Amphenol Corporation $APH Shares Purchased by PDS Planning Inc

PDS Planning Inc lifted its stake in Amphenol Corporation (NYSE:APH) by 45.5% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 17,146 shares of the electronics maker’s stock after acquiring an additional 5,359 shares during the quarter. PDS Planning Inc’s holdings in Amphenol were worth $1,693,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of APH. T. Rowe Price Investment Management Inc. raised its stake in shares of Amphenol by 196.3% during the first quarter. T. Rowe Price Investment Management Inc. now owns 16,743,239 shares of the electronics maker’s stock valued at $1,098,190,000 after purchasing an additional 11,092,282 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in Amphenol by 639.0% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 8,758,951 shares of the electronics maker’s stock valued at $574,500,000 after purchasing an additional 7,573,750 shares in the last quarter. Nuveen LLC acquired a new stake in Amphenol during the 1st quarter valued at $476,842,000. Wellington Management Group LLP grew its holdings in Amphenol by 73.5% during the 1st quarter. Wellington Management Group LLP now owns 12,168,971 shares of the electronics maker’s stock valued at $798,163,000 after purchasing an additional 5,154,860 shares in the last quarter. Finally, Vanguard Group Inc. boosted its position in Amphenol by 1.9% in the 1st quarter. Vanguard Group Inc. now owns 154,998,780 shares of the electronics maker’s stock valued at $10,166,370,000 after buying an additional 2,870,933 shares during the last quarter. 97.01% of the stock is owned by institutional investors and hedge funds.

Amphenol Stock Performance

Shares of APH opened at $121.64 on Friday. The business’s fifty day moving average price is $115.78 and its 200 day moving average price is $96.09. Amphenol Corporation has a 12-month low of $56.45 and a 12-month high of $127.50. The stock has a market capitalization of $148.51 billion, a PE ratio of 48.46, a price-to-earnings-growth ratio of 2.03 and a beta of 1.17. The company has a debt-to-equity ratio of 0.61, a current ratio of 2.02 and a quick ratio of 1.46.

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

Amphenol Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, October 8th. Investors of record on Tuesday, September 16th were given a dividend of $0.165 per share. This represents a $0.66 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend was Tuesday, September 16th. Amphenol’s dividend payout ratio is currently 26.29%.

Analysts Set New Price Targets

Several research firms recently commented on APH. The Goldman Sachs Group set a $139.00 price target on Amphenol and gave the stock a “buy” rating in a research note on Monday, September 29th. Evercore ISI lifted their price objective on Amphenol from $120.00 to $150.00 and gave the stock an “outperform” rating in a report on Tuesday. KGI Securities assumed coverage on Amphenol in a report on Thursday, June 26th. They set a “hold” rating on the stock. Industrial Alliance Securities set a $115.00 price target on shares of Amphenol in a research report on Friday, July 11th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a research report on Wednesday. Nine analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Amphenol presently has a consensus rating of “Moderate Buy” and an average price target of $114.43.

Insider Buying and Selling

In other Amphenol news, insider William J. Doherty sold 113,000 shares of Amphenol stock in a transaction that occurred on Friday, August 8th. The stock was sold at an average price of $108.89, for a total value of $12,304,570.00. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, VP Lance E. D’amico sold 100,000 shares of the firm’s stock in a transaction that occurred 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 directly owned 76,400 shares in the company, valued at approximately $8,449,840. This trade represents a 56.69% decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 665,924 shares of company stock valued at $73,369,357. 1.67% of the stock is currently owned by insiders.

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.