Focus Partners Wealth Purchases 23,692 Shares of Amphenol Corporation $APH

Key Points

• Focus Partners Wealth has increased its stake in Amphenol Corporation by 17.8%, acquiring an additional 23,692 shares, which brings its total holdings to 157,153 shares valued at approximately $10.3 million.
• Amphenol reported better-than-expected earnings, with an EPS of $0.81, surpassing the consensus estimate of $0.66, and a revenue of $5.65 billion, up 56.5% year-over-year.
• The company recently announced a quarterly dividend of $0.165 per share, resulting in an annualized yield of 0.6%, with the ex-dividend date set for September 16th.

Focus Partners Wealth increased its position in shares of Amphenol Corporation (NYSE:APH - Free Report) by 17.8% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 157,153 shares of the electronics maker's stock after acquiring an additional 23,692 shares during the period. Focus Partners Wealth's holdings in Amphenol were worth $10,308,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Independent Advisor Alliance lifted its position in Amphenol by 1.7% during the 1st quarter. Independent Advisor Alliance now owns 7,180 shares of the electronics maker's stock valued at $471,000 after acquiring an additional 122 shares during the period. Forum Financial Management LP lifted its position in Amphenol by 1.9% during the 1st quarter. Forum Financial Management LP now owns 6,681 shares of the electronics maker's stock valued at $438,000 after acquiring an additional 126 shares during the period. Ironwood Investment Counsel LLC lifted its position in Amphenol by 2.9% during the 1st quarter. Ironwood Investment Counsel LLC now owns 4,676 shares of the electronics maker's stock valued at $307,000 after acquiring an additional 132 shares during the period. FourThought Financial Partners LLC lifted its position in Amphenol by 4.1% during the 1st quarter. FourThought Financial Partners LLC now owns 3,525 shares of the electronics maker's stock valued at $231,000 after acquiring an additional 139 shares during the period. Finally, Gallacher Capital Management LLC lifted its position in Amphenol by 4.6% during the 1st quarter. Gallacher Capital Management LLC now owns 3,197 shares of the electronics maker's stock valued at $210,000 after acquiring an additional 142 shares during the period. Institutional investors own 97.01% of the company's stock.

Amphenol Stock Performance

Shares of APH stock opened at $118.71 on Friday. The company has a 50 day moving average price of $107.44 and a 200-day moving average price of $88.20. Amphenol Corporation has a 52 week low of $56.45 and a 52 week high of $120.80. The firm has a market capitalization of $144.94 billion, a PE ratio of 47.30, a P/E/G ratio of 1.91 and a beta of 1.15. The company has a quick ratio of 1.46, a current ratio of 2.02 and a debt-to-equity ratio of 0.61.

Amphenol (NYSE:APH - Get Free Report) last announced its earnings results on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share (EPS) 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 analyst estimates of $5.01 billion. Amphenol had a net margin of 16.90% and a return on equity of 30.58%. The firm's quarterly revenue was up 56.5% compared to the same quarter last year. During the same period in the previous 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, equities research analysts expect that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Dividend Announcement

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

Insider Buying and Selling at Amphenol

In related news, VP Lance E. D'amico sold 100,000 shares of the business's stock in a transaction that occurred on Monday, August 18th. The shares were 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 directly 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 sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider William J. Doherty sold 113,000 shares of the business's stock in a transaction that occurred on Monday, August 11th. The shares were sold at an average price of $110.29, for a total transaction of $12,462,770.00. The disclosure for this sale can be found here. Over the last three months, insiders have sold 665,924 shares of company stock valued at $73,369,357. 1.67% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

A number of research analysts recently issued reports on the stock. Citigroup lifted their price target on shares of Amphenol from $115.00 to $125.00 and gave the company a "buy" rating in a research report on Thursday, July 24th. Bank of America raised their price objective on shares of Amphenol from $110.00 to $120.00 and gave the company a "neutral" rating in a research note on Tuesday, August 5th. The Goldman Sachs Group restated a "buy" rating on shares of Amphenol in a research note on Friday, July 11th. KGI Securities began coverage on shares of Amphenol in a research note on Thursday, June 26th. They set a "hold" rating for the company. Finally, Truist Financial raised their price objective 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. Eight investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus 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.

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