Drucker Wealth 3.0 LLC Invests $312,000 in Amphenol Corporation $APH

Key Points

• Drucker Wealth 3.0 LLC invested approximately $312,000 in Amphenol Corporation by purchasing 3,179 shares during the second quarter.
• Amphenol's stock saw a 3.7% decline recently, with a current market price of $121.64, and reports earnings that exceeded analysts' expectations.
• The company declared a quarterly dividend of $0.165 per share, reflecting an annualized dividend yield of 0.5% and a payout ratio of 26.29%.

Drucker Wealth 3.0 LLC purchased a new position in Amphenol Corporation (NYSE:APH - Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 3,179 shares of the electronics maker's stock, valued at approximately $312,000.

Several other institutional investors have also recently made changes to their positions in the company. Aberdeen Group plc increased its holdings in shares of Amphenol by 4.3% in the second quarter. Aberdeen Group plc now owns 982,830 shares of the electronics maker's stock worth $97,054,000 after purchasing an additional 40,967 shares during the period. PDS Planning Inc increased its holdings in shares of Amphenol by 45.5% in the second quarter. PDS Planning Inc now owns 17,146 shares of the electronics maker's stock worth $1,693,000 after purchasing an additional 5,359 shares during the period. Blue Trust Inc. increased its stake in Amphenol by 8.7% in the second quarter. Blue Trust Inc. now owns 12,724 shares of the electronics maker's stock valued at $1,257,000 after acquiring an additional 1,019 shares during the last quarter. Robertson Stephens Wealth Management LLC increased its stake in Amphenol by 5.1% in the second quarter. Robertson Stephens Wealth Management LLC now owns 4,419 shares of the electronics maker's stock valued at $437,000 after acquiring an additional 213 shares during the last quarter. Finally, Monument Capital Management bought a new position in Amphenol in the second quarter valued at $3,763,000. Institutional investors own 97.01% of the company's stock.

Amphenol Stock Down 3.7%

Shares of NYSE:APH opened at $121.64 on Friday. 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 stock's 50-day moving average price is $115.78 and its 200-day moving average price is $96.29. The stock has a market capitalization of $148.51 billion, a P/E ratio of 48.46, a price-to-earnings-growth ratio of 1.95 and a beta of 1.17. Amphenol Corporation has a 12-month low of $56.45 and a 12-month high of $127.50.

Amphenol (NYSE:APH - Get Free Report) last posted its earnings results on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share for the quarter, topping analysts' consensus estimates of $0.66 by $0.15. The company had revenue of $5.65 billion during the quarter, compared to analyst estimates of $5.01 billion. Amphenol had a net margin of 16.90% and a return on equity of 30.58%. Amphenol'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. On average, equities analysts anticipate that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Announces Dividend

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

Insider Activity

In other Amphenol news, VP Lance E. D'amico sold 100,000 shares of the firm's stock in a transaction dated Monday, August 18th. The shares were sold at an average price of $110.60, for a total value of $11,060,000.00. Following the completion of the sale, the vice president directly owned 76,400 shares in the company, valued at $8,449,840. This trade represents a 56.69% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, VP David M. Silverman sold 100,000 shares of the firm's stock in a transaction dated Monday, August 25th. The stock was sold at an average price of $110.42, for a total transaction 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 $1,380,250. This trade represents a 88.89% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 665,924 shares of company stock valued at $73,369,357. Company insiders own 1.67% of the company's stock.

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on APH shares. KGI Securities started coverage on Amphenol in a research note on Thursday, June 26th. They issued a "hold" rating on the stock. UBS Group set a $120.00 target price on Amphenol in a research note on Tuesday. 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. The Goldman Sachs Group set a $139.00 target price on Amphenol and gave the company a "buy" rating in a research note on Monday, September 29th. Finally, Industrial Alliance Securities set a $115.00 target price on Amphenol in a research note on Friday, July 11th. Nine equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average price target of $114.43.

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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