Jackson Thornton Wealth Management LLC Takes Position in Amphenol Corporation $APH

Jackson Thornton Wealth Management LLC bought a new stake in shares of Amphenol Corporation (NYSE:APH) in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 2,218 shares of the electronics maker’s stock, valued at approximately $216,000.

A number of other large investors have also recently made changes to their positions in the stock. Vanguard Group Inc. boosted its stake in shares of Amphenol by 1.9% during 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 period. T. Rowe Price Investment Management Inc. boosted its stake in shares of Amphenol by 196.3% during 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 period. Wellington Management Group LLP boosted its stake in shares of Amphenol by 73.5% during 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 period. Invesco Ltd. boosted its stake in shares of Amphenol by 1.6% during the first quarter. Invesco Ltd. now owns 9,198,997 shares of the electronics maker’s stock valued at $603,362,000 after purchasing an additional 141,069 shares during the period. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake in shares of Amphenol by 639.0% during 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 period. 97.01% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Amphenol

In other news, insider William J. Doherty sold 113,000 shares of the company’s stock in a transaction dated Friday, August 8th. The shares were sold at an average price of $108.89, for a total transaction of $12,304,570.00. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CFO Craig A. Lampo sold 199,848 shares of the company’s stock in a transaction dated Friday, August 22nd. The shares were 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 approximately $13,880,498.85. This trade represents a 61.39% decrease in their position. The disclosure for this sale can be found here. In the last three months, insiders have sold 665,924 shares of company stock worth $73,369,357. 1.67% of the stock is owned by insiders.

Amphenol Stock Performance

Shares of Amphenol stock opened at $127.71 on Tuesday. The company has a market capitalization of $155.92 billion, a PE ratio of 50.88, a P/E/G ratio of 1.64 and a beta of 1.17. The company has a debt-to-equity ratio of 0.61, a quick ratio of 1.46 and a current ratio of 2.02. The company has a 50-day simple moving average of $117.76 and a two-hundred day simple moving average of $99.04. Amphenol Corporation has a one year low of $56.45 and a one year high of $128.12.

Amphenol (NYSE:APH) last announced its 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. The business had revenue of $5.65 billion during the quarter, compared to the consensus estimate of $5.01 billion. Amphenol had a net margin of 16.90% and a return on equity of 30.58%. The firm’s revenue was up 56.5% on a year-over-year basis. During the same period in the previous year, the company posted $0.44 earnings per share. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. Research analysts expect that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Dividend Announcement

The business also recently disclosed 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 was Tuesday, September 16th. This represents a $0.66 annualized dividend and a dividend yield of 0.5%. Amphenol’s dividend payout ratio is 26.29%.

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on the company. The Goldman Sachs Group set a $139.00 price objective on Amphenol and gave the company a “buy” rating in a report on Monday, September 29th. Citigroup restated a “buy” rating and issued a $145.00 price objective (up from $125.00) on shares of Amphenol in a report on Wednesday, September 24th. Weiss Ratings restated a “buy (b)” rating on shares of Amphenol in a report on Wednesday, October 8th. Evercore ISI lifted their price objective on Amphenol from $120.00 to $150.00 and gave the company an “outperform” rating in a report on Tuesday, October 7th. Finally, UBS Group set a $120.00 price objective on Amphenol in a report on Tuesday, October 7th. Ten analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat, Amphenol presently has a consensus rating of “Moderate Buy” and an average target price of $118.00.

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.