Amphenol Corporation $APH Shares Sold by Inspire Investing LLC

Inspire Investing LLC decreased its position in Amphenol Corporation (NYSE:APH) by 7.4% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 143,081 shares of the electronics maker’s stock after selling 11,433 shares during the period. Amphenol makes up 1.1% of Inspire Investing LLC’s portfolio, making the stock its 9th largest position. Inspire Investing LLC’s holdings in Amphenol were worth $9,385,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in APH. T. Rowe Price Investment Management Inc. grew its holdings in shares of Amphenol by 196.3% in the 1st quarter. T. Rowe Price Investment Management Inc. now owns 16,743,239 shares of the electronics maker’s stock valued at $1,098,190,000 after buying an additional 11,092,282 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake in Amphenol by 639.0% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 8,758,951 shares of the electronics maker’s stock worth $574,500,000 after purchasing an additional 7,573,750 shares during the period. Nuveen LLC acquired a new position in Amphenol in the 1st quarter worth $476,842,000. Wellington Management Group LLP boosted its stake in Amphenol by 73.5% in the 1st quarter. Wellington Management Group LLP now owns 12,168,971 shares of the electronics maker’s stock worth $798,163,000 after purchasing an additional 5,154,860 shares during the period. Finally, Mackenzie Financial Corp boosted its stake in Amphenol by 108.9% in the 4th quarter. Mackenzie Financial Corp now owns 5,564,252 shares of the electronics maker’s stock worth $386,437,000 after purchasing an additional 2,900,024 shares during the period. Institutional investors and hedge funds own 97.01% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on APH. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Amphenol in a research note on Friday, July 11th. Wall Street Zen lowered shares of Amphenol from a “strong-buy” rating to a “buy” rating in a research note on Sunday, August 10th. JPMorgan Chase & Co. upped their target price on shares of Amphenol from $120.00 to $125.00 and gave the stock an “overweight” rating in a research note on Thursday, July 24th. Robert W. Baird upped their target price on shares of Amphenol from $118.00 to $127.00 and gave the stock an “outperform” rating in a research note on Tuesday, August 19th. Finally, KGI Securities assumed coverage on shares of Amphenol in a research note on Thursday, June 26th. They set a “hold” rating for the company. Eight analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Amphenol currently has a consensus rating of “Moderate Buy” and an average price target of $105.62.

Amphenol Trading Up 0.4%

Amphenol stock opened at $119.62 on Friday. The firm has a 50-day moving average of $107.06 and a 200-day moving average of $87.68. Amphenol Corporation has a one year low of $56.45 and a one year high of $120.80. 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 has a market cap of $146.05 billion, a price-to-earnings ratio of 47.66, a P/E/G ratio of 1.91 and a beta of 1.15.

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

Amphenol Announces Dividend

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

Insider Activity

In related news, CFO Craig A. Lampo sold 40,076 shares of the firm’s stock in a transaction dated Monday, August 25th. The shares were sold at an average price of $110.56, for a total value of $4,430,802.56. Following the completion of the sale, the chief financial officer directly owned 39,884 shares in the company, valued at approximately $4,409,575.04. This trade represents a 50.12% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider William J. Doherty sold 113,000 shares of the firm’s stock in a transaction dated Monday, August 11th. The shares were sold at an average price of $110.29, for a total transaction of $12,462,770.00. The disclosure for this sale can be found here. Over the last quarter, insiders have sold 665,924 shares of company stock valued at $73,369,357. Company insiders own 1.67% of the company’s stock.

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.