Inspire Investing LLC Has $14.76 Million Position in Amphenol Corporation $APH

Key Points

• Inspire Investing LLC increased its stake in Amphenol Corporation by 4.5%, owning 149,458 shares valued at approximately $14.76 million as of the end of the 2nd quarter.
• Several institutional investors significantly raised their positions in Amphenol, with T. Rowe Price increasing its stake by 196.3% and UBS AM by 639.0% in the 1st quarter.
• Amphenol recently reported $0.81 earnings per share for the last quarter, exceeding analysts' expectations, with revenue of $5.65 billion showing a 56.5% increase year-over-year.

Inspire Investing LLC raised its position in Amphenol Corporation (NYSE:APH - Free Report) by 4.5% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 149,458 shares of the electronics maker's stock after purchasing an additional 6,377 shares during the period. Amphenol accounts for 1.6% of Inspire Investing LLC's investment portfolio, making the stock its 5th biggest position. Inspire Investing LLC's holdings in Amphenol were worth $14,759,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently made changes to their positions in APH. T. Rowe Price Investment Management Inc. raised its position in shares of Amphenol by 196.3% during the 1st quarter. T. Rowe Price Investment Management Inc. now owns 16,743,239 shares of the electronics maker's stock valued at $1,098,190,000 after buying an additional 11,092,282 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in shares of Amphenol by 639.0% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 8,758,951 shares of the electronics maker's stock valued at $574,500,000 after buying an additional 7,573,750 shares in the last quarter. Nuveen LLC purchased a new stake in shares of Amphenol during the 1st quarter valued at $476,842,000. Wellington Management Group LLP raised its position in shares of Amphenol by 73.5% during the 1st quarter. Wellington Management Group LLP now owns 12,168,971 shares of the electronics maker's stock valued at $798,163,000 after buying an additional 5,154,860 shares in the last quarter. Finally, Vanguard Group Inc. raised its position in shares of Amphenol by 1.9% during the 1st quarter. Vanguard Group Inc. now owns 154,998,780 shares of the electronics maker's stock valued at $10,166,370,000 after buying an additional 2,870,933 shares in the last quarter. Hedge funds and other institutional investors own 97.01% of the company's stock.

Insider Activity at Amphenol

In other news, VP Lance E. D'amico sold 100,000 shares of Amphenol stock in a transaction dated 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 sale, the vice president owned 76,400 shares of the company's stock, valued at approximately $8,449,840. The trade was a 56.69% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, VP David M. Silverman sold 100,000 shares of Amphenol stock in a transaction dated Monday, August 25th. The shares were sold at an average price of $110.42, for a total transaction of $11,042,000.00. Following the sale, the vice president directly owned 12,500 shares in the company, valued at $1,380,250. The trade was a 88.89% decrease in their position. The disclosure for this sale can be found here. Over the last quarter, insiders sold 665,924 shares of company stock worth $73,369,357. 1.67% of the stock is currently owned by company insiders.

Amphenol Price Performance

APH stock opened at $121.64 on Friday. The firm's 50-day moving average price is $115.78 and its two-hundred day moving average price is $96.09. Amphenol Corporation has a 12-month low of $56.45 and a 12-month high of $127.50. The stock has a market capitalization of $148.51 billion, a price-to-earnings ratio of 48.46, a PEG ratio of 2.03 and a beta of 1.17. The company has a current ratio of 2.02, a quick ratio of 1.46 and a debt-to-equity ratio of 0.61.

Amphenol (NYSE:APH - Get Free Report) last released its quarterly earnings data on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.66 by $0.15. Amphenol had a net margin of 16.90% and a return on equity of 30.58%. The firm had revenue of $5.65 billion for the quarter, compared to analysts' expectations of $5.01 billion. During the same quarter in the previous year, the company earned $0.44 earnings per share. The company's revenue for the quarter 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 predict that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Wednesday, October 8th. Stockholders of record on Tuesday, September 16th were paid a dividend of $0.165 per share. The ex-dividend date of this dividend was Tuesday, September 16th. This represents a $0.66 dividend on an annualized basis and a dividend yield of 0.5%. Amphenol's payout ratio is presently 26.29%.

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on APH shares. Weiss Ratings reiterated a "buy (b)" rating on shares of Amphenol in a research report on Wednesday. Wall Street Zen cut shares of Amphenol from a "strong-buy" rating to a "buy" rating in a research report on Sunday, August 10th. The Goldman Sachs Group set a $139.00 target price on shares of Amphenol and gave the stock a "buy" rating in a research report on Monday, September 29th. Bank of America lifted their target price on shares of Amphenol from $110.00 to $120.00 and gave the stock a "neutral" rating in a research report on Tuesday, August 5th. Finally, Industrial Alliance Securities set a $115.00 target price on shares of Amphenol in a research report on Friday, July 11th. Nine analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company's stock. According to data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $114.43.

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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