FY2025 EPS Estimates for Amphenol Raised by Seaport Res Ptn

Amphenol Corporation (NYSE:APH) – Analysts at Seaport Res Ptn increased their FY2025 earnings per share estimates for shares of Amphenol in a report released on Wednesday, October 22nd. Seaport Res Ptn analyst S. Graham now anticipates that the electronics maker will earn $3.28 per share for the year, up from their previous estimate of $2.95. The consensus estimate for Amphenol’s current full-year earnings is $2.36 per share. Seaport Res Ptn also issued estimates for Amphenol’s Q4 2025 earnings at $0.91 EPS, Q3 2026 earnings at $1.06 EPS, Q4 2026 earnings at $1.03 EPS and FY2026 earnings at $3.83 EPS.

Other equities research analysts have also issued reports about the company. Barclays started coverage on Amphenol in a research report on Wednesday, October 8th. They issued an “equal weight” rating and a $120.00 target price on the stock. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Amphenol in a research report on Friday. Robert W. Baird set a $139.00 target price on Amphenol and gave the stock an “outperform” rating in a research report on Friday, October 10th. The Goldman Sachs Group set a $154.00 target price on Amphenol and gave the stock a “buy” rating in a research report on Thursday. Finally, UBS Group set a $152.00 price target on Amphenol and gave the stock a “buy” rating in a research note on Thursday. Ten equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $129.77.

Amphenol Price Performance

Shares of NYSE APH opened at $133.80 on Monday. Amphenol has a 1-year low of $56.45 and a 1-year high of $137.65. 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 business’s fifty day moving average price is $119.39 and its two-hundred day moving average price is $100.97. The firm has a market capitalization of $163.35 billion, a PE ratio of 44.60, a P/E/G ratio of 1.51 and a beta of 1.17.

Amphenol (NYSE:APH) last posted its quarterly earnings results on Wednesday, October 22nd. The electronics maker reported $0.93 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.79 by $0.14. Amphenol had a return on equity of 33.46% and a net margin of 18.22%.The business had revenue of $6.19 billion for the quarter, compared to analyst estimates of $5.54 billion. During the same period in the prior year, the company posted $0.50 EPS. The business’s revenue was up 53.4% compared to the same quarter last year. Amphenol has set its FY 2025 guidance at 3.260-3.280 EPS. Q4 2025 guidance at 0.890-0.910 EPS.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of APH. Hughes Financial Services LLC bought a new position in Amphenol during the first quarter valued at about $25,000. Opal Wealth Advisors LLC bought a new position in Amphenol during the second quarter valued at about $25,000. Financial Management Professionals Inc. boosted its stake in Amphenol by 82.6% during the third quarter. Financial Management Professionals Inc. now owns 199 shares of the electronics maker’s stock valued at $25,000 after buying an additional 90 shares in the last quarter. Riggs Asset Managment Co. Inc. boosted its position in shares of Amphenol by 200.0% in the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 252 shares of the electronics maker’s stock valued at $25,000 after purchasing an additional 168 shares during the period. Finally, Howard Hughes Medical Institute acquired a new position in shares of Amphenol in the 2nd quarter valued at $26,000. Institutional investors own 97.01% of the company’s stock.

Insiders Place Their Bets

In other news, VP David M. Silverman sold 100,000 shares of the stock in a transaction on Monday, August 25th. The stock was sold at an average price of $110.42, for a total value of $11,042,000.00. Following the completion of the transaction, the vice president owned 12,500 shares of the company’s stock, valued at approximately $1,380,250. This represents a 88.89% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, CFO Craig A. Lampo sold 199,848 shares of the firm’s stock in a transaction dated Friday, August 22nd. The shares were sold at an average price of $110.43, for a total value of $22,069,214.64. Following the transaction, the chief financial officer directly owned 125,695 shares of the company’s stock, valued at $13,880,498.85. This represents a 61.39% decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders sold 665,924 shares of company stock worth $73,369,357. 1.67% of the stock is owned by company insiders.

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 paid a $0.25 dividend. The ex-dividend date of this dividend is Tuesday, December 16th. 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%. Amphenol’s dividend payout ratio (DPR) is currently 22.00%.

About Amphenol

Amphenol Corporation, together with its subsidiaries, primarily designs, manufactures, and markets electrical, electronic, and fiber optic connectors in the United States, China, and internationally. It operates through three segments: Harsh Environment Solutions, Communications Solutions, and Interconnect and Sensor Systems.