44,803 Shares in Amphenol Corporation $APH Purchased by Lee Johnson Capital Management LLC

Lee Johnson Capital Management LLC acquired a new stake in Amphenol Corporation (NYSE:APH) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 44,803 shares of the electronics maker’s stock, valued at approximately $5,544,000. Amphenol makes up about 1.8% of Lee Johnson Capital Management LLC’s investment portfolio, making the stock its 16th largest position.

A number of other hedge funds also recently bought and sold shares of the business. Financial Management Professionals Inc. grew its position in shares of Amphenol by 82.6% in the third 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. Opal Wealth Advisors LLC acquired a new position in Amphenol in the 2nd quarter valued at about $25,000. Riggs Asset Managment Co. Inc. increased its stake in Amphenol by 200.0% during the second quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock worth $25,000 after acquiring an additional 168 shares during the last quarter. Howard Hughes Medical Institute purchased a new stake in shares of Amphenol in the 2nd quarter valued at approximately $26,000. Finally, Evolution Wealth Management Inc. purchased a new position in shares of Amphenol during the 2nd quarter worth approximately $31,000. Institutional investors and hedge funds own 97.01% of the company’s stock.

Amphenol Trading Down 0.5%

Shares of APH opened at $136.21 on Wednesday. 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 firm’s 50-day moving average is $136.67 and its two-hundred day moving average is $119.60. The firm has a market capitalization of $166.73 billion, a P/E ratio of 45.40, a PEG ratio of 1.08 and a beta of 1.19. Amphenol Corporation has a twelve month low of $56.45 and a twelve month high of $144.37.

Amphenol (NYSE:APH) last posted its quarterly earnings data on Wednesday, October 22nd. The electronics maker reported $0.93 earnings per share for the quarter, beating analysts’ consensus estimates of $0.79 by $0.14. The business had revenue of $6.19 billion during the quarter, compared to analyst estimates of $5.54 billion. Amphenol had a net margin of 18.22% and a return on equity of 33.46%. The company’s revenue was up 53.4% on a year-over-year basis. During the same quarter in the previous year, the business 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. On average, research analysts predict that Amphenol Corporation will post 2.36 earnings per share for the current fiscal year.

Amphenol Increases Dividend

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

Analyst Upgrades and Downgrades

A number of analysts have issued reports on the company. Evercore ISI boosted their target price on Amphenol from $120.00 to $150.00 and gave the company an “outperform” rating in a research report on Tuesday, October 7th. UBS Group set a $152.00 target price on Amphenol and gave the company a “buy” rating in a research report on Thursday, October 23rd. Bank of America raised shares of Amphenol from a “neutral” rating to a “buy” rating and increased their price target for the stock from $120.00 to $150.00 in a research report on Wednesday, October 15th. Weiss Ratings restated a “buy (b)” rating on shares of Amphenol in a report on Wednesday, October 8th. Finally, 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, October 10th. Ten equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $134.08.

Insider Buying and Selling

In related news, insider William J. Doherty sold 80,000 shares of the company’s stock in a transaction on Wednesday, October 29th. The shares were sold at an average price of $141.04, for a total value of $11,283,200.00. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, VP David M. Silverman sold 120,000 shares of Amphenol stock in a transaction that occurred on Monday, November 3rd. The stock was sold at an average price of $141.17, for a total value of $16,940,400.00. Following the completion of the transaction, the vice president owned 12,500 shares of the company’s stock, valued at approximately $1,764,625. The trade was a 90.57% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 1,063,194 shares of company stock worth $148,244,445 over the last 90 days. 1.67% of the stock is currently owned by corporate insiders.

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.