77,284 Shares in Amphenol Corporation $APH Purchased by NFJ Investment Group LLC

Key Points

• NFJ Investment Group LLC acquired a new stake in Amphenol Corporation, purchasing 77,284 shares valued at approximately $5,069,000 in the 1st quarter.
• Amphenol reported earnings of $0.81 per share, exceeding analysts' expectations, with revenues of $5.65 billion for the same quarter, a 56.5% increase year-over-year.
• The company announced a quarterly dividend of $0.165 per share, with a payout ratio of 26.29%, highlighting its commitment to returning value to shareholders.

NFJ Investment Group LLC bought a new position in Amphenol Corporation (NYSE:APH - Free Report) during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 77,284 shares of the electronics maker's stock, valued at approximately $5,069,000.

A number of other large investors also recently bought and sold shares of APH. Hughes Financial Services LLC purchased a new position in shares of Amphenol in the 1st quarter worth $25,000. Avalon Trust Co raised its position in shares of 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 buying an additional 232 shares during the period. N.E.W. Advisory Services LLC acquired a new position in Amphenol during the first quarter valued at approximately $28,000. Saudi Central Bank acquired a new position in Amphenol during the first quarter valued at approximately $31,000. Finally, SouthState Corp acquired a new position in Amphenol during the first quarter valued at approximately $36,000. Hedge funds and other institutional investors own 97.01% of the company's stock.

Wall Street Analysts Forecast Growth

APH has been the topic of a number of recent research reports. KGI Securities initiated coverage on shares of Amphenol in a research report on Thursday, June 26th. They set a "hold" rating on the stock. UBS Group lifted their price target on shares of Amphenol from $115.00 to $120.00 and gave the company a "buy" rating in a research report on Thursday, July 24th. The Goldman Sachs Group reiterated a "buy" rating on shares of Amphenol in a research note on Friday, July 11th. Bank of America lifted their price objective on shares of Amphenol from $110.00 to $120.00 and gave the company a "neutral" rating in a research note on Tuesday, August 5th. Finally, Evercore ISI lifted their price objective on shares of Amphenol from $105.00 to $110.00 and gave the company an "outperform" rating in a research note on Friday, July 18th. Eight investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, Amphenol has an average rating of "Moderate Buy" and a consensus target price of $105.62.

Insider Buying and Selling

In other news, insider William J. Doherty sold 113,000 shares of the business's stock in a transaction on Monday, August 11th. The shares were sold at an average price of $110.29, for a total transaction of $12,462,770.00. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Craig A. Lampo sold 40,076 shares of the business's stock in a transaction 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 transaction, the chief financial officer directly owned 39,884 shares of the company's stock, valued at approximately $4,409,575.04. This trade represents a 50.12% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders sold 665,924 shares of company stock worth $73,369,357. Company insiders own 1.67% of the company's stock.

Amphenol Stock Performance

Amphenol stock traded up $1.02 during mid-day trading on Thursday, reaching $120.11. The company's stock had a trading volume of 4,986,045 shares, compared to its average volume of 8,459,994. The firm has a market cap of $146.65 billion, a price-to-earnings ratio of 47.82, a PEG ratio of 1.87 and a beta of 1.15. The business has a 50 day moving average price of $106.65 and a 200-day moving average price of $87.32. 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 Corporation has a twelve month low of $56.45 and a twelve month high of $120.80.

Amphenol (NYSE:APH - Get Free Report) last released its quarterly earnings data on Wednesday, July 23rd. The electronics maker reported $0.81 EPS for the quarter, topping analysts' consensus estimates 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 net margin of 16.90% and a return on equity of 30.58%. The firm's revenue was up 56.5% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.44 earnings per share. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. Sell-side analysts predict that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Announces Dividend

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

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.