Tred Avon Family Wealth LLC Acquires Shares of 4,778 Amphenol Corporation $APH

Tred Avon Family Wealth LLC acquired a new position in shares of Amphenol Corporation (NYSE:APH) in the third quarter, according to its most recent disclosure with the SEC. The firm acquired 4,778 shares of the electronics maker’s stock, valued at approximately $591,000.

Other institutional investors have also modified their holdings of the company. Norges Bank acquired a new position in Amphenol in the 2nd quarter valued at $2,104,244,000. Holocene Advisors LP boosted its holdings in shares of Amphenol by 201.2% in the second quarter. Holocene Advisors LP now owns 3,867,434 shares of the electronics maker’s stock valued at $381,909,000 after acquiring an additional 2,583,628 shares in the last quarter. Stonehage Fleming Financial Services Holdings Ltd acquired a new position in shares of Amphenol during the second quarter worth about $225,757,000. Geode Capital Management LLC raised its holdings in Amphenol by 8.4% during the second quarter. Geode Capital Management LLC now owns 28,513,760 shares of the electronics maker’s stock worth $2,804,338,000 after purchasing an additional 2,217,079 shares in the last quarter. Finally, 1832 Asset Management L.P. lifted its position in Amphenol by 8,384.3% in the second quarter. 1832 Asset Management L.P. now owns 1,802,819 shares of the electronics maker’s stock valued at $178,028,000 after purchasing an additional 1,781,570 shares during the period. Institutional investors and hedge funds own 97.01% of the company’s stock.

Amphenol Stock Performance

Shares of NYSE APH opened at $154.57 on Monday. The company has a 50-day simple moving average of $138.10 and a 200-day simple moving average of $123.91. The company has a debt-to-equity ratio of 0.57, a current ratio of 2.07 and a quick ratio of 1.52. The company has a market cap of $189.20 billion, a PE ratio of 51.52, a price-to-earnings-growth ratio of 0.99 and a beta of 1.21. Amphenol Corporation has a 12 month low of $56.45 and a 12 month high of $156.28.

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

Amphenol Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, January 7th. Shareholders of record on Tuesday, December 16th were paid a dividend of $0.25 per share. This is a boost from Amphenol’s previous quarterly dividend of $0.17. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date was Tuesday, December 16th. Amphenol’s payout ratio is presently 33.33%.

Key Amphenol News

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Analysts and screens suggest Amphenol is likely to beat upcoming earnings again — the company has a strong surprise history and the key inputs (revenue momentum, pricing/volume leverage) line up for another upside to estimates. Why Amphenol (APH) is Poised to Beat Earnings Estimates Again
• Positive Sentiment: Multiple pieces point to Amphenol as a top long?term growth stock on strong seculars (data centers, telecom, industrial), supported by Zacks style scores and recurring revenue mix. Why Amphenol (APH) is a Top Growth Stock for the Long-Term
• Positive Sentiment: Market commentary ties the recent rally to surging AI/data?center spending — Amphenol’s fiber?optic connectors and cables are seeing accelerated demand, helping push the stock to a 52?week high. Amphenol Corporation (APH) Surged Following the Demand Uptick
• Positive Sentiment: Coverage comparing data?center infrastructure names favors Amphenol for upside given its IT datacom growth and investments (e.g., liquid?cooling components), highlighting relative upside vs. peers. VRT vs. APH: Which Data-Center Infrastructure Stock Is the Better Buy?
• Neutral Sentiment: Company announced details of an open offer for ADC India Communications Limited — a corporate-action update that may affect regional exposure but is not clearly material to near?term U.S. EPS guidance. Amphenol Announces Details of Open Offer for ADC India Communications Limited
• Neutral Sentiment: Several commentary pieces (MSN, InsiderMonkey, IBD) recap the same themes — AI/data?center demand and strong sales — amplifying market attention but adding limited new fundamental information. Data Center Play Spikes To Highs After 95% Annual Surge Amid AI Boom

Analysts Set New Price Targets

APH has been the topic of several recent analyst reports. JPMorgan Chase & Co. boosted their target price on Amphenol from $145.00 to $160.00 and gave the stock an “overweight” rating in a research report on Thursday, October 23rd. Citigroup reiterated a “buy” rating and issued a $175.00 price target (up previously from $160.00) on shares of Amphenol in a report on Monday, January 12th. US Capital Advisors set a $165.00 price objective on shares of Amphenol in a report on Friday, January 9th. Wall Street Zen lowered shares of Amphenol from a “strong-buy” rating to a “buy” rating in a research report on Sunday, November 2nd. Finally, Fox Advisors reaffirmed an “outperform” rating on shares of Amphenol in a report on Friday, January 9th. Eleven analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat.com, Amphenol has an average rating of “Moderate Buy” and a consensus target price of $146.46.

Insiders Place Their Bets

In other Amphenol news, insider William J. Doherty sold 80,000 shares of the stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $142.00, for a total value of $11,360,000.00. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Craig A. Lampo sold 40,076 shares of the business’s stock in a transaction on Tuesday, November 11th. The stock was sold at an average price of $143.50, for a total transaction of $5,750,906.00. Following the transaction, the chief financial officer directly owned 39,884 shares in the company, valued at approximately $5,723,354. The trade was a 50.12% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 1,063,194 shares of company stock valued at $148,244,445. Company insiders own 1.67% of the company’s stock.

Amphenol Company Profile

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.