Achmea Investment Management B.V. Sells 2,040 Shares of Amphenol Corporation $APH

Achmea Investment Management B.V. cut its stake in shares of Amphenol Corporation (NYSE:APH) by 0.7% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 291,624 shares of the electronics maker’s stock after selling 2,040 shares during the quarter. Achmea Investment Management B.V.’s holdings in Amphenol were worth $28,798,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in APH. Brighton Jones LLC grew its stake in shares of Amphenol by 114.0% during the 4th quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock valued at $1,224,000 after acquiring an additional 9,390 shares during the period. Revolve Wealth Partners LLC grew its stake in shares of Amphenol by 87.9% during the 4th quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock valued at $701,000 after acquiring an additional 4,721 shares during the period. Bison Wealth LLC lifted its holdings in Amphenol by 8.3% in the 4th quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock worth $559,000 after purchasing an additional 618 shares in the last quarter. World Investment Advisors lifted its holdings in Amphenol by 100.0% in the 1st quarter. World Investment Advisors now owns 6,720 shares of the electronics maker’s stock worth $441,000 after purchasing an additional 3,360 shares in the last quarter. Finally, Concurrent Investment Advisors LLC lifted its holdings in Amphenol by 34.0% in the 1st quarter. Concurrent Investment Advisors LLC now owns 17,527 shares of the electronics maker’s stock worth $1,150,000 after purchasing an additional 4,449 shares in the last quarter. 97.01% of the stock is currently owned by institutional investors.

Amphenol Price Performance

APH opened at $138.72 on Thursday. The business’s 50-day moving average is $124.00 and its two-hundred day moving average is $105.07. Amphenol Corporation has a 1 year low of $56.45 and a 1 year high of $142.50. The company has a debt-to-equity ratio of 0.57, a current ratio of 2.07 and a quick ratio of 1.52. The firm has a market capitalization of $169.80 billion, a PE ratio of 46.24, a price-to-earnings-growth ratio of 1.58 and a beta of 1.20.

Amphenol (NYSE:APH) last posted its earnings results on Wednesday, October 22nd. The electronics maker reported $0.93 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.79 by $0.14. The company had revenue of $6.19 billion for the quarter, compared to analyst estimates of $5.54 billion. Amphenol had a return on equity of 33.46% and a net margin of 18.22%.The firm’s quarterly revenue was up 53.4% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.50 earnings per share. Amphenol has set its FY 2025 guidance at 3.260-3.280 EPS. Q4 2025 guidance at 0.890-0.910 EPS. Research analysts anticipate that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, January 7th. Shareholders of record on Tuesday, December 16th will be issued a $0.25 dividend. This is a boost from Amphenol’s previous quarterly dividend of $0.17. This represents a $1.00 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Tuesday, December 16th. Amphenol’s dividend payout ratio is 33.33%.

Insiders Place Their Bets

In other Amphenol news, VP Lance E. D’amico sold 120,000 shares of the firm’s stock in a transaction dated Wednesday, October 29th. The stock was sold at an average price of $140.01, for a total value of $16,801,200.00. Following the completion of the sale, the vice president owned 76,400 shares of the company’s stock, valued at approximately $10,696,764. This trade represents a 61.10% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Craig A. Lampo sold 40,076 shares of the firm’s stock in a transaction dated Monday, August 25th. The stock was sold at an average price of $110.56, for a total value of $4,430,802.56. Following the completion of the sale, the chief financial officer directly owned 39,884 shares of the company’s stock, valued at approximately $4,409,575.04. This represents a 50.12% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 1,351,042 shares of company stock valued at $167,557,296. 1.67% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several analysts have recently issued reports on APH shares. UBS Group set a $152.00 price objective on Amphenol and gave the stock a “buy” rating in a report on Thursday, October 23rd. Citigroup increased their target price on Amphenol from $145.00 to $160.00 and gave the stock a “buy” rating in a research note on Thursday, October 23rd. JPMorgan Chase & Co. increased their target price on Amphenol from $145.00 to $160.00 and gave the stock an “overweight” rating in a research note on Thursday, October 23rd. Wall Street Zen lowered Amphenol from a “strong-buy” rating to a “buy” rating in a research note on Sunday. Finally, Evercore ISI raised their price target on Amphenol from $120.00 to $150.00 and gave the company an “outperform” rating in a research note on Tuesday, October 7th. Ten equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $129.77.

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.