16,815 Shares in Amphenol Corporation $APH Bought by 111 Capital

111 Capital acquired a new position in Amphenol Corporation (NYSE:APH) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 16,815 shares of the electronics maker’s stock, valued at approximately $1,660,000.

Other institutional investors also recently made changes to their positions in the company. EWA LLC grew its position in Amphenol by 2.3% during the second quarter. EWA LLC now owns 5,200 shares of the electronics maker’s stock worth $514,000 after buying an additional 115 shares during the period. Mather Group LLC. boosted its stake in shares of Amphenol by 0.5% during the 2nd quarter. Mather Group LLC. now owns 22,896 shares of the electronics maker’s stock worth $2,261,000 after acquiring an additional 118 shares in the last quarter. Independent Advisor Alliance grew its holdings in shares of Amphenol by 1.7% in the 1st quarter. Independent Advisor Alliance now owns 7,180 shares of the electronics maker’s stock worth $471,000 after acquiring an additional 122 shares during the period. Traveka Wealth LLC increased its stake in Amphenol by 3.9% in the 2nd quarter. Traveka Wealth LLC now owns 3,277 shares of the electronics maker’s stock valued at $324,000 after purchasing an additional 123 shares in the last quarter. Finally, Forum Financial Management LP raised its holdings in Amphenol by 1.9% during the first quarter. Forum Financial Management LP now owns 6,681 shares of the electronics maker’s stock worth $438,000 after purchasing an additional 126 shares during the last quarter. 97.01% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other news, VP David M. Silverman sold 100,000 shares of Amphenol stock in a transaction that occurred on Monday, August 25th. The shares were sold at an average price of $110.42, for a total transaction of $11,042,000.00. Following the sale, 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 transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CFO Craig A. Lampo sold 40,076 shares of the company’s stock in a transaction on 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 completion of the transaction, the chief financial officer owned 39,884 shares of the company’s stock, valued at $4,409,575.04. This trade represents a 50.12% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 665,924 shares of company stock worth $73,369,357 over the last three months. Insiders own 1.67% of the company’s stock.

Analyst Upgrades and Downgrades

APH has been the topic of several research reports. UBS Group upped their target price on Amphenol from $115.00 to $120.00 and gave the company a “buy” rating in a report on Thursday, July 24th. Truist Financial boosted their price objective on shares of Amphenol from $102.00 to $126.00 and gave the stock a “buy” rating in a research report on Thursday, July 24th. Citigroup restated a “buy” rating and set a $145.00 target price (up from $125.00) on shares of Amphenol in a report on Wednesday, September 24th. Bank of America lifted their target price on shares of Amphenol from $110.00 to $120.00 and gave the stock a “neutral” rating in a research report on Tuesday, August 5th. Finally, Industrial Alliance Securities set a $115.00 price target on shares of Amphenol in a research report on Friday, July 11th. Nine 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, the company has an average rating of “Moderate Buy” and an average price target of $110.00.

Amphenol Stock Performance

Shares of APH stock opened at $122.28 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 firm has a market capitalization of $149.29 billion, a price-to-earnings ratio of 48.72, a price-to-earnings-growth ratio of 1.98 and a beta of 1.17. The company has a 50 day moving average price of $113.91 and a 200 day moving average price of $94.15. Amphenol Corporation has a one year low of $56.45 and a one year high of $126.06.

Amphenol (NYSE:APH) last posted its quarterly earnings results on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.66 by $0.15. The firm 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%.The firm’s quarterly revenue was up 56.5% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.44 earnings per share. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. Sell-side analysts anticipate that Amphenol Corporation will post 2.36 EPS for the current year.

Amphenol Announces Dividend

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