UMB Bank n.a. Purchases 51,056 Shares of Amphenol Corporation $APH

Key Points

• UMB Bank n.a. increased its stake in Amphenol Corporation by 15.5% during the second quarter, acquiring an additional 51,056 shares, bringing its total holdings to 381,199 shares worth approximately $37.64 million.
• Amphenol reported a 56.5% year-over-year revenue increase for the last quarter, achieving $5.65 billion, with earnings per share surpassing analysts' estimates by $0.15.
• The company recently declared a quarterly dividend of $0.165, which will be paid on October 8th, representing a 0.5% dividend yield based on an annual payout of $0.66.

UMB Bank n.a. lifted its stake in Amphenol Corporation (NYSE:APH - Free Report) by 15.5% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 381,199 shares of the electronics maker's stock after buying an additional 51,056 shares during the period. UMB Bank n.a.'s holdings in Amphenol were worth $37,643,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in APH. Hughes Financial Services LLC acquired a new stake in Amphenol during the first quarter worth about $25,000. Avalon Trust Co grew its position in Amphenol by 133.3% during the first quarter. Avalon Trust Co now owns 406 shares of the electronics maker's stock worth $27,000 after buying an additional 232 shares in the last quarter. N.E.W. Advisory Services LLC acquired a new stake in Amphenol during the first quarter worth about $28,000. Saudi Central Bank acquired a new stake in Amphenol during the first quarter worth about $31,000. Finally, Ransom Advisory Ltd acquired a new stake in Amphenol during the first quarter worth about $33,000. 97.01% of the stock is owned by institutional investors and hedge funds.

Amphenol Stock Performance

Shares of Amphenol stock opened at $124.20 on Friday. 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 market cap of $151.64 billion, a P/E ratio of 49.48, a P/E/G ratio of 1.96 and a beta of 1.15. The firm has a 50 day simple moving average of $109.68 and a 200 day simple moving average of $89.98. Amphenol Corporation has a fifty-two week low of $56.45 and a fifty-two week high of $124.39.

Amphenol (NYSE:APH - Get Free Report) last released its 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 firm had revenue of $5.65 billion during the quarter, compared to analyst estimates of $5.01 billion. During the same quarter in the previous year, the business earned $0.44 EPS. The business's quarterly revenue was up 56.5% compared to the same quarter last year. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. Sell-side analysts predict that Amphenol Corporation will post 2.36 earnings per share for the current fiscal 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 $0.165 dividend. The ex-dividend date of this dividend is Tuesday, September 16th. This represents a $0.66 annualized dividend and a dividend yield of 0.5%. Amphenol's payout ratio is 26.29%.

Insider Activity

In related news, insider William J. Doherty sold 113,000 shares of the business's stock in a transaction on Friday, August 8th. The shares were sold at an average price of $108.89, for a total value of $12,304,570.00. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CFO Craig A. Lampo sold 199,848 shares of the business's stock in a transaction dated Friday, August 22nd. The stock was sold at an average price of $110.43, for a total transaction of $22,069,214.64. Following the sale, the chief financial officer directly owned 125,695 shares in the company, valued at $13,880,498.85. This trade represents a 61.39% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 665,924 shares of company stock worth $73,369,357 over the last quarter. Corporate insiders own 1.67% of the company's stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on APH shares. JPMorgan Chase & Co. lifted their target price on Amphenol from $120.00 to $125.00 and gave the stock an "overweight" rating in a research report on Thursday, July 24th. Truist Financial raised their price target on shares of Amphenol from $102.00 to $126.00 and gave the stock a "buy" rating in a research note on Thursday, July 24th. KGI Securities started coverage on shares of Amphenol in a research note on Thursday, June 26th. They set a "hold" rating for the company. Bank of America raised their price target 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. Finally, Wall Street Zen cut shares of Amphenol from a "strong-buy" rating to a "buy" rating in a research note on Sunday, August 10th. Eight analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company's stock. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $105.62.

About Amphenol

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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