Autumn Glory Partners LLC Purchases New Holdings in Amphenol Corporation $APH

Autumn Glory Partners LLC bought a new position in Amphenol Corporation (NYSE:APH) in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund bought 2,565 shares of the electronics maker’s stock, valued at approximately $253,000.

A number of other large investors have also recently made changes to their positions in the stock. Valeo Financial Advisors LLC grew its stake in shares of Amphenol by 7.1% in the second quarter. Valeo Financial Advisors LLC now owns 9,405 shares of the electronics maker’s stock worth $929,000 after acquiring an additional 625 shares during the period. DAVENPORT & Co LLC lifted its holdings in shares of Amphenol by 14.2% in the second quarter. DAVENPORT & Co LLC now owns 68,379 shares of the electronics maker’s stock worth $6,731,000 after buying an additional 8,494 shares in the last quarter. Grimes & Company Inc. purchased a new position in shares of Amphenol in the second quarter worth $228,000. Merit Financial Group LLC raised its stake in Amphenol by 31.6% during the second quarter. Merit Financial Group LLC now owns 48,462 shares of the electronics maker’s stock valued at $4,786,000 after purchasing an additional 11,641 shares in the last quarter. Finally, Alta Wealth Advisors LLC purchased a new stake in Amphenol during the second quarter valued at $602,000. 97.01% of the stock is currently owned by institutional investors.

Amphenol Price Performance

Amphenol stock opened at $122.28 on Monday. The company’s fifty day moving average price is $113.91 and its 200 day moving average price is $94.53. Amphenol Corporation has a 1 year low of $56.45 and a 1 year high of $126.06. The stock has a market capitalization of $149.29 billion, a P/E ratio of 48.72, a P/E/G ratio of 1.96 and a beta of 1.17. The company has a debt-to-equity ratio of 0.61, a quick ratio of 1.46 and a current ratio of 2.02.

Amphenol (NYSE:APH) last released its quarterly earnings results on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.66 by $0.15. Amphenol had a net margin of 16.90% and a return on equity of 30.58%. The firm had revenue of $5.65 billion for the quarter, compared to analysts’ expectations of $5.01 billion. During the same quarter last year, the company earned $0.44 EPS. The firm’s revenue for the quarter was up 56.5% compared to the same quarter last year. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. As a group, equities research analysts anticipate that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, October 8th. Stockholders of record on Tuesday, September 16th will be issued a dividend of $0.165 per share. This represents a $0.66 annualized dividend and a dividend yield of 0.5%. The ex-dividend date is Tuesday, September 16th. Amphenol’s payout ratio is currently 26.29%.

Analyst Upgrades and Downgrades

APH has been the topic of a number of research analyst reports. Weiss Ratings restated a “buy (b)” rating on shares of Amphenol in a report on Saturday, September 27th. Industrial Alliance Securities set a $115.00 price target on shares of Amphenol in a research report on Friday, July 11th. Wall Street Zen lowered shares of Amphenol from a “strong-buy” rating to a “buy” rating in a research report on Sunday, August 10th. Citigroup reaffirmed a “buy” rating and issued a $145.00 price objective (up from $125.00) on shares of Amphenol in a research report on Wednesday, September 24th. Finally, JPMorgan Chase & Co. increased their price objective on shares of Amphenol from $120.00 to $125.00 and gave the company an “overweight” rating in a research report on Thursday, July 24th. Nine investment 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.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $110.00.

Insider Buying and Selling

In other news, VP David M. Silverman sold 100,000 shares of Amphenol stock in a transaction on 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 transaction, the vice president owned 12,500 shares in the company, valued at $1,380,250. The trade was a 88.89% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Craig A. Lampo sold 199,848 shares of the business’s stock in a transaction dated Friday, August 22nd. The shares were sold at an average price of $110.43, for a total transaction of $22,069,214.64. Following the completion of the sale, the chief financial officer owned 125,695 shares in the company, valued at approximately $13,880,498.85. This trade represents a 61.39% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 665,924 shares of company stock worth $73,369,357 in the last quarter. 1.67% of the stock is currently owned by insiders.

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.