Thompson Investment Management Inc. Sells 400 Shares of Amphenol Corporation $APH

Thompson Investment Management Inc. reduced its stake in Amphenol Corporation (NYSE:APH) by 26.8% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,095 shares of the electronics maker’s stock after selling 400 shares during the period. Thompson Investment Management Inc.’s holdings in Amphenol were worth $108,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Hughes Financial Services LLC bought a new stake in Amphenol in the first quarter valued at $25,000. Opal Wealth Advisors LLC purchased a new position in Amphenol in the second quarter valued at about $25,000. Avalon Trust Co boosted its stake in Amphenol by 133.3% in the first quarter. Avalon Trust Co now owns 406 shares of the electronics maker’s stock valued at $27,000 after acquiring an additional 232 shares during the last quarter. N.E.W. Advisory Services LLC purchased a new stake in shares of Amphenol during the 1st quarter valued at approximately $28,000. Finally, Saudi Central Bank purchased a new stake in shares of Amphenol during the 1st quarter valued at approximately $31,000. 97.01% of the stock is owned by institutional investors.

Insider Buying and Selling at Amphenol

In other news, VP Lance E. D’amico sold 100,000 shares of the company’s stock in a transaction on 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 completion of the sale, the vice president owned 76,400 shares of the company’s stock, valued at approximately $8,449,840. This represents a 56.69% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Craig A. Lampo sold 40,076 shares of the company’s stock in a transaction on Monday, August 25th. The shares were sold at an average price of $110.56, for a total transaction of $4,430,802.56. Following the completion of the sale, the chief financial officer directly owned 39,884 shares of the company’s stock, valued at $4,409,575.04. This trade represents a 50.12% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 665,924 shares of company stock worth $73,369,357 over the last 90 days. Company insiders own 1.67% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages recently commented on APH. Bank of America upped their price target on shares of Amphenol from $110.00 to $120.00 and gave the company a “neutral” rating in a research note on Tuesday, August 5th. Truist Financial upped their target price on shares of Amphenol from $102.00 to $126.00 and gave the stock a “buy” rating in a report on Thursday, July 24th. JPMorgan Chase & Co. upped their target price on shares of Amphenol from $120.00 to $125.00 and gave the stock an “overweight” rating in a report on Thursday, July 24th. Robert W. Baird set a $139.00 target price on shares of Amphenol and gave the stock an “outperform” rating in a report on Friday. Finally, Barclays assumed coverage on shares of Amphenol in a report on Wednesday. They set an “equal weight” rating and a $120.00 target price 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. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $114.43.

Amphenol Price Performance

Shares of NYSE:APH opened at $121.64 on Friday. The company’s fifty day moving average price is $115.78 and its 200-day moving average price is $96.09. The firm has a market capitalization of $148.51 billion, a price-to-earnings ratio of 48.46, a PEG ratio of 2.03 and a beta of 1.17. Amphenol Corporation has a one year low of $56.45 and a one year high of $127.50. The company has a debt-to-equity ratio of 0.61, a current ratio of 2.02 and a quick ratio of 1.46.

Amphenol (NYSE:APH) last issued its quarterly earnings results on Wednesday, July 23rd. The electronics maker reported $0.81 EPS for the quarter, topping 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%. The business’s revenue for the quarter was up 56.5% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.44 EPS. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. On average, equities research analysts anticipate that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, October 8th. Stockholders of record on Tuesday, September 16th were paid a $0.165 dividend. The ex-dividend date of this dividend was Tuesday, September 16th. This represents a $0.66 dividend on an annualized basis and a dividend yield of 0.5%. Amphenol’s dividend payout ratio is 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.