20,787 Shares in Amphenol Corporation $APH Purchased by Fox Run Management L.L.C.

Fox Run Management L.L.C. acquired a new stake in shares of Amphenol Corporation (NYSE:APH) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 20,787 shares of the electronics maker’s stock, valued at approximately $2,053,000. Amphenol accounts for 0.3% of Fox Run Management L.L.C.’s investment portfolio, making the stock its 24th largest holding.

A number of other institutional investors and hedge funds have also recently modified their holdings of the stock. Vanguard Group Inc. lifted its position in Amphenol by 1.9% in the first quarter. Vanguard Group Inc. now owns 154,998,780 shares of the electronics maker’s stock worth $10,166,370,000 after buying an additional 2,870,933 shares during the last quarter. T. Rowe Price Investment Management Inc. raised its stake in shares of Amphenol by 196.3% in the first 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 period. Wellington Management Group LLP raised its stake in shares of Amphenol by 73.5% in the first 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 period. Invesco Ltd. lifted its holdings in shares of Amphenol by 1.6% in the 1st quarter. Invesco Ltd. now owns 9,198,997 shares of the electronics maker’s stock worth $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 boosted its stake 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 purchasing an additional 7,573,750 shares during the period. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Amphenol Stock Up 0.7%

Shares of NYSE:APH opened at $139.01 on Friday. The business’s 50 day moving average is $125.12 and its 200 day moving average is $105.82. The stock has a market cap of $170.16 billion, a P/E ratio of 46.34, a price-to-earnings-growth ratio of 1.58 and a beta of 1.20. Amphenol Corporation has a 52-week low of $56.45 and a 52-week high of $142.50. The company has a quick ratio of 1.52, a current ratio of 2.07 and a debt-to-equity ratio of 0.57.

Amphenol (NYSE:APH) last issued its earnings results on Wednesday, October 22nd. The electronics maker reported $0.93 earnings per share for the quarter, topping the consensus estimate of $0.79 by $0.14. Amphenol had a return on equity of 33.46% and a net margin of 18.22%.The business had revenue of $6.19 billion during the quarter, compared to analysts’ expectations of $5.54 billion. During the same period in the prior year, the business earned $0.50 EPS. The business’s revenue for the quarter was up 53.4% compared to the same quarter last year. Amphenol has set its FY 2025 guidance at 3.260-3.280 EPS. Q4 2025 guidance at 0.890-0.910 EPS. Sell-side analysts predict that Amphenol Corporation will post 2.36 EPS for the current year.

Amphenol Increases Dividend

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

Analyst Upgrades and Downgrades

APH has been the topic of a number of recent analyst reports. Bank of America raised shares of Amphenol from a “neutral” rating to a “buy” rating and increased their price objective for the stock from $120.00 to $150.00 in a research report on Wednesday, October 15th. JPMorgan Chase & Co. increased their price target on Amphenol from $145.00 to $160.00 and gave the stock an “overweight” rating in a report on Thursday, October 23rd. Truist Financial raised their price target on Amphenol from $126.00 to $147.00 and gave the stock a “buy” rating in a research note on Thursday, October 23rd. Citigroup boosted their price objective on Amphenol from $145.00 to $160.00 and gave the company a “buy” rating in a report on Thursday, October 23rd. Finally, UBS Group set a $152.00 target price on Amphenol and gave the stock a “buy” rating in a research note on Thursday, October 23rd. Ten research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, Amphenol has an average rating of “Moderate Buy” and a consensus target price of $129.77.

Insider Buying and Selling at Amphenol

In other news, CFO Craig A. Lampo sold 199,848 shares of the business’s stock in a transaction dated Friday, August 22nd. The shares were 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 owned 125,695 shares in the company, valued at approximately $13,880,498.85. The trade was a 61.39% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, VP Lance E. D’amico sold 120,000 shares of the company’s stock in a transaction that occurred on Wednesday, October 29th. The stock was sold at an average price of $140.01, for a total transaction of $16,801,200.00. Following the completion of the sale, the vice president directly owned 76,400 shares of the company’s stock, valued at $10,696,764. The trade was a 61.10% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 1,238,042 shares of company stock worth $155,252,726. 1.67% of the stock is currently owned by company insiders.

Amphenol 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.