Lbp Am Sa Makes New $2.97 Million Investment in Amphenol Corporation $APH

Key Points

• Lbp Am Sa has made a $2.97 million investment in Amphenol Corporation by acquiring 30,041 shares, marking its new position in the company during the second quarter.
• Amphenol's recent earnings report showed an earnings per share (EPS) of $0.81, exceeding estimates, with revenues of $5.65 billion, which was significantly higher than the forecast.
• The company has declared a quarterly dividend of $0.165 per share, which represents a 0.5% yield, to be paid to shareholders recorded by September 16th.

Lbp Am Sa bought a new position in Amphenol Corporation (NYSE:APH - Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 30,041 shares of the electronics maker's stock, valued at approximately $2,967,000.

Other institutional investors and hedge funds have also bought and sold shares of the company. Hughes Financial Services LLC purchased a new position in Amphenol in the first quarter worth about $25,000. Opal Wealth Advisors LLC purchased a new position in Amphenol in the second quarter worth about $25,000. Avalon Trust Co boosted its position in Amphenol by 133.3% in the first quarter. Avalon Trust Co now owns 406 shares of the electronics maker's stock worth $27,000 after purchasing an additional 232 shares during the last quarter. N.E.W. Advisory Services LLC purchased a new position in Amphenol in the first quarter worth about $28,000. Finally, Saudi Central Bank purchased a new position in Amphenol in the first quarter worth about $31,000. 97.01% of the stock is owned by hedge funds and other institutional investors.

Amphenol Stock Down 0.8%

Shares of APH opened at $123.65 on Friday. The business's 50 day moving average is $113.57 and its 200 day moving average is $93.74. The company has a market capitalization of $150.97 billion, a PE ratio of 49.26, a price-to-earnings-growth ratio of 2.00 and a beta of 1.17. Amphenol Corporation has a 12-month low of $56.45 and a 12-month high of $126.06. 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 issued its 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 company had revenue of $5.65 billion for the quarter, compared to the consensus estimate of $5.01 billion. Amphenol had a return on equity of 30.58% and a net margin of 16.90%.The firm's quarterly revenue was up 56.5% on a year-over-year basis. During the same quarter last year, the company earned $0.44 EPS. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. Research analysts expect that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Announces Dividend

The firm 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 dividend of $0.165 per share. This represents a $0.66 annualized dividend and a yield of 0.5%. The ex-dividend date of this dividend is Tuesday, September 16th. Amphenol's dividend payout ratio (DPR) is 26.29%.

Insider Transactions at Amphenol

In other Amphenol news, CFO Craig A. Lampo sold 40,076 shares of Amphenol stock in a transaction that occurred 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 sale, the chief financial officer owned 39,884 shares of the company's stock, valued at $4,409,575.04. The trade was a 50.12% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, VP David M. Silverman sold 100,000 shares of Amphenol stock in a transaction that occurred 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 sale, the vice president directly owned 12,500 shares in the company, valued at approximately $1,380,250. The trade was a 88.89% decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders sold 665,924 shares of company stock worth $73,369,357. 1.67% of the stock is owned by insiders.

Analysts Set New Price Targets

APH has been the topic of a number of analyst reports. Industrial Alliance Securities set a $115.00 price objective on Amphenol in a research report on Friday, July 11th. KGI Securities initiated coverage on Amphenol in a research report on Thursday, June 26th. They set a "hold" rating on the stock. Bank of America lifted their price objective on Amphenol from $110.00 to $120.00 and gave the company a "neutral" rating in a research report on Tuesday, August 5th. Wall Street Zen cut Amphenol from a "strong-buy" rating to a "buy" rating in a research report on Sunday, August 10th. Finally, Robert W. Baird lifted their price objective on Amphenol from $118.00 to $127.00 and gave the company an "outperform" rating in a research report on Tuesday, August 19th. Eight equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, Amphenol currently has a consensus rating of "Moderate Buy" and an average target price of $110.00.

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.

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