RWA Wealth Partners LLC Boosts Position in Amphenol Corporation $APH

RWA Wealth Partners LLC raised its position in Amphenol Corporation (NYSE:APH) by 1.9% during the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 20,420 shares of the electronics maker’s stock after purchasing an additional 371 shares during the period. RWA Wealth Partners LLC’s holdings in Amphenol were worth $2,016,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in APH. AGF Management Ltd. raised its position in Amphenol by 172.5% during the second quarter. AGF Management Ltd. now owns 2,790,987 shares of the electronics maker’s stock worth $275,610,000 after acquiring an additional 1,766,694 shares during the last quarter. True Wealth Design LLC lifted its stake in Amphenol by 51.4% in the 2nd quarter. True Wealth Design LLC now owns 2,309 shares of the electronics maker’s stock valued at $228,000 after buying an additional 784 shares in the last quarter. AE Wealth Management LLC grew its holdings in Amphenol by 76.8% during the 2nd quarter. AE Wealth Management LLC now owns 13,489 shares of the electronics maker’s stock valued at $1,332,000 after buying an additional 5,859 shares during the last quarter. Fox Run Management L.L.C. acquired a new position in shares of Amphenol in the second quarter worth $2,053,000. Finally, Penserra Capital Management LLC lifted its position in shares of Amphenol by 23,504.9% in the second quarter. Penserra Capital Management LLC now owns 24,077 shares of the electronics maker’s stock valued at $2,377,000 after acquiring an additional 23,975 shares in the last quarter. 97.01% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research analysts have issued reports on APH shares. The Goldman Sachs Group set a $154.00 target price on shares of Amphenol and gave the company a “buy” rating in a report on Thursday, October 23rd. Bank of America raised shares of Amphenol from a “neutral” rating to a “buy” rating and lifted their target price for the stock from $120.00 to $150.00 in a research note on Wednesday, October 15th. Evercore ISI raised their price objective on Amphenol from $120.00 to $150.00 and gave the stock an “outperform” rating in a report on Tuesday, October 7th. Robert W. Baird set a $139.00 target price on Amphenol and gave the company an “outperform” rating in a research note on Friday, October 10th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a research report on Wednesday, October 8th. Ten equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $129.77.

Insiders Place Their Bets

In other Amphenol news, insider Luc Walter sold 365,118 shares of the firm’s stock in a transaction dated Friday, October 24th. The stock was sold at an average price of $134.65, for a total value of $49,163,138.70. Following the transaction, the insider directly owned 433,742 shares of the company’s stock, valued at $58,403,360.30. This trade represents a 45.70% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, VP David M. Silverman sold 120,000 shares of the company’s stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $141.17, for a total value of $16,940,400.00. Following the completion of the sale, the vice president directly owned 12,500 shares of the company’s stock, valued at $1,764,625. The trade was a 90.57% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 1,238,042 shares of company stock worth $155,252,726. 1.67% of the stock is owned by company insiders.

Amphenol Trading Up 0.7%

Shares of APH opened at $139.01 on Friday. Amphenol Corporation has a twelve month low of $56.45 and a twelve month high of $142.50. The firm has a market capitalization of $170.16 billion, a P/E ratio of 46.34, a price-to-earnings-growth ratio of 1.58 and a beta of 1.20. The company has a current ratio of 2.07, a quick ratio of 1.52 and a debt-to-equity ratio of 0.57. The stock’s fifty day simple moving average is $125.12 and its 200 day simple moving average is $106.10.

Amphenol (NYSE:APH) last announced its quarterly earnings results on Wednesday, October 22nd. The electronics maker reported $0.93 EPS for the quarter, topping the consensus estimate of $0.79 by $0.14. The company had revenue of $6.19 billion during the quarter, compared to analyst estimates of $5.54 billion. Amphenol had a return on equity of 33.46% and a net margin of 18.22%.The firm’s revenue was up 53.4% on a year-over-year basis. During the same period in the prior year, the firm posted $0.50 earnings per share. 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 year.

Amphenol Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, January 7th. Shareholders of record on Tuesday, December 16th will be paid a dividend of $0.25 per share. This is an increase from Amphenol’s previous quarterly dividend of $0.17. This represents a $1.00 annualized dividend and a yield of 0.7%. The ex-dividend date is Tuesday, December 16th. Amphenol’s payout ratio is presently 33.33%.

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.