What is Seaport Res Ptn's Forecast for Amphenol Q3 Earnings?

Amphenol Corporation (NYSE:APH - Free Report) - Stock analysts at Seaport Res Ptn upped their Q3 2025 earnings estimates for shares of Amphenol in a note issued to investors on Monday, July 21st. Seaport Res Ptn analyst S. Graham now anticipates that the electronics maker will post earnings of $0.68 per share for the quarter, up from their prior forecast of $0.65. The consensus estimate for Amphenol's current full-year earnings is $2.36 per share. Seaport Res Ptn also issued estimates for Amphenol's Q4 2025 earnings at $0.69 EPS, FY2025 earnings at $2.66 EPS, Q1 2026 earnings at $0.70 EPS, Q2 2026 earnings at $0.71 EPS, Q3 2026 earnings at $0.78 EPS, Q4 2026 earnings at $0.80 EPS and FY2026 earnings at $3.00 EPS.

A number of other analysts also recently commented on the stock. Industrial Alliance Securities set a $115.00 target price on shares of Amphenol in a report on Friday, July 11th. The Goldman Sachs Group restated a "buy" rating on shares of Amphenol in a report on Friday, July 11th. Citigroup boosted their price target on shares of Amphenol from $115.00 to $125.00 and gave the company a "buy" rating in a report on Thursday. US Capital Advisors set a $85.00 price target on shares of Amphenol in a report on Thursday, April 24th. Finally, JPMorgan Chase & Co. boosted their price target on shares of Amphenol from $120.00 to $125.00 and gave the company an "overweight" rating in a report on Thursday. Four research analysts have rated the stock with a hold rating and nine have assigned a buy rating to the company's stock. According to MarketBeat, Amphenol presently has an average rating of "Moderate Buy" and a consensus price target of $102.23.

Amphenol Price Performance

Shares of NYSE APH traded up $0.50 during midday trading on Wednesday, reaching $104.96. The company's stock had a trading volume of 7,303,018 shares, compared to its average volume of 8,704,418. The company has a current ratio of 2.02, a quick ratio of 1.36 and a debt-to-equity ratio of 0.61. The company has a 50 day moving average price of $95.00 and a 200 day moving average price of $78.41. Amphenol has a one year low of $54.77 and a one year high of $108.85. The company has a market cap of $126.96 billion, a price-to-earnings ratio of 41.82, a price-to-earnings-growth ratio of 2.05 and a beta of 1.13.

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 business had revenue of $5.65 billion for the quarter, compared to the consensus estimate of $5.01 billion. During the same period in the previous year, the firm earned $0.44 EPS. The business's revenue for the quarter was up 56.5% on a year-over-year basis.

Amphenol Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, July 9th. Shareholders of record on Tuesday, June 17th were paid a $0.165 dividend. The ex-dividend date of this dividend was Tuesday, June 17th. This represents a $0.66 annualized dividend and a yield of 0.63%. Amphenol's dividend payout ratio is presently 26.29%.

Insider Buying and Selling at Amphenol

In other Amphenol news, insider Luc Walter sold 286,000 shares of the business's stock in a transaction that occurred on Tuesday, June 3rd. The shares were sold at an average price of $91.43, for a total value of $26,148,980.00. Following the completion of the sale, the insider directly owned 451,790 shares of the company's stock, valued at $41,307,159.70. The trade was a 38.76% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, VP David M. Silverman sold 100,000 shares of the business's stock in a transaction that occurred on Friday, May 30th. The stock was sold at an average price of $89.09, for a total transaction of $8,909,000.00. Following the completion of the sale, the vice president directly owned 12,500 shares of the company's stock, valued at $1,113,625. This represents a 88.89% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 799,500 shares of company stock valued at $70,053,885. 1.67% of the stock is currently owned by insiders.

Institutional Trading of Amphenol

Several large investors have recently added to or reduced their stakes in APH. Brighton Jones LLC grew its position in Amphenol by 114.0% in the fourth quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker's stock worth $1,224,000 after acquiring an additional 9,390 shares in the last quarter. Revolve Wealth Partners LLC boosted its holdings in shares of Amphenol by 87.9% during the 4th quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker's stock worth $701,000 after buying an additional 4,721 shares during the period. LPL Financial LLC boosted its holdings in shares of Amphenol by 16.7% during the 4th quarter. LPL Financial LLC now owns 681,720 shares of the electronics maker's stock worth $47,345,000 after buying an additional 97,545 shares during the period. Prudential Financial Inc. boosted its holdings in shares of Amphenol by 2.6% during the 4th quarter. Prudential Financial Inc. now owns 1,321,938 shares of the electronics maker's stock worth $91,809,000 after buying an additional 33,220 shares during the period. Finally, EntryPoint Capital LLC bought a new stake in shares of Amphenol during the 4th quarter worth $287,000. 97.01% of the stock is owned by institutional investors.

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.