Fiduciary Alliance LLC Acquires 8,196 Shares of Amphenol Corporation $APH

Key Points

• Fiduciary Alliance LLC increased its stake in Amphenol Corporation by 70.5% during the 2nd quarter, now owning a total of 19,817 shares valued at approximately $1.96 million.
• Amphenol's CFO and another insider recently sold a combined total of over 300,000 shares, indicating significant insider trading activity in the past 90 days.
• Analysts are mixed on Amphenol's stock, with one firm downgrading it from "strong-buy" to "buy", while others have raised their price targets, reflecting varied market sentiment.

Fiduciary Alliance LLC increased its stake in shares of Amphenol Corporation (NYSE:APH - Free Report) by 70.5% during the second quarter, according to its most recent filing with the SEC. The institutional investor owned 19,817 shares of the electronics maker's stock after purchasing an additional 8,196 shares during the period. Fiduciary Alliance LLC's holdings in Amphenol were worth $1,957,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Perigon Wealth Management LLC increased its stake in Amphenol by 29.4% in the 1st quarter. Perigon Wealth Management LLC now owns 17,438 shares of the electronics maker's stock worth $1,144,000 after acquiring an additional 3,964 shares during the last quarter. Cambridge Investment Research Advisors Inc. increased its stake in Amphenol by 46.8% in the 1st quarter. Cambridge Investment Research Advisors Inc. now owns 69,958 shares of the electronics maker's stock worth $4,589,000 after acquiring an additional 22,293 shares during the last quarter. Thurston Springer Miller Herd & Titak Inc. increased its stake in Amphenol by 25.5% in the 2nd quarter. Thurston Springer Miller Herd & Titak Inc. now owns 27,711 shares of the electronics maker's stock worth $2,736,000 after acquiring an additional 5,630 shares during the last quarter. City Center Advisors LLC bought a new position in Amphenol in the 2nd quarter worth about $482,000. Finally, Transcend Capital Advisors LLC increased its stake in Amphenol by 14.4% in the 1st quarter. Transcend Capital Advisors LLC now owns 4,504 shares of the electronics maker's stock worth $295,000 after acquiring an additional 568 shares during the last quarter. Hedge funds and other institutional investors own 97.01% of the company's stock.

Insiders Place Their Bets

In other news, VP David M. Silverman sold 100,000 shares of the firm's stock in a transaction that occurred on Monday, August 25th. The stock was sold at an average price of $110.42, for a total value of $11,042,000.00. Following the completion of the transaction, the vice president owned 12,500 shares in the company, valued at $1,380,250. This trade represents a 88.89% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO Craig A. Lampo sold 40,076 shares of the firm's stock in a transaction that occurred on Monday, August 25th. The shares were sold at an average price of $110.56, for a total value of $4,430,802.56. Following the transaction, the chief financial officer directly owned 39,884 shares of the company's stock, valued at approximately $4,409,575.04. This trade represents a 50.12% decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders have sold 665,924 shares of company stock worth $73,369,357. Corporate insiders own 1.67% of the company's stock.

Amphenol Trading Up 1.7%

APH stock traded up $2.13 during trading on Friday, hitting $124.20. 15,836,325 shares of the company traded hands, compared to its average volume of 8,418,983. The firm has a market capitalization of $151.64 billion, a PE ratio of 49.48, a P/E/G ratio of 1.96 and a beta of 1.15. Amphenol Corporation has a 1 year low of $56.45 and a 1 year high of $124.39. The company has a 50-day moving average of $109.68 and a 200-day moving average of $89.98. The company has a debt-to-equity ratio of 0.61, a quick ratio of 1.46 and a current ratio of 2.02.

Amphenol (NYSE:APH - Get Free Report) last issued its earnings results on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share for the quarter, beating the consensus estimate of $0.66 by $0.15. The company had revenue of $5.65 billion during the quarter, compared to analysts' expectations 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% compared to the same quarter last year. During the same period in the prior year, the business posted $0.44 EPS. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. Analysts predict that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Announces Dividend

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

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on the company. Robert W. Baird upped their target price on Amphenol from $118.00 to $127.00 and gave the stock an "outperform" rating in a research note on Tuesday, August 19th. JPMorgan Chase & Co. upped their target price on Amphenol from $120.00 to $125.00 and gave the stock an "overweight" rating in a research note on Thursday, July 24th. UBS Group increased their price objective on Amphenol from $115.00 to $120.00 and gave the company a "buy" rating in a research report on Thursday, July 24th. Industrial Alliance Securities set a $115.00 price objective on Amphenol in a research report on Friday, July 11th. Finally, Truist Financial increased their price objective on Amphenol from $102.00 to $126.00 and gave the company a "buy" rating in a research report on Thursday, July 24th. Eight analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company's stock. Based on data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average price target of $105.62.

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.