deutsche Girozentrale increased its ownership in Amphenol Corporation by 1.5% during Q2, now holding approximately 0.09% of the company valued at $106.49 million.
• Amphenol reported impressive quarterly earnings with an EPS of $0.81, exceeding analysts' expectations of $0.66, and demonstrated a 56.5% increase in revenue year-over-year.
• A quarterly dividend of $0.165 was declared, yielding 0.5% annually, with a payout ratio of 26.29%.

DekaBank Deutsche Girozentrale lifted its stake in Amphenol Corporation (NYSE:APH - Free Report) by 1.5% during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,086,445 shares of the electronics maker's stock after buying an additional 16,526 shares during the quarter. DekaBank Deutsche Girozentrale owned approximately 0.09% of Amphenol worth $106,494,000 at the end of the most recent reporting period.

Other hedge funds have also recently modified their holdings of the company. Opal Wealth Advisors LLC purchased a new position in shares of Amphenol in the second quarter worth $25,000. Hilltop National Bank purchased a new stake in Amphenol during the second quarter valued at $35,000. Hughes Financial Services LLC purchased a new stake in Amphenol during the first quarter valued at $25,000. Avalon Trust Co raised its stake in 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 purchasing an additional 232 shares in the last quarter. Finally, N.E.W. Advisory Services LLC purchased a new stake in Amphenol during the first quarter valued at $28,000. Hedge funds and other institutional investors own 97.01% of the company's stock.

Amphenol Trading Up 1.6%

Shares of APH opened at $127.71 on Tuesday. Amphenol Corporation has a twelve month low of $56.45 and a twelve month high of $128.12. The company has a market cap of $155.92 billion, a P/E ratio of 50.88, a P/E/G ratio of 1.64 and a beta of 1.17. 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 company's fifty day simple moving average is $117.76 and its 200-day simple moving average is $99.04.

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

Amphenol Announces Dividend

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

Wall Street Analyst Weigh In

A number of research firms recently issued reports on APH. JPMorgan Chase & Co. upped their price target on shares of Amphenol from $125.00 to $145.00 and gave the company an "overweight" rating in a research note on Thursday, October 16th. Truist Financial upped their price target on shares of Amphenol from $102.00 to $126.00 and gave the company a "buy" rating in a research note on Thursday, July 24th. KGI Securities assumed coverage on shares of Amphenol in a research note on Thursday, June 26th. They set a "hold" rating on the stock. Robert W. Baird set a $139.00 target price on shares of Amphenol and gave the company an "outperform" rating in a research note on Friday, October 10th. Finally, Citigroup reissued a "buy" rating and issued a $145.00 target price (up previously from $125.00) on shares of Amphenol in a research note on Wednesday, September 24th. Ten analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $118.00.

Insider Activity at Amphenol

In other news, insider William J. Doherty sold 113,000 shares of the company's stock in a transaction dated Friday, August 8th. The shares were sold at an average price of $108.89, for a total value of $12,304,570.00. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, VP Lance E. D'amico sold 100,000 shares of the company's stock in a transaction dated 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 transaction, the vice president owned 76,400 shares in the company, valued at approximately $8,449,840. The trade was a 56.69% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders have sold 665,924 shares of company stock valued at $73,369,357. Company insiders own 1.67% of the company's stock.

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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