Seaport Res Ptn Has Positive Outlook of Amphenol Q1 Earnings

Amphenol Co. (NYSE:APH) – Investment analysts at Seaport Res Ptn boosted their Q1 2025 EPS estimates for Amphenol in a report issued on Friday, January 17th. Seaport Res Ptn analyst S. Graham now anticipates that the electronics maker will earn $0.48 per share for the quarter, up from their previous estimate of $0.47. The consensus estimate for Amphenol’s current full-year earnings is $1.84 per share. Seaport Res Ptn also issued estimates for Amphenol’s Q3 2025 earnings at $0.57 EPS, FY2025 earnings at $2.13 EPS, Q1 2026 earnings at $0.54 EPS, Q2 2026 earnings at $0.58 EPS, Q3 2026 earnings at $0.63 EPS, Q4 2026 earnings at $0.62 EPS and FY2026 earnings at $2.37 EPS.

Amphenol (NYSE:APH) last released its quarterly earnings results on Wednesday, October 23rd. The electronics maker reported $0.50 earnings per share for the quarter, topping the consensus estimate of $0.45 by $0.05. The firm had revenue of $4.04 billion for the quarter, compared to analysts’ expectations of $3.81 billion. Amphenol had a net margin of 15.40% and a return on equity of 24.68%. The business’s quarterly revenue was up 26.3% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.39 earnings per share.

Several other research analysts have also recently weighed in on the stock. TD Cowen upped their price target on shares of Amphenol from $60.00 to $63.00 and gave the stock a “hold” rating in a report on Friday, October 25th. Robert W. Baird increased their target price on Amphenol from $71.00 to $77.00 and gave the company an “outperform” rating in a research note on Thursday, October 24th. Truist Financial increased their target price on Amphenol from $76.00 to $82.00 and gave the company a “buy” rating in a research note on Thursday, October 24th. Bank of America increased their target price on Amphenol from $70.00 to $74.00 and gave the company a “neutral” rating in a research note on Thursday, October 24th. Finally, Evercore ISI increased their target price on Amphenol from $75.00 to $80.00 and gave the company an “outperform” rating in a research note on Thursday, October 24th. Five investment analysts have rated the stock with a hold rating, seven have assigned a buy rating and one has given a strong buy rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $69.79.

Amphenol Trading Up 4.8 %

Amphenol stock opened at $72.76 on Monday. The stock has a market cap of $87.72 billion, a P/E ratio of 41.82, a PEG ratio of 1.89 and a beta of 1.24. Amphenol has a fifty-two week low of $48.52 and a fifty-two week high of $75.78. The firm’s fifty day moving average price is $71.74 and its 200-day moving average price is $67.76. The company has a debt-to-equity ratio of 0.53, a quick ratio of 1.33 and a current ratio of 1.99.

Institutional Trading of Amphenol

Several institutional investors and hedge funds have recently bought and sold shares of the stock. State Street Corp lifted its holdings in Amphenol by 3.0% in the third quarter. State Street Corp now owns 53,534,216 shares of the electronics maker’s stock worth $3,496,777,000 after buying an additional 1,537,880 shares during the period. Geode Capital Management LLC lifted its holdings in Amphenol by 2.3% in the third quarter. Geode Capital Management LLC now owns 24,666,093 shares of the electronics maker’s stock worth $1,601,540,000 after buying an additional 564,991 shares during the period. Legal & General Group Plc lifted its holdings in Amphenol by 116.6% in the second quarter. Legal & General Group Plc now owns 9,833,128 shares of the electronics maker’s stock worth $662,458,000 after buying an additional 5,293,292 shares during the period. Charles Schwab Investment Management Inc. lifted its holdings in Amphenol by 1.0% in the third quarter. Charles Schwab Investment Management Inc. now owns 6,558,670 shares of the electronics maker’s stock worth $427,363,000 after buying an additional 63,180 shares during the period. Finally, Sumitomo Mitsui Trust Group Inc. lifted its holdings in Amphenol by 25.2% in the third quarter. Sumitomo Mitsui Trust Group Inc. now owns 5,329,913 shares of the electronics maker’s stock worth $347,297,000 after buying an additional 1,073,480 shares during the period. 97.01% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Amphenol

In other news, CEO Richard Adam Norwitt sold 900,672 shares of the stock in a transaction dated Tuesday, October 29th. The shares were sold at an average price of $68.81, for a total transaction of $61,975,240.32. Following the completion of the sale, the chief executive officer now directly owns 1,934,848 shares in the company, valued at approximately $133,136,890.88. This represents a 31.76 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Peter Straub sold 132,000 shares of the stock in a transaction dated Friday, November 8th. The stock was sold at an average price of $74.12, for a total transaction of $9,783,840.00. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 1,842,672 shares of company stock worth $128,858,080. Company insiders own 1.80% of the company’s stock.

Amphenol Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, January 8th. Stockholders of record on Tuesday, December 17th were issued a dividend of $0.165 per share. The ex-dividend date of this dividend was Tuesday, December 17th. This represents a $0.66 dividend on an annualized basis and a dividend yield of 0.91%. Amphenol’s dividend payout ratio is currently 37.93%.

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.