MASTERINVEST Kapitalanlage GmbH Takes Position in Amphenol Corporation $APH

MASTERINVEST Kapitalanlage GmbH purchased a new position in shares of Amphenol Corporation (NYSE:APH) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 4,965 shares of the electronics maker’s stock, valued at approximately $490,000.

Other institutional investors have also added to or reduced their stakes in the company. Opal Wealth Advisors LLC acquired a new stake in shares of Amphenol in the 2nd quarter valued at $25,000. Riggs Asset Managment Co. Inc. boosted its stake in Amphenol by 200.0% in the second quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock valued at $25,000 after buying an additional 168 shares in the last quarter. Howard Hughes Medical Institute bought a new position in Amphenol in the second quarter valued at about $26,000. Saudi Central Bank acquired a new position in Amphenol during the first quarter worth about $31,000. Finally, Ransom Advisory Ltd bought a new position in shares of Amphenol in the first quarter worth about $33,000. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several brokerages recently issued reports on APH. Evercore ISI lifted their price target on shares of Amphenol from $120.00 to $150.00 and gave the company an “outperform” rating in a report on Tuesday, October 7th. Citigroup upped their price target on shares of Amphenol from $145.00 to $160.00 and gave the stock a “buy” rating in a report on Thursday, October 23rd. The Goldman Sachs Group set a $154.00 price objective on Amphenol and gave the company a “buy” rating in a report on Thursday, October 23rd. Barclays upped their target price on Amphenol from $120.00 to $143.00 and gave the stock an “equal weight” rating in a report on Thursday, November 13th. Finally, Bank of America raised Amphenol from a “neutral” rating to a “buy” rating and lifted their price target for the company from $120.00 to $150.00 in a research note on Wednesday, October 15th. Ten equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $131.54.

Amphenol Trading Up 0.6%

APH opened at $130.05 on Tuesday. Amphenol Corporation has a twelve month low of $56.45 and a twelve month high of $144.37. The company has a fifty day moving average of $134.58 and a 200-day moving average of $116.33. The stock has a market cap of $159.19 billion, a PE ratio of 43.35, a price-to-earnings-growth ratio of 1.02 and a beta of 1.19. 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 released 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. Amphenol had a net margin of 18.22% and a return on equity of 33.46%. The business had revenue of $6.19 billion for the quarter, compared to analyst estimates of $5.54 billion. During the same quarter in the previous year, the business earned $0.50 earnings per share. Amphenol’s revenue for the quarter was up 53.4% on a year-over-year basis. Amphenol has set its FY 2025 guidance at 3.260-3.280 EPS and its Q4 2025 guidance at 0.890-0.910 EPS. On average, 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. Investors of record on Tuesday, December 16th will be paid a dividend of $0.25 per share. This is an increase from Amphenol’s previous quarterly dividend of $0.17. This represents a $1.00 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend is Tuesday, December 16th. Amphenol’s payout ratio is 22.00%.

Insiders Place Their Bets

In related news, VP David M. Silverman sold 120,000 shares of the business’s stock in a transaction on Monday, November 3rd. The shares were sold at an average price of $141.17, for a total transaction of $16,940,400.00. Following the transaction, the vice president owned 12,500 shares in the company, valued at $1,764,625. The trade was a 90.57% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Lance E. D’amico sold 120,000 shares of the firm’s stock in a transaction 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 owned 76,400 shares of the company’s stock, valued at $10,696,764. The trade was a 61.10% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 1,063,194 shares of company stock valued at $148,244,445 in the last 90 days. Company insiders own 1.67% of the company’s stock.

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.