Ipswich Investment Management Co. Inc. Acquires New Stake in Amphenol Corporation $APH

Key Points

• Ipswich Investment Management Co. Inc. has acquired 2,200 shares of Amphenol Corporation, valued at approximately $217,000, during Q2, amidst increasing interest among various institutional investors.
• Amphenol reported a quarterly earnings of $0.81 EPS, exceeding estimates of $0.66, with revenues reaching $5.65 billion, up 56.5% year-over-year.
• The company recently announced a quarterly dividend of $0.165 per share with a yield of 0.5%, while also facing significant insider selling, including a 40,076-share sale by CFO Craig A. Lampo.

Ipswich Investment Management Co. Inc. acquired a new position in shares of Amphenol Corporation (NYSE:APH - Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 2,200 shares of the electronics maker's stock, valued at approximately $217,000.

Several other large investors have also added to or reduced their stakes in APH. Motive Wealth Advisors purchased a new position in Amphenol in the 2nd quarter valued at approximately $215,000. LeConte Wealth Management LLC purchased a new position in Amphenol in the 2nd quarter valued at approximately $399,000. Perigon Wealth Management LLC grew its stake in Amphenol by 29.4% in the 1st quarter. Perigon Wealth Management LLC now owns 17,438 shares of the electronics maker's stock valued at $1,144,000 after buying an additional 3,964 shares in the last quarter. City Center Advisors LLC purchased a new position in Amphenol in the 2nd quarter valued at approximately $482,000. Finally, Cambridge Investment Research Advisors Inc. grew its stake in Amphenol by 46.8% in the 1st quarter. Cambridge Investment Research Advisors Inc. now owns 69,958 shares of the electronics maker's stock valued at $4,589,000 after buying an additional 22,293 shares in the last quarter. Institutional investors own 97.01% of the company's stock.

Amphenol Stock Up 0.2%

APH stock opened at $122.60 on Friday. The company's 50 day moving average is $111.92 and its two-hundred day moving average is $92.08. The stock has a market cap of $149.68 billion, a P/E ratio of 48.84, a PEG ratio of 1.96 and a beta of 1.15. Amphenol Corporation has a twelve month low of $56.45 and a twelve month high of $126.06. 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 EPS for the quarter, topping the consensus estimate of $0.66 by $0.15. The business had revenue of $5.65 billion for 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 business's revenue for the quarter was up 56.5% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.44 EPS. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. Research analysts expect that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 8th. Investors 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 annualized dividend and a yield of 0.5%. Amphenol's dividend payout ratio (DPR) is 26.29%.

Insider Buying and Selling

In related news, CFO Craig A. Lampo sold 40,076 shares of Amphenol stock in a transaction dated Monday, August 25th. The stock was sold at an average price of $110.56, for a total transaction of $4,430,802.56. Following the transaction, the chief financial officer directly 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 legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, VP David M. Silverman sold 100,000 shares of Amphenol stock in a transaction dated Monday, August 25th. The stock was sold at an average price of $110.42, for a total value of $11,042,000.00. Following the transaction, the vice president directly owned 12,500 shares in the company, valued at approximately $1,380,250. The trade was a 88.89% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 665,924 shares of company stock valued at $73,369,357. 1.67% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on APH shares. UBS Group lifted their price objective on shares of Amphenol from $115.00 to $120.00 and gave the stock a "buy" rating in a report on Thursday, July 24th. Industrial Alliance Securities set a $115.00 price target on Amphenol in a research report on Friday, July 11th. Truist Financial increased their price target on shares of Amphenol from $102.00 to $126.00 and gave the company a "buy" rating in a report on Thursday, July 24th. JPMorgan Chase & Co. lifted their price target on shares of Amphenol from $120.00 to $125.00 and gave the company an "overweight" rating in a report on Thursday, July 24th. Finally, The Goldman Sachs Group reiterated a "buy" rating on shares of Amphenol in a report on Friday, July 11th. Eight research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $107.15.

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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