Key Points
- Amphenol EVP Lance D’amico sold 50,000 shares at an average price of $161.99, worth approximately $8.1 million, reducing his ownership by 46.7% to 57,065 shares.
- Amphenol reported strong quarterly results, with EPS of $1.35 beating estimates of $1.19 and revenue of $8.76 billion surpassing forecasts of $8.26 billion; revenue rose 55% year over year.
- Wall Street remains broadly positive, with an average “Buy” rating and a $191.67 price target, while institutional investors own 97.01% of the stock.
Amphenol Corporation (NYSE:APH - Get Free Report) EVP Lance D'amico sold 50,000 shares of the stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $161.99, for a total value of $8,099,500.00. Following the completion of the sale, the executive vice president owned 57,065 shares of the company's stock, valued at approximately $9,243,959.35. This represents a 46.70% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link.
Amphenol Trading Up 0.7%
NYSE:APH opened at $172.49 on Thursday. The business's 50-day moving average is $157.53 and its two-hundred day moving average is $145.55. The firm has a market capitalization of $212.68 billion, a PE ratio of 43.23, a price-to-earnings-growth ratio of 1.36 and a beta of 1.24. Amphenol Corporation has a 12 month low of $104.71 and a 12 month high of $178.52. The company has a debt-to-equity ratio of 1.10, a current ratio of 1.89 and a quick ratio of 1.41.
Amphenol (NYSE:APH - Get Free Report) last issued its earnings results on Wednesday, July 29th. The electronics maker reported $1.35 earnings per share for the quarter, topping the consensus estimate of $1.19 by $0.16. Amphenol had a return on equity of 39.87% and a net margin of 17.73%.The company had revenue of $8.76 billion during the quarter, compared to the consensus estimate of $8.26 billion. During the same quarter in the prior year, the business earned $0.81 earnings per share. The company's revenue was up 55.0% compared to the same quarter last year. Amphenol has set its Q3 2026 guidance at 1.400-1.420 EPS. Research analysts predict that Amphenol Corporation will post 5.25 earnings per share for the current fiscal year.
Institutional Trading of Amphenol
Several hedge funds have recently bought and sold shares of the company. USA Financial Formulas boosted its stake in Amphenol by 3.7% during the 1st quarter. USA Financial Formulas now owns 5,101 shares of the electronics maker's stock valued at $645,000 after purchasing an additional 182 shares during the period. Diversified Trust Co. boosted its position in shares of Amphenol by 29.1% during the second quarter. Diversified Trust Co. now owns 19,082 shares of the electronics maker's stock worth $3,365,000 after buying an additional 4,305 shares during the period. Cary Street Partners Financial LLC grew its holdings in Amphenol by 1.4% in the 2nd quarter. Cary Street Partners Financial LLC now owns 79,894 shares of the electronics maker's stock worth $14,087,000 after buying an additional 1,098 shares in the last quarter. GRIMES & Co WEALTH MANAGEMENT LLC raised its stake in Amphenol by 1.0% during the 2nd quarter. GRIMES & Co WEALTH MANAGEMENT LLC now owns 11,643 shares of the electronics maker's stock valued at $2,053,000 after acquiring an additional 115 shares in the last quarter. Finally, Fort Washington Investment Advisors Inc. OH acquired a new position in Amphenol during the 2nd quarter worth $219,000. 97.01% of the stock is currently owned by institutional investors.
Wall Street Analysts Forecast Growth
APH has been the subject of several recent research reports. Seaport Research Partners reaffirmed a "buy" rating and issued a $215.00 price objective on shares of Amphenol in a research report on Thursday, April 30th. Zacks Research raised shares of Amphenol from a "hold" rating to a "strong-buy" rating in a research report on Friday, July 17th. Citigroup upped their target price on shares of Amphenol from $195.00 to $210.00 and gave the company a "buy" rating in a research note on Thursday, July 30th. Wall Street Zen downgraded shares of Amphenol from a "buy" rating to a "hold" rating in a research note on Saturday, May 9th. Finally, Barclays reiterated an "overweight" rating and issued a $200.00 price objective (up from $198.00) on shares of Amphenol in a report on Monday, July 13th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and one has assigned a Hold rating to the company's stock. According to data from MarketBeat, the company presently has an average rating of "Buy" and an average target price of $191.67.
Check Out Our Latest Stock Report on APH
Key Headlines Impacting Amphenol
Here are the key news stories impacting Amphenol this week:
- Positive Sentiment: Amphenol and Astera Labs were highlighted as “picks-and-shovels” beneficiaries of AI capital expenditures. The thesis is that rising rack-scale computing density should drive demand for Amphenol’s high-performance connectivity products. Astera Labs and Amphenol: Quiet AI Capex Tax Collectors to Know Before Others Catch On
- Positive Sentiment: Recent quarterly results were well above expectations: earnings per share came in at $1.35 versus a $1.19 consensus estimate, while revenue of $8.76 billion exceeded the $8.26 billion forecast and increased 55% year over year. Management’s third-quarter EPS guidance of $1.40 to $1.42 also supports continued earnings growth.
- Positive Sentiment: Analysts are pointing to favorable earnings-estimate revisions as a potential catalyst for further gains, while momentum-focused coverage characterizes APH as an attractive buy candidate. Why Amphenol Might Be Well Poised for a Surge
- Neutral Sentiment: Investors are reviewing key questions from Amphenol’s second-quarter earnings call, likely focusing on AI-related demand, capacity, margins and the sustainability of its growth outlook. Five Must-Read Analyst Questions From Amphenol’s Q2 Earnings Call
- Negative Sentiment: Three executives sold a combined 363,200 shares worth approximately $61.3 million. The transactions significantly reduced their holdings, which may create a modest sentiment overhang, although insider sales do not necessarily indicate deteriorating business prospects. Amphenol SEC Insider Transaction Filing
About Amphenol
(
Get Free Report)
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.
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