Alyeska Investment Group L.P. Invests $396,000 in Amphenol Corporation $APH

Alyeska Investment Group L.P. bought a new position in shares of Amphenol Corporation (NYSE:APH) during the first quarter, HoldingsChannel reports. The institutional investor bought 6,040 shares of the electronics maker’s stock, valued at approximately $396,000.

Other institutional investors have also modified their holdings of the company. Ancora Advisors LLC increased its holdings in Amphenol by 28.5% during the first quarter. Ancora Advisors LLC now owns 1,605 shares of the electronics maker’s stock valued at $105,000 after buying an additional 356 shares during the period. Aprio Wealth Management LLC increased its holdings in Amphenol by 5.7% during the first quarter. Aprio Wealth Management LLC now owns 6,241 shares of the electronics maker’s stock valued at $409,000 after buying an additional 339 shares during the period. 11 Capital Partners LP increased its holdings in Amphenol by 37.8% during the first quarter. 11 Capital Partners LP now owns 283,817 shares of the electronics maker’s stock valued at $18,616,000 after buying an additional 77,824 shares during the period. Adage Capital Partners GP L.L.C. increased its holdings in Amphenol by 8.2% during the first quarter. Adage Capital Partners GP L.L.C. now owns 1,372,820 shares of the electronics maker’s stock valued at $90,043,000 after buying an additional 103,900 shares during the period. Finally, Alkeon Capital Management LLC increased its holdings in Amphenol by 6.3% during the first quarter. Alkeon Capital Management LLC now owns 2,550,953 shares of the electronics maker’s stock valued at $167,317,000 after buying an additional 150,953 shares during the period. 97.01% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other news, VP Lance E. D’amico sold 100,000 shares of the firm’s stock in a transaction dated Monday, August 18th. The stock was sold at an average price of $110.60, for a total transaction of $11,060,000.00. Following the sale, the vice president directly owned 76,400 shares in the company, valued at $8,449,840. This trade represents a 56.69% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, VP David M. Silverman sold 100,000 shares of the firm’s stock in a transaction dated Monday, August 25th. The shares were sold at an average price of $110.42, for a total value 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 disclosure for this sale can be found here. Insiders have sold a total of 665,924 shares of company stock worth $73,369,357 in the last ninety days. Corporate insiders own 1.67% of the company’s stock.

Amphenol Price Performance

NYSE APH opened at $110.51 on Friday. Amphenol Corporation has a 12-month low of $56.45 and a 12-month high of $113.69. The firm’s fifty day simple moving average is $105.61 and its two-hundred day simple moving average is $86.47. The company has a current ratio of 2.02, a quick ratio of 1.46 and a debt-to-equity ratio of 0.61. The firm has a market capitalization of $134.93 billion, a P/E ratio of 44.03, a P/E/G ratio of 1.77 and a beta of 1.15.

Amphenol (NYSE:APH) last posted its quarterly earnings data on Wednesday, July 23rd. The electronics maker reported $0.81 EPS for the quarter, topping the consensus estimate of $0.66 by $0.15. Amphenol had a net margin of 16.90% and a return on equity of 30.58%. The business had revenue of $5.65 billion during the quarter, compared to the consensus estimate of $5.01 billion. During the same period in the previous year, the firm posted $0.44 earnings per share. The business’s revenue for the quarter was up 56.5% compared to the same quarter last year. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. Analysts forecast that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, October 8th. Investors of record on Tuesday, September 16th will be paid a $0.165 dividend. This represents a $0.66 annualized dividend and a dividend yield of 0.6%. The ex-dividend date is Tuesday, September 16th. Amphenol’s payout ratio is currently 26.29%.

Analyst Upgrades and Downgrades

APH has been the topic of several research reports. Bank of America lifted their price objective on shares of Amphenol from $110.00 to $120.00 and gave the company a “neutral” rating in a report on Tuesday, August 5th. Wall Street Zen lowered shares of Amphenol from a “strong-buy” rating to a “buy” rating in a research note on Sunday, August 10th. JPMorgan Chase & Co. boosted their price objective on shares of Amphenol from $120.00 to $125.00 and gave the stock an “overweight” rating in a research note on Thursday, July 24th. KGI Securities started coverage on shares of Amphenol in a report on Thursday, June 26th. They issued a “hold” rating on the stock. Finally, The Goldman Sachs Group reaffirmed a “buy” rating on shares of Amphenol in a report on Friday, July 11th. Eight analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $105.62.

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.