Plato Investment Management Ltd Decreases Position in Amphenol Corporation $APH

Plato Investment Management Ltd reduced its stake in shares of Amphenol Corporation (NYSE:APH) by 11.9% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 50,685 shares of the electronics maker’s stock after selling 6,842 shares during the period. Plato Investment Management Ltd’s holdings in Amphenol were worth $3,360,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Perigon Wealth Management LLC raised its stake in shares of Amphenol by 29.4% during the first quarter. Perigon Wealth Management LLC now owns 17,438 shares of the electronics maker’s stock valued at $1,144,000 after purchasing an additional 3,964 shares during the period. Raiffeisen Bank International AG acquired a new stake in Amphenol during the 4th quarter valued at $13,847,000. Cambridge Investment Research Advisors Inc. grew its holdings in Amphenol by 46.8% during the 1st quarter. Cambridge Investment Research Advisors Inc. now owns 69,958 shares of the electronics maker’s stock valued at $4,589,000 after purchasing an additional 22,293 shares in the last quarter. Transcend Capital Advisors LLC increased its stake in Amphenol by 14.4% during the 1st quarter. Transcend Capital Advisors LLC now owns 4,504 shares of the electronics maker’s stock worth $295,000 after buying an additional 568 shares during the period. Finally, Assenagon Asset Management S.A. lifted its holdings in Amphenol by 4.2% in the 1st quarter. Assenagon Asset Management S.A. now owns 61,920 shares of the electronics maker’s stock worth $4,061,000 after buying an additional 2,514 shares in the last quarter. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Amphenol Stock Performance

Amphenol stock opened at $116.85 on Wednesday. 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 Corporation has a 12 month low of $56.45 and a 12 month high of $117.24. The company has a fifty day moving average price of $106.23 and a two-hundred day moving average price of $87.10. The company has a market cap of $142.66 billion, a PE ratio of 46.55, a P/E/G ratio of 1.77 and a beta of 1.15.

Amphenol (NYSE:APH) last posted its earnings results on Wednesday, July 23rd. The electronics maker reported $0.81 EPS for the quarter, beating the consensus estimate of $0.66 by $0.15. Amphenol had a return on equity of 30.58% and a net margin of 16.90%.The company had revenue of $5.65 billion during the quarter, compared to analyst estimates of $5.01 billion. During the same period in the prior year, the company earned $0.44 earnings per share. The business’s revenue was up 56.5% compared to the same quarter last year. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. Research analysts expect that Amphenol Corporation will post 2.36 earnings per share for the current 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 paid a dividend of $0.165 per share. This represents a $0.66 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date is Tuesday, September 16th. Amphenol’s payout ratio is currently 26.29%.

Wall Street Analysts Forecast Growth

Several research analysts recently commented on the company. Evercore ISI boosted their price target on Amphenol from $105.00 to $110.00 and gave the stock an “outperform” rating in a research note on Friday, July 18th. Bank of America increased their target price on Amphenol from $110.00 to $120.00 and gave the company a “neutral” rating in a research note on Tuesday, August 5th. UBS Group lifted 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. Citigroup increased their price objective on shares of Amphenol from $115.00 to $125.00 and gave the company a “buy” rating in a research note on Thursday, July 24th. Finally, Wall Street Zen downgraded shares of Amphenol from a “strong-buy” rating to a “buy” rating in a research report on Sunday, August 10th. Eight research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $105.62.

Insider Activity at Amphenol

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