Tranquility Partners LLC Acquires 107 Shares of Amphenol Corporation $APH

Tranquility Partners LLC increased its holdings in shares of Amphenol Corporation (NYSE:APH) by 0.8% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 13,386 shares of the electronics maker’s stock after buying an additional 107 shares during the quarter. Tranquility Partners LLC’s holdings in Amphenol were worth $1,322,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of APH. T. Rowe Price Investment Management Inc. raised its position in Amphenol by 196.3% in the first quarter. T. Rowe Price Investment Management Inc. now owns 16,743,239 shares of the electronics maker’s stock valued at $1,098,190,000 after purchasing an additional 11,092,282 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in Amphenol by 639.0% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 8,758,951 shares of the electronics maker’s stock valued at $574,500,000 after purchasing an additional 7,573,750 shares during the last quarter. Nuveen LLC bought a new position in Amphenol in the first quarter valued at about $476,842,000. Wellington Management Group LLP raised its position in Amphenol by 73.5% in the first quarter. Wellington Management Group LLP now owns 12,168,971 shares of the electronics maker’s stock valued at $798,163,000 after purchasing an additional 5,154,860 shares during the last quarter. Finally, Vanguard Group Inc. raised its position in Amphenol by 1.9% in the first quarter. Vanguard Group Inc. now owns 154,998,780 shares of the electronics maker’s stock valued at $10,166,370,000 after purchasing an additional 2,870,933 shares during the last quarter. 97.01% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

APH has been the subject of several research reports. Evercore ISI increased their target price on Amphenol from $120.00 to $150.00 and gave the company an “outperform” rating in a research report on Tuesday, October 7th. Barclays started coverage on Amphenol in a research note on Wednesday. They issued an “equal weight” rating and a $120.00 price target for the company. Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a research note on Wednesday. JPMorgan Chase & Co. increased their price target on Amphenol from $120.00 to $125.00 and gave the company an “overweight” rating in a research note on Thursday, July 24th. Finally, Industrial Alliance Securities set a $115.00 price target on Amphenol in a research note on Friday, July 11th. Nine investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $114.43.

Amphenol Trading Down 3.7%

NYSE APH opened at $121.64 on Friday. The business has a 50 day simple moving average of $115.78 and a 200 day simple moving average of $96.29. Amphenol Corporation has a one year low of $56.45 and a one year high of $127.50. The stock has a market capitalization of $148.51 billion, a P/E ratio of 48.46, a P/E/G ratio of 1.95 and a beta of 1.17. 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 released its earnings results on Wednesday, July 23rd. The electronics maker reported $0.81 EPS for the quarter, topping 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 business had revenue of $5.65 billion during the quarter, compared to analysts’ expectations of $5.01 billion. During the same quarter last year, the firm posted $0.44 earnings per share. The firm’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. Research analysts expect that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Announces Dividend

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

Insiders Place Their Bets

In other Amphenol news, VP Lance E. D’amico sold 100,000 shares of the stock in a transaction that occurred on 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 ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Craig A. Lampo sold 40,076 shares of the stock in a transaction that occurred 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 approximately $4,409,575.04. The trade was a 50.12% decrease in their position. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 665,924 shares of company stock worth $73,369,357. Company insiders own 1.67% of the company’s stock.

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.