Kaufman Rossin Wealth LLC Acquires Shares of 4,728 Amphenol Corporation $APH

Key Points

• Kaufman Rossin Wealth LLC has acquired a new position in Amphenol Corporation, purchasing 4,728 shares valued at approximately $310,000 in the first quarter.
• Amphenol's stock was recently rated with a consensus of "Moderate Buy" by analysts, with target prices ranging from $70.00 to $120.00.
• Insider trading activity reported a significant sale of shares by executives, including a transaction worth over $12 million by insider William J. Doherty.

Kaufman Rossin Wealth LLC acquired a new stake in shares of Amphenol Corporation (NYSE:APH - Free Report) in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 4,728 shares of the electronics maker's stock, valued at approximately $310,000.

Several other institutional investors also recently bought and sold shares of the stock. Vanguard Group Inc. raised its holdings in Amphenol by 1.9% during the first 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. Price T Rowe Associates Inc. MD raised its holdings in Amphenol by 36.8% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 58,911,813 shares of the electronics maker's stock valued at $4,091,426,000 after buying an additional 15,837,407 shares in the last quarter. Bank of America Corp DE raised its holdings in Amphenol by 294.0% during the fourth quarter. Bank of America Corp DE now owns 24,953,591 shares of the electronics maker's stock valued at $1,733,027,000 after buying an additional 18,619,417 shares in the last quarter. T. Rowe Price Investment Management Inc. raised its holdings in Amphenol by 196.3% during the first 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. Finally, Northern Trust Corp raised its holdings in Amphenol by 14.9% during the fourth quarter. Northern Trust Corp now owns 13,065,802 shares of the electronics maker's stock valued at $907,420,000 after buying an additional 1,689,632 shares in the last quarter. 97.01% of the stock is currently owned by institutional investors.

Amphenol Stock Performance

APH stock traded up $0.5040 during trading on Friday, reaching $109.3140. 7,552,440 shares of the stock were exchanged, compared to its average volume of 7,896,059. Amphenol Corporation has a twelve month low of $56.45 and a twelve month high of $112.35. The company has a market capitalization of $133.46 billion, a P/E ratio of 43.55, a price-to-earnings-growth ratio of 1.76 and a beta of 1.13. The stock has a 50 day simple moving average of $102.54 and a 200-day simple moving average of $83.65. 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 earnings results on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share for the quarter, topping analysts' consensus estimates of $0.66 by $0.15. Amphenol had a return on equity of 30.58% and a net margin of 16.90%.The business had revenue of $5.65 billion for the quarter, compared to the consensus estimate of $5.01 billion. During the same period last year, the business earned $0.44 earnings per share. The firm'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, sell-side analysts anticipate that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, October 8th. Investors of record on Tuesday, September 16th will be given a dividend of $0.165 per share. The ex-dividend date of this dividend is Tuesday, September 16th. This represents a $0.66 dividend on an annualized basis and a yield of 0.6%. Amphenol's dividend payout ratio (DPR) is 26.29%.

Analyst Ratings Changes

Several research firms have weighed in on APH. TD Securities raised their target price on Amphenol from $63.00 to $70.00 and gave the company a "hold" rating in a report on Thursday, May 1st. Truist Financial lifted their price objective on Amphenol from $102.00 to $126.00 and gave the stock a "buy" rating in a research note on Thursday, July 24th. The Goldman Sachs Group reiterated a "buy" rating on shares of Amphenol in a research note on Friday, July 11th. UBS Group lifted their price objective on Amphenol from $115.00 to $120.00 and gave the stock a "buy" rating in a research note on Thursday, July 24th. Finally, Robert W. Baird lifted their price objective on Amphenol from $118.00 to $127.00 and gave the stock an "outperform" rating in a research note on Tuesday. Eight analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company's stock. According to data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average price target of $105.62.

Insider Activity at Amphenol

In other Amphenol news, insider Luc Walter sold 286,000 shares of Amphenol stock in a transaction that occurred on Tuesday, June 3rd. The stock was sold at an average price of $91.43, for a total transaction of $26,148,980.00. Following the sale, the insider directly owned 451,790 shares of the company's stock, valued at approximately $41,307,159.70. The trade was a 38.76% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider William J. Doherty sold 113,000 shares of Amphenol stock in a transaction that occurred on Monday, August 11th. The shares were sold at an average price of $110.29, for a total value of $12,462,770.00. The disclosure for this sale can be found here. In the last ninety days, insiders sold 912,000 shares of company stock valued at $88,763,320. Corporate insiders own 1.67% of the company's stock.

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.