Impact Capital Partners LLC Acquires New Holdings in Amphenol Corporation $APH

Impact Capital Partners LLC acquired a new stake in shares of Amphenol Corporation (NYSE:APH) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 4,535 shares of the electronics maker’s stock, valued at approximately $448,000.

Several other hedge funds also recently bought and sold shares of APH. Brighton Jones LLC grew its stake in Amphenol by 114.0% during the fourth quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock valued at $1,224,000 after acquiring an additional 9,390 shares in the last quarter. Revolve Wealth Partners LLC grew its stake in Amphenol by 87.9% in the 4th quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock worth $701,000 after buying an additional 4,721 shares in the last quarter. Bison Wealth LLC grew its stake in Amphenol by 8.3% in the 4th quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock worth $559,000 after buying an additional 618 shares in the last quarter. NBC Securities Inc. grew its stake in Amphenol by 101,271.4% in the 1st quarter. NBC Securities Inc. now owns 7,096 shares of the electronics maker’s stock worth $465,000 after buying an additional 7,089 shares in the last quarter. Finally, Merit Financial Group LLC grew its stake in Amphenol by 161.6% in the 1st quarter. Merit Financial Group LLC now owns 36,821 shares of the electronics maker’s stock worth $2,415,000 after buying an additional 22,744 shares in the last quarter. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Analyst Ratings Changes

A number of research firms have commented on APH. Evercore ISI boosted their price target on shares of Amphenol from $105.00 to $110.00 and gave the stock an “outperform” rating in a research note on Friday, July 18th. UBS Group boosted their price target on shares of Amphenol from $115.00 to $120.00 and gave the stock a “buy” rating in a research note on Thursday, July 24th. The Goldman Sachs Group set a $139.00 price target on shares of Amphenol and gave the stock a “buy” rating in a research note on Monday. Bank of America boosted their price target on shares of Amphenol from $110.00 to $120.00 and gave the stock a “neutral” rating in a research note on Tuesday, August 5th. Finally, JPMorgan Chase & Co. boosted their price target 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. 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, the company presently has a consensus rating of “Moderate Buy” and an average target price of $110.00.

Amphenol Price Performance

Shares of Amphenol stock opened at $124.75 on Thursday. Amphenol Corporation has a 52-week low of $56.45 and a 52-week high of $126.06. The stock has a market capitalization of $152.31 billion, a price-to-earnings ratio of 49.70, a price-to-earnings-growth ratio of 1.98 and a beta of 1.17. The company has a fifty day moving average of $113.18 and a 200-day moving average of $93.33. The company has a debt-to-equity ratio of 0.61, a quick ratio of 1.46 and a current ratio of 2.02.

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, 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 company had revenue of $5.65 billion during the quarter, compared to analysts’ expectations of $5.01 billion. During the same quarter in the prior year, the company earned $0.44 EPS. The firm’s revenue was up 56.5% on a year-over-year basis. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. Equities research analysts expect that Amphenol Corporation will post 2.36 EPS for the current year.

Amphenol Dividend Announcement

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

Insider Activity

In related news, CFO Craig A. Lampo sold 40,076 shares of the company’s stock in a transaction on Monday, August 25th. The shares were sold at an average price of $110.56, for a total transaction of $4,430,802.56. Following the completion of the sale, the chief financial officer directly owned 39,884 shares in the company, valued at $4,409,575.04. This represents a 50.12% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, VP Lance E. D’amico sold 100,000 shares of the company’s stock in a transaction 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 sale, the vice president owned 76,400 shares of the company’s stock, valued at $8,449,840. This represents a 56.69% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last quarter, insiders have sold 665,924 shares of company stock valued at $73,369,357. 1.67% of the stock is owned by corporate insiders.

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.