Sandhill Capital Partners LLC increased its holdings in shares of Amphenol Corporation (NYSE:APH - Free Report) by 9.4% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 636,323 shares of the electronics maker's stock after purchasing an additional 54,523 shares during the quarter. Amphenol makes up about 3.4% of Sandhill Capital Partners LLC's investment portfolio, making the stock its 13th biggest holding. Sandhill Capital Partners LLC owned 0.05% of Amphenol worth $41,736,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds have also bought and sold shares of the stock. Hughes Financial Services LLC bought a new position in Amphenol in the first quarter valued at approximately $25,000. Avalon Trust Co grew 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 valued at $27,000 after acquiring an additional 232 shares during the period. N.E.W. Advisory Services LLC bought a new position in shares of Amphenol in the 1st quarter valued at about $28,000. SouthState Corp acquired a new position in shares of Amphenol during the 1st quarter worth about $36,000. Finally, Global X Japan Co. Ltd. bought a new stake in shares of Amphenol in the 1st quarter valued at about $44,000. Institutional investors own 97.01% of the company's stock.
Analyst Ratings Changes
APH has been the subject of a number of research analyst reports. Bank of America lifted their price target on Amphenol from $110.00 to $120.00 and gave the stock a "neutral" rating in a report on Tuesday, August 5th. TD Securities lifted their price target on Amphenol from $63.00 to $70.00 and gave the stock a "hold" rating in a report on Thursday, May 1st. The Goldman Sachs Group reiterated a "buy" rating on shares of Amphenol in a report on Friday, July 11th. Robert W. Baird lifted their price target on Amphenol from $118.00 to $127.00 and gave the stock an "outperform" rating in a report on Tuesday. Finally, Citigroup lifted their price target on Amphenol from $115.00 to $125.00 and gave the stock a "buy" rating in a report on Thursday, July 24th. Eight investment 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 stock presently has an average rating of "Moderate Buy" and a consensus price target of $105.62.
Check Out Our Latest Analysis on APH
Amphenol Stock Performance
Shares of APH traded up $0.5040 during trading hours on Friday, hitting $109.3140. The company had a trading volume of 7,552,440 shares, compared to its average volume of 7,896,059. The firm has a market cap of $133.46 billion, a price-to-earnings ratio of 43.55, a PEG ratio of 1.75 and a beta of 1.13. The business has a fifty day moving average of $102.54 and a 200-day moving average of $83.55. Amphenol Corporation has a 12 month low of $56.45 and a 12 month high of $112.35. 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 released its quarterly earnings results on Wednesday, July 23rd. The electronics maker reported $0.81 EPS for the quarter, topping 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 business had revenue of $5.65 billion for the quarter, compared to analyst estimates of $5.01 billion. During the same period last year, the firm earned $0.44 earnings per share. Amphenol'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. Equities analysts anticipate that Amphenol Corporation will post 2.36 EPS for the current fiscal year.
Amphenol Dividend Announcement
The firm also recently declared a quarterly dividend, which will be paid on Wednesday, October 8th. Investors of record on Tuesday, September 16th will be given a dividend of $0.165 per share. This represents a $0.66 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend is Tuesday, September 16th. Amphenol's dividend payout ratio (DPR) is currently 26.29%.
Insider Buying and Selling at Amphenol
In related news, insider Luc Walter sold 286,000 shares of the firm's stock in a transaction dated Tuesday, June 3rd. The shares were sold at an average price of $91.43, for a total transaction of $26,148,980.00. Following the transaction, the insider directly owned 451,790 shares of the company's stock, valued at approximately $41,307,159.70. This trade represents a 38.76% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Lance E. D'amico sold 100,000 shares of the firm's stock in a transaction dated 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 transaction, the vice president directly owned 76,400 shares in the company, valued at approximately $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 912,000 shares of company stock valued at $88,763,320 in the last quarter. Company insiders own 1.67% of the company's stock.
About Amphenol
(
Free Report)
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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