waypoint wealth counsel Invests $330,000 in Amphenol Corporation $APH

Key Points

• Waypoint Wealth Counsel invested $330,000 in Amphenol Corporation, acquiring 3,341 shares during the second quarter.
• Institutional investors own 97.01% of Amphenol's stock, reflecting significant confidence in the company among major stakeholders.
• Amphenol's recent earnings report showed an EPS of $0.81, exceeding analyst expectations and indicating a 56.5% increase in revenue year-over-year.

waypoint wealth counsel acquired a new position in Amphenol Corporation (NYSE:APH - Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund acquired 3,341 shares of the electronics maker's stock, valued at approximately $330,000.

Other hedge funds have also added to or reduced their stakes in the company. Brighton Jones LLC raised its holdings in shares of Amphenol by 114.0% in the 4th quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker's stock worth $1,224,000 after purchasing an additional 9,390 shares during the period. Revolve Wealth Partners LLC raised its stake 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 buying an additional 4,721 shares during the period. Bison Wealth LLC raised its stake 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 valued at $559,000 after buying an additional 618 shares during the period. GAMMA Investing LLC raised its stake in shares of Amphenol by 10.9% in the first quarter. GAMMA Investing LLC now owns 39,430 shares of the electronics maker's stock valued at $2,586,000 after buying an additional 3,860 shares during the period. Finally, Integrated Advisors Network LLC raised its stake in shares of Amphenol by 83.0% in the first quarter. Integrated Advisors Network LLC now owns 5,518 shares of the electronics maker's stock valued at $362,000 after buying an additional 2,502 shares during the period. Institutional investors own 97.01% of the company's stock.

Insider Transactions at Amphenol

In other news, insider William J. Doherty sold 113,000 shares of the stock in a transaction dated 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 SEC, which is available through the SEC website. Also, VP David M. Silverman sold 100,000 shares of the stock in a transaction dated Monday, August 25th. The shares were sold at an average price of $110.42, for a total value of $11,042,000.00. Following the transaction, the vice president owned 12,500 shares in the company, valued at $1,380,250. This trade represents a 88.89% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 665,924 shares of company stock valued at $73,369,357 over the last 90 days. Company insiders own 1.67% of the company's stock.

Wall Street Analyst Weigh In

A number of brokerages recently issued reports on APH. The Goldman Sachs Group set a $139.00 price objective on Amphenol and gave the company a "buy" rating in a research note on Monday, September 29th. Barclays initiated coverage on shares of Amphenol in a research report on Wednesday. They issued an "equal weight" rating and a $120.00 price target on the stock. Truist Financial boosted their target price on shares of Amphenol from $102.00 to $126.00 and gave the company a "buy" rating in a report on Thursday, July 24th. Robert W. Baird set a $139.00 target price on shares of Amphenol and gave the company an "outperform" rating in a report on Friday. Finally, Evercore ISI boosted their price objective on Amphenol from $120.00 to $150.00 and gave the company an "outperform" rating in a research note on Tuesday, October 7th. Nine research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $114.43.

Amphenol Stock Down 3.7%

APH stock opened at $121.64 on Friday. The company's 50 day moving average is $115.78 and its 200 day moving average is $96.29. The stock has a market cap of $148.51 billion, a price-to-earnings ratio of 48.46, a price-to-earnings-growth ratio of 1.95 and a beta of 1.17. Amphenol Corporation has a 1-year low of $56.45 and a 1-year high of $127.50. The company has a current ratio of 2.02, a quick ratio of 1.46 and a debt-to-equity ratio of 0.61.

Amphenol (NYSE:APH - Get Free Report) last issued its quarterly 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. The firm had revenue of $5.65 billion for the quarter, compared to analyst estimates of $5.01 billion. Amphenol had a net margin of 16.90% and a return on equity of 30.58%. The business's revenue for the quarter was up 56.5% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.44 EPS. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. Sell-side analysts predict that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, October 8th. Investors of record on Tuesday, September 16th were paid a $0.165 dividend. 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 is currently 26.29%.

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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