McAdam LLC Makes New Investment in Amphenol Corporation $APH

Key Points

• McAdam LLC acquired 2,296 shares of Amphenol Corporation (NYSE: APH), valued at approximately $227,000, during the second quarter.
• Insider transactions showed significant stock sales, with CFO Craig A. Lampo selling 199,848 shares, leading to a 61.39% decrease in his position.
• Amphenol reported earnings exceeding estimates, with $0.81 EPS and revenue of $5.65 billion for the quarter, up 56.5% year-over-year.

McAdam LLC acquired a new stake in shares of Amphenol Corporation (NYSE:APH - Free Report) during the second quarter, according to its most recent Form 13F filing with the SEC. The fund acquired 2,296 shares of the electronics maker's stock, valued at approximately $227,000.

A number of other hedge funds have also added to or reduced their stakes in APH. Hughes Financial Services LLC purchased a new position in Amphenol during the 1st quarter valued at $25,000. Opal Wealth Advisors LLC bought a new position in Amphenol in the 2nd quarter worth about $25,000. Avalon Trust Co boosted its stake in Amphenol by 133.3% in the 1st quarter. Avalon Trust Co now owns 406 shares of the electronics maker's stock worth $27,000 after purchasing an additional 232 shares in the last quarter. N.E.W. Advisory Services LLC bought a new position in Amphenol in the 1st quarter worth about $28,000. Finally, Saudi Central Bank purchased a new position in Amphenol in the 1st quarter worth about $31,000. 97.01% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Amphenol news, CFO Craig A. Lampo sold 199,848 shares of the company's stock in a transaction that occurred on Friday, August 22nd. The stock was sold at an average price of $110.43, for a total value of $22,069,214.64. Following the completion of the transaction, the chief financial officer directly owned 125,695 shares in the company, valued at $13,880,498.85. This represents a 61.39% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider William J. Doherty sold 113,000 shares of the company's stock in a transaction that occurred on Friday, August 8th. The stock was sold at an average price of $108.89, for a total value of $12,304,570.00. The disclosure for this sale can be found here. Over the last quarter, insiders have sold 665,924 shares of company stock valued at $73,369,357. 1.67% of the stock is owned by company insiders.

Amphenol Trading Up 0.2%

Amphenol stock opened at $122.60 on Friday. The firm has a 50 day moving average of $111.92 and a 200 day moving average of $92.08. The firm has a market capitalization of $149.68 billion, a price-to-earnings ratio of 48.84, a P/E/G ratio of 1.96 and a beta of 1.15. 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 released its earnings results on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.66 by $0.15. The company had revenue of $5.65 billion during 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 firm's quarterly revenue was up 56.5% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.44 EPS. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. As a group, research analysts predict that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, October 8th. Shareholders of record on Tuesday, September 16th will be paid a $0.165 dividend. This represents a $0.66 annualized dividend and a yield of 0.5%. The ex-dividend date is Tuesday, September 16th. Amphenol's dividend payout ratio is presently 26.29%.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on the company. Industrial Alliance Securities set a $115.00 target price on Amphenol in a research report on Friday, July 11th. Evercore ISI increased their price objective on shares of Amphenol from $105.00 to $110.00 and gave the stock an "outperform" rating in a research note on Friday, July 18th. JPMorgan Chase & Co. increased their price objective on shares of Amphenol from $120.00 to $125.00 and gave the stock an "overweight" rating in a research note on Thursday, July 24th. Truist Financial increased their price objective on shares of Amphenol from $102.00 to $126.00 and gave the stock a "buy" rating in a research note on Thursday, July 24th. Finally, Robert W. Baird increased their price objective on shares of Amphenol from $118.00 to $127.00 and gave the stock an "outperform" rating in a research note on Tuesday, August 19th. Eight analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company's stock. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average target price of $107.15.

About Amphenol

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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