Amphenol Corporation $APH Shares Sold by Epoch Investment Partners Inc.

Key Points

• Epoch Investment Partners Inc. reduced its stake in Amphenol Corporation by 26.0%, selling 268,512 shares and now holds 766,054 shares valued at approximately $50.25 million.
• Insider selling has been significant, with VP Lance E. D'amico selling 100,000 shares and Luc Walter selling 286,000 shares, collectively totaling over $37 million in sales.
• Amphenol's recent quarterly earnings exceeded expectations, reporting an EPS of $0.81 against an expected $0.66, along with a revenue increase of 56.5% year-over-year.

Epoch Investment Partners Inc. reduced its stake in shares of Amphenol Corporation (NYSE:APH - Free Report) by 26.0% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 766,054 shares of the electronics maker's stock after selling 268,512 shares during the quarter. Epoch Investment Partners Inc. owned about 0.06% of Amphenol worth $50,245,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in APH. Brighton Jones LLC increased its stake in Amphenol by 114.0% during the fourth quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker's stock worth $1,224,000 after acquiring an additional 9,390 shares during the last quarter. Revolve Wealth Partners LLC increased its stake in Amphenol by 87.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker's stock worth $701,000 after acquiring an additional 4,721 shares during the last quarter. Integrated Wealth Concepts LLC increased its stake in Amphenol by 23.6% during the fourth quarter. Integrated Wealth Concepts LLC now owns 12,783 shares of the electronics maker's stock worth $888,000 after acquiring an additional 2,441 shares during the last quarter. Beacon Pointe Advisors LLC increased its stake in Amphenol by 5.0% during the fourth quarter. Beacon Pointe Advisors LLC now owns 31,331 shares of the electronics maker's stock worth $2,176,000 after acquiring an additional 1,484 shares during the last quarter. Finally, Optiver Holding B.V. grew its stake in shares of Amphenol by 162.8% during the fourth quarter. Optiver Holding B.V. now owns 4,281 shares of the electronics maker's stock valued at $297,000 after buying an additional 2,652 shares during the last quarter. 97.01% of the stock is owned by institutional investors.

Amphenol Trading Down 2.8%

Shares of NYSE APH traded down $3.09 during trading hours on Friday, reaching $108.85. The stock had a trading volume of 6,200,801 shares, compared to its average volume of 7,085,790. 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 firm has a market cap of $132.90 billion, a price-to-earnings ratio of 43.37, a P/E/G ratio of 1.75 and a beta of 1.13. The business's fifty day moving average price is $104.23 and its two-hundred day moving average price is $85.04. Amphenol Corporation has a 52-week low of $56.45 and a 52-week high of $112.35.

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

Amphenol Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, October 8th. Shareholders of record on Tuesday, September 16th will be issued a dividend of $0.165 per share. The ex-dividend date is Tuesday, September 16th. This represents a $0.66 dividend on an annualized basis and a yield of 0.6%. Amphenol's dividend payout ratio is currently 26.29%.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on the company. Wall Street Zen cut Amphenol from a "strong-buy" rating to a "buy" rating in a research note on Sunday, August 10th. Truist Financial upped their target price on Amphenol from $102.00 to $126.00 and gave the company a "buy" rating in a research note on Thursday, July 24th. Bank of America upped their target price on Amphenol from $110.00 to $120.00 and gave the company a "neutral" rating in a research note on Tuesday, August 5th. Evercore ISI upped their target price on Amphenol from $105.00 to $110.00 and gave the company an "outperform" rating in a research note on Friday, July 18th. Finally, JPMorgan Chase & Co. upped their target price on Amphenol from $120.00 to $125.00 and gave the company an "overweight" rating in a research note on Thursday, July 24th. Eight equities 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 company currently has a consensus rating of "Moderate Buy" and a consensus target price of $105.62.

Insider Activity at Amphenol

In other Amphenol news, VP Lance E. D'amico sold 100,000 shares of the company's stock in a transaction on 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 sale, the vice president owned 76,400 shares in the company, valued at $8,449,840. This represents a 56.69% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider William J. Doherty sold 113,000 shares of the company's stock in a transaction on Monday, August 11th. The stock was sold at an average price of $110.29, for a total value of $12,462,770.00. The disclosure for this sale can be found here. Insiders have sold 951,924 shares of company stock valued at $99,518,337 over the last 90 days. Insiders own 1.67% of the company's stock.

Amphenol Company 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.