LVW Advisors LLC Grows Stock Position in Amphenol Corporation $APH

LVW Advisors LLC boosted its holdings in shares of Amphenol Corporation (NYSE:APH) by 15.1% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 3,536 shares of the electronics maker’s stock after purchasing an additional 464 shares during the period. LVW Advisors LLC’s holdings in Amphenol were worth $349,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of the business. Vanguard Group Inc. increased its holdings in Amphenol by 1.9% during the 1st quarter. Vanguard Group Inc. now owns 154,998,780 shares of the electronics maker’s stock valued at $10,166,370,000 after purchasing an additional 2,870,933 shares during the period. 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 valued at $1,098,190,000 after acquiring an additional 11,092,282 shares in the last quarter. Wellington Management Group LLP boosted its position in shares of Amphenol by 73.5% in the 1st quarter. Wellington Management Group LLP now owns 12,168,971 shares of the electronics maker’s stock worth $798,163,000 after purchasing an additional 5,154,860 shares in the last quarter. Invesco Ltd. boosted its position in shares of Amphenol by 1.6% in the 1st quarter. Invesco Ltd. now owns 9,198,997 shares of the electronics maker’s stock worth $603,362,000 after purchasing an additional 141,069 shares in the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in Amphenol by 639.0% in 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 acquiring an additional 7,573,750 shares during the last quarter. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Insider Activity

In other Amphenol news, insider William J. Doherty sold 113,000 shares of the firm’s stock in a transaction that occurred on Monday, August 11th. The shares were sold at an average price of $110.29, for a total value of $12,462,770.00. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Craig A. Lampo sold 40,076 shares of the firm’s stock in a transaction that occurred on Monday, August 25th. The shares were sold at an average price of $110.56, for a total transaction of $4,430,802.56. Following the completion of the sale, the chief financial officer owned 39,884 shares of the company’s stock, valued at approximately $4,409,575.04. This trade represents a 50.12% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 665,924 shares of company stock valued at $73,369,357 in the last ninety days. 1.67% of the stock is currently owned by insiders.

Amphenol Price Performance

NYSE APH opened at $122.60 on Friday. The company has a debt-to-equity ratio of 0.61, a quick ratio of 1.46 and a current ratio of 2.02. The firm’s 50 day moving average price is $111.92 and its 200-day moving average price is $92.28. Amphenol Corporation has a 52-week low of $56.45 and a 52-week high of $126.06. The company has a market cap of $149.68 billion, a PE ratio of 48.84, a P/E/G ratio of 1.96 and a beta of 1.15.

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, beating analysts’ consensus estimates of $0.66 by $0.15. The firm had revenue of $5.65 billion for the quarter, compared to the consensus estimate of $5.01 billion. Amphenol had a net margin of 16.90% and a return on equity of 30.58%. The company’s quarterly revenue was up 56.5% on a year-over-year basis. During the same period last year, the firm earned $0.44 earnings per share. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. Sell-side analysts forecast that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, October 8th. Shareholders of record on Tuesday, September 16th will be paid a $0.165 dividend. This represents a $0.66 annualized dividend and a yield of 0.5%. The ex-dividend date is Tuesday, September 16th. Amphenol’s dividend payout ratio (DPR) is 26.29%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on APH shares. The Goldman Sachs Group reiterated a “buy” rating on shares of Amphenol in a research note on Friday, July 11th. Truist Financial upped their target price on shares of Amphenol from $102.00 to $126.00 and gave the stock a “buy” rating in a report on Thursday, July 24th. KGI Securities initiated coverage on shares of Amphenol in a report on Thursday, June 26th. They issued a “hold” rating for the company. Evercore ISI increased their price objective on shares of Amphenol from $105.00 to $110.00 and gave the company an “outperform” rating in a report on Friday, July 18th. Finally, UBS Group increased their price objective on shares of Amphenol from $115.00 to $120.00 and gave the company a “buy” rating in a report on Thursday, July 24th. Eight research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Amphenol has a consensus rating of “Moderate Buy” and an average price target of $107.15.

Amphenol Company 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.