Landscape Capital Management L.L.C. Increases Stock Position in Amphenol Corporation $APH

Key Points

• Landscape Capital Management L.L.C. increased its stake in Amphenol Corporation by 178.2%, purchasing an additional 15,491 shares, bringing its total holdings to 24,185 shares worth approximately $1.586 million.
• Several institutional investors, including Perigon Wealth Management and Cambridge Investment Research Advisors, also significantly increased their positions in Amphenol during the first quarter, indicating strong institutional interest in the stock.
• Amphenol reported a 56.5% year-over-year revenue increase of $5.65 billion for the last quarter and has set guidance for Q3 2025 earnings per share between 0.770 to 0.790.

Landscape Capital Management L.L.C. boosted its stake in shares of Amphenol Corporation (NYSE:APH - Free Report) by 178.2% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 24,185 shares of the electronics maker's stock after acquiring an additional 15,491 shares during the quarter. Landscape Capital Management L.L.C.'s holdings in Amphenol were worth $1,586,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of APH. Bank of America Corp DE boosted its position in shares of 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 during the period. T. Rowe Price Investment Management Inc. boosted its position in shares of 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 during the period. Nuveen LLC purchased a new position in shares of Amphenol during the first quarter valued at approximately $476,842,000. Wellington Management Group LLP raised its stake in shares of Amphenol by 73.5% during the first quarter. Wellington Management Group LLP now owns 12,168,971 shares of the electronics maker's stock valued at $798,163,000 after acquiring an additional 5,154,860 shares in the last quarter. Finally, Janus Henderson Group PLC raised its stake in shares of Amphenol by 118.4% during the fourth quarter. Janus Henderson Group PLC now owns 7,256,290 shares of the electronics maker's stock valued at $503,975,000 after acquiring an additional 3,933,269 shares in the last quarter. Hedge funds and other institutional investors own 97.01% of the company's stock.

Insider Buying and Selling at Amphenol

In other news, CFO Craig A. Lampo sold 40,076 shares of the stock in a transaction on Monday, August 25th. The shares were sold at an average price of $110.56, for a total value of $4,430,802.56. Following the sale, the chief financial officer owned 39,884 shares in the company, valued at $4,409,575.04. This represents a 50.12% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Lance E. D'amico sold 100,000 shares of the stock in a transaction on Monday, August 18th. The stock was sold at an average price of $110.60, for a total transaction of $11,060,000.00. Following the sale, the vice president directly owned 76,400 shares in the company, valued at $8,449,840. This trade represents a 56.69% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 665,924 shares of company stock worth $73,369,357 over the last ninety days. 1.67% of the stock is owned by insiders.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on APH shares. Industrial Alliance Securities set a $115.00 price objective on shares of Amphenol in a report on Friday, July 11th. KGI Securities started coverage on shares of Amphenol in a report on Thursday, June 26th. They set a "hold" rating on the stock. Bank of America lifted their price objective on shares of Amphenol from $110.00 to $120.00 and gave the company a "neutral" rating in a report on Tuesday, August 5th. Wall Street Zen downgraded shares of Amphenol from a "strong-buy" rating to a "buy" rating in a research note on Sunday, August 10th. Finally, 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 note on Tuesday, August 19th. Eight equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company's stock. According to MarketBeat, Amphenol presently has a consensus rating of "Moderate Buy" and an average price target of $105.62.

Amphenol Stock Performance

Shares of NYSE:APH traded up $1.90 during midday trading on Thursday, reaching $112.59. The company's stock had a trading volume of 8,144,129 shares, compared to its average volume of 6,352,669. The firm has a market capitalization of $137.46 billion, a PE ratio of 44.86, a P/E/G ratio of 1.78 and a beta of 1.15. Amphenol Corporation has a twelve month low of $56.45 and a twelve month high of $112.78. The stock has a fifty day moving average of $105.36 and a 200 day moving average of $86.07. The company has a quick ratio of 1.46, a current ratio of 2.02 and a debt-to-equity ratio of 0.61.

Amphenol (NYSE:APH - Get Free Report) last released its quarterly earnings data 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. The firm had revenue of $5.65 billion for the quarter, compared to analyst estimates of $5.01 billion. Amphenol had a net margin of 16.90% and a return on equity of 30.58%. The business's quarterly revenue was up 56.5% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.44 earnings per share. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. On average, equities analysts expect that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Announces Dividend

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 paid a $0.165 dividend. The ex-dividend date is Tuesday, September 16th. This represents a $0.66 dividend on an annualized basis and a dividend yield of 0.6%. Amphenol's dividend payout ratio is presently 26.29%.

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.