MBB Public Markets I LLC Buys New Shares in Amphenol Corporation $APH

Key Points

• MBB Public Markets I LLC acquired a new position in Amphenol Corporation, purchasing 4,476 shares valued at approximately $294,000 during the first quarter.
• Amphenol reported $0.81 earnings per share for the last quarter, exceeding analysts' expectations of $0.66, with a significant revenue increase of 56.5% year-over-year.
• The company announced a quarterly dividend of $0.165 per share, set to be paid on October 8th, representing an annual yield of 0.6%.

MBB Public Markets I LLC acquired a new position in shares of Amphenol Corporation (NYSE:APH - Free Report) during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 4,476 shares of the electronics maker's stock, valued at approximately $294,000.

Other large investors have also modified their holdings of the company. Hughes Financial Services LLC purchased a new stake in shares of Amphenol during the first quarter valued at approximately $25,000. Avalon Trust Co grew its holdings in Amphenol by 133.3% during the 1st quarter. Avalon Trust Co now owns 406 shares of the electronics maker's stock valued at $27,000 after purchasing an additional 232 shares in the last quarter. N.E.W. Advisory Services LLC purchased a new stake in Amphenol during the 1st quarter worth $28,000. Saudi Central Bank purchased a new position in Amphenol in the 1st quarter valued at about $31,000. Finally, SouthState Corp acquired a new stake in shares of Amphenol during the first quarter valued at about $36,000. Institutional investors and hedge funds own 97.01% of the company's stock.

Analyst Ratings Changes

A number of research analysts have issued reports on the stock. Industrial Alliance Securities set a $115.00 target price on shares of Amphenol in a research note on Friday, July 11th. Citigroup increased their price objective on Amphenol from $115.00 to $125.00 and gave the stock a "buy" rating in a report on Thursday, July 24th. Truist Financial boosted their price target on Amphenol from $102.00 to $126.00 and gave the stock a "buy" rating in a research report on Thursday, July 24th. Wall Street Zen lowered Amphenol from a "strong-buy" rating to a "buy" rating in a report on Sunday, August 10th. Finally, KGI Securities assumed coverage on shares of Amphenol in a report on Thursday, June 26th. They set a "hold" rating for the company. Eight equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company's stock. According to MarketBeat.com, Amphenol presently has an average rating of "Moderate Buy" and an average price target of $105.62.

Amphenol Stock Up 0.2%

Shares of NYSE:APH traded up $0.19 on Tuesday, reaching $119.27. The company had a trading volume of 3,962,624 shares, compared to its average volume of 8,436,391. The stock has a market capitalization of $145.62 billion, a P/E ratio of 47.52, a P/E/G ratio of 1.90 and a beta of 1.15. The stock has a 50-day moving average price of $107.86 and a 200 day moving average price of $88.73. Amphenol Corporation has a twelve month low of $56.45 and a twelve month high of $120.80. 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 issued its quarterly earnings data on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share for the quarter, beating analysts' consensus estimates of $0.66 by $0.15. The business 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 revenue was up 56.5% compared to the same quarter last year. During the same period last year, the business earned $0.44 EPS. 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 year.

Amphenol Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, October 8th. Investors of record on Tuesday, September 16th will be issued a $0.165 dividend. This represents a $0.66 annualized dividend and a yield of 0.6%. The ex-dividend date is Tuesday, September 16th. Amphenol's dividend payout ratio (DPR) is 26.29%.

Insider Activity

In other news, VP David M. Silverman sold 100,000 shares of the firm's stock in a transaction dated 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 sale, 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 ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CFO Craig A. Lampo sold 40,076 shares of the business's stock in a transaction dated 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 transaction, the chief financial officer directly owned 39,884 shares of the company's stock, valued at $4,409,575.04. This represents a 50.12% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 665,924 shares of company stock valued at $73,369,357 over the last three months. 1.67% of the stock is currently owned by insiders.

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.