James Hambro & Partners LLP Sells 46,477 Shares of Amphenol Corporation $APH

Key Points

• James Hambro & Partners LLP reduced its stake in Amphenol Corporation by 2.3%, selling 46,477 shares, but still holds 2,006,289 shares valued at approximately $198 million.
• Insider selling has been notable, with CFO Craig A. Lampo selling 199,848 shares for over $22 million, a significant reduction in ownership by 61.39%.
• Amphenol reported a strong quarterly performance with $5.65 billion in revenue, up 56.5% year-over-year, and an earnings per share (EPS) of $0.81, surpassing estimates.

James Hambro & Partners LLP trimmed its position in shares of Amphenol Corporation (NYSE:APH - Free Report) by 2.3% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,006,289 shares of the electronics maker's stock after selling 46,477 shares during the period. Amphenol makes up about 7.8% of James Hambro & Partners LLP's holdings, making the stock its 2nd largest holding. James Hambro & Partners LLP owned about 0.17% of Amphenol worth $198,071,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of APH. Mather Group LLC. lifted its stake in shares of Amphenol by 0.5% in the 2nd quarter. Mather Group LLC. now owns 22,896 shares of the electronics maker's stock valued at $2,261,000 after purchasing an additional 118 shares during the last quarter. Independent Advisor Alliance increased its holdings in shares of Amphenol by 1.7% during the 1st quarter. Independent Advisor Alliance now owns 7,180 shares of the electronics maker's stock worth $471,000 after purchasing an additional 122 shares during the period. Traveka Wealth LLC increased its stake in Amphenol by 3.9% in the second quarter. Traveka Wealth LLC now owns 3,277 shares of the electronics maker's stock valued at $324,000 after acquiring an additional 123 shares during the period. Forum Financial Management LP increased its stake in Amphenol by 1.9% in the first 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. Finally, Ironwood Investment Counsel LLC increased its stake in Amphenol by 2.9% in the first 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. Hedge funds and other institutional investors own 97.01% of the company's stock.

Insider Buying and Selling at Amphenol

In other Amphenol news, CFO Craig A. Lampo sold 199,848 shares of the stock in a transaction that occurred on Friday, August 22nd. The shares were sold at an average price of $110.43, for a total transaction of $22,069,214.64. Following the transaction, the chief financial officer directly owned 125,695 shares in the company, valued at $13,880,498.85. This trade represents a 61.39% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider William J. Doherty sold 113,000 shares of the firm's stock in a transaction that occurred on Friday, August 8th. The stock was sold at an average price of $108.89, for a total transaction of $12,304,570.00. The disclosure for this sale can be found here. Insiders have sold 665,924 shares of company stock valued at $73,369,357 over the last ninety days. Insiders own 1.67% of the company's stock.

Amphenol Stock Performance

APH opened at $122.60 on Friday. Amphenol Corporation has a 1-year low of $56.45 and a 1-year 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. The company has a market cap of $149.68 billion, a price-to-earnings ratio of 48.84, a PEG ratio of 1.96 and a beta of 1.15. The company's fifty day moving average price is $111.92 and its two-hundred day moving average price is $92.28.

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, 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 business had revenue of $5.65 billion for the quarter, compared to the consensus estimate of $5.01 billion. During the same period in the prior year, the firm earned $0.44 earnings per share. The company's 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. On average, analysts expect that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Announces Dividend

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

Analyst Ratings Changes

Several analysts have weighed in on APH shares. Bank of America upped their price objective on shares of Amphenol from $110.00 to $120.00 and gave the stock a "neutral" rating in a research note on Tuesday, August 5th. Robert W. Baird raised their target price on shares of Amphenol from $118.00 to $127.00 and gave the company an "outperform" rating in a research report on Tuesday, August 19th. JPMorgan Chase & Co. raised their target price on shares of Amphenol from $120.00 to $125.00 and gave the stock an "overweight" rating in a research note on Thursday, July 24th. 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 research note on Thursday, July 24th. Finally, Citigroup restated a "buy" rating and issued a $145.00 target price (up from $125.00) on shares of Amphenol in a research report on Wednesday. Eight equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company's stock. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average price target of $107.15.

Amphenol 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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