Revolve Wealth Partners LLC Grows Stock Holdings in Amphenol Corporation $APH

Key Points

• Revolve Wealth Partners LLC increased its stake in Amphenol Corporation by 30%, owning 12,117 shares valued at approximately $1.2 million.
• Analysts have set target prices for Amphenol between $120 and $150, with a consensus rating of "Moderate Buy."
• The company recently announced a quarterly dividend of $0.165 per share, with an annual yield of 0.5%.

Revolve Wealth Partners LLC raised its stake in shares of Amphenol Corporation (NYSE:APH - Free Report) by 30.0% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 12,117 shares of the electronics maker's stock after purchasing an additional 2,799 shares during the period. Revolve Wealth Partners LLC's holdings in Amphenol were worth $1,197,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also recently made changes to their positions in the company. Cornerstone Wealth Group LLC grew its position in shares of Amphenol by 15.6% during the second quarter. Cornerstone Wealth Group LLC now owns 5,687 shares of the electronics maker's stock valued at $562,000 after purchasing an additional 767 shares in the last quarter. NorthRock Partners LLC grew its position in shares of Amphenol by 48.9% during the second quarter. NorthRock Partners LLC now owns 13,830 shares of the electronics maker's stock valued at $1,367,000 after purchasing an additional 4,543 shares in the last quarter. Envestnet Portfolio Solutions Inc. grew its position in shares of Amphenol by 2.9% during the second quarter. Envestnet Portfolio Solutions Inc. now owns 60,281 shares of the electronics maker's stock valued at $5,953,000 after purchasing an additional 1,698 shares in the last quarter. Oregon Public Employees Retirement Fund grew its position in shares of Amphenol by 0.5% during the second quarter. Oregon Public Employees Retirement Fund now owns 104,538 shares of the electronics maker's stock valued at $10,323,000 after purchasing an additional 500 shares in the last quarter. Finally, Sequoia Financial Advisors LLC grew its position in shares of Amphenol by 24.9% during the second quarter. Sequoia Financial Advisors LLC now owns 33,583 shares of the electronics maker's stock valued at $3,316,000 after purchasing an additional 6,690 shares in the last quarter. Hedge funds and other institutional investors own 97.01% of the company's stock.

Wall Street Analyst Weigh In

APH has been the subject of a number of research analyst reports. The Goldman Sachs Group set a $139.00 price objective on Amphenol and gave the company a "buy" rating in a research report on Monday, September 29th. JPMorgan Chase & Co. boosted their target price on shares of Amphenol from $120.00 to $125.00 and gave the stock an "overweight" rating in a report on Thursday, July 24th. Robert W. Baird set a $139.00 target price on shares of Amphenol and gave the stock an "outperform" rating in a report on Friday. Evercore ISI boosted their target price on shares of Amphenol from $120.00 to $150.00 and gave the stock an "outperform" rating in a report on Tuesday, October 7th. Finally, UBS Group set a $120.00 target price on shares of Amphenol in a report on Tuesday, October 7th. Nine investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat, Amphenol has a consensus rating of "Moderate Buy" and a consensus price target of $114.43.

Amphenol Stock Performance

Amphenol stock opened at $123.86 on Tuesday. The company has a market cap of $151.23 billion, a PE ratio of 49.35, a price-to-earnings-growth ratio of 1.95 and a beta of 1.17. Amphenol Corporation has a twelve month low of $56.45 and a twelve month high of $127.50. The company's 50-day moving average price is $116.08 and its 200-day moving average price is $96.89. 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 results on Wednesday, July 23rd. The electronics maker reported $0.81 EPS for the quarter, beating the consensus estimate of $0.66 by $0.15. The company had revenue of $5.65 billion for 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% 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. On average, equities research analysts forecast that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, October 8th. Investors of record on Tuesday, September 16th were issued a dividend of $0.165 per share. This represents a $0.66 annualized dividend and a yield of 0.5%. The ex-dividend date was Tuesday, September 16th. Amphenol's dividend payout ratio is presently 26.29%.

Insider Activity

In related news, VP David M. Silverman sold 100,000 shares of the company's stock in a transaction dated Monday, August 25th. The shares were 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 in the company, valued at approximately $1,380,250. This represents a 88.89% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CFO Craig A. Lampo sold 199,848 shares of the business's stock in a transaction dated Friday, August 22nd. The shares were sold at an average price of $110.43, for a total transaction of $22,069,214.64. Following the completion of the sale, the chief financial officer directly owned 125,695 shares of the company's stock, valued at approximately $13,880,498.85. This trade represents a 61.39% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 665,924 shares of company stock valued at $73,369,357. 1.67% of the stock is currently owned by company 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.

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