Maryland State Retirement & Pension System Grows Stock Holdings in Amphenol Corporation $APH

Maryland State Retirement & Pension System lifted its position in shares of Amphenol Corporation (NYSE:APH) by 6.1% during the second quarter, Holdings Channel reports. The institutional investor owned 58,606 shares of the electronics maker’s stock after purchasing an additional 3,376 shares during the period. Maryland State Retirement & Pension System’s holdings in Amphenol were worth $5,787,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. EWA LLC increased its stake in shares of Amphenol by 2.3% in the second quarter. EWA LLC now owns 5,200 shares of the electronics maker’s stock worth $514,000 after acquiring an additional 115 shares during the period. Mather Group LLC. increased 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 increased 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 increased 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 Amphenol by 1.9% during the first 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. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Insider Buying and Selling at Amphenol

In other news, VP Lance E. D’amico sold 100,000 shares of the firm’s stock in a transaction dated Monday, August 18th. The shares were sold at an average price of $110.60, for a total value of $11,060,000.00. Following the transaction, the vice president directly owned 76,400 shares of the company’s stock, valued at approximately $8,449,840. This trade represents a 56.69% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, insider William J. Doherty sold 113,000 shares of the firm’s stock in a transaction dated Friday, August 8th. The stock was 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 three months, insiders sold 665,924 shares of company stock valued at $73,369,357. Corporate insiders own 1.67% of the company’s stock.

Analyst Ratings Changes

A number of analysts recently issued reports on the stock. Industrial Alliance Securities set a $115.00 price target on shares of Amphenol in a report on Friday, July 11th. Robert W. Baird increased their price target on shares of Amphenol from $118.00 to $127.00 and gave the stock an “outperform” rating in a report on Tuesday, August 19th. Barclays assumed coverage on shares of Amphenol in a report on Wednesday. They set an “equal weight” rating and a $120.00 price target on the stock. Bank of America increased their price target on shares of Amphenol from $110.00 to $120.00 and gave the stock a “neutral” rating in a report on Tuesday, August 5th. Finally, KGI Securities began coverage on shares of Amphenol in a report on Thursday, June 26th. They set a “hold” rating on the stock. Nine equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $113.57.

Amphenol Stock Performance

APH opened at $126.26 on Friday. 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 $154.15 billion, a price-to-earnings ratio of 50.30, a PEG ratio of 2.01 and a beta of 1.17. Amphenol Corporation has a 52-week low of $56.45 and a 52-week high of $126.49. The firm’s fifty day simple moving average is $115.43 and its two-hundred day simple moving average is $95.73.

Amphenol (NYSE:APH) last posted its quarterly earnings results on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share for the quarter, topping the consensus estimate of $0.66 by $0.15. The firm had revenue of $5.65 billion for 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 company’s revenue for the quarter was up 56.5% on a year-over-year basis. During the same period last year, the firm posted $0.44 earnings per share. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. Equities analysts anticipate that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Wednesday, October 8th. Stockholders of record on Tuesday, September 16th were paid a $0.165 dividend. This represents a $0.66 annualized dividend 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 currently 26.29%.

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.