Amphenol Corporation $APH Stock Position Boosted by Nova Wealth Management Inc.

Nova Wealth Management Inc. increased its position in shares of Amphenol Corporation (NYSE:APH) by 6.1% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,413 shares of the electronics maker’s stock after purchasing an additional 195 shares during the period. Nova Wealth Management Inc.’s holdings in Amphenol were worth $337,000 at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. Vanguard Group Inc. lifted its holdings in Amphenol by 1.9% in the 1st quarter. Vanguard Group Inc. now owns 154,998,780 shares of the electronics maker’s stock valued at $10,166,370,000 after acquiring an additional 2,870,933 shares during the last quarter. T. Rowe Price Investment Management Inc. raised 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 worth $1,098,190,000 after purchasing an additional 11,092,282 shares in the last quarter. Wellington Management Group LLP lifted its position in shares of Amphenol by 73.5% during the 1st quarter. Wellington Management Group LLP now owns 12,168,971 shares of the electronics maker’s stock valued at $798,163,000 after acquiring an additional 5,154,860 shares during the last quarter. Invesco Ltd. lifted its holdings in shares of Amphenol by 1.6% during the first quarter. Invesco Ltd. now owns 9,198,997 shares of the electronics maker’s stock valued at $603,362,000 after purchasing an additional 141,069 shares during the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its stake in Amphenol by 639.0% during the first 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 valued at $574,500,000 after buying an additional 7,573,750 shares in the last quarter. 97.01% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Amphenol news, insider William J. Doherty sold 113,000 shares of Amphenol stock in a transaction that occurred on Monday, August 11th. The stock was sold at an average price of $110.29, for a total value of $12,462,770.00. The sale was disclosed in a filing with the SEC, which is available through this link. Also, 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 transaction, the vice president owned 76,400 shares of the company’s stock, valued at approximately $8,449,840. The trade was a 56.69% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last quarter, insiders sold 665,924 shares of company stock worth $73,369,357. Corporate insiders own 1.67% of the company’s stock.

Amphenol Stock Down 0.6%

Shares of Amphenol stock opened at $118.71 on Friday. Amphenol Corporation has a 12-month low of $56.45 and a 12-month high of $120.80. The company has a quick ratio of 1.46, a current ratio of 2.02 and a debt-to-equity ratio of 0.61. The stock has a 50 day moving average price of $107.44 and a two-hundred day moving average price of $88.20. The stock has a market capitalization of $144.94 billion, a P/E ratio of 47.30, a PEG ratio of 1.91 and a beta of 1.15.

Amphenol (NYSE:APH) last issued its quarterly earnings data on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share for the quarter, topping analysts’ consensus estimates of $0.66 by $0.15. The business 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%. Amphenol’s revenue for the quarter was up 56.5% on a year-over-year basis. During the same period in the previous year, the company earned $0.44 earnings per share. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. Equities analysts expect that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Announces Dividend

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

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently issued reports on APH shares. Industrial Alliance Securities set a $115.00 price target on shares of Amphenol in a report on Friday, July 11th. Citigroup raised their price objective on Amphenol from $115.00 to $125.00 and gave the stock a “buy” rating in a research report on Thursday, July 24th. Robert W. Baird boosted their price objective on shares of Amphenol from $118.00 to $127.00 and gave the company an “outperform” rating in a research report on Tuesday, August 19th. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Amphenol in a research note on Friday, July 11th. Finally, Bank of America lifted their price objective on Amphenol from $110.00 to $120.00 and gave the company a “neutral” rating in a research report on Tuesday, August 5th. Eight research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $105.62.

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.