Zacks Research Equities Analysts Decrease Earnings Estimates for Amphenol Co. (NYSE:APH)

Amphenol Co. (NYSE:APH) – Investment analysts at Zacks Research dropped their FY2025 EPS estimates for Amphenol in a research note issued to investors on Monday, July 22nd. Zacks Research analyst A. Ganguly now expects that the electronics maker will post earnings per share of $1.91 for the year, down from their previous estimate of $1.93. The consensus estimate for Amphenol’s current full-year earnings is $1.69 per share. Zacks Research also issued estimates for Amphenol’s Q4 2025 earnings at $0.51 EPS, Q1 2026 earnings at $0.49 EPS, Q2 2026 earnings at $0.48 EPS and FY2026 earnings at $2.01 EPS.

Amphenol (NYSE:APH) last posted its quarterly earnings results on Wednesday, July 24th. The electronics maker reported $0.44 EPS for the quarter, topping the consensus estimate of $0.41 by $0.03. Amphenol had a net margin of 15.87% and a return on equity of 23.85%. The company had revenue of $3.61 billion during the quarter, compared to analysts’ expectations of $3.39 billion. During the same quarter in the previous year, the business posted $0.72 EPS. The firm’s revenue was up 18.2% on a year-over-year basis.

Several other brokerages have also recently issued reports on APH. Jefferies Financial Group assumed coverage on Amphenol in a report on Tuesday, April 9th. They set a “hold” rating and a $62.50 price objective for the company. Citigroup raised their target price on shares of Amphenol from $67.50 to $80.00 and gave the stock a “buy” rating in a research report on Tuesday, May 28th. Seaport Res Ptn raised Amphenol to a “strong-buy” rating in a research note on Monday, May 20th. Truist Financial raised their target price on shares of Amphenol from $68.00 to $74.50 and gave the company a “buy” rating in a research note on Friday, May 24th. Finally, UBS Group raised their price objective on Amphenol from $69.00 to $80.00 and gave the company a “buy” rating in a research report on Wednesday, July 10th. Five equities research analysts have rated the stock with a hold rating, nine have given a buy rating and one has issued a strong buy rating to the company. According to MarketBeat.com, Amphenol presently has a consensus rating of “Moderate Buy” and a consensus price target of $65.23.

Amphenol Price Performance

Shares of APH opened at $61.99 on Thursday. The firm has a 50-day simple moving average of $67.39 and a 200-day simple moving average of $59.38. Amphenol has a fifty-two week low of $39.34 and a fifty-two week high of $70.84. The company has a market capitalization of $74.46 billion, a price-to-earnings ratio of 37.91, a price-to-earnings-growth ratio of 3.09 and a beta of 1.25. The company has a debt-to-equity ratio of 0.41, a quick ratio of 1.43 and a current ratio of 2.06.

Institutional Trading of Amphenol

Hedge funds and other institutional investors have recently modified their holdings of the company. Beacon Capital Management LLC grew its stake in shares of Amphenol by 121.2% during the 2nd quarter. Beacon Capital Management LLC now owns 376 shares of the electronics maker’s stock worth $25,000 after acquiring an additional 206 shares in the last quarter. Frazier Financial Advisors LLC bought a new position in Amphenol in the fourth quarter valued at $29,000. Opal Wealth Advisors LLC acquired a new stake in Amphenol in the 2nd quarter valued at $29,000. Albion Financial Group UT lifted its position in Amphenol by 100.0% during the 2nd quarter. Albion Financial Group UT now owns 468 shares of the electronics maker’s stock worth $32,000 after buying an additional 234 shares in the last quarter. Finally, Mendota Financial Group LLC bought a new position in shares of Amphenol in the 4th quarter valued at about $33,000. Institutional investors and hedge funds own 97.01% of the company’s stock.

Insider Activity

In other Amphenol news, insider Luc Walter sold 230,000 shares of the business’s stock in a transaction dated Wednesday, May 22nd. The stock was sold at an average price of $67.57, for a total transaction of $15,541,100.00. Following the completion of the sale, the insider now directly owns 397,280 shares of the company’s stock, valued at approximately $26,844,209.60. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. 1.80% of the stock is currently owned by insiders.

Amphenol Cuts Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, October 9th. Stockholders of record on Tuesday, September 17th will be given a dividend of $0.165 per share. The ex-dividend date of this dividend is Tuesday, September 17th. This represents a $0.66 dividend on an annualized basis and a dividend yield of 1.06%. Amphenol’s payout ratio is currently 26.91%.

Amphenol declared that its board has authorized a stock buyback program on Wednesday, April 24th that authorizes the company to buyback $2.00 billion in outstanding shares. This buyback authorization authorizes the electronics maker to reacquire up to 2.9% of its shares through open market purchases. Shares buyback programs are generally a sign that the company’s leadership believes its shares are undervalued.

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.