Lifestyle Asset Management Inc. Makes New Investment in Amphenol Corporation $APH

Key Points

• Lifestyle Asset Management Inc. acquired a new position in Amphenol Corporation with a purchase of 3,416 shares valued at approximately $337,000 in the second quarter.
• Amphenol's stock has been positively rated by several analysts, with a consensus average price target of $105.62 and an average rating of "Moderate Buy."
• The company recently declared a quarterly dividend of $0.165 per share, representing a dividend yield of 0.6% and a payout ratio of 26.29%.

Lifestyle Asset Management Inc. bought a new position in Amphenol Corporation (NYSE:APH - Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 3,416 shares of the electronics maker's stock, valued at approximately $337,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of APH. Hughes Financial Services LLC purchased a new stake in Amphenol during the first quarter worth $25,000. Avalon Trust Co lifted its holdings in Amphenol by 133.3% during the 1st quarter. Avalon Trust Co now owns 406 shares of the electronics maker's stock worth $27,000 after buying an additional 232 shares during the last quarter. N.E.W. Advisory Services LLC purchased a new position in shares of Amphenol during the first quarter worth about $28,000. Saudi Central Bank acquired a new position in Amphenol during the first quarter worth $31,000. Finally, Ransom Advisory Ltd acquired a new stake in shares of Amphenol in the first quarter valued at approximately $33,000. Hedge funds and other institutional investors own 97.01% of the company's stock.

Insider Activity at Amphenol

In other Amphenol news, VP David M. Silverman sold 100,000 shares of the firm's stock in a transaction on Monday, August 25th. The shares were sold at an average price of $110.42, for a total transaction of $11,042,000.00. Following the transaction, the vice president directly owned 12,500 shares of the company's stock, valued at approximately $1,380,250. This trade represents a 88.89% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CFO Craig A. Lampo sold 40,076 shares of Amphenol stock in a transaction that occurred on Monday, August 25th. The shares were sold at an average price of $110.56, for a total transaction of $4,430,802.56. Following the sale, the chief financial officer owned 39,884 shares of the company's stock, valued at approximately $4,409,575.04. The trade was a 50.12% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 665,924 shares of company stock worth $73,369,357 in the last ninety days. Company insiders own 1.67% of the company's stock.

Amphenol Trading Up 1.7%

Shares of NYSE:APH traded up $2.13 on Friday, hitting $124.20. 15,836,325 shares of the company's stock were exchanged, compared to its average volume of 8,418,983. The business's 50 day simple moving average is $109.68 and its two-hundred day simple moving average is $89.98. Amphenol Corporation has a 12 month low of $56.45 and a 12 month high of $124.39. The stock has a market capitalization of $151.64 billion, a price-to-earnings ratio of 49.48, a price-to-earnings-growth ratio of 1.96 and a beta of 1.15. The company has a debt-to-equity ratio of 0.61, a current ratio of 2.02 and a quick ratio of 1.46.

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 (EPS) for the quarter, beating the consensus estimate of $0.66 by $0.15. The firm had revenue of $5.65 billion for the quarter, compared to the consensus estimate of $5.01 billion. Amphenol had a net margin of 16.90% and a return on equity of 30.58%. The company's revenue for the quarter was up 56.5% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.44 earnings per share. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. Analysts anticipate that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Dividend Announcement

The business 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 dividend of $0.165 per share. The ex-dividend date of this dividend is Tuesday, September 16th. This represents a $0.66 dividend on an annualized basis and a dividend yield of 0.5%. Amphenol's payout ratio is currently 26.29%.

Analysts Set New Price Targets

A number of equities analysts have issued reports on APH shares. The Goldman Sachs Group reaffirmed a "buy" rating on shares of Amphenol in a research report on Friday, July 11th. UBS Group raised their target price on Amphenol from $115.00 to $120.00 and gave the company a "buy" rating in a report on Thursday, July 24th. Evercore ISI lifted their price target on Amphenol from $105.00 to $110.00 and gave the company an "outperform" rating in a report on Friday, July 18th. Wall Street Zen cut shares of Amphenol from a "strong-buy" rating to a "buy" rating in a report on Sunday, August 10th. Finally, Robert W. Baird raised 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 assigned a Hold rating to the company's stock. According to MarketBeat, Amphenol currently has a consensus rating of "Moderate Buy" and an average target price of $105.62.

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.