Telligent Fund LP Makes New $2.96 Million Investment in Amphenol Corporation $APH

Telligent Fund LP purchased a new stake in Amphenol Corporation (NYSE:APH) during the 2nd quarter, HoldingsChannel reports. The firm purchased 30,000 shares of the electronics maker’s stock, valued at approximately $2,962,000. Amphenol accounts for about 2.7% of Telligent Fund LP’s portfolio, making the stock its 19th biggest position.

Other large investors have also made changes to their positions in the company. Opal Wealth Advisors LLC acquired a new stake in Amphenol in the 2nd quarter valued at approximately $25,000. Avalon Trust Co boosted its position in shares of Amphenol by 133.3% in the first quarter. Avalon Trust Co now owns 406 shares of the electronics maker’s stock valued at $27,000 after acquiring an additional 232 shares during the period. N.E.W. Advisory Services LLC acquired a new stake in shares of Amphenol in the first quarter worth $28,000. Saudi Central Bank bought a new position in Amphenol during the first quarter worth $31,000. Finally, Ransom Advisory Ltd acquired a new position in Amphenol during the 1st quarter valued at $33,000. Institutional investors and hedge funds own 97.01% of the company’s stock.

Amphenol Trading Up 3.0%

APH stock opened at $136.42 on Thursday. Amphenol Corporation has a 1-year low of $56.45 and a 1-year high of $144.37. 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 business’s 50 day moving average is $129.13 and its 200-day moving average is $109.50. The firm has a market cap of $166.99 billion, a P/E ratio of 45.47, a P/E/G ratio of 1.58 and a beta of 1.20.

Amphenol (NYSE:APH) last announced its quarterly earnings results on Wednesday, October 22nd. The electronics maker reported $0.93 EPS for the quarter, beating the consensus estimate 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 for the quarter, compared to analyst estimates of $5.54 billion. During the same quarter in the previous year, the firm earned $0.50 EPS. Amphenol’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. Equities analysts anticipate 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. Stockholders of record on Tuesday, December 16th will be issued a $0.25 dividend. This represents a $1.00 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Tuesday, December 16th. This is a positive change from Amphenol’s previous quarterly dividend of $0.17. Amphenol’s payout ratio is currently 33.33%.

Analyst Ratings Changes

APH has been the topic of several research analyst reports. The Goldman Sachs Group set a $154.00 price target on shares of Amphenol and gave the stock a “buy” rating in a research report on Thursday, October 23rd. Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a research report on Wednesday, October 8th. Evercore ISI upped their price target on Amphenol from $120.00 to $150.00 and gave the company an “outperform” rating in a report on Tuesday, October 7th. Wall Street Zen lowered Amphenol from a “strong-buy” rating to a “buy” rating in a report on Sunday, November 2nd. Finally, UBS Group set a $152.00 price objective on Amphenol and gave the company a “buy” rating in a research report on Thursday, October 23rd. Ten equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $131.54.

Insider Buying and Selling at Amphenol

In related news, VP David M. Silverman sold 120,000 shares of Amphenol stock in a transaction dated Monday, November 3rd. The shares were sold at an average price of $141.17, for a total transaction of $16,940,400.00. Following the completion of the transaction, the vice president directly owned 12,500 shares of the company’s stock, valued at $1,764,625. This trade represents a 90.57% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider William J. Doherty sold 80,000 shares of the firm’s stock in a transaction that occurred on Wednesday, October 29th. The stock was sold at an average price of $141.04, for a total transaction of $11,283,200.00. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,323,118 shares of company stock worth $174,426,462 over the last ninety days. Company 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.