Signaturefd LLC Grows Stock Position in Amphenol Corporation $APH

Key Points

• Signaturefd LLC increased its stake in Amphenol Corporation by 14.6%, owning a total of 40,518 shares worth approximately $4,001,000.
• Several hedge funds, including Brighton Jones LLC and Revolve Wealth Partners LLC, significantly boosted their positions in Amphenol during the fourth quarter.
• Amphenol's stock is currently rated as a "Moderate Buy" by analysts, with a consensus price target of $107.15, and it has recently announced a quarterly dividend of $0.165 per share.

Signaturefd LLC grew its holdings in Amphenol Corporation (NYSE:APH - Free Report) by 14.6% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 40,518 shares of the electronics maker's stock after purchasing an additional 5,174 shares during the period. Signaturefd LLC's holdings in Amphenol were worth $4,001,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also made changes to their positions in APH. Brighton Jones LLC boosted its position in Amphenol by 114.0% during the fourth quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker's stock valued at $1,224,000 after purchasing an additional 9,390 shares in the last quarter. Revolve Wealth Partners LLC raised its position in Amphenol by 87.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker's stock valued at $701,000 after acquiring an additional 4,721 shares in the last quarter. Bison Wealth LLC grew its holdings in Amphenol by 8.3% in the fourth quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker's stock valued at $559,000 after purchasing an additional 618 shares during the period. Integrated Advisors Network LLC acquired a new stake in Amphenol in the fourth quarter valued at approximately $209,000. Finally, MassMutual Private Wealth & Trust FSB boosted its stake in shares of Amphenol by 24.1% in the first quarter. MassMutual Private Wealth & Trust FSB now owns 9,267 shares of the electronics maker's stock worth $608,000 after acquiring an additional 1,797 shares during the last quarter. Institutional investors own 97.01% of the company's stock.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on APH. Citigroup reissued a "buy" rating and set a $145.00 price objective (up previously from $125.00) on shares of Amphenol in a research note on Wednesday. Wall Street Zen downgraded Amphenol from a "strong-buy" rating to a "buy" rating in a report on Sunday, August 10th. Robert W. Baird upped their price target on Amphenol from $118.00 to $127.00 and gave the stock an "outperform" rating in a report on Tuesday, August 19th. JPMorgan Chase & Co. upped their price target on Amphenol from $120.00 to $125.00 and gave the stock an "overweight" rating in a report on Thursday, July 24th. Finally, Industrial Alliance Securities set a $115.00 price target on Amphenol in a report on Friday, July 11th. Eight analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average price target of $107.15.

Insider Buying and Selling

In other news, 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 transaction, the vice president directly owned 76,400 shares of the company's stock, valued at approximately $8,449,840. This represents a 56.69% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, CFO Craig A. Lampo sold 40,076 shares of the stock in a transaction that occurred on Monday, August 25th. The stock was sold at an average price of $110.56, for a total value of $4,430,802.56. Following the transaction, the chief financial officer directly owned 39,884 shares of the company's stock, valued at approximately $4,409,575.04. This trade represents a 50.12% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 665,924 shares of company stock valued at $73,369,357 over the last 90 days. Insiders own 1.67% of the company's stock.

Amphenol Stock Up 0.2%

Shares of NYSE APH opened at $122.60 on Friday. The stock has a market cap of $149.68 billion, a PE ratio of 48.84, a price-to-earnings-growth ratio of 1.96 and a beta of 1.15. 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 Corporation has a 52-week low of $56.45 and a 52-week high of $126.06. The business has a 50-day moving average price of $111.92 and a 200 day moving average price of $92.08.

Amphenol (NYSE:APH - Get Free Report) last announced its earnings results on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.66 by $0.15. The firm had revenue of $5.65 billion during 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 revenue was up 56.5% on a year-over-year basis. During the same period in the prior year, the firm earned $0.44 EPS. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. Equities research analysts forecast that Amphenol Corporation will post 2.36 earnings per share 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 given a dividend of $0.165 per share. This represents a $0.66 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date of this dividend is Tuesday, September 16th. Amphenol's dividend payout ratio (DPR) is presently 26.29%.

Amphenol 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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