Greenwood Capital Associates LLC Decreases Stake in Amphenol Corporation $APH

Greenwood Capital Associates LLC cut its position in shares of Amphenol Corporation (NYSE:APH) by 2.5% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 102,770 shares of the electronics maker’s stock after selling 2,635 shares during the period. Amphenol accounts for 1.3% of Greenwood Capital Associates LLC’s holdings, making the stock its 16th biggest position. Greenwood Capital Associates LLC’s holdings in Amphenol were worth $10,149,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. EWA LLC raised its holdings in Amphenol by 2.3% during the second quarter. EWA LLC now owns 5,200 shares of the electronics maker’s stock worth $514,000 after purchasing an additional 115 shares during the last quarter. Mather Group LLC. raised its holdings in Amphenol by 0.5% during the second quarter. Mather Group LLC. now owns 22,896 shares of the electronics maker’s stock worth $2,261,000 after purchasing an additional 118 shares during the last quarter. Independent Advisor Alliance raised its holdings in Amphenol by 1.7% during the first quarter. Independent Advisor Alliance now owns 7,180 shares of the electronics maker’s stock worth $471,000 after purchasing an additional 122 shares during the last quarter. Traveka Wealth LLC raised its holdings in Amphenol by 3.9% during the second quarter. Traveka Wealth LLC now owns 3,277 shares of the electronics maker’s stock worth $324,000 after purchasing an additional 123 shares during the last quarter. Finally, Forum Financial Management LP raised its holdings in Amphenol by 1.9% during the first quarter. Forum Financial Management LP now owns 6,681 shares of the electronics maker’s stock worth $438,000 after purchasing an additional 126 shares during the last quarter. 97.01% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, VP David M. Silverman sold 100,000 shares of Amphenol stock in a transaction on Monday, August 25th. The stock was sold at an average price of $110.42, for a total value of $11,042,000.00. Following the completion of the sale, the vice president owned 12,500 shares of the company’s stock, valued at $1,380,250. The trade was a 88.89% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Craig A. Lampo sold 40,076 shares of Amphenol stock in a transaction on Monday, August 25th. The shares were sold at an average price of $110.56, for a total value of $4,430,802.56. Following the completion of the sale, the chief financial officer directly owned 39,884 shares of the company’s stock, valued at approximately $4,409,575.04. This represents a 50.12% decrease in their position. The disclosure for this sale can be found here. Insiders sold 665,924 shares of company stock worth $73,369,357 in the last three months. Company insiders own 1.67% of the company’s stock.

Amphenol Stock Performance

NYSE APH opened at $123.65 on Friday. The stock has a market cap of $150.97 billion, a price-to-earnings ratio of 49.26, a price-to-earnings-growth ratio of 2.00 and a beta of 1.17. The company has a quick ratio of 1.46, a current ratio of 2.02 and a debt-to-equity ratio of 0.61. Amphenol Corporation has a fifty-two week low of $56.45 and a fifty-two week high of $126.06. The business has a fifty day moving average of $113.57 and a 200-day moving average of $93.74.

Amphenol (NYSE:APH) last announced its quarterly earnings data on Wednesday, July 23rd. The electronics maker reported $0.81 EPS for the quarter, beating analysts’ consensus estimates of $0.66 by $0.15. The business had revenue of $5.65 billion during the quarter, compared to the consensus estimate of $5.01 billion. Amphenol had a return on equity of 30.58% and a net margin of 16.90%.The business’s revenue for the quarter was up 56.5% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.44 earnings per share. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. As a group, analysts predict that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 8th. Stockholders of record on Tuesday, September 16th will be given a $0.165 dividend. The ex-dividend date of this dividend is 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 currently 26.29%.

Analyst Upgrades and Downgrades

APH has been the subject of several research reports. JPMorgan Chase & Co. lifted their price objective on Amphenol from $120.00 to $125.00 and gave the stock an “overweight” rating in a report on Thursday, July 24th. Bank of America boosted 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. Evercore ISI boosted their price target on Amphenol from $105.00 to $110.00 and gave the stock an “outperform” rating in a report on Friday, July 18th. Wall Street Zen cut Amphenol from a “strong-buy” rating to a “buy” rating in a report on Sunday, August 10th. Finally, Industrial Alliance Securities set a $115.00 price target on Amphenol in a report on Friday, July 11th. Eight equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $110.00.

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.