KLP Kapitalforvaltning AS Has $43.19 Million Stock Position in Amphenol Corporation $APH

Key Points

• KLP Kapitalforvaltning AS has increased its stake in Amphenol Corporation by 6.3% to a total of $43.19 million, now owning 436,724 shares as of the latest regulatory filing.
• Amphenol reported strong quarterly earnings, with an earnings per share (EPS) of $0.81, exceeding analysts' expectations of $0.66, and a revenue increase of 56.5% year-over-year.
• The company has announced a quarterly dividend of $0.165 per share, aimed for payment on October 8th, representing an annual yield of 0.5%.

KLP Kapitalforvaltning AS raised its stake in Amphenol Corporation (NYSE:APH - Free Report) by 6.3% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 436,724 shares of the electronics maker's stock after acquiring an additional 25,700 shares during the quarter. KLP Kapitalforvaltning AS's holdings in Amphenol were worth $43,187,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors also recently modified their holdings of the stock. Brighton Jones LLC lifted its holdings in Amphenol by 114.0% during the 4th quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker's stock worth $1,224,000 after buying an additional 9,390 shares in the last quarter. Revolve Wealth Partners LLC raised its position in shares of Amphenol by 87.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker's stock worth $701,000 after acquiring an additional 4,721 shares during the last quarter. Bison Wealth LLC lifted its stake in shares of Amphenol by 8.3% during the fourth quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker's stock valued at $559,000 after acquiring an additional 618 shares during the period. Vest Financial LLC boosted its holdings in Amphenol by 74.6% in the first quarter. Vest Financial LLC now owns 12,142 shares of the electronics maker's stock valued at $796,000 after acquiring an additional 5,186 shares during the last quarter. Finally, Procyon Advisors LLC acquired a new stake in Amphenol in the first quarter worth about $210,000. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Amphenol Stock Up 1.0%

Shares of Amphenol stock opened at $123.48 on Tuesday. The company has a market capitalization of $150.76 billion, a P/E ratio of 49.20, a price-to-earnings-growth ratio of 1.96 and a beta of 1.17. The company has a debt-to-equity ratio of 0.61, a current ratio of 2.02 and a quick ratio of 1.46. The business has a 50-day moving average of $114.25 and a two-hundred day moving average of $94.92. Amphenol Corporation has a 1 year low of $56.45 and a 1 year high of $126.06.

Amphenol (NYSE:APH - Get Free Report) last issued its quarterly earnings data on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.66 by $0.15. The business had revenue of $5.65 billion during the quarter, compared to analyst estimates of $5.01 billion. Amphenol had a return on equity of 30.58% and a net margin of 16.90%.Amphenol's quarterly revenue 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. As a group, equities analysts predict that Amphenol Corporation will post 2.36 EPS for the current year.

Amphenol Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, October 8th. Investors of record on Tuesday, September 16th will be paid a $0.165 dividend. 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 0.5%. Amphenol's dividend payout ratio is presently 26.29%.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on APH shares. JPMorgan Chase & Co. upped their target price on shares of Amphenol from $120.00 to $125.00 and gave the company an "overweight" rating in a research report on Thursday, July 24th. Weiss Ratings restated a "buy (b)" rating on shares of Amphenol in a report on Saturday, September 27th. Bank of America raised their price objective on shares of Amphenol from $110.00 to $120.00 and gave the company a "neutral" rating in a research note on Tuesday, August 5th. Robert W. Baird upped 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. Finally, Citigroup restated a "buy" rating and issued a $145.00 price target (up from $125.00) on shares of Amphenol in a research report on Wednesday, September 24th. Nine investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, Amphenol presently has a consensus rating of "Moderate Buy" and a consensus price target of $111.92.

Insider Transactions at Amphenol

In related news, insider William J. Doherty sold 113,000 shares of the stock in a transaction dated Friday, August 8th. The stock was sold at an average price of $108.89, for a total transaction of $12,304,570.00. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, VP Lance E. D'amico sold 100,000 shares of Amphenol stock in a transaction that occurred on Monday, August 18th. The shares were sold at an average price of $110.60, for a total value of $11,060,000.00. Following the completion of the sale, the vice president directly owned 76,400 shares in the company, valued at approximately $8,449,840. This represents a 56.69% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 665,924 shares of company stock worth $73,369,357 in the last 90 days. Company 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.

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