Wilmington Savings Fund Society FSB Has $3.61 Million Stake in Amphenol Corporation $APH

Wilmington Savings Fund Society FSB grew its holdings in Amphenol Corporation (NYSE:APH) by 3.3% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 36,580 shares of the electronics maker’s stock after buying an additional 1,157 shares during the period. Wilmington Savings Fund Society FSB’s holdings in Amphenol were worth $3,612,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in APH. Hughes Financial Services LLC acquired a new stake in shares of Amphenol in the first quarter valued at approximately $25,000. Opal Wealth Advisors LLC acquired a new stake in Amphenol during the 2nd quarter worth approximately $25,000. Avalon Trust Co lifted its holdings in Amphenol by 133.3% during the 1st quarter. Avalon Trust Co now owns 406 shares of the electronics maker’s stock worth $27,000 after purchasing an additional 232 shares during the last quarter. N.E.W. Advisory Services LLC acquired a new stake in Amphenol during the 1st quarter worth approximately $28,000. Finally, Saudi Central Bank acquired a new stake in Amphenol during the 1st quarter worth approximately $31,000. 97.01% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several analysts recently weighed in on the company. Bank of America lifted their price target on Amphenol from $110.00 to $120.00 and gave the stock a “neutral” rating in a report on Tuesday, August 5th. Wall Street Zen cut Amphenol from a “strong-buy” rating to a “buy” rating in a report on Sunday, August 10th. Evercore ISI lifted their price target on Amphenol from $120.00 to $150.00 and gave the stock an “outperform” rating in a report on Tuesday, October 7th. Barclays assumed coverage on Amphenol in a report on Wednesday, October 8th. They issued an “equal weight” rating and a $120.00 price objective for the company. Finally, UBS Group set a $120.00 price objective on Amphenol in a report on Tuesday, October 7th. Nine analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $114.43.

Insiders Place Their Bets

In other news, insider William J. Doherty sold 113,000 shares of the business’s stock in a transaction 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Craig A. Lampo sold 199,848 shares of the business’s stock in a transaction 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 directly owned 125,695 shares of the company’s stock, valued at $13,880,498.85. This trade represents a 61.39% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 665,924 shares of company stock worth $73,369,357 over the last 90 days. Corporate insiders own 1.67% of the company’s stock.

Amphenol Price Performance

Amphenol stock opened at $122.74 on Wednesday. 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 Corporation has a 52 week low of $56.45 and a 52 week high of $127.50. The stock has a market capitalization of $149.86 billion, a P/E ratio of 48.90, a price-to-earnings-growth ratio of 1.99 and a beta of 1.17. The stock has a fifty day moving average of $116.38 and a 200-day moving average of $97.07.

Amphenol (NYSE:APH) last posted its quarterly earnings results on Wednesday, July 23rd. The electronics maker reported $0.81 EPS for the quarter, topping analysts’ consensus estimates 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 analysts’ expectations of $5.01 billion. During the same quarter in the previous year, the firm earned $0.44 EPS. Amphenol’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. On average, sell-side analysts expect that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

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

Amphenol 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.