Platinum Investment Management Ltd. Acquires 2,301 Shares of Amphenol Corporation $APH

Platinum Investment Management Ltd. increased its holdings in Amphenol Corporation (NYSE:APH) by 11.2% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 22,933 shares of the electronics maker’s stock after purchasing an additional 2,301 shares during the period. Platinum Investment Management Ltd.’s holdings in Amphenol were worth $2,265,000 as of its most recent filing with the SEC.

Several other large investors also recently bought and sold shares of the business. EWA LLC increased its holdings in Amphenol by 2.3% in the 2nd quarter. EWA LLC now owns 5,200 shares of the electronics maker’s stock worth $514,000 after buying an additional 115 shares in the last quarter. FengHe Fund Management Pte. Ltd. bought a new stake in shares of Amphenol during the 2nd quarter valued at about $12,176,000. Consolidated Planning Corp grew its stake in shares of Amphenol by 9.7% during the 2nd quarter. Consolidated Planning Corp now owns 46,702 shares of the electronics maker’s stock valued at $4,612,000 after purchasing an additional 4,111 shares during the period. Precision Wealth Strategies LLC bought a new stake in shares of Amphenol during the 2nd quarter valued at about $966,000. Finally, Parkwoods Wealth Partners LLC bought a new stake in shares of Amphenol during the 2nd quarter valued at about $206,000. 97.01% of the stock is currently owned by institutional investors.

Amphenol Stock Up 0.8%

APH stock opened at $124.75 on Thursday. Amphenol Corporation has a twelve month low of $56.45 and a twelve month high of $126.06. 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 stock has a market cap of $152.31 billion, a P/E ratio of 49.70, a PEG ratio of 1.98 and a beta of 1.17. The business’s 50-day moving average price is $113.18 and its 200-day moving average price is $93.33.

Amphenol (NYSE:APH) last posted its quarterly earnings data 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. Amphenol had a return on equity of 30.58% and a net margin of 16.90%.The firm had revenue of $5.65 billion for the quarter, compared to analysts’ expectations of $5.01 billion. During the same period in the previous year, the firm earned $0.44 EPS. The business’s quarterly revenue was up 56.5% on a year-over-year basis. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. On average, equities research analysts forecast that Amphenol Corporation will post 2.36 EPS for the current year.

Amphenol Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, October 8th. Investors of record on Tuesday, September 16th will be issued a $0.165 dividend. The ex-dividend date of this dividend is Tuesday, September 16th. This represents a $0.66 dividend on an annualized basis and a yield of 0.5%. Amphenol’s payout ratio is currently 26.29%.

Insiders Place Their Bets

In related news, insider William J. Doherty sold 113,000 shares of the business’s stock in a transaction that occurred on Friday, August 8th. The stock was sold at an average price of $108.89, for a total value of $12,304,570.00. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, VP Lance E. D’amico sold 100,000 shares of the business’s stock in a transaction that occurred on Monday, August 18th. The stock was sold at an average price of $110.60, for a total value of $11,060,000.00. Following the completion of the transaction, the vice president directly owned 76,400 shares in the company, valued at approximately $8,449,840. This represents a 56.69% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 665,924 shares of company stock valued at $73,369,357 in the last 90 days. 1.67% of the stock is currently owned by company insiders.

Analyst Ratings Changes

APH has been the subject of a number of recent research reports. Evercore ISI boosted their price target on Amphenol from $105.00 to $110.00 and gave the company an “outperform” rating in a research note on Friday, July 18th. Bank of America boosted their price target on Amphenol from $110.00 to $120.00 and gave the company a “neutral” rating in a research note on Tuesday, August 5th. JPMorgan Chase & Co. boosted their price target on Amphenol from $120.00 to $125.00 and gave the company an “overweight” rating in a research note on Thursday, July 24th. The Goldman Sachs Group set a $139.00 price target on Amphenol and gave the company a “buy” rating in a research note on Monday. Finally, Citigroup reaffirmed a “buy” rating and set a $145.00 price objective (up from $125.00) on shares of Amphenol in a research report on Wednesday, September 24th. Eight research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $110.00.

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.