Quantum Financial Advisors LLC Makes New Investment in Amphenol Corporation $APH

Key Points

• Quantum Financial Advisors LLC has invested approximately $231,000 in Amphenol Corporation, acquiring 2,343 shares during the 2nd quarter.
• Several analysts have recently raised their price targets for Amphenol, with JPMorgan Chase & Co. increasing theirs from $120.00 to $125.00, reflecting a consensus of positive sentiment towards the stock.
• Amphenol plans to pay a quarterly dividend of $0.165 on October 8th, indicating an annualized dividend yield of 0.5% and a payout ratio of 26.29%.

Quantum Financial Advisors LLC acquired a new position in Amphenol Corporation (NYSE:APH - Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 2,343 shares of the electronics maker's stock, valued at approximately $231,000.

Other hedge funds have also bought and sold shares of the company. Perigon Wealth Management LLC boosted its holdings in Amphenol by 29.4% in the 1st quarter. Perigon Wealth Management LLC now owns 17,438 shares of the electronics maker's stock valued at $1,144,000 after purchasing an additional 3,964 shares during the period. Cambridge Investment Research Advisors Inc. increased its stake in Amphenol by 46.8% in the 1st quarter. Cambridge Investment Research Advisors Inc. now owns 69,958 shares of the electronics maker's stock worth $4,589,000 after acquiring an additional 22,293 shares during the last quarter. Thurston Springer Miller Herd & Titak Inc. raised its stake in Amphenol by 25.5% in the second quarter. Thurston Springer Miller Herd & Titak Inc. now owns 27,711 shares of the electronics maker's stock valued at $2,736,000 after purchasing an additional 5,630 shares in the last quarter. City Center Advisors LLC purchased a new position in Amphenol in the 2nd quarter worth approximately $482,000. Finally, Parallel Advisors LLC increased its holdings in shares of Amphenol by 10.4% in the 2nd quarter. Parallel Advisors LLC now owns 24,608 shares of the electronics maker's stock worth $2,430,000 after buying an additional 2,314 shares during the last quarter. 97.01% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several brokerages recently issued reports on APH. UBS Group upped their target price on shares of Amphenol from $115.00 to $120.00 and gave the stock a "buy" rating in a research report on Thursday, July 24th. 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. Truist Financial upped their target price on Amphenol from $102.00 to $126.00 and gave the stock a "buy" rating in a research note on Thursday, July 24th. Citigroup lifted their target price on shares of Amphenol from $115.00 to $125.00 and gave the stock a "buy" rating in a research report on Thursday, July 24th. Finally, JPMorgan Chase & Co. boosted their price objective on shares of Amphenol from $120.00 to $125.00 and gave the company an "overweight" rating in a research report on Thursday, July 24th. Eight 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, the stock has an average rating of "Moderate Buy" and a consensus target price of $105.62.

Amphenol Stock Performance

Amphenol stock traded down $0.14 during midday trading on Monday, reaching $123.80. 12,206,040 shares of the company traded hands, compared to its average volume of 8,560,695. The firm has a market capitalization of $151.15 billion, a price-to-earnings ratio of 49.32, a price-to-earnings-growth ratio of 1.99 and a beta of 1.15. The business has a 50 day moving average of $109.68 and a two-hundred day moving average of $90.35. Amphenol Corporation has a 12 month low of $56.45 and a 12 month high of $124.39. The company has a debt-to-equity ratio of 0.61, a current ratio of 2.02 and a quick ratio of 1.46.

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. Amphenol had a net margin of 16.90% and a return on equity of 30.58%. The company had revenue of $5.65 billion for the quarter, compared to the consensus estimate of $5.01 billion. During the same quarter in the prior year, the firm earned $0.44 earnings per share. The firm's revenue for the quarter was up 56.5% compared to the same quarter last year. 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 business also recently declared a quarterly dividend, which will be paid on Wednesday, October 8th. Shareholders of record on Tuesday, September 16th will be given a $0.165 dividend. The ex-dividend date is Tuesday, September 16th. This represents a $0.66 dividend on an annualized basis and a yield of 0.5%. Amphenol's dividend payout ratio is presently 26.29%.

Insider Buying and Selling

In other news, VP David M. Silverman sold 100,000 shares of Amphenol stock in a transaction dated Monday, August 25th. The stock was sold at an average price of $110.42, for a total transaction of $11,042,000.00. Following the transaction, the vice president directly owned 12,500 shares of the company's stock, valued at $1,380,250. The trade was a 88.89% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, VP Lance E. D'amico sold 100,000 shares of the stock in a transaction that occurred on Monday, August 18th. The stock was sold at an average price of $110.60, for a total transaction of $11,060,000.00. Following the completion of the sale, the vice president directly owned 76,400 shares of the company's stock, valued at $8,449,840. This represents a 56.69% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 665,924 shares of company stock worth $73,369,357 over the last ninety days. 1.67% of the stock is owned by corporate insiders.

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.