IFM Investors Pty Ltd Increases Position in Amphenol Corporation $APH

Key Points

• IFM Investors Pty Ltd increased its stake in Amphenol Corporation (NYSE: APH) by 7.2%, owning a total of 227,088 shares valued at approximately $22.4 million.
• Insider transactions included VP Lance E. D'amico selling 100,000 shares for around $11 million and CFO Craig A. Lampo selling nearly 200,000 shares for over $22 million.
• Amphenol has announced a quarterly dividend of $0.165 per share, yielding 0.5%, with a payout ratio of 26.29%.

IFM Investors Pty Ltd raised its stake in shares of Amphenol Corporation (NYSE:APH - Free Report) by 7.2% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 227,088 shares of the electronics maker's stock after acquiring an additional 15,182 shares during the quarter. IFM Investors Pty Ltd's holdings in Amphenol were worth $22,425,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also bought and sold shares of APH. Hughes Financial Services LLC bought a new stake in Amphenol during the 1st quarter valued at $25,000. Avalon Trust Co boosted its position in Amphenol by 133.3% during the 1st quarter. Avalon Trust Co now owns 406 shares of the electronics maker's stock valued at $27,000 after acquiring an additional 232 shares in the last quarter. N.E.W. Advisory Services LLC bought a new stake in Amphenol during the 1st quarter valued at $28,000. Saudi Central Bank acquired a new stake in shares of Amphenol in the 1st quarter worth $31,000. Finally, Ransom Advisory Ltd acquired a new stake in shares of Amphenol in the 1st quarter worth $33,000. Institutional investors own 97.01% of the company's stock.

Amphenol Stock Performance

APH stock traded up $2.13 during midday trading on Friday, reaching $124.20. The stock had a trading volume of 15,836,325 shares, compared to its average volume of 8,418,983. The stock has a market cap of $151.64 billion, a PE ratio of 49.48, a P/E/G ratio of 1.99 and a beta of 1.15. The company has a debt-to-equity ratio of 0.61, a quick ratio of 1.46 and a current ratio of 2.02. The firm has a fifty day simple moving average of $109.68 and a two-hundred day simple moving average of $90.15. Amphenol Corporation has a 52-week low of $56.45 and a 52-week high of $124.39.

Amphenol (NYSE:APH - Get Free Report) last issued its earnings results on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share (EPS) 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 return on equity of 30.58% and a net margin of 16.90%.The firm's quarterly revenue was up 56.5% on a year-over-year basis. During the same quarter last year, the business posted $0.44 EPS. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. As a group, equities research analysts anticipate that Amphenol Corporation will post 2.36 EPS for the current year.

Amphenol Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 8th. Shareholders of record on Tuesday, September 16th will be paid 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 dividend yield of 0.5%. Amphenol's dividend payout ratio (DPR) is presently 26.29%.

Insider Buying and Selling

In other Amphenol news, VP Lance E. D'amico sold 100,000 shares of Amphenol stock in a transaction dated 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 transaction, the vice president owned 76,400 shares in the company, valued at approximately $8,449,840. This trade represents a 56.69% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, CFO Craig A. Lampo sold 199,848 shares of Amphenol stock in a transaction dated Friday, August 22nd. The shares were sold at an average price of $110.43, for a total value of $22,069,214.64. Following the transaction, the chief financial officer owned 125,695 shares of the company's stock, valued at $13,880,498.85. The trade was a 61.39% decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 665,924 shares of company stock worth $73,369,357. Corporate insiders own 1.67% of the company's stock.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on APH shares. UBS Group raised their price objective on Amphenol from $115.00 to $120.00 and gave the stock a "buy" rating in a research report on Thursday, July 24th. Wall Street Zen cut Amphenol from a "strong-buy" rating to a "buy" rating in a research report on Sunday, August 10th. Truist Financial raised their price objective on Amphenol from $102.00 to $126.00 and gave the stock a "buy" rating in a research report on Thursday, July 24th. JPMorgan Chase & Co. raised their price objective on Amphenol from $120.00 to $125.00 and gave the stock an "overweight" rating in a research report on Thursday, July 24th. Finally, The Goldman Sachs Group reissued a "buy" rating on shares of Amphenol in a research report on Friday, July 11th. Eight research 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 has an average rating of "Moderate Buy" and a consensus target price of $105.62.

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.