Amphenol Corporation $APH Position Cut by NBT Bank N A NY

NBT Bank N A NY reduced its position in shares of Amphenol Corporation (NYSE:APH) by 2.6% in the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 28,207 shares of the electronics maker’s stock after selling 748 shares during the quarter. NBT Bank N A NY’s holdings in Amphenol were worth $2,785,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. EWA LLC boosted its stake in Amphenol by 2.3% during the 2nd quarter. EWA LLC now owns 5,200 shares of the electronics maker’s stock valued at $514,000 after purchasing an additional 115 shares in the last quarter. Mather Group LLC. boosted its stake in Amphenol by 0.5% during the 2nd quarter. Mather Group LLC. now owns 22,896 shares of the electronics maker’s stock valued at $2,261,000 after purchasing an additional 118 shares in the last quarter. Independent Advisor Alliance boosted its stake in Amphenol by 1.7% during the 1st quarter. Independent Advisor Alliance now owns 7,180 shares of the electronics maker’s stock valued at $471,000 after purchasing an additional 122 shares in the last quarter. Traveka Wealth LLC boosted its stake in Amphenol by 3.9% during the 2nd quarter. Traveka Wealth LLC now owns 3,277 shares of the electronics maker’s stock valued at $324,000 after purchasing an additional 123 shares in the last quarter. Finally, Forum Financial Management LP boosted its stake in Amphenol by 1.9% during the 1st quarter. Forum Financial Management LP now owns 6,681 shares of the electronics maker’s stock valued at $438,000 after purchasing an additional 126 shares in the last quarter. 97.01% of the stock is owned by institutional investors.

Insiders Place Their Bets

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

Amphenol Trading Up 0.9%

Amphenol stock opened at $124.52 on Wednesday. The company has a market capitalization of $152.03 billion, a price-to-earnings ratio of 49.61, a PEG ratio of 1.98 and a beta of 1.17. The company’s fifty day moving average price is $114.63 and its two-hundred day moving average price is $95.13. Amphenol Corporation has a one year low of $56.45 and a one year high of $126.06. The company has a debt-to-equity ratio of 0.61, a current ratio of 2.02 and a quick ratio of 1.46.

Amphenol (NYSE:APH) last released its earnings results 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. Amphenol had a net margin of 16.90% and a return on equity of 30.58%. The business had revenue of $5.65 billion during the quarter, compared to analysts’ expectations of $5.01 billion. During the same quarter last year, the company earned $0.44 earnings per share. The firm’s revenue was up 56.5% on a year-over-year basis. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. On average, analysts forecast that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, October 8th. Shareholders of record on Tuesday, September 16th will be issued a dividend of $0.165 per share. This represents a $0.66 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date of this dividend is Tuesday, September 16th. Amphenol’s payout ratio is currently 26.29%.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on the company. Citigroup reaffirmed a “buy” rating and set a $145.00 price target (up from $125.00) on shares of Amphenol in a research note on Wednesday, September 24th. Wall Street Zen downgraded Amphenol from a “strong-buy” rating to a “buy” rating in a research report on Sunday, August 10th. Robert W. Baird increased their price objective on Amphenol from $118.00 to $127.00 and gave the company an “outperform” rating in a research report on Tuesday, August 19th. UBS Group set a $120.00 price objective on Amphenol in a research report on Tuesday. Finally, Industrial Alliance Securities set a $115.00 price objective on Amphenol in a research report on Friday, July 11th. Nine 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 currently has a consensus rating of “Moderate Buy” and an average target price of $113.08.

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.