James Hambro & Partners LLP Sells 184,418 Shares of Amphenol Corporation $APH

James Hambro & Partners LLP lessened its position in Amphenol Corporation (NYSE:APH) by 9.2% during the third quarter, Holdings Channel reports. The institutional investor owned 1,821,871 shares of the electronics maker’s stock after selling 184,418 shares during the quarter. Amphenol makes up approximately 8.0% of James Hambro & Partners LLP’s investment portfolio, making the stock its largest position. James Hambro & Partners LLP’s holdings in Amphenol were worth $225,466,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of APH. Bell Investment Advisors Inc lifted its holdings in Amphenol by 19.2% in the 2nd quarter. Bell Investment Advisors Inc now owns 591 shares of the electronics maker’s stock valued at $58,000 after acquiring an additional 95 shares during the last quarter. CENTRAL TRUST Co raised its holdings in shares of Amphenol by 9.4% in the 2nd quarter. CENTRAL TRUST Co now owns 1,146 shares of the electronics maker’s stock worth $113,000 after purchasing an additional 98 shares in the last quarter. Tranquility Partners LLC boosted its holdings in Amphenol by 0.8% during the second quarter. Tranquility Partners LLC now owns 13,386 shares of the electronics maker’s stock worth $1,322,000 after buying an additional 107 shares in the last quarter. Cox Capital Mgt LLC grew its position in Amphenol by 0.3% in the third quarter. Cox Capital Mgt LLC now owns 32,327 shares of the electronics maker’s stock worth $4,000,000 after buying an additional 110 shares during the last quarter. Finally, Chatham Capital Group Inc. increased its holdings in shares of Amphenol by 1.4% in the third quarter. Chatham Capital Group Inc. now owns 8,105 shares of the electronics maker’s stock valued at $1,003,000 after buying an additional 110 shares in the last quarter. Institutional investors own 97.01% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on APH. Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a research note on Wednesday, October 8th. Robert W. Baird set a $139.00 price target on Amphenol and gave the stock an “outperform” rating in a research note on Friday, October 10th. Wall Street Zen lowered shares of Amphenol from a “strong-buy” rating to a “buy” rating in a research note on Sunday, November 2nd. The Goldman Sachs Group set a $154.00 target price on shares of Amphenol and gave the stock a “buy” rating in a research report on Thursday, October 23rd. Finally, Truist Financial boosted their price target on shares of Amphenol from $147.00 to $180.00 and gave the company a “buy” rating in a report on Friday, December 19th. Ten research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $134.08.

Amphenol Trading Up 1.4%

NYSE:APH opened at $137.10 on Wednesday. The stock’s 50-day moving average is $135.54 and its two-hundred day moving average is $118.04. The company has a debt-to-equity ratio of 0.57, a current ratio of 2.07 and a quick ratio of 1.52. The stock has a market cap of $167.81 billion, a PE ratio of 45.70, a price-to-earnings-growth ratio of 1.06 and a beta of 1.19. Amphenol Corporation has a fifty-two week low of $56.45 and a fifty-two week high of $144.37.

Amphenol (NYSE:APH) last posted its quarterly earnings results on Wednesday, October 22nd. The electronics maker reported $0.93 EPS for the quarter, topping the consensus estimate of $0.79 by $0.14. The business had revenue of $6.19 billion during the quarter, compared to analysts’ expectations of $5.54 billion. Amphenol had a net margin of 18.22% and a return on equity of 33.46%. The firm’s quarterly revenue was up 53.4% compared to the same quarter last year. During the same period last year, the company posted $0.50 earnings per share. Amphenol has set its FY 2025 guidance at 3.260-3.280 EPS and its Q4 2025 guidance at 0.890-0.910 EPS. As a group, equities research analysts forecast that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, January 7th. Investors of record on Tuesday, December 16th will be issued a dividend of $0.25 per share. This is a positive change from Amphenol’s previous quarterly dividend of $0.17. This represents a $1.00 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Tuesday, December 16th. Amphenol’s dividend payout ratio is 33.33%.

Insider Buying and Selling

In other news, CFO Craig A. Lampo sold 258,000 shares of the firm’s stock in a transaction dated Tuesday, November 11th. The stock was sold at an average price of $143.20, for a total transaction of $36,945,600.00. Following the completion of the sale, the chief financial officer directly owned 167,695 shares of the company’s stock, valued at $24,013,924. This trade represents a 60.61% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Luc Walter sold 365,118 shares of Amphenol stock in a transaction dated Friday, October 24th. The shares were sold at an average price of $134.65, for a total value of $49,163,138.70. Following the sale, the insider owned 433,742 shares of the company’s stock, valued at approximately $58,403,360.30. This represents a 45.70% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 1,063,194 shares of company stock worth $148,244,445. Insiders own 1.67% of the company’s stock.

Amphenol Company Profile

Amphenol Corporation (NYSE: APH) is a leading global manufacturer of electronic and fiber optic connectors, interconnect systems, and related components. The company designs, engineers and produces a broad range of products including electrical connectors, cable assemblies, fiber optic solutions, sensors, antennas and electromechanical devices used to transfer power, signal and data across complex systems. Its product portfolio spans ruggedized connectors for harsh environments to high-speed solutions for data centers and telecommunications networks.

Amphenol serves a diverse set of end markets, including automotive, broadband and telecom, data communications, mobile devices, industrial, energy, and military/aerospace.