Temasek Holdings Private Ltd Purchases 228,699 Shares of Amphenol Corporation $APH

Key Points

• Temasek Holdings Private Ltd increased its stake in Amphenol Corporation by 1,076.5%, acquiring an additional 228,699 shares, bringing its total holdings to 249,944 shares valued at approximately $16.4 million.
• Institutional investors and hedge funds now own 97.01% of Amphenol's stock, with notable increases in holdings from T. Rowe Price and other firms during the first quarter.
• Amphenol Corporation announced a quarterly dividend of $0.165 per share, which will be paid on October 8th, representing a 0.6% dividend yield.

Temasek Holdings Private Ltd raised its position in Amphenol Corporation (NYSE:APH - Free Report) by 1,076.5% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 249,944 shares of the electronics maker's stock after purchasing an additional 228,699 shares during the period. Temasek Holdings Private Ltd's holdings in Amphenol were worth $16,394,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Brighton Jones LLC raised its position in Amphenol by 114.0% in the 4th quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker's stock valued at $1,224,000 after buying an additional 9,390 shares during the last quarter. Revolve Wealth Partners LLC raised its holdings in shares of Amphenol by 87.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker's stock valued at $701,000 after purchasing an additional 4,721 shares during the last quarter. Bison Wealth LLC lifted its position in shares of Amphenol by 8.3% in the fourth quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker's stock worth $559,000 after purchasing an additional 618 shares in the last quarter. Captrust Financial Advisors grew its position in Amphenol by 5.9% in the fourth quarter. Captrust Financial Advisors now owns 56,186 shares of the electronics maker's stock valued at $3,902,000 after purchasing an additional 3,109 shares in the last quarter. Finally, Cetera Investment Advisers boosted its stake in shares of Amphenol by 5.9% during the 4th quarter. Cetera Investment Advisers now owns 181,938 shares of the electronics maker's stock worth $12,636,000 after buying an additional 10,212 shares during the last quarter. 97.01% of the stock is owned by institutional investors.

Insider Activity at Amphenol

In related news, VP Lance E. D'amico sold 100,000 shares of the firm's stock in a transaction that occurred 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 completion of the transaction, the vice president owned 76,400 shares in the company, valued at $8,449,840. This trade represents a 56.69% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider William J. Doherty sold 113,000 shares of the business's 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 disclosure for this sale can be found here. Insiders sold 665,924 shares of company stock worth $73,369,357 in the last 90 days. 1.67% of the stock is currently owned by company insiders.

Amphenol Stock Performance

NYSE APH traded up $2.59 on Wednesday, reaching $119.38. The stock had a trading volume of 18,910,326 shares, compared to its average volume of 8,481,059. The company has a debt-to-equity ratio of 0.61, a current ratio of 2.02 and a quick ratio of 1.46. The firm has a fifty day moving average of $106.23 and a two-hundred day moving average of $87.10. Amphenol Corporation has a 1-year low of $56.45 and a 1-year high of $120.80. The company has a market cap of $145.75 billion, a P/E ratio of 47.56, a price-to-earnings-growth ratio of 1.77 and a beta of 1.15.

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, topping analysts' consensus estimates of $0.66 by $0.15. The business had revenue of $5.65 billion for the quarter, compared to the consensus estimate 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% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.44 earnings per share. 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 Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, October 8th. Investors of record on Tuesday, September 16th will be issued a dividend of $0.165 per share. The ex-dividend date of this dividend is Tuesday, September 16th. This represents a $0.66 annualized dividend and a dividend yield of 0.6%. Amphenol's payout ratio is 26.29%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently issued reports on the company. KGI Securities started coverage on Amphenol in a research note on Thursday, June 26th. They set a "hold" rating on the stock. Citigroup increased their price target on shares of Amphenol from $115.00 to $125.00 and gave the company a "buy" rating in a research note on Thursday, July 24th. Bank of America boosted their price objective on shares of Amphenol from $110.00 to $120.00 and gave the stock a "neutral" rating in a research note on Tuesday, August 5th. Truist Financial raised their target price on shares of Amphenol from $102.00 to $126.00 and gave the company a "buy" rating in a research note on Thursday, July 24th. Finally, 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, August 19th. Eight research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $105.62.

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.