XML Financial LLC Makes New $434,000 Investment in Amphenol Corporation $APH

Key Points

• XML Financial LLC has made a new investment in Amphenol Corporation, totaling $434,000 for 4,398 shares, reflecting increasing interest from institutional investors in the company.
• Amphenol's stock has received upgrades from multiple analysts, with target prices now ranging from $115.00 to $139.00, indicating a strong outlook for the company.
• Insider activity has been notable, with significant share sales by the CFO and VP, resulting in a combined decrease of over 50% in their share ownership in recent transactions.

XML Financial LLC acquired a new position in shares of Amphenol Corporation (NYSE:APH - Free Report) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 4,398 shares of the electronics maker's stock, valued at approximately $434,000.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Motive Wealth Advisors bought a new stake in shares of Amphenol during the 2nd quarter worth approximately $215,000. LeConte Wealth Management LLC bought a new stake in Amphenol during the second quarter worth $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 acquiring an additional 3,964 shares during the last quarter. City Center Advisors LLC bought a new position in shares of Amphenol in the 2nd quarter valued at about $482,000. Finally, Cambridge Investment Research Advisors Inc. increased its stake in shares of Amphenol by 46.8% during the 1st quarter. Cambridge Investment Research Advisors Inc. now owns 69,958 shares of the electronics maker's stock worth $4,589,000 after purchasing an additional 22,293 shares during the last quarter. Institutional investors own 97.01% of the company's stock.

Wall Street Analyst Weigh In

APH has been the subject of a number of research analyst reports. JPMorgan Chase & Co. lifted their price target on Amphenol from $120.00 to $125.00 and gave the stock an "overweight" rating in a report on Thursday, July 24th. The Goldman Sachs Group set a $139.00 target price on Amphenol and gave the stock a "buy" rating in a research note on Monday. Robert W. Baird boosted their target price on Amphenol from $118.00 to $127.00 and gave the stock an "outperform" rating in a report on Tuesday, August 19th. Industrial Alliance Securities set a $115.00 price objective on shares of Amphenol in a research report on Friday, July 11th. Finally, Bank of America raised their target price 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. Eight research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average target price of $110.00.

Insider Activity

In other Amphenol news, CFO Craig A. Lampo sold 40,076 shares of the stock in a transaction dated Monday, August 25th. The shares were sold at an average price of $110.56, for a total transaction of $4,430,802.56. Following the sale, the chief financial officer directly owned 39,884 shares in the company, valued at $4,409,575.04. This represents a 50.12% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, VP Lance E. D'amico sold 100,000 shares of the firm's stock in a transaction dated Monday, August 18th. The shares were sold at an average price of $110.60, for a total transaction of $11,060,000.00. Following the completion of the transaction, the vice president directly owned 76,400 shares in the company, valued at approximately $8,449,840. This represents a 56.69% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders sold 665,924 shares of company stock worth $73,369,357. 1.67% of the stock is owned by company insiders.

Amphenol Price Performance

Shares of Amphenol stock opened at $123.78 on Wednesday. The company has a quick ratio of 1.46, a current ratio of 2.02 and a debt-to-equity ratio of 0.61. The stock has a market capitalization of $151.13 billion, a price-to-earnings ratio of 49.31, a price-to-earnings-growth ratio of 1.94 and a beta of 1.15. Amphenol Corporation has a twelve month low of $56.45 and a twelve month high of $126.06. The company has a 50-day simple moving average of $112.70 and a two-hundred day simple moving average of $93.11.

Amphenol (NYSE:APH - Get Free Report) last announced its earnings results on Wednesday, July 23rd. The electronics maker reported $0.81 EPS for the quarter, topping the consensus estimate of $0.66 by $0.15. The company had revenue of $5.65 billion for the quarter, compared to analysts' expectations 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% on a year-over-year basis. During the same period last year, the firm earned $0.44 earnings per share. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. Analysts forecast that Amphenol Corporation will post 2.36 EPS for the current year.

Amphenol Dividend Announcement

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 given a $0.165 dividend. The ex-dividend date is 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%.

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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