Vontobel Holding Ltd. Trims Stake in Amphenol Corporation $APH

Vontobel Holding Ltd. lowered its holdings in Amphenol Corporation (NYSE:APH) by 9.3% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,816,085 shares of the electronics maker’s stock after selling 290,157 shares during the quarter. Amphenol accounts for 0.9% of Vontobel Holding Ltd.’s holdings, making the stock its 28th largest holding. Vontobel Holding Ltd. owned 0.23% of Amphenol worth $278,088,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in APH. Hughes Financial Services LLC purchased a new stake in Amphenol in the first quarter valued at $25,000. Opal Wealth Advisors LLC acquired a new stake in shares of Amphenol in the second quarter valued at $25,000. Avalon Trust Co grew its stake in shares of Amphenol by 133.3% in the first quarter. Avalon Trust Co now owns 406 shares of the electronics maker’s stock valued at $27,000 after buying an additional 232 shares in the last quarter. N.E.W. Advisory Services LLC acquired a new stake in shares of Amphenol in the first quarter valued at $28,000. Finally, Saudi Central Bank acquired a new stake in shares of Amphenol in the first quarter valued at $31,000. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Insiders Place Their Bets

In other news, 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 transaction, the vice president directly owned 12,500 shares of the company’s stock, valued at approximately $1,380,250. This represents a 88.89% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, VP Lance E. D’amico sold 100,000 shares of the business’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 completion of the sale, the vice president directly owned 76,400 shares of the company’s stock, valued at $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. In the last 90 days, insiders sold 665,924 shares of company stock valued at $73,369,357. 1.67% of the stock is owned by insiders.

Amphenol Trading Up 1.0%

NYSE:APH opened at $125.74 on Thursday. The stock has a 50-day simple moving average of $115.04 and a 200-day simple moving average of $95.34. The stock has a market cap of $153.52 billion, a P/E ratio of 50.10, a P/E/G ratio of 1.99 and a beta of 1.17. Amphenol Corporation has a 1 year low of $56.45 and a 1 year high of $126.11. 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 data on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share (EPS) for the quarter, topping the consensus estimate 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 return on equity of 30.58% and a net margin of 16.90%.The business’s quarterly revenue was up 56.5% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.44 EPS. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. As a group, analysts anticipate that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, October 8th. Stockholders of record on Tuesday, September 16th were given 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 was Tuesday, September 16th. Amphenol’s dividend payout ratio is currently 26.29%.

Analysts Set New Price Targets

A number of brokerages have recently weighed in on APH. Truist Financial lifted their price objective on Amphenol from $102.00 to $126.00 and gave the company a “buy” rating in a research note on Thursday, July 24th. 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 note on Tuesday, August 5th. Evercore ISI lifted their price objective on Amphenol from $120.00 to $150.00 and gave the company an “outperform” rating in a research note on Tuesday. Robert W. Baird lifted their price objective on Amphenol from $118.00 to $127.00 and gave the company an “outperform” rating in a research note on Tuesday, August 19th. Finally, UBS Group set a $120.00 price objective on Amphenol in a research note on Tuesday. Nine analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $113.57.

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.