Beacon Capital Management LLC Reduces Position in Amphenol Corporation $APH

Beacon Capital Management LLC decreased its stake in shares of Amphenol Corporation (NYSE:APH) by 29.5% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 284 shares of the electronics maker’s stock after selling 119 shares during the quarter. Beacon Capital Management LLC’s holdings in Amphenol were worth $28,000 at the end of the most recent reporting period.

Several other hedge funds also recently bought and sold shares of the stock. Mather Group LLC. grew its position in shares of Amphenol by 0.5% in the second quarter. Mather Group LLC. now owns 22,896 shares of the electronics maker’s stock valued at $2,261,000 after purchasing an additional 118 shares during the period. Independent Advisor Alliance grew its position in shares of Amphenol by 1.7% in the first quarter. Independent Advisor Alliance now owns 7,180 shares of the electronics maker’s stock valued at $471,000 after purchasing an additional 122 shares during the period. Traveka Wealth LLC grew its position in shares of Amphenol by 3.9% in the second quarter. Traveka Wealth LLC now owns 3,277 shares of the electronics maker’s stock valued at $324,000 after purchasing an additional 123 shares during the period. Forum Financial Management LP grew its position in shares of Amphenol by 1.9% in the first quarter. Forum Financial Management LP now owns 6,681 shares of the electronics maker’s stock valued at $438,000 after purchasing an additional 126 shares during the period. Finally, Ironwood Investment Counsel LLC grew its position in shares of Amphenol by 2.9% in the first quarter. Ironwood Investment Counsel LLC now owns 4,676 shares of the electronics maker’s stock valued at $307,000 after purchasing an additional 132 shares during the period. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Amphenol Trading Up 0.2%

Shares of APH opened at $122.60 on Monday. The stock’s 50-day moving average is $111.92 and its two-hundred day moving average is $92.50. The stock has a market cap of $149.68 billion, a PE ratio of 48.84, a P/E/G ratio of 1.96 and a beta of 1.15. Amphenol Corporation has a 12 month low of $56.45 and a 12 month high of $126.06. 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 (NYSE:APH) last issued its quarterly earnings data on Wednesday, July 23rd. The electronics maker reported $0.81 EPS for the quarter, topping analysts’ consensus estimates of $0.66 by $0.15. The company had revenue of $5.65 billion for the quarter, compared to analysts’ expectations of $5.01 billion. Amphenol had a return on equity of 30.58% and a net margin of 16.90%.The firm’s quarterly revenue was up 56.5% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.44 earnings per share. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. Equities 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. Shareholders 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 0.5%. The ex-dividend date is Tuesday, September 16th. Amphenol’s payout ratio is currently 26.29%.

Insider Buying and Selling

In other Amphenol news, CFO Craig A. Lampo sold 199,848 shares of the business’s stock in a transaction dated Friday, August 22nd. The stock was sold at an average price of $110.43, for a total transaction of $22,069,214.64. Following the transaction, the chief financial officer owned 125,695 shares in the company, valued at $13,880,498.85. The trade was a 61.39% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, VP Lance E. D’amico sold 100,000 shares of the business’s stock in a transaction dated Monday, August 18th. The stock was sold at an average price of $110.60, for a total value 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 represents a 56.69% decrease in their position. 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. Company insiders own 1.67% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on APH. JPMorgan Chase & Co. lifted their price objective on Amphenol from $120.00 to $125.00 and gave the company an “overweight” rating in a research report on Thursday, July 24th. Robert W. Baird lifted their price objective on Amphenol from $118.00 to $127.00 and gave the company an “outperform” rating in a research report on Tuesday, August 19th. Industrial Alliance Securities set a $115.00 price objective on Amphenol in a research report on Friday, July 11th. The Goldman Sachs Group reissued a “buy” rating on shares of Amphenol in a research report on Friday, July 11th. Finally, UBS Group boosted their price target on Amphenol from $115.00 to $120.00 and gave the company a “buy” rating in a research report on Thursday, July 24th. Eight 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 presently has an average rating of “Moderate Buy” and a consensus target price of $107.15.

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.