Kestra Advisory Services LLC Sells 10,215 Shares of Amphenol Corporation $APH

Key Points

• Kestra Advisory Services LLC reduced its stake in Amphenol Corporation by 26.6%, now owning 28,130 shares valued at $1,845,000.
• Amphenol's CFO and VP sold significant amounts of stock, with CFO Craig Lampo selling 40,076 shares and VP David Silverman selling 100,000 shares, representing substantial decreases in their ownership.
• Amphenol recently released strong earnings, reporting $0.81 per share, surpassing analyst expectations, while also declaring a quarterly dividend of $0.165 per share.

Kestra Advisory Services LLC trimmed its position in shares of Amphenol Corporation (NYSE:APH - Free Report) by 26.6% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 28,130 shares of the electronics maker's stock after selling 10,215 shares during the quarter. Kestra Advisory Services LLC's holdings in Amphenol were worth $1,845,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also made changes to their positions in the company. Perigon Wealth Management LLC grew its stake in shares of 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. Raiffeisen Bank International AG bought a new stake in shares of Amphenol in the 4th quarter valued at approximately $13,847,000. Cambridge Investment Research Advisors Inc. grew its stake in shares of 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. Transcend Capital Advisors LLC grew its stake in shares of Amphenol by 14.4% in the 1st quarter. Transcend Capital Advisors LLC now owns 4,504 shares of the electronics maker's stock valued at $295,000 after buying an additional 568 shares in the last quarter. Finally, Assenagon Asset Management S.A. grew its stake in shares of Amphenol by 4.2% in the 1st quarter. Assenagon Asset Management S.A. now owns 61,920 shares of the electronics maker's stock valued at $4,061,000 after buying an additional 2,514 shares in the last quarter. Institutional investors own 97.01% of the company's stock.

Amphenol Stock Performance

Shares of APH traded up $0.43 during mid-day trading on Wednesday, hitting $109.68. The company's stock had a trading volume of 4,704,466 shares, compared to its average volume of 8,345,846. Amphenol Corporation has a one year low of $56.45 and a one year high of $112.35. The company has a debt-to-equity ratio of 0.61, a quick ratio of 1.46 and a current ratio of 2.02. The firm has a market capitalization of $133.91 billion, a PE ratio of 43.67, a price-to-earnings-growth ratio of 1.75 and a beta of 1.15. The stock's 50-day moving average is $104.77 and its two-hundred day moving average is $85.59.

Amphenol (NYSE:APH - Get Free Report) last posted its quarterly earnings data on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share for the quarter, beating the consensus estimate of $0.66 by $0.15. Amphenol had a return on equity of 30.58% and a net margin of 16.90%.The company had revenue of $5.65 billion during the quarter, compared to analysts' expectations of $5.01 billion. During the same period in the prior year, the business earned $0.44 earnings per share. Amphenol'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 EPS for the current year.

Amphenol Dividend Announcement

The firm also recently disclosed 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. This represents a $0.66 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend is Tuesday, September 16th. Amphenol's dividend payout ratio is currently 26.29%.

Analyst Ratings Changes

Several brokerages recently commented on APH. Wall Street Zen cut Amphenol from a "strong-buy" rating to a "buy" rating in a research note on Sunday, August 10th. Industrial Alliance Securities set a $115.00 price target on Amphenol in a research note on Friday, July 11th. UBS Group boosted their target price on Amphenol from $115.00 to $120.00 and gave the stock a "buy" rating in a report on Thursday, July 24th. Truist Financial boosted their target price on Amphenol from $102.00 to $126.00 and gave the stock a "buy" rating in a report on Thursday, July 24th. Finally, Evercore ISI boosted their target price on Amphenol from $105.00 to $110.00 and gave the stock an "outperform" rating in a report on Friday, July 18th. Eight analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $105.62.

Insiders Place Their Bets

In related news, CFO Craig A. Lampo sold 40,076 shares of the company's stock in a transaction on Monday, August 25th. The stock was sold at an average price of $110.56, for a total value of $4,430,802.56. Following the completion of the transaction, the chief financial officer directly owned 39,884 shares in the company, valued at approximately $4,409,575.04. This represents a 50.12% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider William J. Doherty sold 113,000 shares of the company's stock in a transaction 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. Insiders sold a total of 665,924 shares of company stock valued at $73,369,357 over the last ninety days. 1.67% of the stock is owned by insiders.

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.