Global Trust Asset Management LLC Acquires New Stake in Amphenol Corporation $APH

Global Trust Asset Management LLC acquired a new stake in Amphenol Corporation (NYSE:APH) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired 2,350 shares of the electronics maker’s stock, valued at approximately $232,000.

Several other large investors also recently bought and sold shares of the stock. Independence Bank of Kentucky purchased a new stake in Amphenol during the 2nd quarter worth about $73,000. Tritonpoint Wealth LLC boosted its position in shares of Amphenol by 18.1% during the 2nd quarter. Tritonpoint Wealth LLC now owns 4,741 shares of the electronics maker’s stock worth $469,000 after acquiring an additional 727 shares in the last quarter. Chatham Capital Group Inc. acquired a new position in shares of Amphenol during the 2nd quarter worth about $790,000. Blossom Wealth Management boosted its position in shares of Amphenol by 5.2% during the 2nd quarter. Blossom Wealth Management now owns 3,917 shares of the electronics maker’s stock worth $387,000 after acquiring an additional 195 shares in the last quarter. Finally, LVW Advisors LLC boosted its position in shares of Amphenol by 15.1% during the 2nd quarter. LVW Advisors LLC now owns 3,536 shares of the electronics maker’s stock worth $349,000 after acquiring an additional 464 shares in the last quarter. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Insider Transactions at Amphenol

In related news, CFO Craig A. Lampo sold 199,848 shares of the firm’s stock in a transaction that occurred on Friday, August 22nd. The stock was sold at an average price of $110.43, for a total value 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. This trade represents a 61.39% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, VP David M. Silverman sold 100,000 shares of the firm’s stock in a transaction that occurred on Monday, August 25th. The shares were sold at an average price of $110.42, for a total value of $11,042,000.00. Following the completion of the transaction, the vice president directly owned 12,500 shares of the company’s stock, valued at $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. Over the last quarter, insiders sold 665,924 shares of company stock valued at $73,369,357. Company insiders own 1.67% of the company’s stock.

Analyst Ratings Changes

Several research firms have recently issued reports on APH. The Goldman Sachs Group set a $139.00 price objective on Amphenol and gave the stock a “buy” rating in a research report on Monday. JPMorgan Chase & Co. upped their target price on Amphenol from $120.00 to $125.00 and gave the company an “overweight” rating in a research report on Thursday, July 24th. UBS Group upped their target price on Amphenol from $115.00 to $120.00 and gave the company a “buy” rating in a research report on Thursday, July 24th. Evercore ISI upped their target price on Amphenol from $105.00 to $110.00 and gave the company an “outperform” rating in a research report on Friday, July 18th. Finally, Wall Street Zen cut Amphenol from a “strong-buy” rating to a “buy” rating in a research report on Sunday, August 10th. Eight equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $110.00.

Amphenol Stock Performance

Shares of APH stock opened at $120.82 on Tuesday. The company has a market cap of $147.51 billion, a price-to-earnings ratio of 48.14, a price-to-earnings-growth ratio of 1.96 and a beta of 1.15. The stock has a 50 day simple moving average of $112.27 and a 200-day simple moving average of $92.90. Amphenol Corporation has a 12-month low of $56.45 and a 12-month high of $126.06. The company has a current ratio of 2.02, a quick ratio of 1.46 and a debt-to-equity ratio of 0.61.

Amphenol (NYSE:APH) last issued its earnings results on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.66 by $0.15. The business had revenue of $5.65 billion during the quarter, compared to the consensus estimate of $5.01 billion. Amphenol had a return on equity of 30.58% and a net margin of 16.90%.The company’s revenue for the quarter was up 56.5% on a year-over-year basis. During the same period in the prior year, the business posted $0.44 EPS. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. On average, equities analysts forecast that Amphenol Corporation will post 2.36 EPS for the current year.

Amphenol Dividend Announcement

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