LaFleur & Godfrey LLC increased its stake in shares of Amphenol Corporation (NYSE:APH - Free Report) by 41.5% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 93,900 shares of the electronics maker's stock after acquiring an additional 27,552 shares during the quarter. LaFleur & Godfrey LLC's holdings in Amphenol were worth $9,273,000 at the end of the most recent quarter.
Other institutional investors have also bought and sold shares of the company. Vanguard Group Inc. lifted its holdings in shares of Amphenol by 1.9% in the 1st quarter. Vanguard Group Inc. now owns 154,998,780 shares of the electronics maker's stock worth $10,166,370,000 after acquiring an additional 2,870,933 shares during the last quarter. T. Rowe Price Investment Management Inc. lifted its stake in Amphenol by 196.3% during the 1st 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 acquiring an additional 11,092,282 shares during the period. Wellington Management Group LLP increased its holdings in shares of Amphenol by 73.5% during the 1st quarter. Wellington Management Group LLP now owns 12,168,971 shares of the electronics maker's stock valued at $798,163,000 after purchasing an additional 5,154,860 shares in the last quarter. Invesco Ltd. raised its position in Amphenol by 1.6% during the first quarter. Invesco Ltd. now owns 9,198,997 shares of the electronics maker's stock worth $603,362,000 after acquiring an additional 141,069 shares during the period. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in shares of Amphenol by 639.0% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 8,758,951 shares of the electronics maker's stock valued at $574,500,000 after buying an additional 7,573,750 shares during the last quarter. Institutional investors own 97.01% of the company's stock.
Amphenol Stock Down 0.1%
Shares of Amphenol stock traded down $0.14 on Monday, hitting $123.80. 12,206,040 shares of the company's stock traded hands, compared to its average volume of 8,833,182. The company has a quick ratio of 1.46, a current ratio of 2.02 and a debt-to-equity ratio of 0.61. The stock has a market cap of $151.15 billion, a P/E ratio of 49.32, a PEG ratio of 1.99 and a beta of 1.15. Amphenol Corporation has a 52-week low of $56.45 and a 52-week high of $124.39. The firm's 50-day moving average is $110.15 and its 200 day moving average is $90.78.
Amphenol (NYSE:APH - Get Free Report) last posted its quarterly earnings results 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 for 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%.The business's revenue was up 56.5% compared to the same quarter last year. During the same period in the prior year, the company posted $0.44 EPS. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. Equities analysts anticipate that Amphenol Corporation will post 2.36 earnings per share for the current year.
Amphenol Dividend Announcement
The firm also recently declared a quarterly dividend, which will be paid on Wednesday, October 8th. Stockholders 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 annualized dividend and a dividend yield of 0.5%. Amphenol's dividend payout ratio is presently 26.29%.
Insiders Place Their Bets
In other news, VP David M. Silverman sold 100,000 shares of the stock in a transaction on 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 completion of the transaction, the vice president owned 12,500 shares of the company's stock, valued at approximately $1,380,250. This represents a 88.89% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, CFO Craig A. Lampo sold 199,848 shares of the stock in a transaction on Friday, August 22nd. The stock was sold at an average price of $110.43, for a total value of $22,069,214.64. Following the completion of the transaction, the chief financial officer directly owned 125,695 shares of the company's stock, valued at approximately $13,880,498.85. The trade was a 61.39% decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders sold 665,924 shares of company stock worth $73,369,357. 1.67% of the stock is owned by company insiders.
Analyst Upgrades and Downgrades
Several brokerages have weighed in on APH. Citigroup increased their target price on shares of Amphenol from $115.00 to $125.00 and gave the stock a "buy" rating in a research note on Thursday, July 24th. The Goldman Sachs Group restated a "buy" rating on shares of Amphenol in a research report on Friday, July 11th. Truist Financial lifted their price target on Amphenol from $102.00 to $126.00 and gave the stock a "buy" rating in a research note on Thursday, July 24th. Bank of America boosted their target price 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. Finally, Robert W. Baird upped their price objective on shares of Amphenol from $118.00 to $127.00 and gave the company an "outperform" rating in a research note on Tuesday, August 19th. Eight analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat.com, Amphenol presently has an average rating of "Moderate Buy" and an average target price of $105.62.
Check Out Our Latest Report on APH
Amphenol Company Profile
(
Free Report)
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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