Amanah Holdings Trust Purchases New Position in Amphenol Corporation $APH

Amanah Holdings Trust bought a new position in shares of Amphenol Corporation (NYSE:APH) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 382,716 shares of the electronics maker’s stock, valued at approximately $37,793,000. Amphenol accounts for approximately 9.4% of Amanah Holdings Trust’s holdings, making the stock its 4th largest holding.

Several other hedge funds have also added to or reduced their stakes in APH. T. Rowe Price Investment Management Inc. boosted its position in Amphenol by 196.3% during 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 buying an additional 11,092,282 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its position in Amphenol by 639.0% during the 1st 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 worth $574,500,000 after buying an additional 7,573,750 shares during the period. Nuveen LLC acquired a new stake in Amphenol during the 1st quarter worth approximately $476,842,000. Wellington Management Group LLP boosted its position in Amphenol by 73.5% during the 1st quarter. Wellington Management Group LLP now owns 12,168,971 shares of the electronics maker’s stock worth $798,163,000 after buying an additional 5,154,860 shares during the period. Finally, Mackenzie Financial Corp boosted its position in Amphenol by 108.9% during the 4th quarter. Mackenzie Financial Corp now owns 5,564,252 shares of the electronics maker’s stock worth $386,437,000 after buying an additional 2,900,024 shares during the period. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

APH has been the topic of several recent research reports. UBS Group lifted their target price on shares of Amphenol from $115.00 to $120.00 and gave the stock a “buy” rating in a research report on Thursday, July 24th. Citigroup boosted their price target on shares of Amphenol from $115.00 to $125.00 and gave the stock a “buy” rating in a research report on Thursday, July 24th. KGI Securities started coverage on shares of Amphenol in a research report on Thursday, June 26th. They issued a “hold” rating on the stock. Truist Financial boosted their price target on shares of Amphenol from $102.00 to $126.00 and gave the stock a “buy” rating in a research report on Thursday, July 24th. Finally, JPMorgan Chase & Co. boosted their price target on shares of Amphenol from $120.00 to $125.00 and gave the stock an “overweight” rating in a research report on Thursday, July 24th. Eight analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $105.62.

Amphenol Stock Performance

NYSE:APH opened at $118.71 on Monday. The company has a fifty day moving average of $107.44 and a 200-day moving average of $88.36. The firm has a market capitalization of $144.94 billion, a P/E ratio of 47.30, a P/E/G ratio of 1.90 and a beta of 1.15. The company has a quick ratio of 1.46, a current ratio of 2.02 and a debt-to-equity ratio of 0.61. Amphenol Corporation has a twelve month low of $56.45 and a twelve month high of $120.80.

Amphenol (NYSE:APH) last released its quarterly earnings data on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share for the quarter, beating the consensus estimate of $0.66 by $0.15. The company had revenue of $5.65 billion during 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%. Amphenol’s revenue for the quarter was up 56.5% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.44 EPS. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. As a group, sell-side analysts anticipate that Amphenol Corporation will post 2.36 EPS for the current year.

Amphenol Announces Dividend

The business also recently disclosed 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. The ex-dividend date is Tuesday, September 16th. This represents a $0.66 annualized dividend and a dividend yield of 0.6%. Amphenol’s payout ratio is currently 26.29%.

Insider Activity at Amphenol

In other Amphenol news, VP David M. Silverman sold 100,000 shares of the business’s stock in a transaction on 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 sale, 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 position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. 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 transaction of $11,060,000.00. Following the sale, the vice president owned 76,400 shares of the company’s stock, valued at $8,449,840. This trade represents a 56.69% decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 665,924 shares of company stock worth $73,369,357. 1.67% of the stock is 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.