Voya Investment Management LLC Boosts Position in Amphenol Corporation $APH

Voya Investment Management LLC boosted its position in shares of Amphenol Corporation (NYSE:APH) by 2.4% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 4,922,602 shares of the electronics maker’s stock after purchasing an additional 113,399 shares during the quarter. Voya Investment Management LLC owned approximately 0.41% of Amphenol worth $322,873,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Independent Advisor Alliance lifted its position 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 valued at $471,000 after acquiring an additional 122 shares in the last quarter. Forum Financial Management LP lifted its position in shares of Amphenol by 1.9% in the first quarter. Forum Financial Management LP now owns 6,681 shares of the electronics maker’s stock valued at $438,000 after acquiring an additional 126 shares in the last quarter. Ironwood Investment Counsel LLC lifted its position in shares of Amphenol by 2.9% in the first quarter. Ironwood Investment Counsel LLC now owns 4,676 shares of the electronics maker’s stock valued at $307,000 after acquiring an additional 132 shares in the last quarter. FourThought Financial Partners LLC lifted its position in shares of Amphenol by 4.1% in the first quarter. FourThought Financial Partners LLC now owns 3,525 shares of the electronics maker’s stock valued at $231,000 after acquiring an additional 139 shares in the last quarter. Finally, Gallacher Capital Management LLC lifted its position in shares of Amphenol by 4.6% in the first quarter. Gallacher Capital Management LLC now owns 3,197 shares of the electronics maker’s stock valued at $210,000 after acquiring an additional 142 shares in the last quarter. 97.01% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Amphenol

In other Amphenol news, VP Lance E. D’amico sold 100,000 shares of the company’s stock in a transaction dated Monday, August 18th. The stock was sold at an average price of $110.60, for a total transaction of $11,060,000.00. Following the completion of the sale, the vice president directly owned 76,400 shares in the company, valued at $8,449,840. This represents a 56.69% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, VP David M. Silverman sold 100,000 shares of the company’s stock in a transaction dated Monday, August 25th. The stock was sold at an average price of $110.42, for a total value of $11,042,000.00. Following the sale, the vice president owned 12,500 shares of the company’s stock, valued at $1,380,250. This represents a 88.89% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 665,924 shares of company stock valued at $73,369,357. Insiders own 1.67% of the company’s stock.

Amphenol Stock Performance

Shares of NYSE:APH 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. The company has a debt-to-equity ratio of 0.61, a current ratio of 2.02 and a quick ratio of 1.46. The business has a 50-day moving average of $107.06 and a two-hundred day moving average of $87.68. Amphenol Corporation has a 12 month low of $56.45 and a 12 month high of $120.80.

Amphenol (NYSE:APH) last announced its quarterly earnings results on Wednesday, July 23rd. The electronics maker reported $0.81 EPS for the quarter, topping the consensus estimate of $0.66 by $0.15. The company had revenue of $5.65 billion during the quarter, compared to analyst estimates of $5.01 billion. Amphenol had a return on equity of 30.58% and a net margin of 16.90%.The firm’s revenue was up 56.5% on a year-over-year basis. During the same period in the prior year, the firm posted $0.44 earnings per share. Amphenol has set its Q3 2025 guidance at 0.770-0.790 EPS. As a group, research analysts forecast that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, October 8th. Shareholders of record on Tuesday, September 16th will be paid a dividend of $0.165 per share. The ex-dividend date is Tuesday, September 16th. This represents a $0.66 annualized dividend and a yield of 0.6%. Amphenol’s dividend payout ratio is currently 26.29%.

Wall Street Analyst Weigh In

Several analysts have recently issued reports on the company. Evercore ISI upped their price objective on Amphenol from $105.00 to $110.00 and gave the company an “outperform” rating in a research report on Friday, July 18th. Wall Street Zen downgraded Amphenol from a “strong-buy” rating to a “buy” rating in a research report on Sunday, August 10th. Robert W. Baird upped their price objective on Amphenol from $118.00 to $127.00 and gave the company an “outperform” rating in a research report on Tuesday, August 19th. Bank of America upped their target price on Amphenol from $110.00 to $120.00 and gave the company a “neutral” rating in a research note on Tuesday, August 5th. Finally, UBS Group upped their target price on Amphenol from $115.00 to $120.00 and gave the company a “buy” rating in a research note on Thursday, July 24th. Eight investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, Amphenol presently has an average rating of “Moderate Buy” and an average price target of $105.62.

Amphenol 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.