Fiduciary Family Office LLC Sells 4,159 Shares of Amphenol Corporation $APH

Fiduciary Family Office LLC trimmed its holdings in shares of Amphenol Corporation (NYSE:APH) by 32.9% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 8,489 shares of the electronics maker’s stock after selling 4,159 shares during the period. Fiduciary Family Office LLC’s holdings in Amphenol were worth $1,051,000 at the end of the most recent quarter.

Several other hedge funds have also recently modified their holdings of the business. Geode Capital Management LLC increased its holdings 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 buying an additional 2,217,079 shares in the last quarter. Norges Bank purchased a new stake in shares of Amphenol during the 2nd quarter valued at about $2,104,244,000. Franklin Resources Inc. grew its stake in shares of Amphenol by 13.4% in the second quarter. Franklin Resources Inc. now owns 12,547,006 shares of the electronics maker’s stock worth $1,239,017,000 after acquiring an additional 1,486,105 shares during the period. Charles Schwab Investment Management Inc. raised its holdings in shares of Amphenol by 1.9% during the second quarter. Charles Schwab Investment Management Inc. now owns 7,088,586 shares of the electronics maker’s stock valued at $699,998,000 after purchasing an additional 133,966 shares during the last quarter. Finally, Envestnet Asset Management Inc. lifted its position in Amphenol by 3.7% during the second quarter. Envestnet Asset Management Inc. now owns 5,883,759 shares of the electronics maker’s stock valued at $581,021,000 after purchasing an additional 210,551 shares during the period. Hedge funds and other institutional investors own 97.01% of the company’s stock.

Amphenol Stock Up 0.2%

NYSE:APH opened at $154.57 on Friday. The company has a market cap of $189.20 billion, a price-to-earnings ratio of 51.52, a price-to-earnings-growth ratio of 0.99 and a beta of 1.21. The stock has a fifty day simple moving average of $138.10 and a 200-day simple moving average of $123.73. Amphenol Corporation has a twelve month low of $56.45 and a twelve month high of $156.28. The company has a current ratio of 2.07, a quick ratio of 1.52 and a debt-to-equity ratio of 0.57.

Amphenol (NYSE:APH) last released its quarterly earnings data 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. Amphenol had a net margin of 18.22% and a return on equity of 33.46%. The firm had revenue of $6.19 billion for the quarter, compared to the consensus estimate of $5.54 billion. During the same period last year, the firm earned $0.50 earnings per share. The company’s quarterly revenue was up 53.4% on a year-over-year basis. 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 anticipate that Amphenol Corporation will post 2.36 EPS for the current year.

Amphenol Increases Dividend

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

Insiders Place Their Bets

In other news, VP David M. Silverman sold 120,000 shares of the stock in a transaction on Monday, November 3rd. The shares were sold at an average price of $141.17, for a total value of $16,940,400.00. Following the sale, the vice president owned 12,500 shares in the company, valued at $1,764,625. This represents a 90.57% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Lance E. D’amico sold 120,000 shares of the business’s stock in a transaction on Wednesday, October 29th. The shares were sold at an average price of $140.01, for a total transaction of $16,801,200.00. Following the transaction, the vice president owned 76,400 shares of the company’s stock, valued at $10,696,764. This represents a 61.10% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 1,063,194 shares of company stock worth $148,244,445. Company insiders own 1.67% of the company’s stock.

Amphenol News Summary

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

Analyst Ratings Changes

A number of research firms have commented on APH. Citigroup reaffirmed a “buy” rating and issued a $175.00 target price (up previously from $160.00) on shares of Amphenol in a research report on Monday, January 12th. Fox Advisors reaffirmed an “outperform” rating on shares of Amphenol in a report on Friday, January 9th. The Goldman Sachs Group reissued a “buy” rating and issued a $183.00 target price on shares of Amphenol in a report on Thursday. Barclays upgraded Amphenol from an “equal weight” rating to an “overweight” rating and boosted their price target for the company from $143.00 to $156.00 in a research note on Monday, January 12th. Finally, Evercore ISI increased their price objective on shares of Amphenol from $120.00 to $150.00 and gave the stock an “outperform” rating in a research note on Tuesday, October 7th. Eleven analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $146.46.

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.