Marshall Financial Group LLC Decreases Stock Holdings in Amphenol Corporation $APH

Marshall Financial Group LLC cut its stake in Amphenol Corporation (NYSE:APH) by 21.8% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 15,732 shares of the electronics maker’s stock after selling 4,389 shares during the quarter. Marshall Financial Group LLC’s holdings in Amphenol were worth $1,550,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of APH. Hughes Financial Services LLC acquired a new stake in shares of Amphenol in the 1st quarter worth $25,000. Avalon Trust Co increased its stake in shares of Amphenol by 133.3% in the 1st quarter. Avalon Trust Co now owns 406 shares of the electronics maker’s stock worth $27,000 after acquiring an additional 232 shares during the last quarter. N.E.W. Advisory Services LLC acquired a new stake in shares of Amphenol in the 1st quarter worth $28,000. Saudi Central Bank acquired a new stake in shares of Amphenol during the 1st quarter worth about $31,000. Finally, Ransom Advisory Ltd acquired a new stake in shares of Amphenol during the 1st quarter worth about $33,000. 97.01% of the stock is owned by institutional investors and hedge funds.

Amphenol Trading Down 0.5%

APH opened at $118.50 on Thursday. The firm has a market cap of $144.68 billion, a price-to-earnings ratio of 47.21, a price-to-earnings-growth ratio of 1.91 and a beta of 1.15. Amphenol Corporation has a 52 week low of $56.45 and a 52 week high of $120.80. The business’s 50 day moving average is $108.70 and its two-hundred day moving average is $89.15. 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 (NYSE:APH) last released its quarterly 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 return on equity of 30.58% and a net margin of 16.90%.The firm’s revenue was up 56.5% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.44 earnings per share. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. On average, research analysts predict that Amphenol Corporation will post 2.36 EPS for the current year.

Amphenol Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, October 8th. Stockholders of record on Tuesday, September 16th will be issued a $0.165 dividend. The ex-dividend date of this dividend is Tuesday, September 16th. This represents a $0.66 dividend on an annualized basis and a dividend yield of 0.6%. Amphenol’s payout ratio is presently 26.29%.

Insider Buying and Selling

In other news, VP David M. Silverman sold 100,000 shares of the business’s stock in a transaction that occurred on Monday, August 25th. The stock was sold at an average price of $110.42, for a total value of $11,042,000.00. Following the transaction, the vice president owned 12,500 shares of the company’s stock, valued at approximately $1,380,250. The trade was a 88.89% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider William J. Doherty sold 113,000 shares of the business’s stock in a transaction that occurred on Friday, August 8th. The shares were sold at an average price of $108.89, for a total value of $12,304,570.00. The disclosure for this sale can be found here. In the last ninety days, insiders sold 665,924 shares of company stock worth $73,369,357. 1.67% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

APH has been the subject of a number of recent analyst reports. Industrial Alliance Securities set a $115.00 price objective on Amphenol in a research report on Friday, July 11th. Robert W. Baird raised their price objective on Amphenol from $118.00 to $127.00 and gave the stock an “outperform” rating in a research report on Tuesday, August 19th. Evercore ISI raised their target price on Amphenol from $105.00 to $110.00 and gave the company an “outperform” rating in a report on Friday, July 18th. JPMorgan Chase & Co. raised their target price on Amphenol from $120.00 to $125.00 and gave the company an “overweight” rating in a report on Thursday, July 24th. Finally, UBS Group raised their target price on Amphenol from $115.00 to $120.00 and gave the company a “buy” rating in a report on Thursday, July 24th. Eight investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, Amphenol currently has an average rating of “Moderate Buy” and an average target price of $105.62.

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.