Amphenol Corporation $APH Shares Sold by BOK Financial Private Wealth Inc.

BOK Financial Private Wealth Inc. reduced its stake in Amphenol Corporation (NYSE:APH) by 11.0% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 47,064 shares of the electronics maker’s stock after selling 5,834 shares during the period. BOK Financial Private Wealth Inc.’s holdings in Amphenol were worth $4,655,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Fidelis Capital Partners LLC grew its stake in shares of Amphenol by 2.2% in the second quarter. Fidelis Capital Partners LLC now owns 7,610 shares of the electronics maker’s stock valued at $833,000 after buying an additional 163 shares in the last quarter. ProShare Advisors LLC boosted its holdings in Amphenol by 5.0% in the 2nd quarter. ProShare Advisors LLC now owns 364,457 shares of the electronics maker’s stock worth $35,990,000 after acquiring an additional 17,435 shares during the period. Profund Advisors LLC grew its position in Amphenol by 5.5% in the second quarter. Profund Advisors LLC now owns 21,988 shares of the electronics maker’s stock valued at $2,171,000 after acquiring an additional 1,141 shares in the last quarter. King Luther Capital Management Corp raised its stake in shares of Amphenol by 1.8% during the second quarter. King Luther Capital Management Corp now owns 30,204 shares of the electronics maker’s stock valued at $2,983,000 after purchasing an additional 520 shares during the period. Finally, Roberts Glore & Co. Inc. IL acquired a new position in shares of Amphenol during the second quarter worth $227,000. Institutional investors and hedge funds own 97.01% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on APH shares. Truist Financial raised their price target on shares of Amphenol from $126.00 to $147.00 and gave the company a “buy” rating in a report on Thursday, October 23rd. Wall Street Zen downgraded Amphenol from a “strong-buy” rating to a “buy” rating in a research note on Sunday, November 2nd. Barclays started coverage on Amphenol in a research note on Wednesday, October 8th. They issued an “equal weight” rating and a $120.00 price target on the stock. Citigroup raised their price objective on Amphenol from $145.00 to $160.00 and gave the company a “buy” rating in a research note on Thursday, October 23rd. Finally, Robert W. Baird set a $139.00 target price on Amphenol and gave the company an “outperform” rating in a research report on Friday, October 10th. Ten analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $129.77.

Amphenol Trading Up 0.7%

Shares of NYSE APH opened at $139.01 on Monday. The company has a quick ratio of 1.52, a current ratio of 2.07 and a debt-to-equity ratio of 0.57. The stock’s 50 day moving average price is $125.12 and its two-hundred day moving average price is $106.35. Amphenol Corporation has a 52-week low of $56.45 and a 52-week high of $142.50. The stock has a market capitalization of $170.16 billion, a P/E ratio of 46.34, a PEG ratio of 1.58 and a beta of 1.20.

Amphenol (NYSE:APH) last issued its quarterly earnings results on Wednesday, October 22nd. The electronics maker reported $0.93 earnings per share for the quarter, beating analysts’ consensus estimates of $0.79 by $0.14. Amphenol had a return on equity of 33.46% and a net margin of 18.22%.The business had revenue of $6.19 billion during the quarter, compared to the consensus estimate of $5.54 billion. During the same period in the previous year, the business earned $0.50 EPS. The business’s quarterly 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, analysts anticipate that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Increases Dividend

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

Insiders Place Their Bets

In other Amphenol news, VP David M. Silverman sold 120,000 shares of Amphenol stock in a transaction that occurred on 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 transaction, the vice president directly owned 12,500 shares in the company, valued at $1,764,625. The trade was a 90.57% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Luc Walter sold 365,118 shares of the stock in a transaction that occurred on 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 sale, the insider owned 433,742 shares in the company, valued at $58,403,360.30. The trade was a 45.70% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 1,125,042 shares of company stock worth $142,789,956. Corporate 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.