Warburton Capital Management LLC Invests $252,000 in Amphenol Corporation $APH

Warburton Capital Management LLC acquired a new position in Amphenol Corporation (NYSE:APH) during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 2,400 shares of the electronics maker’s stock, valued at approximately $252,000.

Other institutional investors have also made changes to their positions in the company. Opal Wealth Advisors LLC acquired a new stake in Amphenol during the second quarter worth about $25,000. Hilltop National Bank acquired a new stake in Amphenol during the second quarter worth about $35,000. Hughes Financial Services LLC acquired a new stake in Amphenol during the first quarter worth about $25,000. Avalon Trust Co grew its position in Amphenol by 133.3% during the first quarter. Avalon Trust Co now owns 406 shares of the electronics maker’s stock worth $27,000 after buying an additional 232 shares in the last quarter. Finally, N.E.W. Advisory Services LLC acquired a new stake in Amphenol during the first quarter worth about $28,000. 97.01% of the stock is currently owned by institutional investors.

Insider Transactions at Amphenol

In other Amphenol news, VP David M. Silverman sold 100,000 shares of the company’s stock in a transaction 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 completion of the sale, the vice president owned 12,500 shares in the company, valued at approximately $1,380,250. The trade was a 88.89% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CFO Craig A. Lampo sold 40,076 shares of the firm’s stock in a transaction on Monday, August 25th. The stock was sold at an average price of $110.56, for a total value of $4,430,802.56. Following the completion of the transaction, the chief financial officer owned 39,884 shares in the company, valued at $4,409,575.04. This represents a 50.12% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 665,924 shares of company stock worth $73,369,357. Insiders own 1.67% of the company’s stock.

Amphenol Stock Up 5.2%

Shares of APH opened at $135.57 on Friday. The company has a market capitalization of $165.52 billion, a P/E ratio of 45.19, a PEG ratio of 1.55 and a beta of 1.17. The company has a debt-to-equity ratio of 0.57, a current ratio of 2.07 and a quick ratio of 1.46. The business’s 50 day simple moving average is $118.89 and its 200-day simple moving average is $99.94. Amphenol Corporation has a one year low of $56.45 and a one year high of $136.52.

Amphenol (NYSE:APH) last released its earnings results on Wednesday, October 22nd. The electronics maker reported $0.93 earnings per share for the quarter, topping analysts’ consensus estimates of $0.79 by $0.14. The company had revenue of $6.19 billion during the quarter, compared to the consensus estimate of $5.54 billion. Amphenol had a return on equity of 33.46% and a net margin of 18.22%.The firm’s quarterly revenue was up 53.4% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.50 earnings per share. Amphenol has set its FY 2025 guidance at 3.260-3.280 EPS. Q4 2025 guidance at 0.890-0.910 EPS. As a group, sell-side analysts predict that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, January 7th. Stockholders of record on Tuesday, December 16th will be given a dividend of $0.25 per share. The ex-dividend date is Tuesday, December 16th. This is an increase from Amphenol’s previous quarterly dividend of $0.17. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.7%. Amphenol’s dividend payout ratio is presently 26.29%.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on the company. Citigroup lifted their target price on Amphenol from $145.00 to $160.00 and gave the stock a “buy” rating in a research report on Thursday. The Goldman Sachs Group set a $154.00 price objective on Amphenol and gave the company a “buy” rating in a report on Thursday. Bank of America raised Amphenol from a “neutral” rating to a “buy” rating and lifted their price objective for the company from $120.00 to $150.00 in a report on Wednesday, October 15th. JPMorgan Chase & Co. lifted their price objective on Amphenol from $145.00 to $160.00 and gave the company an “overweight” rating in a report on Thursday. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amphenol in a report on Wednesday, October 8th. Ten investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $125.00.

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.