Mutual of America Capital Management LLC Increases Holdings in Amphenol Corporation $APH

Mutual of America Capital Management LLC increased its stake in shares of Amphenol Corporation (NYSE:APH) by 1.0% during the second quarter, according to its most recent filing with the SEC. The institutional investor owned 199,417 shares of the electronics maker’s stock after purchasing an additional 1,981 shares during the period. Mutual of America Capital Management LLC’s holdings in Amphenol were worth $19,692,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in APH. Hughes Financial Services LLC bought a new position in shares of Amphenol in the first quarter valued at approximately $25,000. Opal Wealth Advisors LLC bought a new stake in Amphenol during the 2nd quarter worth approximately $25,000. Avalon Trust Co lifted its stake in Amphenol by 133.3% in the 1st quarter. Avalon Trust Co now owns 406 shares of the electronics maker’s stock worth $27,000 after purchasing an additional 232 shares in the last quarter. N.E.W. Advisory Services LLC bought a new position in Amphenol in the 1st quarter valued at $28,000. Finally, Saudi Central Bank purchased a new position in shares of Amphenol during the 1st quarter valued at $31,000. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Amphenol Stock Performance

NYSE:APH opened at $125.73 on Friday. The company has a market capitalization of $153.51 billion, a price-to-earnings ratio of 50.09, a PEG ratio of 1.64 and a beta of 1.17. The business has a 50 day moving average of $117.40 and a 200 day moving average of $98.31. The company has a debt-to-equity ratio of 0.61, a current ratio of 2.02 and a quick ratio of 1.46. Amphenol Corporation has a 1-year low of $56.45 and a 1-year high of $128.12.

Amphenol (NYSE:APH) last announced its quarterly earnings data on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.66 by $0.15. The company had revenue of $5.65 billion during the quarter, compared to analysts’ expectations of $5.01 billion. Amphenol had a net margin of 16.90% and a return on equity of 30.58%. The firm’s revenue was up 56.5% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.44 EPS. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. On average, sell-side analysts predict that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, October 8th. Investors of record on Tuesday, September 16th were given a dividend of $0.165 per share. This represents a $0.66 annualized dividend and a yield of 0.5%. The ex-dividend date was Tuesday, September 16th. Amphenol’s dividend payout ratio (DPR) is presently 26.29%.

Analyst Upgrades and Downgrades

APH has been the subject of several research analyst reports. Evercore ISI lifted their price objective on Amphenol from $120.00 to $150.00 and gave the company an “outperform” rating in a research note on Tuesday, October 7th. UBS Group set a $120.00 price target on Amphenol in a report on Tuesday, October 7th. JPMorgan Chase & Co. boosted their price objective on Amphenol from $125.00 to $145.00 and gave the stock an “overweight” rating in a report on Thursday. KGI Securities initiated coverage on shares of Amphenol in a research note on Thursday, June 26th. They issued a “hold” rating on the stock. Finally, Barclays assumed coverage on shares of Amphenol in a research report on Wednesday, October 8th. They set an “equal weight” rating and a $120.00 target price for the company. Ten analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat, Amphenol currently has a consensus rating of “Moderate Buy” and a consensus target price of $118.00.

Insider Buying and Selling

In related news, VP Lance E. D’amico sold 100,000 shares of the company’s stock in a transaction on Monday, August 18th. The shares were sold at an average price of $110.60, for a total transaction of $11,060,000.00. Following the completion of the sale, the vice president directly owned 76,400 shares in the company, valued at $8,449,840. This represents a 56.69% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, insider William J. Doherty sold 113,000 shares of the stock in a transaction on Friday, August 8th. The shares were sold at an average price of $108.89, for a total transaction of $12,304,570.00. The disclosure for this sale can be found here. Insiders sold 665,924 shares of company stock valued at $73,369,357 over the last quarter. Company insiders own 1.67% of the company’s stock.

Amphenol Company Profile

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.