WCM Investment Management LLC Buys Shares of 2,094 Amphenol Corporation $APH

Key Points

• WCM Investment Management LLC acquired a new stake in Amphenol Corporation, purchasing 2,094 shares valued at approximately $205,000 during the second quarter.
• Amphenol reported quarterly earnings of $0.81 per share, exceeding analysts' estimates, with a revenue of $5.65 billion, showing a 56.5% year-over-year growth.
• The company recently announced a quarterly dividend of $0.165 per share, translating to an annualized dividend yield of 0.5%.

WCM Investment Management LLC bought a new stake in Amphenol Corporation (NYSE:APH - Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 2,094 shares of the electronics maker's stock, valued at approximately $205,000.

Other hedge funds have also recently added to or reduced their stakes in the company. Motive Wealth Advisors acquired a new position in Amphenol in the second quarter valued at about $215,000. LeConte Wealth Management LLC acquired a new position in Amphenol in the second quarter valued at about $399,000. Perigon Wealth Management LLC lifted its stake in Amphenol by 29.4% in the first quarter. Perigon Wealth Management LLC now owns 17,438 shares of the electronics maker's stock valued at $1,144,000 after buying an additional 3,964 shares during the period. City Center Advisors LLC acquired a new position in Amphenol in the second quarter valued at about $482,000. Finally, Thurston Springer Miller Herd & Titak Inc. lifted its stake in Amphenol by 25.5% in the second quarter. Thurston Springer Miller Herd & Titak Inc. now owns 27,711 shares of the electronics maker's stock valued at $2,736,000 after buying an additional 5,630 shares during the period. Institutional investors and hedge funds own 97.01% of the company's stock.

Amphenol Stock Up 1.3%

NYSE:APH opened at $127.27 on Friday. The company has a debt-to-equity ratio of 0.61, a quick ratio of 1.46 and a current ratio of 2.02. The company has a market cap of $155.39 billion, a PE ratio of 50.71, a PEG ratio of 2.01 and a beta of 1.17. Amphenol Corporation has a 52-week low of $56.45 and a 52-week high of $128.12. The stock has a 50-day simple moving average of $117.08 and a 200 day simple moving average of $97.69.

Amphenol (NYSE:APH - Get Free Report) last posted its quarterly earnings data 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 during 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%.Amphenol's quarterly revenue was up 56.5% on a year-over-year basis. During the same period last year, the company earned $0.44 earnings per share. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. On average, sell-side analysts expect that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, October 8th. Investors of record on Tuesday, September 16th were issued a dividend of $0.165 per share. The ex-dividend date was Tuesday, September 16th. This represents a $0.66 dividend on an annualized basis and a dividend yield of 0.5%. Amphenol's dividend payout ratio (DPR) is presently 26.29%.

Analyst Upgrades and Downgrades

A number of research firms have recently commented on APH. Industrial Alliance Securities set a $115.00 price target on Amphenol in a research report on Friday, July 11th. UBS Group set a $120.00 price target on Amphenol in a research report on Tuesday, October 7th. Barclays began coverage on Amphenol in a research report on Wednesday, October 8th. They set an "equal weight" rating and a $120.00 price target on the stock. Wall Street Zen lowered Amphenol from a "strong-buy" rating to a "buy" rating in a research report on Sunday, August 10th. Finally, Robert W. Baird set a $139.00 price target on Amphenol and gave the stock an "outperform" rating in a research report on Friday, October 10th. Ten investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus target price of $118.00.

Insider Transactions at Amphenol

In related 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Craig A. Lampo sold 199,848 shares of the firm's stock in a transaction that occurred on Friday, August 22nd. The shares were sold at an average price of $110.43, for a total value of $22,069,214.64. Following the completion of the transaction, the chief financial officer owned 125,695 shares of the company's stock, valued at approximately $13,880,498.85. This represents a 61.39% 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 in the last ninety days. Corporate insiders own 1.67% of the company's stock.

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.

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