Traveka Wealth LLC Acquires 123 Shares of Amphenol Corporation $APH

Traveka Wealth LLC grew its holdings in Amphenol Corporation (NYSE:APH) by 3.9% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 3,277 shares of the electronics maker’s stock after acquiring an additional 123 shares during the period. Traveka Wealth LLC’s holdings in Amphenol were worth $324,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in APH. Hughes Financial Services LLC bought a new position in Amphenol in the first quarter worth approximately $25,000. Opal Wealth Advisors LLC bought a new position in Amphenol in the second quarter worth approximately $25,000. Avalon Trust Co raised its position in Amphenol by 133.3% in the first quarter. Avalon Trust Co now owns 406 shares of the electronics maker’s stock worth $27,000 after acquiring an additional 232 shares during the period. N.E.W. Advisory Services LLC bought a new position in Amphenol in the first quarter worth approximately $28,000. Finally, Saudi Central Bank bought a new position in Amphenol in the first quarter worth approximately $31,000. 97.01% of the stock is currently owned by institutional investors.

Insider Activity at Amphenol

In other Amphenol news, VP Lance E. D’amico sold 100,000 shares of Amphenol stock in a transaction on Monday, August 18th. The shares were sold at an average price of $110.60, for a total value of $11,060,000.00. Following the completion of the transaction, the vice president directly owned 76,400 shares of the company’s stock, valued at $8,449,840. This trade represents a 56.69% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, CFO Craig A. Lampo sold 199,848 shares of Amphenol stock in a transaction on Friday, August 22nd. The stock was 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 $13,880,498.85. The trade was a 61.39% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 665,924 shares of company stock valued at $73,369,357. Insiders own 1.67% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have weighed in on APH. Bank of America increased their price target on shares of Amphenol from $110.00 to $120.00 and gave the stock a “neutral” rating in a research report on Tuesday, August 5th. Wall Street Zen cut shares of Amphenol from a “strong-buy” rating to a “buy” rating in a research note on Sunday, August 10th. KGI Securities began coverage on shares of Amphenol in a research note on Thursday, June 26th. They issued a “hold” rating for the company. Truist Financial increased their price objective on shares of Amphenol from $102.00 to $126.00 and gave the stock a “buy” rating in a research note on Thursday, July 24th. Finally, Industrial Alliance Securities set a $115.00 price objective on shares of Amphenol in a research note on Friday, July 11th. Eight investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, Amphenol has a consensus rating of “Moderate Buy” and a consensus target price of $107.15.

Amphenol Stock Performance

APH opened at $122.25 on Friday. The stock has a market capitalization of $149.25 billion, a price-to-earnings ratio of 48.70, a PEG ratio of 1.97 and a beta of 1.15. The company has a fifty day moving average of $111.54 and a 200 day moving average of $91.66. Amphenol Corporation has a fifty-two week low of $56.45 and a fifty-two week high of $126.06. The company has a debt-to-equity ratio of 0.61, a quick ratio of 1.46 and a current ratio of 2.02.

Amphenol (NYSE:APH) last posted 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. The company had revenue of $5.65 billion during the quarter, compared to analysts’ expectations 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% on a year-over-year basis. During the same period last year, the company posted $0.44 earnings per share. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. As a group, sell-side analysts forecast that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Announces Dividend

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

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.