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Stratos Wealth Partners LTD. Lowers Stake in Amphenol Corporation $APH

Amphenol logo with Computer and Technology background

Key Points

  • Stratos Wealth Partners LTD. has reduced its stake in Amphenol Corporation by 3.5% during the second quarter, now holding 219,769 shares valued at approximately $21.7 million.
  • Institutional investors now own 97.01% of Amphenol's stock, with notable increases from firms like T. Rowe Price and UBS, showcasing significant institutional interest.
  • Amphenol reported strong quarterly earnings with $0.81 EPS, exceeding analyst expectations, and has set guidance for the upcoming Q3 at $0.770-$0.790 EPS.
  • MarketBeat previews top five stocks to own in November.

Stratos Wealth Partners LTD. lessened its position in shares of Amphenol Corporation (NYSE:APH - Free Report) by 3.5% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 219,769 shares of the electronics maker's stock after selling 7,967 shares during the period. Stratos Wealth Partners LTD.'s holdings in Amphenol were worth $21,702,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of APH. T. Rowe Price Investment Management Inc. lifted its stake in shares of Amphenol by 196.3% during the first quarter. T. Rowe Price Investment Management Inc. now owns 16,743,239 shares of the electronics maker's stock worth $1,098,190,000 after purchasing an additional 11,092,282 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its stake in shares of Amphenol by 639.0% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 8,758,951 shares of the electronics maker's stock worth $574,500,000 after purchasing an additional 7,573,750 shares in the last quarter. Nuveen LLC acquired a new position in shares of Amphenol in the first quarter worth about $476,842,000. Wellington Management Group LLP lifted its stake in shares of Amphenol by 73.5% in the first quarter. Wellington Management Group LLP now owns 12,168,971 shares of the electronics maker's stock worth $798,163,000 after acquiring an additional 5,154,860 shares in the last quarter. Finally, Vanguard Group Inc. lifted its stake in shares of Amphenol by 1.9% in the first quarter. Vanguard Group Inc. now owns 154,998,780 shares of the electronics maker's stock worth $10,166,370,000 after acquiring an additional 2,870,933 shares in the last quarter. Institutional investors and hedge funds own 97.01% of the company's stock.

Insider Transactions at Amphenol

In other Amphenol news, insider William J. Doherty sold 113,000 shares of the stock in a transaction on Friday, August 8th. The stock was sold at an average price of $108.89, for a total transaction of $12,304,570.00. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, VP Lance E. D'amico sold 100,000 shares of the stock in a transaction on Monday, August 18th. The shares were sold at an average price of $110.60, for a total value of $11,060,000.00. Following the sale, the vice president owned 76,400 shares of the company's stock, valued at $8,449,840. This trade represents a 56.69% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders sold 665,924 shares of company stock valued at $73,369,357. Company insiders own 1.67% of the company's stock.

Analyst Upgrades and Downgrades

Several research firms recently commented on APH. Citigroup reiterated a "buy" rating and issued a $145.00 price target (up previously from $125.00) on shares of Amphenol in a research note on Wednesday, September 24th. KGI Securities started coverage on Amphenol in a research note on Thursday, June 26th. They issued a "hold" rating on the stock. The Goldman Sachs Group set a $139.00 target price on Amphenol and gave the company a "buy" rating in a report on Monday, September 29th. Barclays started coverage on Amphenol in a report on Wednesday, October 8th. They set an "equal weight" rating and a $120.00 target price for the company. Finally, UBS Group set a $120.00 target price on Amphenol in a report on Tuesday, October 7th. Ten research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $118.00.

Check Out Our Latest Report on Amphenol

Amphenol Stock Performance

Shares of APH stock opened at $127.27 on Friday. Amphenol Corporation has a 12-month low of $56.45 and a 12-month high of $128.12. The firm has a market capitalization of $155.39 billion, a price-to-earnings ratio of 50.71, a price-to-earnings-growth ratio of 2.01 and a beta of 1.17. The business has a 50 day simple moving average of $117.08 and a 200 day simple moving average of $97.69. 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 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 analyst estimates of $5.01 billion. Amphenol had a return on equity of 30.58% and a net margin of 16.90%.The firm's quarterly revenue was up 56.5% on a year-over-year basis. During the same period last year, the company posted $0.44 EPS. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. On average, equities research analysts anticipate that Amphenol Corporation will post 2.36 EPS for the current year.

Amphenol Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Wednesday, October 8th. Shareholders of record on Tuesday, September 16th were paid 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 was Tuesday, September 16th. Amphenol's dividend payout ratio (DPR) is presently 26.29%.

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.

Further Reading

Want to see what other hedge funds are holding APH? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Amphenol Corporation (NYSE:APH - Free Report).

Institutional Ownership by Quarter for Amphenol (NYSE:APH)

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