MGO One Seven LLC Has $14.78 Million Position in Amphenol Corporation $APH

MGO One Seven LLC lifted its holdings in Amphenol Corporation (NYSE:APH) by 19.9% during the third quarter, HoldingsChannel reports. The firm owned 119,423 shares of the electronics maker’s stock after purchasing an additional 19,861 shares during the period. MGO One Seven LLC’s holdings in Amphenol were worth $14,779,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently modified their holdings of APH. Grant Private Wealth Management Inc bought a new stake in shares of Amphenol in the 3rd quarter valued at $515,000. Motive Wealth Advisors purchased a new position in shares of Amphenol during the 2nd quarter valued at $215,000. LeConte Wealth Management LLC bought a new stake in Amphenol in the second quarter worth $399,000. IFP Advisors Inc grew its holdings in shares of Amphenol by 43.1% during the 2nd quarter. IFP Advisors Inc now owns 24,397 shares of the electronics maker’s stock worth $2,417,000 after acquiring an additional 7,347 shares during the period. Finally, Advyzon Investment Management LLC lifted its stake in shares of Amphenol by 101.6% in the second quarter. Advyzon Investment Management LLC now owns 6,054 shares of the electronics maker’s stock worth $598,000 after buying an additional 3,051 shares in the last quarter. 97.01% of the stock is owned by institutional investors.

Analyst Ratings Changes

Several analysts recently issued reports on the company. The Goldman Sachs Group set a $154.00 target price on Amphenol and gave the stock a “buy” rating in a research report on Thursday, October 23rd. Fox Advisors reissued an “outperform” rating on shares of Amphenol in a research note on Friday. Robert W. Baird set a $139.00 target price on shares of Amphenol and gave the company an “outperform” rating in a research report on Friday, October 10th. Barclays upgraded shares of Amphenol to an “overweight” rating and set a $156.00 price objective on the stock in a research note on Monday. Finally, UBS Group set a $152.00 target price on shares of Amphenol and gave the stock a “buy” rating in a research note on Thursday, October 23rd. Eleven analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $141.23.

Insider Transactions at Amphenol

In related news, VP Lance E. D’amico sold 120,000 shares of the stock in a transaction that occurred on Wednesday, October 29th. The shares were sold at an average price of $140.01, for a total transaction of $16,801,200.00. Following the sale, the vice president owned 76,400 shares in the company, valued at approximately $10,696,764. This trade represents a 61.10% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider William J. Doherty sold 80,000 shares of the firm’s stock in a transaction on Wednesday, October 29th. The stock was sold at an average price of $141.04, for a total value of $11,283,200.00. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 1,063,194 shares of company stock worth $148,244,445. 1.67% of the stock is currently owned by insiders.

Amphenol Trading Up 2.8%

Shares of NYSE:APH opened at $140.10 on Monday. The company has a market cap of $171.49 billion, a PE ratio of 46.70, a P/E/G ratio of 0.91 and a beta of 1.21. The company has a quick ratio of 1.52, a current ratio of 2.07 and a debt-to-equity ratio of 0.57. Amphenol Corporation has a fifty-two week low of $56.45 and a fifty-two week high of $144.37. The company’s 50-day moving average price is $137.00 and its 200 day moving average price is $122.08.

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

Amphenol Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, January 7th. Investors of record on Tuesday, December 16th were issued a dividend of $0.25 per share. The ex-dividend date was Tuesday, December 16th. This is a positive change from Amphenol’s previous quarterly dividend of $0.17. This represents a $1.00 dividend on an annualized basis and a yield of 0.7%. Amphenol’s dividend payout ratio is presently 33.33%.

About Amphenol

Amphenol Corporation (NYSE: APH) is a leading global manufacturer of electronic and fiber optic connectors, interconnect systems, and related components. The company designs, engineers and produces a broad range of products including electrical connectors, cable assemblies, fiber optic solutions, sensors, antennas and electromechanical devices used to transfer power, signal and data across complex systems. Its product portfolio spans ruggedized connectors for harsh environments to high-speed solutions for data centers and telecommunications networks.

Amphenol serves a diverse set of end markets, including automotive, broadband and telecom, data communications, mobile devices, industrial, energy, and military/aerospace.