MASTERINVEST Kapitalanlage GmbH Acquires Shares of 4,965 Amphenol Corporation $APH

MASTERINVEST Kapitalanlage GmbH bought a new position in shares of Amphenol Corporation (NYSE:APH) during the second quarter, Holdings Channel.com reports. The fund bought 4,965 shares of the electronics maker’s stock, valued at approximately $490,000.

Other hedge funds have also bought and sold shares of the company. Bell Investment Advisors Inc lifted its stake in shares of Amphenol by 19.2% in the second quarter. Bell Investment Advisors Inc now owns 591 shares of the electronics maker’s stock valued at $58,000 after buying an additional 95 shares in the last quarter. CENTRAL TRUST Co raised its holdings in shares of Amphenol by 9.4% in the 2nd quarter. CENTRAL TRUST Co now owns 1,146 shares of the electronics maker’s stock worth $113,000 after acquiring an additional 98 shares during the last quarter. Tranquility Partners LLC lifted its position in Amphenol by 0.8% in the 2nd quarter. Tranquility Partners LLC now owns 13,386 shares of the electronics maker’s stock valued at $1,322,000 after acquiring an additional 107 shares in the last quarter. EWA LLC boosted its stake in Amphenol by 2.3% during the 2nd quarter. EWA LLC now owns 5,200 shares of the electronics maker’s stock valued at $514,000 after purchasing an additional 115 shares during the last quarter. Finally, Coign Capital Advisors LLC increased its holdings in Amphenol by 1.1% during the 2nd quarter. Coign Capital Advisors LLC now owns 10,561 shares of the electronics maker’s stock worth $1,043,000 after purchasing an additional 116 shares in the last quarter. Institutional investors and hedge funds own 97.01% of the company’s stock.

Insiders Place Their Bets

In other Amphenol news, CFO Craig A. Lampo sold 40,076 shares of the business’s stock in a transaction on Tuesday, November 11th. The stock was sold at an average price of $143.50, for a total value of $5,750,906.00. Following the sale, the chief financial officer directly owned 39,884 shares in the company, valued at $5,723,354. The trade was a 50.12% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, VP David M. Silverman sold 120,000 shares of the stock in a transaction on Monday, November 3rd. The stock was sold at an average price of $141.17, for a total value of $16,940,400.00. Following the transaction, the vice president owned 12,500 shares of the company’s stock, valued at $1,764,625. The trade was a 90.57% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 1,063,194 shares of company stock valued at $148,244,445. Company insiders own 1.67% of the company’s stock.

Amphenol Price Performance

APH opened at $130.05 on Tuesday. Amphenol Corporation has a fifty-two week low of $56.45 and a fifty-two week high of $144.37. The firm has a 50-day moving average of $134.58 and a 200 day moving average of $116.33. The company has a debt-to-equity ratio of 0.57, a quick ratio of 1.52 and a current ratio of 2.07. The firm has a market cap of $159.19 billion, a P/E ratio of 43.35, a PEG ratio of 1.02 and a beta of 1.19.

Amphenol (NYSE:APH) last announced its quarterly earnings data on Wednesday, October 22nd. The electronics maker reported $0.93 EPS for the quarter, topping 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 firm posted $0.50 earnings per share. The company’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, research analysts expect that Amphenol Corporation will post 2.36 EPS for the current year.

Amphenol Increases Dividend

The company also recently disclosed 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 0.8%. This is a positive change from Amphenol’s previous quarterly dividend of $0.17. The ex-dividend date of this dividend is Tuesday, December 16th. Amphenol’s dividend payout ratio is currently 22.00%.

Analyst Ratings Changes

A number of research analysts have recently weighed in on APH shares. Evercore ISI raised their target price on Amphenol from $120.00 to $150.00 and gave the company an “outperform” rating in a report on Tuesday, October 7th. Weiss Ratings restated a “buy (b)” rating on shares of Amphenol in a research note on Wednesday, October 8th. Robert W. Baird set a $139.00 target price on shares of Amphenol and gave the stock an “outperform” rating in a research note on Friday, October 10th. Wall Street Zen lowered shares of Amphenol from a “strong-buy” rating to a “buy” rating in a research report on Sunday, November 2nd. Finally, The Goldman Sachs Group set a $154.00 price objective on shares of Amphenol and gave the stock a “buy” rating in a research report on Thursday, October 23rd. Ten investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $131.54.

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.