Brighton Jones LLC Purchases 2,506 Shares of Amphenol Corporation $APH

Brighton Jones LLC increased its position in shares of Amphenol Corporation (NYSE:APH) by 13.8% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 20,613 shares of the electronics maker’s stock after buying an additional 2,506 shares during the period. Brighton Jones LLC’s holdings in Amphenol were worth $2,036,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Motive Wealth Advisors bought a new stake in shares of Amphenol during the 2nd quarter worth $215,000. LeConte Wealth Management LLC bought a new stake in shares of Amphenol during the 2nd quarter worth $399,000. Perigon Wealth Management LLC boosted its holdings in shares of Amphenol by 29.4% during the 1st quarter. Perigon Wealth Management LLC now owns 17,438 shares of the electronics maker’s stock worth $1,144,000 after buying an additional 3,964 shares during the period. City Center Advisors LLC bought a new stake in shares of Amphenol during the 2nd quarter worth $482,000. Finally, Thurston Springer Miller Herd & Titak Inc. boosted its holdings in shares of Amphenol by 25.5% during the 2nd quarter. Thurston Springer Miller Herd & Titak Inc. now owns 27,711 shares of the electronics maker’s stock worth $2,736,000 after buying an additional 5,630 shares during the period. 97.01% of the stock is owned by institutional investors.

Analyst Ratings Changes

Several equities analysts recently commented on APH shares. Truist Financial upped their target price on shares of Amphenol from $126.00 to $147.00 and gave the company a “buy” rating in a research note on Thursday. Citigroup upped their target price on shares of Amphenol from $145.00 to $160.00 and gave the company a “buy” rating in a research note on Thursday. Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a research note on Friday. Barclays started coverage on shares of Amphenol in a research note on Wednesday, October 8th. They set an “equal weight” rating and a $120.00 target price for the company. Finally, The Goldman Sachs Group set a $154.00 target price on shares of Amphenol and gave the company a “buy” rating in a research note on Thursday. Ten research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $129.77.

Amphenol Trading Down 1.1%

Shares of APH stock opened at $133.80 on Monday. Amphenol Corporation has a 52-week low of $56.45 and a 52-week high of $137.65. The stock has a market cap of $163.35 billion, a price-to-earnings ratio of 44.60, a P/E/G ratio of 1.51 and a beta of 1.17. The company has a debt-to-equity ratio of 0.57, a quick ratio of 1.52 and a current ratio of 2.07. The firm has a fifty day moving average of $119.39 and a 200-day moving average of $100.97.

Amphenol (NYSE:APH) last announced its quarterly earnings data on Wednesday, October 22nd. The electronics maker reported $0.93 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.79 by $0.14. Amphenol had a net margin of 18.22% and a return on equity of 33.46%. The company had revenue of $6.19 billion during the quarter, compared to analysts’ expectations of $5.54 billion. During the same quarter in the prior year, the company posted $0.50 EPS. The business’s revenue was up 53.4% on a year-over-year basis. Amphenol has set its FY 2025 guidance at 3.260-3.280 EPS. Q4 2025 guidance at 0.890-0.910 EPS. On average, equities research analysts forecast that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, January 7th. Investors of record on Tuesday, December 16th will be given a dividend of $0.25 per share. This is an increase from Amphenol’s previous quarterly dividend of $0.17. The ex-dividend date is Tuesday, December 16th. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.7%. Amphenol’s dividend payout ratio is 22.00%.

Insider Activity

In related news, insider William J. Doherty sold 113,000 shares of the stock in a transaction dated Monday, August 11th. The shares were sold at an average price of $110.29, for a total transaction of $12,462,770.00. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, VP David M. Silverman sold 100,000 shares of the stock in a transaction dated Monday, August 25th. The stock was sold at an average price of $110.42, for a total transaction of $11,042,000.00. Following the sale, the vice president owned 12,500 shares of the company’s stock, valued at $1,380,250. This trade represents a 88.89% decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders have 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.