Evelyn Partners Investment Management LLP Buys New Shares in Amphenol Corporation $APH

Evelyn Partners Investment Management LLP purchased a new position in Amphenol Corporation (NYSE:APH) during the 2nd quarter, according to its most recent 13F filing with the SEC. The firm purchased 88,790 shares of the electronics maker’s stock, valued at approximately $8,768,000.

A number of other large investors have also made changes to their positions in APH. Brighton Jones LLC increased its stake in Amphenol by 114.0% during the fourth quarter. Brighton Jones LLC now owns 17,624 shares of the electronics maker’s stock valued at $1,224,000 after acquiring an additional 9,390 shares during the period. Revolve Wealth Partners LLC grew its holdings in shares of Amphenol by 87.9% during the 4th quarter. Revolve Wealth Partners LLC now owns 10,094 shares of the electronics maker’s stock worth $701,000 after purchasing an additional 4,721 shares in the last quarter. Bison Wealth LLC increased its position in shares of Amphenol by 8.3% during the fourth quarter. Bison Wealth LLC now owns 8,042 shares of the electronics maker’s stock valued at $559,000 after purchasing an additional 618 shares during the period. SFE Investment Counsel acquired a new position in shares of Amphenol in the first quarter valued at $222,000. Finally, Advisor OS LLC lifted its position in Amphenol by 9.6% in the first quarter. Advisor OS LLC now owns 8,311 shares of the electronics maker’s stock worth $545,000 after purchasing an additional 728 shares during the period. Institutional investors and hedge funds own 97.01% of the company’s stock.

Analyst Ratings Changes

APH has been the subject of a number of recent research reports. Weiss Ratings restated a “buy (b)” rating on shares of Amphenol in a research note on Wednesday, October 8th. Evercore ISI lifted their price objective on Amphenol from $120.00 to $150.00 and gave the company an “outperform” rating in a report on Tuesday, October 7th. Barclays increased their target price on Amphenol from $120.00 to $143.00 and gave the stock an “equal weight” rating in a report on Thursday, November 13th. The Goldman Sachs Group set a $154.00 price target on Amphenol and gave the company a “buy” rating in a research note on Thursday, October 23rd. Finally, Robert W. Baird set a $139.00 price objective on Amphenol and gave the company an “outperform” rating in a report on Friday, October 10th. Ten equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $131.54.

Insider Buying and Selling at Amphenol

In related news, VP David M. Silverman sold 120,000 shares of the stock in a transaction that occurred on Monday, November 3rd. The shares were sold at an average price of $141.17, for a total value of $16,940,400.00. Following the transaction, the vice president directly owned 12,500 shares in the company, valued at $1,764,625. This represents a 90.57% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider William J. Doherty sold 80,000 shares of the company’s stock in a transaction on Wednesday, October 29th. The shares were sold at an average price of $141.04, for a total transaction of $11,283,200.00. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 1,123,270 shares of company stock valued at $152,357,247 over the last 90 days. Company insiders own 1.67% of the company’s stock.

Amphenol Price Performance

Shares of APH stock opened at $131.64 on Friday. The company has a current ratio of 2.07, a quick ratio of 1.52 and a debt-to-equity ratio of 0.57. The firm has a market capitalization of $161.13 billion, a price-to-earnings ratio of 43.88, a PEG ratio of 1.58 and a beta of 1.20. The firm’s 50 day moving average is $129.61 and its 200-day moving average is $110.01. Amphenol Corporation has a 1 year low of $56.45 and a 1 year high of $144.37.

Amphenol (NYSE:APH) last posted its quarterly earnings data on Wednesday, October 22nd. The electronics maker reported $0.93 earnings per share 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 firm had revenue of $6.19 billion during the quarter, compared to analysts’ expectations of $5.54 billion. During the same quarter in the previous year, the company posted $0.50 EPS. Amphenol’s revenue was up 53.4% on a year-over-year basis. Amphenol has set its FY 2025 guidance at 3.260-3.280 EPS. Q4 2025 guidance at 0.890-0.910 EPS. Sell-side analysts forecast that Amphenol Corporation will post 2.36 EPS for the current fiscal year.

Amphenol Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, January 7th. Stockholders of record on Tuesday, December 16th will be paid a $0.25 dividend. This is a boost from Amphenol’s previous quarterly dividend of $0.17. The ex-dividend date of this dividend is Tuesday, December 16th. This represents a $1.00 annualized dividend and a dividend yield of 0.8%. Amphenol’s payout ratio is 33.33%.

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.