Mawer Investment Management Ltd. decreased its holdings in Amphenol Corporation (NYSE:APH - Free Report) by 21.9% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 8,865,933 shares of the electronics maker's stock after selling 2,483,941 shares during the period. Amphenol makes up about 2.8% of Mawer Investment Management Ltd.'s portfolio, making the stock its 10th biggest position. Mawer Investment Management Ltd. owned about 0.73% of Amphenol worth $581,517,000 at the end of the most recent quarter.
Several other hedge funds and other institutional investors also recently modified their holdings of the business. Forum Financial Management LP increased its stake in shares of Amphenol by 1.9% in the 1st quarter. Forum Financial Management LP now owns 6,681 shares of the electronics maker's stock valued at $438,000 after purchasing an additional 126 shares during the last quarter. FourThought Financial Partners LLC grew its position in Amphenol by 4.1% during the 1st quarter. FourThought Financial Partners LLC now owns 3,525 shares of the electronics maker's stock worth $231,000 after acquiring an additional 139 shares during the last quarter. Gallacher Capital Management LLC grew its position in Amphenol by 4.6% during the 1st quarter. Gallacher Capital Management LLC now owns 3,197 shares of the electronics maker's stock worth $210,000 after acquiring an additional 142 shares during the last quarter. Adell Harriman & Carpenter Inc. grew its position in Amphenol by 2.5% during the 1st quarter. Adell Harriman & Carpenter Inc. now owns 5,936 shares of the electronics maker's stock worth $389,000 after acquiring an additional 143 shares during the last quarter. Finally, Fullcircle Wealth LLC grew its position in Amphenol by 1.3% during the 1st quarter. Fullcircle Wealth LLC now owns 11,806 shares of the electronics maker's stock worth $774,000 after acquiring an additional 151 shares during the last quarter. Institutional investors own 97.01% of the company's stock.
Amphenol Stock Down 2.1%
Shares of Amphenol stock traded down $2.24 on Friday, hitting $104.27. The company had a trading volume of 5,825,616 shares, compared to its average volume of 8,550,141. The stock has a market capitalization of $127.30 billion, a price-to-earnings ratio of 41.57, a P/E/G ratio of 1.76 and a beta of 1.13. Amphenol Corporation has a 1 year low of $54.77 and a 1 year high of $108.85. The stock has a 50 day moving average of $96.62 and a 200-day moving average of $79.39. The company has a debt-to-equity ratio of 0.61, a quick ratio of 1.46 and a current ratio of 2.02.
Amphenol (NYSE:APH - Get Free Report) last issued its quarterly earnings data on Wednesday, July 23rd. The electronics maker reported $0.81 EPS for the quarter, topping the consensus estimate of $0.66 by $0.15. The firm had revenue of $5.65 billion during 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 company's quarterly revenue was up 56.5% compared to the same quarter last year. During the same period in the prior year, the business posted $0.44 earnings per share. As a group, sell-side analysts forecast that Amphenol Corporation will post 2.36 earnings per share for the current year.
Amphenol Announces Dividend
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 paid a $0.165 dividend. This represents a $0.66 annualized dividend and a dividend yield of 0.6%. Amphenol's dividend payout ratio (DPR) is presently 26.29%.
Wall Street Analysts Forecast Growth
APH has been the topic of a number of research reports. TD Securities boosted their price objective on Amphenol from $63.00 to $70.00 and gave the stock a "hold" rating in a research report on Thursday, May 1st. Industrial Alliance Securities set a $115.00 target price on Amphenol in a report on Friday, July 11th. US Capital Advisors set a $85.00 target price on Amphenol in a report on Thursday, April 24th. The Goldman Sachs Group reissued a "buy" rating on shares of Amphenol in a research note on Friday, July 11th. Finally, JPMorgan Chase & Co. boosted their price objective on Amphenol from $120.00 to $125.00 and gave the company an "overweight" rating in a research note on Thursday, July 24th. Four investment analysts have rated the stock with a hold rating and nine have assigned a buy rating to the stock. According to data from MarketBeat.com, Amphenol currently has a consensus rating of "Moderate Buy" and a consensus target price of $102.23.
Read Our Latest Report on APH
Insider Buying and Selling
In related news, insider Luc Walter sold 286,000 shares of the stock in a transaction that occurred on Tuesday, June 3rd. The stock was sold at an average price of $91.43, for a total transaction of $26,148,980.00. Following the completion of the sale, the insider directly owned 451,790 shares of the company's stock, valued at approximately $41,307,159.70. This trade represents a 38.76% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, VP Michael R. Ivas sold 40,000 shares of the stock in a transaction that occurred on Thursday, May 29th. The shares were sold at an average price of $88.79, for a total value of $3,551,600.00. Following the sale, the vice president directly owned 152,412 shares of the company's stock, valued at $13,532,661.48. The trade was a 20.79% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders sold 586,000 shares of company stock valued at $52,935,980. 1.67% of the stock is owned by company insiders.
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.
Featured Articles

Before you consider Amphenol, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Amphenol wasn't on the list.
While Amphenol currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
MarketBeat's analysts have just released their top five short plays for August 2025. Learn which stocks have the most short interest and how to trade them. Enter your email address to see which companies made the list.
Get This Free Report