Focus Partners Advisor Solutions LLC Acquires 3,217 Shares of Amphenol Corporation $APH

Focus Partners Advisor Solutions LLC increased its holdings in Amphenol Corporation (NYSE:APH) by 21.2% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 18,358 shares of the electronics maker’s stock after purchasing an additional 3,217 shares during the period. Focus Partners Advisor Solutions LLC’s holdings in Amphenol were worth $1,812,000 as of its most recent filing with the SEC.

Several other large investors also recently bought and sold shares of the business. Tranquility Partners LLC increased its holdings in Amphenol by 0.8% in the 2nd quarter. Tranquility Partners LLC now owns 13,386 shares of the electronics maker’s stock worth $1,322,000 after buying an additional 107 shares in the last quarter. EWA LLC increased its holdings in Amphenol by 2.3% in the 2nd quarter. EWA LLC now owns 5,200 shares of the electronics maker’s stock worth $514,000 after buying an additional 115 shares in the last quarter. Mather Group LLC. grew its stake in shares of Amphenol by 0.5% during the 2nd quarter. Mather Group LLC. now owns 22,896 shares of the electronics maker’s stock valued at $2,261,000 after purchasing an additional 118 shares during the period. Independent Advisor Alliance grew its stake in shares of Amphenol by 1.7% during the 1st quarter. Independent Advisor Alliance now owns 7,180 shares of the electronics maker’s stock valued at $471,000 after purchasing an additional 122 shares during the period. Finally, Traveka Wealth LLC grew its stake in shares of Amphenol by 3.9% during the 2nd quarter. Traveka Wealth LLC now owns 3,277 shares of the electronics maker’s stock valued at $324,000 after purchasing an additional 123 shares during the period. 97.01% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on APH shares. JPMorgan Chase & Co. boosted their price target on Amphenol from $145.00 to $160.00 and gave the company an “overweight” rating in a research note on Thursday. Barclays started coverage on Amphenol in a research note on Wednesday, October 8th. They set an “equal weight” rating and a $120.00 price target for the company. Citigroup boosted their price target on Amphenol from $145.00 to $160.00 and gave the company a “buy” rating in a research note on Thursday. UBS Group set a $152.00 price objective on Amphenol and gave the company a “buy” rating in a research note on Thursday. Finally, Industrial Alliance Securities set a $115.00 price objective on Amphenol in a research note on Friday, July 11th. Ten research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Amphenol has an average rating of “Moderate Buy” and a consensus target price of $129.77.

Amphenol Stock Down 1.1%

Shares of APH opened at $133.80 on Monday. The stock has a market capitalization of $163.35 billion, a price-to-earnings ratio of 44.60, a price-to-earnings-growth ratio of 1.51 and a beta of 1.17. Amphenol Corporation has a 1 year low of $56.45 and a 1 year high of $137.65. The business’s 50 day simple moving average is $119.39 and its 200-day simple moving average is $100.97. The company has a debt-to-equity ratio of 0.57, a current ratio of 2.07 and a quick ratio of 1.52.

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

Amphenol Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, January 7th. Stockholders of record on Tuesday, December 16th will be issued a dividend of $0.25 per share. This is a positive change from Amphenol’s previous quarterly dividend of $0.17. The ex-dividend date of this dividend is Tuesday, December 16th. This represents a $1.00 annualized dividend and a dividend yield of 0.7%. Amphenol’s payout ratio is currently 22.00%.

Insider Transactions at Amphenol

In other news, CFO Craig A. Lampo sold 40,076 shares of the company’s stock in a transaction that occurred on Monday, August 25th. The stock was sold at an average price of $110.56, for a total transaction of $4,430,802.56. Following the sale, the chief financial officer directly owned 39,884 shares of the company’s stock, valued at $4,409,575.04. This represents a 50.12% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider William J. Doherty sold 113,000 shares of the business’s stock in a transaction that occurred on Monday, August 11th. The shares were sold at an average price of $110.29, for a total value of $12,462,770.00. The disclosure for this sale can be found here. Insiders sold 665,924 shares of company stock valued at $73,369,357 over the last 90 days. Insiders own 1.67% of the company’s stock.

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.