Segment Wealth Management LLC Has $14.71 Million Stock Position in Amphenol Corporation $APH

Key Points

• Segment Wealth Management LLC reduced its position in Amphenol Corporation by 1.9%, bringing its total holdings to approximately $14.71 million as of its recent SEC filing.
• Insider sales at Amphenol include significant transactions, such as VP David M. Silverman and insider William J. Doherty selling a combined total of over $23 million worth of shares in August.
• Analyst ratings for Amphenol are predominantly positive, with a consensus rating of "Moderate Buy" and a consensus price target of $110.00, reflecting strong market confidence in the stock's performance.

Segment Wealth Management LLC lowered its position in shares of Amphenol Corporation (NYSE:APH - Free Report) by 1.9% in the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 148,967 shares of the electronics maker's stock after selling 2,904 shares during the quarter. Segment Wealth Management LLC's holdings in Amphenol were worth $14,710,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Opal Wealth Advisors LLC acquired a new stake in shares of Amphenol during the second quarter worth $25,000. Hilltop National Bank acquired a new position in Amphenol in the second quarter valued at about $35,000. Hughes Financial Services LLC acquired a new position in Amphenol in the first quarter valued at about $25,000. Avalon Trust Co raised its stake in Amphenol by 133.3% in the first quarter. Avalon Trust Co now owns 406 shares of the electronics maker's stock valued at $27,000 after purchasing an additional 232 shares in the last quarter. Finally, N.E.W. Advisory Services LLC acquired a new position in Amphenol in the first quarter valued at about $28,000. Institutional investors and hedge funds own 97.01% of the company's stock.

Insider Transactions at Amphenol

In related news, VP David M. Silverman sold 100,000 shares of the company's stock in a transaction that occurred 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 sale, the vice president directly owned 12,500 shares in the company, valued at $1,380,250. This represents a 88.89% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, insider William J. Doherty sold 113,000 shares of the company's stock in a transaction that occurred on Monday, August 11th. The shares were sold at an average price of $110.29, for a total value of $12,462,770.00. The disclosure for this sale can be found here. In the last three months, 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.

Analyst Ratings Changes

A number of research firms recently commented on APH. Truist Financial boosted their price target on Amphenol from $102.00 to $126.00 and gave the company a "buy" rating in a research note on Thursday, July 24th. KGI Securities began coverage on Amphenol in a research note on Thursday, June 26th. They issued a "hold" rating for the company. UBS Group boosted their price target on Amphenol from $115.00 to $120.00 and gave the company a "buy" rating in a research note on Thursday, July 24th. Weiss Ratings reaffirmed a "buy (b)" rating on shares of Amphenol in a research note on Saturday, September 27th. Finally, Evercore ISI boosted their target price on Amphenol from $105.00 to $110.00 and gave the stock an "outperform" rating in a research note on Friday, July 18th. Nine research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company's stock. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $110.00.

Amphenol Stock Performance

NYSE:APH opened at $122.28 on Friday. The stock has a market cap of $149.29 billion, a P/E ratio of 48.72, a price-to-earnings-growth ratio of 1.98 and a beta of 1.17. The company has a current ratio of 2.02, a quick ratio of 1.46 and a debt-to-equity ratio of 0.61. The stock's 50-day moving average is $113.91 and its 200-day moving average is $94.15. Amphenol Corporation has a 1-year low of $56.45 and a 1-year high of $126.06.

Amphenol (NYSE:APH - Get Free Report) last released its quarterly earnings results on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share for the quarter, topping the consensus estimate of $0.66 by $0.15. The company had revenue of $5.65 billion for the quarter, compared to analysts' expectations of $5.01 billion. Amphenol had a return on equity of 30.58% and a net margin of 16.90%.The business's quarterly revenue was up 56.5% compared to the same quarter last year. During the same period in the previous year, the business posted $0.44 earnings per share. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. Equities research analysts anticipate that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Announces Dividend

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

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