Tred Avon Family Wealth LLC Invests $591,000 in Amphenol Corporation $APH

Tred Avon Family Wealth LLC purchased a new position in Amphenol Corporation (NYSE:APH) during the 3rd quarter, HoldingsChannel.com reports. The fund purchased 4,778 shares of the electronics maker’s stock, valued at approximately $591,000.

A number of other hedge funds have also recently bought and sold shares of APH. Financial Management Professionals Inc. raised its position in shares of Amphenol by 82.6% in the 3rd quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock valued at $25,000 after purchasing an additional 90 shares in the last quarter. Allen Capital Group LLC increased its stake in shares of Amphenol by 3.2% in the third quarter. Allen Capital Group LLC now owns 3,012 shares of the electronics maker’s stock worth $373,000 after buying an additional 92 shares during the last quarter. Bell Investment Advisors Inc increased its stake in shares of Amphenol by 19.2% in the second quarter. Bell Investment Advisors Inc now owns 591 shares of the electronics maker’s stock worth $58,000 after buying an additional 95 shares during the last quarter. CENTRAL TRUST Co raised its holdings in Amphenol by 9.4% in the second quarter. CENTRAL TRUST Co now owns 1,146 shares of the electronics maker’s stock valued at $113,000 after acquiring an additional 98 shares in the last quarter. Finally, Tranquility Partners LLC boosted its stake in Amphenol by 0.8% during the 2nd quarter. Tranquility Partners LLC now owns 13,386 shares of the electronics maker’s stock valued at $1,322,000 after acquiring an additional 107 shares during the last quarter. Institutional investors and hedge funds own 97.01% of the company’s stock.

Insider Transactions at Amphenol

In other Amphenol news, VP David M. Silverman sold 120,000 shares of the business’s stock in a transaction dated Monday, November 3rd. The shares were sold at an average price of $141.17, for a total transaction of $16,940,400.00. Following the completion of the transaction, the vice president directly owned 12,500 shares of the company’s stock, valued at $1,764,625. The trade was a 90.57% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider William J. Doherty sold 80,000 shares of the firm’s stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $142.00, for a total transaction of $11,360,000.00. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 1,063,194 shares of company stock worth $148,244,445 over the last 90 days. Corporate insiders own 1.67% of the company’s stock.

Key Stories Impacting Amphenol

Here are the key news stories impacting Amphenol this week:

• Positive Sentiment: Analysts and screens suggest Amphenol is likely to beat upcoming earnings again — the company has a strong surprise history and the key inputs (revenue momentum, pricing/volume leverage) line up for another upside to estimates. Why Amphenol (APH) is Poised to Beat Earnings Estimates Again
• Positive Sentiment: Multiple pieces point to Amphenol as a top long‑term growth stock on strong seculars (data centers, telecom, industrial), supported by Zacks style scores and recurring revenue mix. Why Amphenol (APH) is a Top Growth Stock for the Long-Term
• Positive Sentiment: Market commentary ties the recent rally to surging AI/data‑center spending — Amphenol’s fiber‑optic connectors and cables are seeing accelerated demand, helping push the stock to a 52‑week high. Amphenol Corporation (APH) Surged Following the Demand Uptick
• Positive Sentiment: Coverage comparing data‑center infrastructure names favors Amphenol for upside given its IT datacom growth and investments (e.g., liquid‑cooling components), highlighting relative upside vs. peers. VRT vs. APH: Which Data-Center Infrastructure Stock Is the Better Buy?
• Neutral Sentiment: Company announced details of an open offer for ADC India Communications Limited — a corporate-action update that may affect regional exposure but is not clearly material to near‑term U.S. EPS guidance. Amphenol Announces Details of Open Offer for ADC India Communications Limited
• Neutral Sentiment: Several commentary pieces (MSN, InsiderMonkey, IBD) recap the same themes — AI/data‑center demand and strong sales — amplifying market attention but adding limited new fundamental information. Data Center Play Spikes To Highs After 95% Annual Surge Amid AI Boom

Amphenol Stock Up 0.2%

NYSE:APH opened at $154.57 on Monday. The company has a current ratio of 2.07, a quick ratio of 1.52 and a debt-to-equity ratio of 0.57. The stock has a 50 day moving average of $138.10 and a 200-day moving average of $123.91. The firm has a market capitalization of $189.20 billion, a PE ratio of 51.52, a price-to-earnings-growth ratio of 0.99 and a beta of 1.21. Amphenol Corporation has a 52 week low of $56.45 and a 52 week high of $156.28.

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

Amphenol Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, January 7th. Investors of record on Tuesday, December 16th were issued a $0.25 dividend. This is a boost from Amphenol’s previous quarterly dividend of $0.17. The ex-dividend date of this dividend was Tuesday, December 16th. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.6%. Amphenol’s dividend payout ratio is 33.33%.

Analyst Upgrades and Downgrades

APH has been the subject of several research analyst reports. Fox Advisors reissued an “outperform” rating on shares of Amphenol in a research report on Friday, January 9th. 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. Barclays upgraded Amphenol from an “equal weight” rating to an “overweight” rating and upped their price objective for the company from $143.00 to $156.00 in a research note on Monday, January 12th. Wall Street Zen lowered Amphenol from a “strong-buy” rating to a “buy” rating in a research report on Sunday, November 2nd. Finally, Citigroup reiterated a “buy” rating and issued a $175.00 price target (up from $160.00) on shares of Amphenol in a report on Monday, January 12th. Eleven equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $146.46.

Amphenol 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.