Park Capital Management LLC WI Has $1.19 Million Stake in Amphenol Corporation $APH

Park Capital Management LLC WI raised its position in Amphenol Corporation (NYSE:APH) by 64.9% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 9,646 shares of the electronics maker’s stock after acquiring an additional 3,797 shares during the quarter. Amphenol makes up about 1.0% of Park Capital Management LLC WI’s investment portfolio, making the stock its 16th largest holding. Park Capital Management LLC WI’s holdings in Amphenol were worth $1,194,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of the company. Brighton Jones LLC lifted its stake in Amphenol by 114.0% in the 4th quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock valued at $1,224,000 after purchasing an additional 9,390 shares during the last quarter. Revolve Wealth Partners LLC increased its position in Amphenol by 87.9% during the fourth 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 last quarter. Bison Wealth LLC raised its stake in Amphenol by 8.3% in the fourth quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock valued at $559,000 after buying an additional 618 shares during the period. FORA Capital LLC acquired a new stake in shares of Amphenol in the first quarter valued at approximately $906,000. Finally, Ieq Capital LLC boosted its stake in shares of Amphenol by 85.7% during the 1st quarter. Ieq Capital LLC now owns 206,425 shares of the electronics maker’s stock worth $13,539,000 after acquiring an additional 95,283 shares during the period. Institutional investors own 97.01% of the company’s stock.

Insider Activity

In other news, VP Lance E. D’amico sold 120,000 shares of the stock in a transaction on Wednesday, October 29th. The stock was sold at an average price of $140.01, for a total transaction of $16,801,200.00. Following the sale, the vice president directly owned 76,400 shares of the company’s stock, valued at approximately $10,696,764. This represents a 61.10% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, VP David M. Silverman sold 120,000 shares of the business’s stock in a transaction dated 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 transaction, the vice president directly owned 12,500 shares of the company’s stock, valued at approximately $1,764,625. This trade represents a 90.57% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 1,063,194 shares of company stock worth $148,244,445. 1.67% of the stock is currently owned by insiders.

Amphenol Trading Up 1.0%

APH stock opened at $138.45 on Friday. Amphenol Corporation has a 52 week low of $56.45 and a 52 week high of $144.37. The company has a market capitalization of $169.46 billion, a PE ratio of 46.15, a price-to-earnings-growth ratio of 1.08 and a beta of 1.19. The company’s 50-day simple moving average is $136.01 and its 200 day simple moving average is $118.32. The company has a debt-to-equity ratio of 0.57, a quick ratio of 1.52 and a current ratio of 2.07.

Amphenol (NYSE:APH) last posted its quarterly earnings data on Wednesday, October 22nd. The electronics maker reported $0.93 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.79 by $0.14. Amphenol had a net margin of 18.22% and a return on equity of 33.46%. The firm had revenue of $6.19 billion during the quarter, compared to the consensus estimate of $5.54 billion. During the same quarter in the previous year, the firm posted $0.50 EPS. The business’s revenue for the quarter was up 53.4% compared to the same quarter last year. Amphenol has set its FY 2025 guidance at 3.260-3.280 EPS and its Q4 2025 guidance at 0.890-0.910 EPS. As a group, sell-side analysts anticipate that Amphenol Corporation will post 2.36 earnings per share for the current 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 given 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 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend is Tuesday, December 16th. Amphenol’s dividend payout ratio (DPR) is currently 33.33%.

Analysts Set New Price Targets

APH has been the topic of a number of research analyst reports. UBS Group set a $152.00 price target on Amphenol and gave the company a “buy” rating in a research note on Thursday, October 23rd. Robert W. Baird set a $139.00 price objective on shares of Amphenol and gave the company an “outperform” rating in a report on Friday, October 10th. Wall Street Zen cut shares of Amphenol from a “strong-buy” rating to a “buy” rating in a research note on Sunday, November 2nd. Evercore ISI lifted their target price on shares of Amphenol from $120.00 to $150.00 and gave the stock an “outperform” rating in a report on Tuesday, October 7th. Finally, Citigroup increased their price target on shares of Amphenol from $145.00 to $160.00 and gave the company a “buy” rating in a report on Thursday, October 23rd. Ten research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Amphenol currently has a consensus rating of “Moderate Buy” and a consensus target price of $134.08.

About Amphenol

Amphenol Corporation (NYSE: APH) is a leading global manufacturer of electronic and fiber optic connectors, interconnect systems, and related components. The company designs, engineers and produces a broad range of products including electrical connectors, cable assemblies, fiber optic solutions, sensors, antennas and electromechanical devices used to transfer power, signal and data across complex systems. Its product portfolio spans ruggedized connectors for harsh environments to high-speed solutions for data centers and telecommunications networks.

Amphenol serves a diverse set of end markets, including automotive, broadband and telecom, data communications, mobile devices, industrial, energy, and military/aerospace.