Amphenol Corporation $APH Shares Purchased by Roundview Capital LLC

Roundview Capital LLC increased its position in shares of Amphenol Corporation (NYSE:APH) by 5.3% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 34,481 shares of the electronics maker’s stock after acquiring an additional 1,733 shares during the quarter. Roundview Capital LLC’s holdings in Amphenol were worth $3,405,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. Vanguard Group Inc. boosted its position in shares of 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 acquiring an additional 2,870,933 shares during the last quarter. T. Rowe Price Investment Management Inc. boosted its position in shares of 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 during the last quarter. Wellington Management Group LLP boosted its position in shares of Amphenol by 73.5% during the 1st quarter. Wellington Management Group LLP now owns 12,168,971 shares of the electronics maker’s stock valued at $798,163,000 after acquiring an additional 5,154,860 shares during the last quarter. Invesco Ltd. boosted 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 acquiring an additional 141,069 shares during the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its position in Amphenol by 639.0% in the first 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 valued at $574,500,000 after buying an additional 7,573,750 shares during the last quarter. Institutional investors and hedge funds own 97.01% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have commented on APH. UBS Group reaffirmed a “buy” rating and issued a $145.00 target price (up previously from $120.00) on shares of Amphenol in a research report on Monday. Truist Financial upped their target price on shares of Amphenol from $102.00 to $126.00 and gave the company a “buy” rating in a research report on Thursday, July 24th. Citigroup reaffirmed 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. Robert W. Baird upped their target price on shares of Amphenol from $118.00 to $127.00 and gave the company an “outperform” rating in a research report on Tuesday, August 19th. Finally, KGI Securities began coverage on shares of Amphenol in a research report on Thursday, June 26th. They issued a “hold” rating on the stock. Nine analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, Amphenol presently has an average rating of “Moderate Buy” and a consensus price target of $111.92.

Insider Activity

In related 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 legal filing with the SEC, which is accessible through the SEC website. Also, VP Lance E. D’amico sold 100,000 shares of the firm’s stock in a transaction that occurred 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 completion of the sale, the vice president directly owned 76,400 shares in the company, valued at approximately $8,449,840. This trade represents a 56.69% decrease in their position. The disclosure for this sale can be found here. Insiders sold 665,924 shares of company stock worth $73,369,357 in the last ninety days. 1.67% of the stock is owned by insiders.

Amphenol Stock Up 1.0%

Shares of NYSE:APH opened at $123.48 on Tuesday. The company has a debt-to-equity ratio of 0.61, a current ratio of 2.02 and a quick ratio of 1.46. The firm has a market capitalization of $150.76 billion, a PE ratio of 49.20, a price-to-earnings-growth ratio of 1.96 and a beta of 1.17. The firm’s 50-day moving average is $114.25 and its two-hundred day moving average is $94.92. Amphenol Corporation has a 1 year low of $56.45 and a 1 year high of $126.06.

Amphenol (NYSE:APH) last issued its quarterly earnings results on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 net margin of 16.90% and a return on equity of 30.58%. The business’s revenue for the quarter was up 56.5% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.44 earnings per share. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. Analysts predict that Amphenol Corporation will post 2.36 EPS for the current year.

Amphenol Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, October 8th. Investors 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 annualized dividend and a yield of 0.5%. Amphenol’s dividend payout ratio (DPR) is 26.29%.

About Amphenol

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.