Roundview Capital LLC Increases Stock Position in Amphenol Corporation $APH

Roundview Capital LLC lifted its holdings in shares of Amphenol Corporation (NYSE:APH) by 5.3% during the second quarter, HoldingsChannel.com reports. The fund owned 34,481 shares of the electronics maker’s stock after purchasing an additional 1,733 shares during the quarter. Roundview Capital LLC’s holdings in Amphenol were worth $3,405,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also modified their holdings of APH. Brighton Jones LLC grew its position in shares of Amphenol by 114.0% during the fourth quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock worth $1,224,000 after acquiring an additional 9,390 shares during the last quarter. Revolve Wealth Partners LLC grew its position in shares of Amphenol by 87.9% during the fourth quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock worth $701,000 after acquiring an additional 4,721 shares during the last quarter. Bison Wealth LLC grew its position in shares of Amphenol by 8.3% during the fourth quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock worth $559,000 after acquiring an additional 618 shares during the last quarter. Vest Financial LLC grew its position in shares of Amphenol by 74.6% during the first quarter. Vest Financial LLC now owns 12,142 shares of the electronics maker’s stock worth $796,000 after acquiring an additional 5,186 shares during the last quarter. Finally, Procyon Advisors LLC purchased a new position in shares of Amphenol during the first quarter worth approximately $210,000. 97.01% of the stock is currently owned by hedge funds and other institutional investors.

Amphenol Price Performance

Shares of NYSE APH opened at $123.48 on Tuesday. The firm has a market capitalization of $150.76 billion, a P/E ratio of 49.20, a PEG ratio of 1.96 and a beta of 1.17. Amphenol Corporation has a one year low of $56.45 and a one year high of $126.06. The company’s fifty day moving average is $114.25 and its two-hundred day moving average is $94.92. 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 issued its earnings results on Wednesday, July 23rd. The electronics maker reported $0.81 EPS for the quarter, topping the consensus estimate of $0.66 by $0.15. The company had revenue of $5.65 billion for the quarter, compared to analyst estimates of $5.01 billion. Amphenol had a net margin of 16.90% and a return on equity of 30.58%. The business’s revenue was up 56.5% on a year-over-year basis. During the same period in the previous year, the firm earned $0.44 EPS. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. Analysts forecast that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, October 8th. Stockholders of record on Tuesday, September 16th will be paid 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 of this dividend is Tuesday, September 16th. Amphenol’s payout ratio is 26.29%.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on APH shares. UBS Group reaffirmed a “buy” rating and set a $145.00 price target (up from $120.00) on shares of Amphenol in a report on Monday. Wall Street Zen downgraded Amphenol from a “strong-buy” rating to a “buy” rating in a report on Sunday, August 10th. The Goldman Sachs Group set a $139.00 price target on Amphenol and gave the stock a “buy” rating in a report on Monday, September 29th. Citigroup reaffirmed a “buy” rating and set a $145.00 price target (up from $125.00) on shares of Amphenol in a report on Wednesday, September 24th. Finally, Evercore ISI increased their price target on Amphenol from $105.00 to $110.00 and gave the stock an “outperform” rating in a report on Friday, July 18th. Nine research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $111.92.

Insider Buying and Selling at Amphenol

In other Amphenol news, VP David M. Silverman sold 100,000 shares of Amphenol stock in a transaction dated Monday, August 25th. The shares were sold at an average price of $110.42, for a total transaction of $11,042,000.00. Following the completion of the transaction, the vice president owned 12,500 shares in the company, valued at approximately $1,380,250. The trade was a 88.89% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CFO Craig A. Lampo sold 40,076 shares of Amphenol stock in a transaction dated Monday, August 25th. The stock was sold at an average price of $110.56, for a total transaction of $4,430,802.56. Following the transaction, the chief financial officer owned 39,884 shares of the company’s stock, valued at approximately $4,409,575.04. The trade was a 50.12% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 665,924 shares of company stock valued at $73,369,357 over the last 90 days. 1.67% of the stock is currently owned by corporate insiders.

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.