NorthRock Partners LLC Raises Stake in Amphenol Corporation $APH

NorthRock Partners LLC increased its stake in shares of Amphenol Corporation (NYSE:APH) by 48.9% during the second quarter, HoldingsChannel.com reports. The firm owned 13,830 shares of the electronics maker’s stock after buying an additional 4,543 shares during the period. NorthRock Partners LLC’s holdings in Amphenol were worth $1,367,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Hughes Financial Services LLC purchased a new stake in Amphenol during the 1st quarter worth about $25,000. Opal Wealth Advisors LLC purchased a new stake in shares of Amphenol in the 2nd quarter valued at about $25,000. Avalon Trust Co raised its holdings in shares of Amphenol by 133.3% in the 1st quarter. Avalon Trust Co now owns 406 shares of the electronics maker’s stock valued at $27,000 after acquiring an additional 232 shares in the last quarter. N.E.W. Advisory Services LLC purchased a new stake in shares of Amphenol in the 1st quarter valued at about $28,000. Finally, Saudi Central Bank purchased a new stake in shares of Amphenol in the 1st quarter valued at about $31,000. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Analyst Ratings Changes

Several analysts have weighed in on the company. UBS Group set a $120.00 price target on Amphenol in a report on Tuesday, October 7th. Evercore ISI raised their price target on Amphenol from $120.00 to $150.00 and gave the company an “outperform” rating in a report on Tuesday, October 7th. The Goldman Sachs Group set a $139.00 price target on Amphenol and gave the company a “buy” rating in a report on Monday, September 29th. Bank of America raised their price target on Amphenol from $110.00 to $120.00 and gave the company a “neutral” rating in a report on Tuesday, August 5th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a report on Wednesday, October 8th. Nine analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Amphenol currently has a consensus rating of “Moderate Buy” and a consensus target price of $114.43.

Insider Buying and Selling

In related news, insider William J. Doherty sold 113,000 shares of the firm’s stock in a transaction that occurred 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 document filed with the SEC, which can be accessed through this hyperlink. Also, VP Lance E. D’amico sold 100,000 shares of the firm’s 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. The trade was a 56.69% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 665,924 shares of company stock valued at $73,369,357 in the last 90 days. 1.67% of the stock is owned by insiders.

Amphenol Stock Performance

Shares of NYSE APH opened at $123.86 on Tuesday. The stock has a market cap of $151.23 billion, a price-to-earnings ratio of 49.35, a P/E/G ratio of 1.95 and a beta of 1.17. The company has a current ratio of 2.02, a quick ratio of 1.46 and a debt-to-equity ratio of 0.61. Amphenol Corporation has a 1-year low of $56.45 and a 1-year high of $127.50. The stock’s 50-day moving average is $116.08 and its 200 day moving average is $96.89.

Amphenol (NYSE:APH) last posted its quarterly earnings results on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share (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 for the quarter, compared to analyst estimates of $5.01 billion. During the same period last year, the company earned $0.44 EPS. Amphenol’s revenue for the quarter was up 56.5% compared to the same quarter last year. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. On average, sell-side analysts anticipate that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Announces Dividend

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