15,141 Shares in Amphenol Corporation $APH Acquired by Focus Partners Advisor Solutions LLC

Key Points

• Focus Partners Advisor Solutions LLC has purchased 15,141 shares of Amphenol Corporation, valued at approximately $993,000, during the first quarter of the year.
• Amphenol's recent quarterly earnings report showed an EPS of $0.81, significantly surpassing analysts' expectations of $0.66, with a revenue of $5.65 billion, up 56.5% year-over-year.
• The company declared a quarterly dividend of $0.165 per share, reflecting an annualized yield of 0.6%, payable on October 8th.

Focus Partners Advisor Solutions LLC acquired a new stake in Amphenol Corporation (NYSE:APH - Free Report) during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 15,141 shares of the electronics maker's stock, valued at approximately $993,000.

Other institutional investors have also modified their holdings of the company. Alamar Capital Management LLC bought a new position in Amphenol during the 1st quarter valued at about $2,517,000. Flputnam Investment Management Co. increased its stake in shares of Amphenol by 6.1% during the first quarter. Flputnam Investment Management Co. now owns 140,708 shares of the electronics maker's stock valued at $9,229,000 after buying an additional 8,092 shares during the period. ICW Investment Advisors LLC grew its holdings in Amphenol by 2.7% in the 1st quarter. ICW Investment Advisors LLC now owns 16,445 shares of the electronics maker's stock valued at $1,079,000 after buying an additional 432 shares in the last quarter. Graham Capital Management L.P. purchased a new position in shares of Amphenol in the 1st quarter valued at approximately $1,336,000. Finally, Saudi Central Bank purchased a new stake in shares of Amphenol in the first quarter worth about $31,000. Institutional investors and hedge funds own 97.01% of the company's stock.

Insider Transactions at Amphenol

In other news, insider William J. Doherty sold 113,000 shares of Amphenol stock in a transaction on Friday, August 8th. The stock was sold at an average price of $108.89, for a total transaction of $12,304,570.00. The sale was disclosed in a filing with the SEC, which is available at this link. Also, VP Lance E. D'amico sold 100,000 shares of the stock in a transaction that occurred on 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 transaction, the vice president directly owned 76,400 shares of the company's stock, valued at $8,449,840. This trade represents a 56.69% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders sold 665,924 shares of company stock worth $73,369,357. 1.67% of the stock is currently owned by corporate insiders.

Amphenol Price Performance

Amphenol stock traded up $0.35 during mid-day trading on Monday, hitting $110.80. 5,544,971 shares of the company were exchanged, compared to its average volume of 8,363,675. The company has a debt-to-equity ratio of 0.61, a current ratio of 2.02 and a quick ratio of 1.46. The business's 50 day simple moving average is $105.61 and its two-hundred day simple moving average is $86.59. The company has a market capitalization of $135.28 billion, a P/E ratio of 44.14, a PEG ratio of 1.77 and a beta of 1.15. Amphenol Corporation has a 12-month low of $56.45 and a 12-month high of $113.69.

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

Amphenol Dividend Announcement

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

Analyst Ratings Changes

APH has been the subject of a number of recent analyst reports. Citigroup raised their price target on Amphenol from $115.00 to $125.00 and gave the company a "buy" rating in a report on Thursday, July 24th. UBS Group lifted their price target on Amphenol from $115.00 to $120.00 and gave the stock a "buy" rating in a research note on Thursday, July 24th. Wall Street Zen downgraded Amphenol from a "strong-buy" rating to a "buy" rating in a report on Sunday, August 10th. The Goldman Sachs Group restated a "buy" rating on shares of Amphenol in a research note on Friday, July 11th. Finally, JPMorgan Chase & Co. upped their price objective on Amphenol from $120.00 to $125.00 and gave the company an "overweight" rating in a research report on Thursday, July 24th. Eight analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company's stock. Based on data from MarketBeat, Amphenol currently has an average rating of "Moderate Buy" and an average target price of $105.62.

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.