NewEdge Advisors LLC Has $2.66 Million Stock Position in Amphenol Corporation $APH

NewEdge Advisors LLC trimmed its position in Amphenol Corporation (NYSE:APH) by 18.3% in the first quarter, Holdings Channel.com reports. The institutional investor owned 40,512 shares of the electronics maker’s stock after selling 9,075 shares during the period. NewEdge Advisors LLC’s holdings in Amphenol were worth $2,657,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also modified their holdings of the company. Nippon Life Global Investors Americas Inc. lifted its stake in shares of Amphenol by 31.9% in the first quarter. Nippon Life Global Investors Americas Inc. now owns 159,030 shares of the electronics maker’s stock worth $10,453,000 after buying an additional 38,460 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its stake in Amphenol by 3.2% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 168,983 shares of the electronics maker’s stock valued at $11,085,000 after purchasing an additional 5,218 shares during the last quarter. Integrated Wealth Concepts LLC raised its stake in Amphenol by 13.2% during the 1st quarter. Integrated Wealth Concepts LLC now owns 14,476 shares of the electronics maker’s stock valued at $949,000 after purchasing an additional 1,693 shares during the last quarter. Ironvine Capital Partners LLC acquired a new position in Amphenol during the 1st quarter valued at $7,895,000. Finally, Gotham Asset Management LLC raised its stake in Amphenol by 29.6% during the 1st quarter. Gotham Asset Management LLC now owns 179,894 shares of the electronics maker’s stock valued at $11,799,000 after purchasing an additional 41,127 shares during the last quarter. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Amphenol Trading Up 2.2%

Shares of Amphenol stock opened at $119.38 on Thursday. The firm has a market capitalization of $145.75 billion, a PE ratio of 47.56, a price-to-earnings-growth ratio of 1.87 and a beta of 1.15. The company has a debt-to-equity ratio of 0.61, a current ratio of 2.02 and a quick ratio of 1.46. The company’s fifty day moving average price is $106.65 and its two-hundred day moving average price is $87.32. Amphenol Corporation has a 52-week low of $56.45 and a 52-week high of $120.80.

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

Amphenol Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, October 8th. Stockholders of record on Tuesday, September 16th will be issued a $0.165 dividend. The ex-dividend date of this dividend is Tuesday, September 16th. This represents a $0.66 annualized dividend and a dividend yield of 0.6%. Amphenol’s dividend payout ratio is presently 26.29%.

Insider Activity

In other news, VP Lance E. D’amico sold 100,000 shares of the company’s stock in a transaction dated Monday, August 18th. The shares were sold at an average price of $110.60, for a total value of $11,060,000.00. Following the sale, the vice president owned 76,400 shares of the company’s stock, valued at approximately $8,449,840. This represents a 56.69% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, VP David M. Silverman sold 100,000 shares of the company’s stock in a transaction dated Monday, August 25th. The stock was sold at an average price of $110.42, for a total transaction of $11,042,000.00. Following the completion of the sale, the vice president directly owned 12,500 shares in the company, valued at approximately $1,380,250. The trade was a 88.89% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 665,924 shares of company stock worth $73,369,357 in the last quarter. 1.67% of the stock is owned by company insiders.

Analysts Set New Price Targets

Several research firms recently commented on APH. KGI Securities began coverage on shares of Amphenol in a research note on Thursday, June 26th. They set a “hold” rating for the company. Evercore ISI upped their target price on shares of Amphenol from $105.00 to $110.00 and gave the company an “outperform” rating in a research note on Friday, July 18th. Truist Financial upped their target price on shares of Amphenol from $102.00 to $126.00 and gave the company a “buy” rating in a research note on Thursday, July 24th. Citigroup boosted their price target on shares of Amphenol from $115.00 to $125.00 and gave the company a “buy” rating in a report on Thursday, July 24th. Finally, Robert W. Baird boosted their price target on shares of Amphenol from $118.00 to $127.00 and gave the company an “outperform” rating in a report on Tuesday, August 19th. Eight investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $105.62.

Amphenol 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.