Mascoma Wealth Management LLC Cuts Stock Holdings in Amphenol Corporation $APH

Mascoma Wealth Management LLC trimmed its position in shares of Amphenol Corporation (NYSE:APH) by 38.5% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 480 shares of the electronics maker’s stock after selling 300 shares during the quarter. Mascoma Wealth Management LLC’s holdings in Amphenol were worth $47,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in the company. Simplicity Wealth LLC increased its holdings in shares of Amphenol by 64.0% during the 2nd quarter. Simplicity Wealth LLC now owns 23,068 shares of the electronics maker’s stock valued at $2,278,000 after purchasing an additional 9,004 shares in the last quarter. Brown Miller Wealth Management LLC increased its holdings in Amphenol by 11.3% in the 2nd quarter. Brown Miller Wealth Management LLC now owns 4,111 shares of the electronics maker’s stock worth $406,000 after acquiring an additional 418 shares in the last quarter. Wealthcare Advisory Partners LLC purchased a new stake in Amphenol in the 2nd quarter worth $289,000. Accel Wealth Management purchased a new stake in Amphenol in the 2nd quarter worth $231,000. Finally, Penobscot Investment Management Company Inc. increased its holdings in Amphenol by 1.9% in the 2nd quarter. Penobscot Investment Management Company Inc. now owns 166,341 shares of the electronics maker’s stock worth $16,426,000 after acquiring an additional 3,099 shares in the last quarter. 97.01% of the stock is owned by hedge funds and other institutional investors.

Amphenol Price Performance

Amphenol stock opened at $122.28 on Friday. Amphenol Corporation has a 52-week low of $56.45 and a 52-week high of $126.06. The firm has a market capitalization of $149.29 billion, a price-to-earnings ratio of 48.72, a PEG ratio of 1.96 and a beta of 1.17. The company has a fifty day simple moving average of $113.91 and a 200-day simple moving average of $94.33. 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 announced its quarterly earnings results on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share for the quarter, beating the consensus estimate of $0.66 by $0.15. The firm 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 company’s revenue was up 56.5% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.44 EPS. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. On average, equities analysts anticipate that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, October 8th. Stockholders of record on Tuesday, September 16th will be given a dividend of $0.165 per share. 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 payout ratio is presently 26.29%.

Wall Street Analysts Forecast Growth

Several brokerages recently commented on APH. Evercore ISI boosted their price target on shares of Amphenol from $105.00 to $110.00 and gave the stock an “outperform” rating in a report on Friday, July 18th. KGI Securities began coverage on shares of Amphenol in a report on Thursday, June 26th. They issued a “hold” rating for the company. JPMorgan Chase & Co. boosted their price target on shares of Amphenol from $120.00 to $125.00 and gave the stock an “overweight” rating in a report on Thursday, July 24th. Wall Street Zen lowered shares of Amphenol from a “strong-buy” rating to a “buy” rating in a report on Sunday, August 10th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amphenol in a report on Saturday, September 27th. Nine research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $110.00.

Insider Activity

In other Amphenol news, insider William J. Doherty sold 113,000 shares of the company’s stock in a transaction dated Friday, August 8th. The shares were sold at an average price of $108.89, for a total value of $12,304,570.00. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, VP Lance E. D’amico sold 100,000 shares of the company’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 $8,449,840. The trade was a 56.69% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders sold 665,924 shares of company stock worth $73,369,357. 1.67% of the stock is owned by insiders.

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.