Blue Trust Inc. Purchases 1,019 Shares of Amphenol Corporation $APH

Blue Trust Inc. increased its position in Amphenol Corporation (NYSE:APH) by 8.7% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 12,724 shares of the electronics maker’s stock after acquiring an additional 1,019 shares during the quarter. Blue Trust Inc.’s holdings in Amphenol were worth $1,257,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in APH. T. Rowe Price Investment Management Inc. raised its stake in 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 worth $1,098,190,000 after buying an additional 11,092,282 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its position in shares of 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 position in Amphenol in the first quarter valued at approximately $476,842,000. Wellington Management Group LLP grew its holdings in Amphenol by 73.5% in the first quarter. Wellington Management Group LLP now owns 12,168,971 shares of the electronics maker’s stock worth $798,163,000 after purchasing an additional 5,154,860 shares during the period. Finally, Vanguard Group Inc. grew its holdings in Amphenol by 1.9% in the first quarter. Vanguard Group Inc. now owns 154,998,780 shares of the electronics maker’s stock worth $10,166,370,000 after purchasing an additional 2,870,933 shares during the period. 97.01% of the stock is currently owned by institutional investors.

Amphenol Stock Down 3.7%

Shares of NYSE:APH opened at $121.64 on Friday. The company has a quick ratio of 1.46, a current ratio of 2.02 and a debt-to-equity ratio of 0.61. The business’s 50 day moving average is $115.78 and its 200 day moving average 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 cap of $148.51 billion, a price-to-earnings ratio of 48.46, a PEG ratio of 2.03 and a beta of 1.17.

Amphenol (NYSE:APH) last issued its quarterly earnings data on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share for the quarter, beating the consensus estimate of $0.66 by $0.15. The business 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 business’s revenue was up 56.5% on a year-over-year basis. During the same period last year, the business earned $0.44 EPS. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. On average, sell-side analysts forecast that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Announces Dividend

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

Wall Street Analysts Forecast Growth

A number of research firms have recently issued reports on APH. UBS Group set a $120.00 price objective on shares of Amphenol in a research report on Tuesday. 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. KGI Securities began coverage on Amphenol in a report on Thursday, June 26th. They set a “hold” rating for the company. JPMorgan Chase & Co. boosted their price objective on Amphenol from $120.00 to $125.00 and gave the company an “overweight” rating in a report on Thursday, July 24th. Finally, Bank of America lifted their price target on shares of Amphenol from $110.00 to $120.00 and gave the company a “neutral” rating in a research report on Tuesday, August 5th. Nine equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $114.43.

Insiders Place Their Bets

In other news, CFO Craig A. Lampo sold 199,848 shares of the business’s stock in a transaction that occurred on Friday, August 22nd. The stock was sold at an average price of $110.43, for a total value of $22,069,214.64. Following the transaction, the chief financial officer owned 125,695 shares in the company, valued at $13,880,498.85. The trade was a 61.39% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, VP Lance E. D’amico sold 100,000 shares of Amphenol 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 sale, the vice president owned 76,400 shares in the company, valued at $8,449,840. This trade represents a 56.69% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 665,924 shares of company stock worth $73,369,357 over the last 90 days. 1.67% of the stock is currently owned by corporate insiders.

About Amphenol

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.