Allegiance Financial Group Advisory Services LLC Buys Shares of 2,837 Amphenol Corporation $APH

Allegiance Financial Group Advisory Services LLC bought a new stake in shares of Amphenol Corporation (NYSE:APH) in the 2nd quarter, according to its most recent filing with the SEC. The institutional investor bought 2,837 shares of the electronics maker’s stock, valued at approximately $281,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. EWA LLC grew its position in Amphenol by 2.3% in the second quarter. EWA LLC now owns 5,200 shares of the electronics maker’s stock valued at $514,000 after acquiring an additional 115 shares during the last quarter. Mather Group LLC. lifted its stake in shares of Amphenol by 0.5% in the second quarter. Mather Group LLC. now owns 22,896 shares of the electronics maker’s stock worth $2,261,000 after acquiring an additional 118 shares during the period. Independent Advisor Alliance lifted its stake in shares of Amphenol by 1.7% in the first quarter. Independent Advisor Alliance now owns 7,180 shares of the electronics maker’s stock worth $471,000 after acquiring an additional 122 shares during the period. Traveka Wealth LLC lifted its stake in shares of Amphenol by 3.9% in the second quarter. Traveka Wealth LLC now owns 3,277 shares of the electronics maker’s stock worth $324,000 after acquiring an additional 123 shares during the period. Finally, Forum Financial Management LP boosted its holdings in shares of Amphenol by 1.9% during the 1st quarter. Forum Financial Management LP now owns 6,681 shares of the electronics maker’s stock worth $438,000 after buying an additional 126 shares in the last quarter. Institutional investors own 97.01% of the company’s stock.

Amphenol Price Performance

Shares of NYSE:APH opened at $125.74 on Thursday. The company has a quick ratio of 1.46, a current ratio of 2.02 and a debt-to-equity ratio of 0.61. The company has a market cap of $153.52 billion, a P/E ratio of 50.10, a PEG ratio of 1.99 and a beta of 1.17. Amphenol Corporation has a 52 week low of $56.45 and a 52 week high of $126.11. The company has a 50-day moving average price of $115.04 and a 200 day moving average price of $95.34.

Amphenol (NYSE:APH) last announced its quarterly earnings data on Wednesday, July 23rd. The electronics maker reported $0.81 EPS for the quarter, beating analysts’ consensus estimates of $0.66 by $0.15. The firm had revenue of $5.65 billion during the quarter, compared to the consensus estimate of $5.01 billion. Amphenol had a net margin of 16.90% and a return on equity of 30.58%. The firm’s revenue was up 56.5% compared to the same quarter last year. During the same quarter last year, the firm earned $0.44 earnings per share. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. Research analysts predict that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Wednesday, October 8th. Shareholders of record on Tuesday, September 16th were issued a $0.165 dividend. The ex-dividend date of this dividend was Tuesday, September 16th. This represents a $0.66 dividend on an annualized basis and a yield of 0.5%. Amphenol’s dividend payout ratio (DPR) is 26.29%.

Insider Activity at Amphenol

In other Amphenol news, CFO Craig A. Lampo sold 199,848 shares of the 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 transaction, the chief financial officer directly owned 125,695 shares of the company’s stock, valued at approximately $13,880,498.85. This trade represents a 61.39% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider William J. Doherty sold 113,000 shares of the stock in a transaction dated Friday, August 8th. The shares were sold at an average price of $108.89, for a total transaction of $12,304,570.00. The disclosure for this sale can be found here. In the last ninety days, insiders sold 665,924 shares of company stock valued at $73,369,357. 1.67% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of brokerages have recently weighed in on APH. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amphenol in a research report on Wednesday. Evercore ISI upped their price objective on Amphenol from $120.00 to $150.00 and gave the company an “outperform” rating in a research note on Tuesday. Citigroup reiterated a “buy” rating and set a $145.00 price target (up previously from $125.00) on shares of Amphenol in a research note on Wednesday, September 24th. The Goldman Sachs Group set a $139.00 price target on Amphenol and gave the stock a “buy” rating in a research note on Monday, September 29th. Finally, Barclays began coverage on Amphenol in a research note on Wednesday. They set an “equal weight” rating and a $120.00 price target for the company. Nine research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $113.57.

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.