Van Lanschot Kempen Investment Management N.V. Makes New Investment in Amphenol Corporation $APH

Van Lanschot Kempen Investment Management N.V. bought a new stake in Amphenol Corporation (NYSE:APH) during the 1st quarter, HoldingsChannel reports. The firm bought 153,556 shares of the electronics maker’s stock, valued at approximately $10,072,000.

Several other hedge funds have also recently modified their holdings of the stock. Perigon Wealth Management LLC raised its holdings in shares of Amphenol by 29.4% during the first quarter. Perigon Wealth Management LLC now owns 17,438 shares of the electronics maker’s stock valued at $1,144,000 after acquiring an additional 3,964 shares during the last quarter. Raiffeisen Bank International AG acquired a new position in Amphenol in the 4th quarter valued at $13,847,000. Cambridge Investment Research Advisors Inc. lifted its holdings in Amphenol by 46.8% in the 1st quarter. Cambridge Investment Research Advisors Inc. now owns 69,958 shares of the electronics maker’s stock valued at $4,589,000 after purchasing an additional 22,293 shares in the last quarter. Transcend Capital Advisors LLC boosted its stake in Amphenol by 14.4% during the 1st quarter. Transcend Capital Advisors LLC now owns 4,504 shares of the electronics maker’s stock worth $295,000 after purchasing an additional 568 shares during the last quarter. Finally, Assenagon Asset Management S.A. grew its holdings in shares of Amphenol by 4.2% during the first quarter. Assenagon Asset Management S.A. now owns 61,920 shares of the electronics maker’s stock worth $4,061,000 after buying an additional 2,514 shares in the last quarter. Institutional investors and hedge funds own 97.01% of the company’s stock.

Amphenol Price Performance

APH stock opened at $109.8860 on Wednesday. Amphenol Corporation has a 52-week low of $56.45 and a 52-week high of $112.35. 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 market cap of $134.16 billion, a price-to-earnings ratio of 43.78, a price-to-earnings-growth ratio of 1.78 and a beta of 1.13. The business has a fifty day moving average of $101.61 and a two-hundred day moving average of $82.83.

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

Amphenol Announces Dividend

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 paid a $0.165 dividend. This represents a $0.66 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend is Tuesday, September 16th. Amphenol’s payout ratio is 26.29%.

Wall Street Analyst Weigh In

A number of equities analysts recently weighed in on the stock. TD Securities boosted their price target on shares of Amphenol from $63.00 to $70.00 and gave the stock a “hold” rating in a research report on Thursday, May 1st. Truist Financial boosted their target price on Amphenol from $102.00 to $126.00 and gave the stock a “buy” rating in a report on Thursday, July 24th. Wall Street Zen cut Amphenol from a “strong-buy” rating to a “buy” rating in a report on Sunday, August 10th. Citigroup boosted their price objective on Amphenol from $115.00 to $125.00 and gave the stock a “buy” rating in a research note on Thursday, July 24th. Finally, Industrial Alliance Securities set a $115.00 target price on Amphenol in a research note on Friday, July 11th. Eight analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, Amphenol presently has a consensus rating of “Moderate Buy” and an average target price of $105.62.

Insider Transactions at Amphenol

In other news, insider William J. Doherty sold 160,000 shares of the firm’s stock in a transaction on Friday, May 30th. The stock was sold at an average price of $89.54, for a total transaction of $14,326,400.00. The transaction was disclosed in a document filed with the Securities & Exchange Commission, 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 on 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 owned 76,400 shares in the company, valued at $8,449,840. This represents a 56.69% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders sold 912,000 shares of company stock worth $88,763,320. 1.67% of the stock is owned by company 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.