4,895 Shares in Amphenol Corporation $APH Bought by Lecap Asset Management Ltd.

Lecap Asset Management Ltd. bought a new position in shares of Amphenol Corporation (NYSE:APH) in the 2nd quarter, HoldingsChannel.com reports. The firm bought 4,895 shares of the electronics maker’s stock, valued at approximately $483,000.

Several other institutional investors and hedge funds have also recently modified their holdings of the business. Vanguard Group Inc. grew its holdings in shares of Amphenol by 1.9% during the first quarter. Vanguard Group Inc. now owns 154,998,780 shares of the electronics maker’s stock worth $10,166,370,000 after purchasing an additional 2,870,933 shares in the last quarter. T. Rowe Price Investment Management Inc. grew its stake in Amphenol by 196.3% in 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 in the last quarter. Wellington Management Group LLP increased its holdings 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 buying an additional 5,154,860 shares during the last quarter. Invesco Ltd. raised its position in shares of Amphenol by 1.6% during the 1st quarter. Invesco Ltd. now owns 9,198,997 shares of the electronics maker’s stock valued at $603,362,000 after buying an additional 141,069 shares in the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its holdings in shares of 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 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.

Insiders Place Their Bets

In other news, insider William J. Doherty sold 113,000 shares of the business’s stock in a transaction that occurred on Friday, August 8th. The stock was sold at an average price of $108.89, for a total transaction of $12,304,570.00. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, CFO Craig A. Lampo sold 199,848 shares of the firm’s stock in a transaction on Friday, August 22nd. The stock was sold at an average price of $110.43, for a total value of $22,069,214.64. Following the completion of the sale, the chief financial officer directly owned 125,695 shares of the company’s stock, valued at $13,880,498.85. The trade was a 61.39% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 665,924 shares of company stock worth $73,369,357 in the last quarter. 1.67% of the stock is currently owned by company insiders.

Amphenol Stock Performance

NYSE:APH opened at $123.65 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. Amphenol Corporation has a fifty-two week low of $56.45 and a fifty-two week high of $126.06. The firm has a market cap of $150.97 billion, a PE ratio of 49.26, a price-to-earnings-growth ratio of 2.00 and a beta of 1.17. The business has a 50 day moving average price of $113.57 and a 200-day moving average price of $93.74.

Amphenol (NYSE:APH) last posted its quarterly earnings results on Wednesday, July 23rd. The electronics maker reported $0.81 EPS for the quarter, beating analysts’ consensus estimates 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%. The firm’s revenue was up 56.5% compared to the same quarter last year. During the same period in the prior year, the business posted $0.44 EPS. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. Equities research analysts predict that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Dividend Announcement

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

Analyst Ratings Changes

APH has been the topic of a number of research reports. The Goldman Sachs Group set a $139.00 price target on Amphenol and gave the company a “buy” rating in a research report on Monday. Citigroup restated a “buy” rating and issued a $145.00 target price (up previously from $125.00) on shares of Amphenol in a research report on Wednesday, September 24th. JPMorgan Chase & Co. increased their price target on shares of Amphenol from $120.00 to $125.00 and gave the company an “overweight” rating in a research report on Thursday, July 24th. Robert W. Baird boosted their price objective on shares of Amphenol from $118.00 to $127.00 and gave the stock an “outperform” rating in a report on Tuesday, August 19th. Finally, Industrial Alliance Securities set a $115.00 target price on shares of Amphenol in a report on Friday, July 11th. Eight research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $110.00.

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.