Campbell Newman Asset Management Inc. Acquires 178,445 Shares of Amphenol Corporation $APH

Campbell Newman Asset Management Inc. increased its stake in Amphenol Corporation (NYSE:APH) by 65.8% in the second quarter, Holdings Channel reports. The firm owned 449,521 shares of the electronics maker’s stock after purchasing an additional 178,445 shares during the period. Amphenol comprises 3.5% of Campbell Newman Asset Management Inc.’s holdings, making the stock its 5th largest position. Campbell Newman Asset Management Inc.’s holdings in Amphenol were worth $44,390,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently bought and sold shares of APH. Hughes Financial Services LLC purchased a new stake in Amphenol during the 1st quarter valued at about $25,000. Opal Wealth Advisors LLC acquired a new stake in shares of Amphenol during the second quarter worth about $25,000. Avalon Trust Co boosted its position in Amphenol by 133.3% in the first quarter. Avalon Trust Co now owns 406 shares of the electronics maker’s stock valued at $27,000 after buying an additional 232 shares during the last quarter. N.E.W. Advisory Services LLC acquired a new position in Amphenol in the 1st quarter worth approximately $28,000. Finally, Saudi Central Bank acquired a new position in Amphenol in the 1st quarter worth approximately $31,000. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Analyst Ratings Changes

APH has been the topic of a number of research reports. The Goldman Sachs Group set a $139.00 price objective on shares of Amphenol and gave the stock a “buy” rating in a research note on Monday. UBS Group boosted their price objective on Amphenol from $115.00 to $120.00 and gave the company a “buy” rating in a report on Thursday, July 24th. KGI Securities started coverage on Amphenol in a report on Thursday, June 26th. They set a “hold” rating on the stock. Industrial Alliance Securities set a $115.00 price target on Amphenol in a report on Friday, July 11th. Finally, Robert W. Baird raised their price objective on shares of Amphenol from $118.00 to $127.00 and gave the stock an “outperform” rating in a research note on Tuesday, August 19th. Eight investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Amphenol has an average rating of “Moderate Buy” and a consensus target price of $110.00.

Amphenol Trading Down 1.5%

Shares of APH opened at $120.82 on Tuesday. Amphenol Corporation has a 52-week low of $56.45 and a 52-week high of $126.06. The stock has a market cap of $147.51 billion, a PE ratio of 48.14, a price-to-earnings-growth ratio of 1.96 and a beta of 1.15. The firm’s fifty day moving average is $112.27 and its two-hundred day moving average is $92.90. The company has a quick ratio of 1.46, a current ratio of 2.02 and a debt-to-equity ratio of 0.61.

Amphenol (NYSE:APH) last posted its quarterly earnings results on Wednesday, July 23rd. The electronics maker reported $0.81 EPS for the quarter, beating the consensus estimate of $0.66 by $0.15. Amphenol had a return on equity of 30.58% and a net margin of 16.90%.The firm had revenue of $5.65 billion during the quarter, compared to analysts’ expectations of $5.01 billion. During the same quarter last year, the firm earned $0.44 earnings per share. The business’s revenue for the quarter was up 56.5% on a year-over-year basis. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. Research analysts forecast that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, October 8th. Shareholders of record on Tuesday, September 16th will be paid a dividend of $0.165 per share. This represents a $0.66 annualized dividend and a yield of 0.5%. The ex-dividend date of this dividend is Tuesday, September 16th. Amphenol’s dividend payout ratio (DPR) is 26.29%.

Insider Activity at Amphenol

In related news, VP Lance E. D’amico sold 100,000 shares of the business’s stock in a transaction on Monday, August 18th. The stock was sold at an average price of $110.60, for a total value of $11,060,000.00. Following the sale, the vice president owned 76,400 shares in the company, valued at approximately $8,449,840. The trade was a 56.69% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Craig A. Lampo sold 40,076 shares of Amphenol stock in a transaction dated Monday, August 25th. The shares were sold at an average price of $110.56, for a total value of $4,430,802.56. Following the completion of the transaction, the chief financial officer directly owned 39,884 shares of the company’s stock, valued at approximately $4,409,575.04. This represents a 50.12% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 665,924 shares of company stock valued at $73,369,357 in the last ninety days. Insiders own 1.67% of the company’s stock.

Amphenol 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.