Stonehage Fleming Financial Services Holdings Ltd Takes Position in Amphenol Corporation $APH

Stonehage Fleming Financial Services Holdings Ltd acquired a new stake in Amphenol Corporation (NYSE:APH) in the second quarter, Holdings Channel reports. The institutional investor acquired 2,286,146 shares of the electronics maker’s stock, valued at approximately $225,757,000. Amphenol accounts for approximately 6.6% of Stonehage Fleming Financial Services Holdings Ltd’s portfolio, making the stock its 5th largest holding.

Other institutional investors also recently made changes to their positions in the company. Vanguard Group Inc. raised 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 buying an additional 2,870,933 shares during the last quarter. T. Rowe Price Investment Management Inc. raised its holdings 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 buying an additional 11,092,282 shares during the last quarter. Wellington Management Group LLP raised its holdings in 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 buying an additional 5,154,860 shares during the last quarter. Invesco Ltd. raised its holdings in 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 during the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in 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 valued at $574,500,000 after buying 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 Buying and Selling at Amphenol

In related news, insider William J. Doherty sold 113,000 shares of the stock in a transaction dated Friday, August 8th. The shares were sold at an average price of $108.89, for a total value of $12,304,570.00. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, VP David M. Silverman sold 100,000 shares of the stock in a transaction dated Monday, August 25th. The stock was sold at an average price of $110.42, for a total transaction of $11,042,000.00. Following the completion of 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 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 quarter. 1.67% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of research firms recently commented on APH. Robert W. Baird set a $139.00 price target on shares of Amphenol and gave the company an “outperform” rating in a report on Friday. KGI Securities began coverage on shares of Amphenol in a report on Thursday, June 26th. They set a “hold” rating for the company. Citigroup reiterated a “buy” rating and set a $145.00 price target (up from $125.00) on shares of Amphenol in a report on Wednesday, September 24th. Wall Street Zen lowered shares of Amphenol from a “strong-buy” rating to a “buy” rating in a report on Sunday, August 10th. Finally, The Goldman Sachs Group set a $139.00 price objective on shares of Amphenol and gave the stock a “buy” rating in a report on Monday, September 29th. Nine equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $114.43.

Amphenol Stock Down 3.7%

Shares of NYSE APH opened at $121.64 on Friday. The company has a current ratio of 2.02, a quick ratio of 1.46 and a debt-to-equity ratio of 0.61. The firm has a fifty day simple moving average of $115.78 and a two-hundred day simple moving average of $96.29. The firm has a market capitalization of $148.51 billion, a PE ratio of 48.46, a price-to-earnings-growth ratio of 1.95 and a beta of 1.17. Amphenol Corporation has a 12 month low of $56.45 and a 12 month high of $127.50.

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 the consensus estimate 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%. Amphenol’s quarterly revenue was up 56.5% compared to the same quarter last year. During the same period last year, the business earned $0.44 EPS. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. Equities analysts expect that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Dividend Announcement

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

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.