Amphenol Corporation $APH Stock Position Lowered by Benjamin Edwards Inc.

13 Dec 2025, 09:56 by Danessa Lincoln · The Markets Daily

Benjamin Edwards Inc. trimmed its position in shares of Amphenol Corporation (NYSE:APH – Free Report) by 3.1% during the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 716,680 shares of the electronics maker’s stock after selling 23,028 shares during the period. Amphenol accounts for 0.9% of Benjamin Edwards Inc.’s investment portfolio, making the stock its 16th biggest holding. Benjamin Edwards Inc.’s holdings in Amphenol were worth $70,772,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also modified their holdings of the company. Geode Capital Management LLC lifted its stake in Amphenol by 8.4% in the 2nd quarter. Geode Capital Management LLC now owns 28,513,760 shares of the electronics maker’s stock worth $2,804,338,000 after acquiring an additional 2,217,079 shares in the last quarter. Norges Bank purchased a new stake in shares of Amphenol in the second quarter worth approximately $2,104,244,000. T. Rowe Price Investment Management Inc. grew its position in Amphenol by 196.3% during the first quarter. T. Rowe Price Investment Management Inc. now owns 16,743,239 shares of the electronics maker’s stock valued at $1,098,190,000 after purchasing an additional 11,092,282 shares in the last quarter. Franklin Resources Inc. increased its stake in Amphenol by 13.4% in the 2nd quarter. Franklin Resources Inc. now owns 12,547,006 shares of the electronics maker’s stock valued at $1,239,017,000 after buying an additional 1,486,105 shares during the period. Finally, Wellington Management Group LLP lifted its position in Amphenol by 73.5% in the 1st quarter. Wellington Management Group LLP now owns 12,168,971 shares of the electronics maker’s stock worth $798,163,000 after buying an additional 5,154,860 shares in the last quarter. Institutional investors and hedge funds own 97.01% of the company’s stock.

Insider Buying and Selling

In other Amphenol news, VP Lance E. D’amico sold 120,000 shares of the firm’s stock in a transaction on Wednesday, October 29th. The shares were sold at an average price of $140.01, for a total value of $16,801,200.00. Following the sale, the vice president directly owned 76,400 shares in the company, valued at $10,696,764. This trade represents a 61.10% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider Luc Walter sold 365,118 shares of the company’s stock in a transaction dated Friday, October 24th. The shares were sold at an average price of $134.65, for a total transaction of $49,163,138.70. Following the transaction, the insider directly owned 433,742 shares of the company’s stock, valued at $58,403,360.30. This represents a 45.70% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,063,194 shares of company stock valued at $148,244,445 in the last ninety days. Company insiders own 1.67% of the company’s stock.

Amphenol Stock Performance

NYSE:APH opened at $129.15 on Friday. The firm has a market capitalization of $158.09 billion, a PE ratio of 43.05, a PEG ratio of 1.09 and a beta of 1.19. Amphenol Corporation has a 1 year low of $56.45 and a 1 year high of $144.37. 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 fifty day simple moving average is $134.44 and its 200 day simple moving average is $115.65.

Amphenol (NYSE:APH – Get Free Report) last released its quarterly earnings results on Wednesday, October 22nd. The electronics maker reported $0.93 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.79 by $0.14. The company 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 business’s quarterly revenue was up 53.4% compared to the same quarter last year. During the same period in the prior year, the company earned $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, sell-side analysts anticipate that Amphenol Corporation will post 2.36 EPS for the current year.

Amphenol Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, January 7th. Stockholders of record on Tuesday, December 16th will be issued a dividend of $0.25 per share. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.8%. This is a boost from Amphenol’s previous quarterly dividend of $0.17. The ex-dividend date is Tuesday, December 16th. Amphenol’s dividend payout ratio is presently 22.00%.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on the company. Wall Street Zen lowered Amphenol from a “strong-buy” rating to a “buy” rating in a report on Sunday, November 2nd. Truist Financial lifted their price target on Amphenol from $126.00 to $147.00 and gave the company a “buy” rating in a report on Thursday, October 23rd. Evercore ISI increased their price objective on Amphenol from $120.00 to $150.00 and gave the stock an “outperform” rating in a report on Tuesday, October 7th. Bank of America upgraded shares of Amphenol from a “neutral” rating to a “buy” rating and lifted their target price for the company from $120.00 to $150.00 in a research note on Wednesday, October 15th. Finally, JPMorgan Chase & Co. raised their price target on shares of Amphenol from $145.00 to $160.00 and gave the company an “overweight” rating in a report on Thursday, October 23rd. Ten investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat, Amphenol currently has an average rating of “Moderate Buy” and a consensus price target of $131.54.

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