Amphenol Corporation $APH Shares Purchased by CVA Family Office LLC

CVA Family Office LLC grew its holdings in shares of Amphenol Corporation (NYSE:APH) by 15.4% in the second quarter, according to its most recent filing with the SEC. The firm owned 2,714 shares of the electronics maker’s stock after acquiring an additional 362 shares during the quarter. CVA Family Office LLC’s holdings in Amphenol were worth $268,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of APH. Focus Partners Advisor Solutions LLC lifted its holdings in Amphenol by 21.2% in the second quarter. Focus Partners Advisor Solutions LLC now owns 18,358 shares of the electronics maker’s stock worth $1,812,000 after purchasing an additional 3,217 shares during the period. Sage Mountain Advisors LLC raised its position in shares of Amphenol by 10.7% during the 2nd quarter. Sage Mountain Advisors LLC now owns 12,235 shares of the electronics maker’s stock worth $1,208,000 after buying an additional 1,185 shares in the last quarter. Sumitomo Mitsui Trust Group Inc. lifted its stake in shares of Amphenol by 4.2% in the 2nd quarter. Sumitomo Mitsui Trust Group Inc. now owns 5,131,227 shares of the electronics maker’s stock worth $506,709,000 after acquiring an additional 209,025 shares during the period. R Squared Ltd bought a new position in shares of Amphenol in the second quarter valued at approximately $1,307,000. Finally, Warburton Capital Management LLC acquired a new position in shares of Amphenol during the second quarter valued at approximately $252,000. 97.01% of the stock is owned by institutional investors and hedge funds.

Amphenol Trading Down 1.1%

NYSE:APH opened at $133.80 on Friday. The stock has a fifty day simple moving average of $119.39 and a 200 day simple moving average of $100.73. The company has a quick ratio of 1.46, a current ratio of 2.07 and a debt-to-equity ratio of 0.57. The firm has a market capitalization of $163.35 billion, a price-to-earnings ratio of 44.60, a price-to-earnings-growth ratio of 1.61 and a beta of 1.17. Amphenol Corporation has a 1-year low of $56.45 and a 1-year high of $137.65.

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

Amphenol Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, January 7th. Shareholders of record on Tuesday, December 16th will be given a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a yield of 0.7%. The ex-dividend date is Tuesday, December 16th. This is a positive change from Amphenol’s previous quarterly dividend of $0.17. Amphenol’s dividend payout ratio is presently 22.00%.

Analysts Set New Price Targets

APH has been the subject of a number of research analyst reports. Bank of America upgraded Amphenol from a “neutral” rating to a “buy” rating and upped their target price for the stock from $120.00 to $150.00 in a research report on Wednesday, October 15th. Robert W. Baird set a $139.00 price objective on Amphenol and gave the company an “outperform” rating in a report on Friday, October 10th. Evercore ISI lifted their target price on Amphenol from $120.00 to $150.00 and gave the stock an “outperform” rating in a report on Tuesday, October 7th. UBS Group set a $152.00 price target on shares of Amphenol and gave the company a “buy” rating in a report on Thursday. Finally, Barclays started coverage on shares of Amphenol in a research report on Wednesday, October 8th. They set an “equal weight” rating and a $120.00 price objective for the company. Ten research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, Amphenol presently has a consensus rating of “Moderate Buy” and an average target price of $129.77.

Insider Activity

In other news, VP Lance E. D’amico sold 100,000 shares of the stock in a transaction on Monday, August 18th. The stock was sold at an average price of $110.60, for a total value of $11,060,000.00. Following the completion of the sale, the vice president owned 76,400 shares in the company, valued at $8,449,840. This represents a 56.69% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, VP David M. Silverman sold 100,000 shares of Amphenol stock in a transaction on 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 transaction, the vice president owned 12,500 shares in the company, valued at $1,380,250. This represents a 88.89% decrease in their position. The disclosure for this sale can be found here. Insiders sold 665,924 shares of company stock valued at $73,369,357 in the last 90 days. Company insiders own 1.67% of the company’s stock.

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.