Amphenol Corporation $APH is United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund’s 8th Largest Position

United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund cut its holdings in Amphenol Corporation (NYSE:APH) by 5.1% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 917,834 shares of the electronics maker’s stock after selling 49,278 shares during the period. Amphenol comprises approximately 3.5% of United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund’s portfolio, making the stock its 8th biggest holding. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund’s holdings in Amphenol were worth $90,636,000 at the end of the most recent quarter.

A number of other hedge funds have also bought and sold shares of APH. Brighton Jones LLC grew its position in Amphenol by 114.0% during the fourth quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock valued at $1,224,000 after buying an additional 9,390 shares during the period. Revolve Wealth Partners LLC increased its stake in shares of Amphenol by 87.9% during the 4th quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock worth $701,000 after purchasing an additional 4,721 shares during the last quarter. Bison Wealth LLC raised its holdings in shares of Amphenol by 8.3% in the 4th quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock worth $559,000 after purchasing an additional 618 shares during the period. Cetera Investment Advisers lifted its stake in Amphenol by 12.2% in the first quarter. Cetera Investment Advisers now owns 204,059 shares of the electronics maker’s stock valued at $13,384,000 after purchasing an additional 22,121 shares during the last quarter. Finally, Assetmark Inc. raised its stake in shares of Amphenol by 10.0% in the first quarter. Assetmark Inc. now owns 32,219 shares of the electronics maker’s stock valued at $2,113,000 after buying an additional 2,936 shares during the period. 97.01% of the stock is currently owned by institutional investors.

Amphenol Stock Up 0.7%

Shares of APH opened at $138.76 on Thursday. Amphenol Corporation has a 1 year low of $56.45 and a 1 year high of $144.37. The company has a debt-to-equity ratio of 0.57, a current ratio of 2.07 and a quick ratio of 1.52. The stock has a 50 day simple moving average of $130.76 and a two-hundred day simple moving average of $111.42. The firm has a market cap of $169.85 billion, a P/E ratio of 46.25, a P/E/G ratio of 1.58 and a beta of 1.20.

Amphenol (NYSE:APH) last announced its quarterly earnings data on Wednesday, October 22nd. The electronics maker reported $0.93 earnings per share for the quarter, topping analysts’ consensus estimates of $0.79 by $0.14. The firm had revenue of $6.19 billion during the quarter, compared to analyst estimates of $5.54 billion. Amphenol had a net margin of 18.22% and a return on equity of 33.46%. The business’s quarterly revenue was up 53.4% on a year-over-year basis. During the same period in the previous year, the business posted $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. On average, analysts forecast that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, January 7th. Investors of record on Tuesday, December 16th will be issued a dividend of $0.25 per share. The ex-dividend date is Tuesday, December 16th. This represents a $1.00 annualized dividend and a yield of 0.7%. This is a boost from Amphenol’s previous quarterly dividend of $0.17. Amphenol’s dividend payout ratio (DPR) is currently 33.33%.

Wall Street Analysts Forecast Growth

A number of brokerages recently commented on APH. Wall Street Zen cut shares of Amphenol from a “strong-buy” rating to a “buy” rating in a research note on Sunday, November 2nd. Evercore ISI increased their target price on Amphenol from $120.00 to $150.00 and gave the stock an “outperform” rating in a research report on Tuesday, October 7th. JPMorgan Chase & Co. lifted their price target on Amphenol from $145.00 to $160.00 and gave the company an “overweight” rating in a research report on Thursday, October 23rd. Weiss Ratings reiterated a “buy (b)” rating on shares of Amphenol in a research report on Wednesday, October 8th. Finally, Citigroup increased their target price on shares of Amphenol from $145.00 to $160.00 and gave the stock a “buy” rating in a research note on Thursday, October 23rd. Ten research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $131.54.

Insiders Place Their Bets

In other Amphenol news, CFO Craig A. Lampo sold 258,000 shares of Amphenol stock in a transaction that occurred on Tuesday, November 11th. The stock was sold at an average price of $143.20, for a total value of $36,945,600.00. Following the transaction, the chief financial officer directly owned 167,695 shares of the company’s stock, valued at $24,013,924. The trade was a 60.61% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider William J. Doherty sold 80,000 shares of the stock in a transaction that occurred on Wednesday, October 29th. The shares were sold at an average price of $141.04, for a total value of $11,283,200.00. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 983,194 shares of company stock worth $136,884,445. 1.67% of the stock is currently owned by corporate insiders.

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.