Impact Capital Partners LLC Acquires Shares of 4,535 Amphenol Corporation $APH

Key Points

• Impact Capital Partners LLC acquired 4,535 shares of Amphenol Corporation for approximately $448,000 during the second quarter.
• Several analysts have upgraded Amphenol's stock rating, with JPMorgan raising the price target to $125.00 and Goldman Sachs setting a target of $139.00.
• Insider sales indicate a significant stake reduction, as CFO Craig A. Lampo sold 40,076 shares worth over $4.4 million, while VP Lance E. D'amico sold 100,000 shares for over $11 million.

Impact Capital Partners LLC acquired a new stake in Amphenol Corporation (NYSE:APH - Free Report) during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm acquired 4,535 shares of the electronics maker's stock, valued at approximately $448,000.

Other large investors have also recently made changes to their positions in the company. Opal Wealth Advisors LLC bought a new position in shares of Amphenol in the second quarter valued at $25,000. Hughes Financial Services LLC purchased a new position in Amphenol during the first quarter worth about $25,000. Avalon Trust Co boosted its holdings in Amphenol by 133.3% during the first quarter. Avalon Trust Co now owns 406 shares of the electronics maker's stock worth $27,000 after purchasing an additional 232 shares during the last quarter. N.E.W. Advisory Services LLC purchased a new position in Amphenol during the first quarter worth about $28,000. Finally, Saudi Central Bank purchased a new position in Amphenol during the first quarter worth about $31,000. 97.01% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

APH has been the topic of several analyst reports. JPMorgan Chase & Co. boosted their price target on shares of Amphenol from $120.00 to $125.00 and gave the stock an "overweight" rating in a report on Thursday, July 24th. Robert W. Baird boosted their price target on shares of Amphenol from $118.00 to $127.00 and gave the stock an "outperform" rating in a report on Tuesday, August 19th. Evercore ISI boosted their price target on shares of Amphenol from $105.00 to $110.00 and gave the stock an "outperform" rating in a report on Friday, July 18th. Industrial Alliance Securities set a $115.00 price target on shares of Amphenol in a report on Friday, July 11th. Finally, The Goldman Sachs Group set a $139.00 price target on shares of Amphenol and gave the stock a "buy" rating in a report on Monday. Eight research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $110.00.

Insider Buying and Selling at Amphenol

In other news, CFO Craig A. Lampo sold 40,076 shares of the business'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 sale, the chief financial officer owned 39,884 shares of the company's stock, valued at $4,409,575.04. The trade was a 50.12% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, 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. This trade represents a 56.69% decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders sold 665,924 shares of company stock worth $73,369,357. 1.67% of the stock is currently owned by company insiders.

Amphenol Stock Performance

Shares of APH stock opened at $124.75 on Thursday. The firm has a market cap of $152.31 billion, a price-to-earnings ratio of 49.70, a P/E/G ratio of 1.98 and a beta of 1.17. 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 Corporation has a 52 week low of $56.45 and a 52 week high of $126.06. The firm's 50-day simple moving average is $113.18 and its two-hundred day simple moving average is $93.33.

Amphenol (NYSE:APH - Get Free Report) last posted its quarterly 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. Amphenol had a net margin of 16.90% and a return on equity of 30.58%. The company had revenue of $5.65 billion for the quarter, compared to analyst estimates of $5.01 billion. During the same quarter in the previous year, the firm posted $0.44 earnings per share. The company's quarterly revenue was up 56.5% compared to the same quarter last year. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. As a group, equities analysts forecast that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Announces Dividend

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

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.

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