CBIZ Investment Advisory Services LLC Boosts Holdings in Amphenol Corporation $APH

CBIZ Investment Advisory Services LLC raised its holdings in Amphenol Corporation (NYSE:APH) by 13.7% during the 1st quarter, Holdings Channel.com reports. The firm owned 1,324 shares of the electronics maker’s stock after acquiring an additional 160 shares during the period. CBIZ Investment Advisory Services LLC’s holdings in Amphenol were worth $87,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently modified their holdings of APH. T. Rowe Price Investment Management Inc. grew its position in shares of Amphenol by 196.3% during the 1st quarter. T. Rowe Price Investment Management Inc. now owns 16,743,239 shares of the electronics maker’s stock valued at $1,098,190,000 after acquiring an additional 11,092,282 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its position in shares of Amphenol by 639.0% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 8,758,951 shares of the electronics maker’s stock valued at $574,500,000 after acquiring an additional 7,573,750 shares during the period. Nuveen LLC acquired a new stake in shares of Amphenol during the 1st quarter valued at about $476,842,000. Wellington Management Group LLP grew its position in shares of Amphenol by 73.5% during the 1st quarter. Wellington Management Group LLP now owns 12,168,971 shares of the electronics maker’s stock valued at $798,163,000 after acquiring an additional 5,154,860 shares during the period. Finally, Mackenzie Financial Corp grew its position in shares of Amphenol by 108.9% during the 4th quarter. Mackenzie Financial Corp now owns 5,564,252 shares of the electronics maker’s stock valued at $386,437,000 after acquiring an additional 2,900,024 shares during the period. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

APH has been the topic of a number of analyst reports. Industrial Alliance Securities set a $115.00 target price on Amphenol in a research report on Friday, July 11th. Bank of America raised their target price on Amphenol from $110.00 to $120.00 and gave the company a “neutral” rating in a research report on Tuesday, August 5th. Wall Street Zen cut Amphenol from a “strong-buy” rating to a “buy” rating in a research report on Sunday, August 10th. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Amphenol in a research note on Friday, July 11th. Finally, KGI Securities started coverage on shares of Amphenol in a research note on Thursday, June 26th. They issued a “hold” rating on the stock. Eight analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $105.62.

Amphenol Trading Up 0.4%

Shares of Amphenol stock opened at $119.62 on Friday. The firm has a market capitalization of $146.05 billion, a PE ratio of 47.66, a P/E/G ratio of 1.91 and a beta of 1.15. Amphenol Corporation has a twelve month low of $56.45 and a twelve month high of $120.80. The firm’s 50-day moving average price is $107.06 and its 200 day moving average price is $87.68. 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 quarterly earnings results on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share for the quarter, beating analysts’ consensus estimates of $0.66 by $0.15. The firm had revenue of $5.65 billion for the quarter, compared to analyst estimates 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% compared to the same quarter last year. During the same period last year, the company posted $0.44 EPS. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. On average, sell-side analysts predict that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 8th. Shareholders of record on Tuesday, September 16th will be issued a $0.165 dividend. The ex-dividend date is Tuesday, September 16th. This represents a $0.66 dividend on an annualized basis and a yield of 0.6%. Amphenol’s dividend payout ratio is presently 26.29%.

Insider Buying and Selling at Amphenol

In other Amphenol news, insider William J. Doherty sold 113,000 shares of the stock in a transaction dated Monday, August 11th. The shares were sold at an average price of $110.29, for a total value of $12,462,770.00. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, VP David M. Silverman sold 100,000 shares of the stock in a transaction dated Monday, August 25th. The shares were sold at an average price of $110.42, for a total transaction of $11,042,000.00. Following the completion of the sale, the vice president owned 12,500 shares of the company’s stock, valued at approximately $1,380,250. The trade was a 88.89% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 665,924 shares of company stock worth $73,369,357 in the last quarter. Insiders own 1.67% of the company’s stock.

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.