Dynamic Advisor Solutions LLC Increases Stake in Amphenol Corporation $APH

Dynamic Advisor Solutions LLC lifted its stake in shares of Amphenol Corporation (NYSE:APH) by 17.9% during the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 15,598 shares of the electronics maker’s stock after buying an additional 2,369 shares during the period. Dynamic Advisor Solutions LLC’s holdings in Amphenol were worth $1,540,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently modified their holdings of APH. Hughes Financial Services LLC purchased a new position in shares of Amphenol during the first quarter valued at about $25,000. Avalon Trust Co increased its position in shares of Amphenol by 133.3% during the first quarter. Avalon Trust Co now owns 406 shares of the electronics maker’s stock valued at $27,000 after buying an additional 232 shares during the period. N.E.W. Advisory Services LLC purchased a new position in shares of Amphenol during the first quarter valued at about $28,000. Saudi Central Bank purchased a new position in shares of Amphenol during the first quarter valued at about $31,000. Finally, Ransom Advisory Ltd purchased a new position in shares of Amphenol during the first quarter valued at about $33,000. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Amphenol Trading Up 3.1%

NYSE:APH opened at $122.08 on Friday. The company’s 50 day moving average price is $109.17 and its 200-day moving average price is $89.55. Amphenol Corporation has a 52 week low of $56.45 and a 52 week high of $122.79. 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 stock has a market cap of $149.05 billion, a price-to-earnings ratio of 48.64, a PEG ratio of 1.90 and a beta of 1.15.

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

Amphenol Dividend Announcement

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

Insider Activity at Amphenol

In related news, VP David M. Silverman sold 100,000 shares of the stock in a transaction that occurred on Monday, August 25th. The shares were sold at an average price of $110.42, for a total transaction 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 ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Lance E. D’amico sold 100,000 shares of the stock in a transaction that occurred on Monday, August 18th. The shares were sold at an average price of $110.60, for a total transaction of $11,060,000.00. Following the transaction, the vice president 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. Insiders have sold 665,924 shares of company stock worth $73,369,357 in the last three months. 1.67% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on the stock. JPMorgan Chase & Co. upped their price objective on shares of Amphenol from $120.00 to $125.00 and gave the stock an “overweight” rating in a report on Thursday, July 24th. Robert W. Baird upped their price objective on shares of Amphenol from $118.00 to $127.00 and gave the stock an “outperform” rating in a report on Tuesday, August 19th. UBS Group upped their price objective on shares of Amphenol from $115.00 to $120.00 and gave the stock a “buy” rating in a report on Thursday, July 24th. The Goldman Sachs Group restated a “buy” rating on shares of Amphenol in a report on Friday, July 11th. Finally, Truist Financial upped their price objective on shares of Amphenol from $102.00 to $126.00 and gave the stock a “buy” rating in a report on Thursday, July 24th. Eight research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $105.62.

Amphenol Company 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.