Amphenol Corporation $APH Shares Bought by Envestnet Portfolio Solutions Inc.

Envestnet Portfolio Solutions Inc. increased its holdings in shares of Amphenol Corporation (NYSE:APH) by 2.9% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 60,281 shares of the electronics maker’s stock after buying an additional 1,698 shares during the period. Envestnet Portfolio Solutions Inc.’s holdings in Amphenol were worth $5,953,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Hughes Financial Services LLC purchased a new position in shares of Amphenol during the 1st quarter valued at approximately $25,000. Opal Wealth Advisors LLC purchased a new position in shares of Amphenol during the 2nd quarter valued at approximately $25,000. Avalon Trust Co lifted its position in shares of Amphenol by 133.3% during the 1st quarter. Avalon Trust Co now owns 406 shares of the electronics maker’s stock valued at $27,000 after buying an additional 232 shares in the last quarter. N.E.W. Advisory Services LLC purchased a new position in shares of Amphenol during the 1st quarter valued at approximately $28,000. Finally, Saudi Central Bank purchased a new position in shares of Amphenol during the 1st quarter valued at approximately $31,000. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Insider Activity at Amphenol

In other Amphenol news, VP David M. Silverman sold 100,000 shares of the company’s stock in a transaction dated 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 transaction, the vice president owned 12,500 shares of the company’s stock, valued at $1,380,250. This represents a 88.89% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, VP Lance E. D’amico sold 100,000 shares of the company’s stock in a transaction dated Monday, August 18th. The shares were sold at an average price of $110.60, for a total transaction of $11,060,000.00. Following the completion of the transaction, the vice president directly owned 76,400 shares in the company, valued at $8,449,840. The trade was a 56.69% decrease in their position. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 665,924 shares of company stock worth $73,369,357. 1.67% of the stock is owned by corporate insiders.

Amphenol Stock Down 0.9%

Shares of APH opened at $122.74 on Wednesday. Amphenol Corporation has a 52-week low of $56.45 and a 52-week high of $127.50. The company has a market capitalization of $149.86 billion, a PE ratio of 48.90, a price-to-earnings-growth ratio of 1.99 and a beta of 1.17. The stock has a fifty day simple moving average of $116.38 and a two-hundred day simple moving average of $97.07. The company has a quick ratio of 1.46, a current ratio of 2.02 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. Amphenol had a return on equity of 30.58% and a net margin of 16.90%.The business had revenue of $5.65 billion during the quarter, compared to the consensus estimate of $5.01 billion. During the same period last year, the company earned $0.44 EPS. The company’s revenue for the quarter was up 56.5% on a year-over-year basis. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. As a group, equities analysts forecast that Amphenol Corporation will post 2.36 EPS for the current year.

Amphenol Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, October 8th. Investors of record on Tuesday, September 16th were given 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 was Tuesday, September 16th. Amphenol’s dividend payout ratio (DPR) is presently 26.29%.

Wall Street Analysts Forecast Growth

Several research analysts recently commented on the company. JPMorgan Chase & Co. increased their price objective on Amphenol from $120.00 to $125.00 and gave the company an “overweight” rating in a research note on Thursday, July 24th. Evercore ISI increased their price objective on Amphenol from $120.00 to $150.00 and gave the company an “outperform” rating in a research note on Tuesday, October 7th. Truist Financial increased their price objective on Amphenol from $102.00 to $126.00 and gave the company a “buy” rating in a research note on Thursday, July 24th. Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a research note on Wednesday, October 8th. Finally, Citigroup reissued a “buy” rating and issued a $145.00 price objective (up from $125.00) on shares of Amphenol in a research note on Wednesday, September 24th. Nine analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $114.43.

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.