Amphenol Corporation $APH Shares Acquired by Schroder Investment Management Group

Schroder Investment Management Group boosted its holdings in Amphenol Corporation (NYSE:APH) by 16.5% in the second quarter, HoldingsChannel.com reports. The firm owned 1,297,249 shares of the electronics maker’s stock after acquiring an additional 183,641 shares during the period. Schroder Investment Management Group’s holdings in Amphenol were worth $128,103,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently modified their holdings of the business. Colonial Trust Advisors boosted its holdings in shares of Amphenol by 284.4% in the 2nd quarter. Colonial Trust Advisors now owns 8,380 shares of the electronics maker’s stock valued at $828,000 after buying an additional 6,200 shares during the period. Norges Bank acquired a new position in Amphenol in the second quarter valued at approximately $2,104,244,000. Scotia Capital Inc. boosted its stake in Amphenol by 51.3% in the second quarter. Scotia Capital Inc. now owns 18,908 shares of the electronics maker’s stock valued at $1,867,000 after acquiring an additional 6,415 shares during the period. State Board of Administration of Florida Retirement System raised its position in shares of Amphenol by 1.5% during the 2nd quarter. State Board of Administration of Florida Retirement System now owns 1,212,268 shares of the electronics maker’s stock worth $119,711,000 after purchasing an additional 17,620 shares during the period. Finally, Harfst & Associates Inc. lifted its holdings in shares of Amphenol by 46.0% in the 2nd quarter. Harfst & Associates Inc. now owns 22,976 shares of the electronics maker’s stock worth $2,269,000 after purchasing an additional 7,242 shares during the last quarter. 97.01% of the stock is owned by institutional investors and hedge funds.

Amphenol Stock Performance

Shares of Amphenol stock opened at $140.47 on Friday. Amphenol Corporation has a 12 month low of $56.45 and a 12 month high of $144.37. The company has a quick ratio of 1.52, a current ratio of 2.07 and a debt-to-equity ratio of 0.57. The stock has a market cap of $171.94 billion, a PE ratio of 46.82, a price-to-earnings-growth ratio of 1.58 and a beta of 1.20. The business has a fifty day simple moving average of $131.42 and a 200-day simple moving average of $112.18.

Amphenol (NYSE:APH) last posted its quarterly earnings results on Wednesday, October 22nd. The electronics maker reported $0.93 earnings per share for the quarter, beating the consensus estimate of $0.79 by $0.14. Amphenol had a return on equity of 33.46% and a net margin of 18.22%.The firm had revenue of $6.19 billion for the quarter, compared to analyst estimates of $5.54 billion. During the same period in the previous year, the firm earned $0.50 earnings per share. Amphenol’s quarterly revenue was up 53.4% on a year-over-year basis. Amphenol has set its FY 2025 guidance at 3.260-3.280 EPS. Q4 2025 guidance at 0.890-0.910 EPS. On average, sell-side analysts anticipate that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, January 7th. Investors of record on Tuesday, December 16th will be issued a dividend of $0.25 per share. This is an increase from Amphenol’s previous quarterly dividend of $0.17. This represents a $1.00 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Tuesday, December 16th. Amphenol’s dividend payout ratio is 33.33%.

Insider Activity

In other Amphenol news, VP David M. Silverman sold 120,000 shares of the stock in a transaction that occurred on Monday, November 3rd. The shares were sold at an average price of $141.17, for a total value of $16,940,400.00. Following the completion of the sale, the vice president owned 12,500 shares in the company, valued at $1,764,625. This represents a 90.57% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Luc Walter sold 365,118 shares of Amphenol stock in a transaction on Friday, October 24th. The shares were sold at an average price of $134.65, for a total transaction of $49,163,138.70. Following the sale, the insider directly owned 433,742 shares of the company’s stock, valued at $58,403,360.30. This trade represents a 45.70% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 983,194 shares of company stock valued at $136,884,445 in the last three months. 1.67% of the stock is currently owned by insiders.

Analyst Ratings Changes

A number of research analysts recently commented on APH shares. Barclays upped their price objective on Amphenol from $120.00 to $143.00 and gave the stock an “equal weight” rating in a research note on Thursday, November 13th. Robert W. Baird set a $139.00 price objective on shares of Amphenol and gave the stock an “outperform” rating in a report on Friday, October 10th. Bank of America upgraded shares of Amphenol from a “neutral” rating to a “buy” rating and lifted their price objective for the company from $120.00 to $150.00 in a research report on Wednesday, October 15th. Truist Financial upped their target price on shares of Amphenol from $126.00 to $147.00 and gave the stock a “buy” rating in a research report on Thursday, October 23rd. Finally, Wall Street Zen cut Amphenol from a “strong-buy” rating to a “buy” rating in a report on Sunday, November 2nd. Ten equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $131.54.

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.