Northwestern Mutual Wealth Management Co. Has $7.17 Million Position in Amphenol Corporation $APH

Key Points

• Northwestern Mutual Wealth Management Co. increased its position in Amphenol Corporation by 35.1%, acquiring an additional 28,428 shares, bringing its total holdings to 109,361 shares worth approximately $7.17 million.
• Amphenol reported a 56.5% year-over-year revenue growth for the quarter, with earnings per share (EPS) of $0.81, exceeding the consensus estimate by $0.15.
• The company announced a quarterly dividend of $0.165 per share, with an annualized yield of 0.6%, scheduled for payment on October 8th.

Northwestern Mutual Wealth Management Co. boosted its stake in shares of Amphenol Corporation (NYSE:APH - Free Report) by 35.1% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 109,361 shares of the electronics maker's stock after purchasing an additional 28,428 shares during the quarter. Northwestern Mutual Wealth Management Co.'s holdings in Amphenol were worth $7,173,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in APH. Bank of America Corp DE boosted its position in Amphenol by 294.0% during the fourth quarter. Bank of America Corp DE now owns 24,953,591 shares of the electronics maker's stock worth $1,733,027,000 after purchasing an additional 18,619,417 shares during the period. T. Rowe Price Investment Management Inc. boosted its position in Amphenol by 196.3% during the first quarter. T. Rowe Price Investment Management Inc. now owns 16,743,239 shares of the electronics maker's stock worth $1,098,190,000 after purchasing an additional 11,092,282 shares during the period. Nuveen LLC bought a new stake in shares of Amphenol in the first quarter valued at approximately $476,842,000. Wellington Management Group LLP boosted its position in shares of Amphenol by 73.5% in the first quarter. Wellington Management Group LLP now owns 12,168,971 shares of the electronics maker's stock valued at $798,163,000 after acquiring an additional 5,154,860 shares during the period. Finally, Janus Henderson Group PLC boosted its position in shares of Amphenol by 118.4% in the fourth quarter. Janus Henderson Group PLC now owns 7,256,290 shares of the electronics maker's stock valued at $503,975,000 after acquiring an additional 3,933,269 shares during the period. Institutional investors own 97.01% of the company's stock.

Amphenol Stock Performance

Shares of NYSE APH traded down $3.09 during trading hours on Monday, reaching $108.85. The stock had a trading volume of 6,200,801 shares, compared to its average volume of 6,959,036. The business's fifty day moving average is $104.23 and its two-hundred day moving average is $85.15. The company has a debt-to-equity ratio of 0.61, a current ratio of 2.02 and a quick ratio of 1.46. The company has a market cap of $132.90 billion, a price-to-earnings ratio of 43.37, a PEG ratio of 1.75 and a beta of 1.15. Amphenol Corporation has a twelve month low of $56.45 and a twelve month high of $112.35.

Amphenol (NYSE:APH - Get Free Report) last issued its earnings results on Wednesday, July 23rd. The electronics maker reported $0.81 EPS for the quarter, beating analysts' consensus estimates of $0.66 by $0.15. The business had revenue of $5.65 billion during the quarter, compared to analyst estimates of $5.01 billion. Amphenol had a return on equity of 30.58% and a net margin of 16.90%.Amphenol's revenue was up 56.5% on a year-over-year basis. During the same period 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. As a group, research analysts expect that Amphenol Corporation will post 2.36 EPS for the current year.

Amphenol Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 8th. Shareholders of record on Tuesday, September 16th will be paid a dividend of $0.165 per share. 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 is currently 26.29%.

Insider Activity

In other Amphenol news, CFO Craig A. Lampo sold 199,848 shares of the stock in a transaction on Friday, August 22nd. The stock was sold at an average price of $110.43, for a total transaction 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 ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, VP David M. Silverman sold 100,000 shares of the stock in a transaction on 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 transaction, the vice president owned 12,500 shares of the company's stock, valued at $1,380,250. This represents a 88.89% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 951,924 shares of company stock valued at $99,518,337. 1.67% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on APH. The Goldman Sachs Group reissued a "buy" rating on shares of Amphenol in a research report on Friday, July 11th. UBS Group increased their price objective on Amphenol from $115.00 to $120.00 and gave the company a "buy" rating in a research report on Thursday, July 24th. Evercore ISI increased their price objective on Amphenol from $105.00 to $110.00 and gave the company an "outperform" rating in a research report on Friday, July 18th. Industrial Alliance Securities set a $115.00 price objective on Amphenol in a research report on Friday, July 11th. Finally, Robert W. Baird increased their price objective on Amphenol from $118.00 to $127.00 and gave the company an "outperform" rating in a research report on Tuesday, August 19th. Eight equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock 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.