Seaport Res Ptn Brokers Lift Earnings Estimates for Amphenol

Amphenol Co. (NYSE:APH) – Equities researchers at Seaport Res Ptn boosted their Q1 2025 earnings per share (EPS) estimates for Amphenol in a report issued on Friday, January 17th. Seaport Res Ptn analyst S. Graham now forecasts that the electronics maker will post earnings per share of $0.48 for the quarter, up from their previous forecast of $0.47. The consensus estimate for Amphenol’s current full-year earnings is $1.84 per share. Seaport Res Ptn also issued estimates for Amphenol’s Q3 2025 earnings at $0.57 EPS, FY2025 earnings at $2.13 EPS, Q1 2026 earnings at $0.54 EPS, Q2 2026 earnings at $0.58 EPS, Q3 2026 earnings at $0.63 EPS, Q4 2026 earnings at $0.62 EPS and FY2026 earnings at $2.37 EPS.

Amphenol (NYSE:APH) last released its quarterly earnings data on Wednesday, October 23rd. The electronics maker reported $0.50 EPS for the quarter, beating the consensus estimate of $0.45 by $0.05. Amphenol had a return on equity of 24.68% and a net margin of 15.40%. The company had revenue of $4.04 billion for the quarter, compared to analysts’ expectations of $3.81 billion. During the same period last year, the firm posted $0.39 earnings per share. Amphenol’s revenue was up 26.3% compared to the same quarter last year.

APH has been the topic of several other reports. Truist Financial raised their target price on Amphenol from $76.00 to $82.00 and gave the stock a “buy” rating in a research report on Thursday, October 24th. Evercore ISI raised their target price on Amphenol from $75.00 to $80.00 and gave the stock an “outperform” rating in a research report on Thursday, October 24th. Bank of America raised their target price on Amphenol from $70.00 to $74.00 and gave the stock a “neutral” rating in a research report on Thursday, October 24th. Citigroup raised their price objective on Amphenol from $81.00 to $82.00 and gave the stock a “buy” rating in a research note on Friday. Finally, TD Cowen raised their price objective on Amphenol from $60.00 to $63.00 and gave the stock a “hold” rating in a research note on Friday, October 25th. Five investment analysts have rated the stock with a hold rating, seven have given a buy rating and one has assigned a strong buy rating to the company’s stock. According to data from MarketBeat.com, Amphenol currently has a consensus rating of “Moderate Buy” and a consensus target price of $69.79.

Amphenol Trading Down 0.6 %

Amphenol stock opened at $69.44 on Monday. The company has a debt-to-equity ratio of 0.53, a current ratio of 1.99 and a quick ratio of 1.33. Amphenol has a one year low of $47.76 and a one year high of $75.78. The stock has a market capitalization of $83.71 billion, a PE ratio of 39.91, a price-to-earnings-growth ratio of 2.01 and a beta of 1.24. The business’s fifty day moving average is $71.82 and its 200 day moving average is $67.75.

Amphenol Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, January 8th. Investors of record on Tuesday, December 17th were paid a dividend of $0.165 per share. This represents a $0.66 annualized dividend and a yield of 0.95%. The ex-dividend date was Tuesday, December 17th. Amphenol’s dividend payout ratio (DPR) is presently 37.93%.

Insider Activity at Amphenol

In other Amphenol news, CEO Richard Adam Norwitt sold 900,672 shares of Amphenol stock in a transaction that occurred on Tuesday, October 29th. The stock was sold at an average price of $68.81, for a total value of $61,975,240.32. Following the sale, the chief executive officer now owns 1,934,848 shares of the company’s stock, valued at $133,136,890.88. The trade was a 31.76 % decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, VP David M. Silverman sold 180,000 shares of the business’s stock in a transaction on Tuesday, October 29th. The shares were sold at an average price of $68.84, for a total value of $12,391,200.00. Following the transaction, the vice president now owns 14,000 shares of the company’s stock, valued at approximately $963,760. The trade was a 92.78 % decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 1,842,672 shares of company stock valued at $128,858,080. 1.80% of the stock is owned by company insiders.

Institutional Investors Weigh In On Amphenol

Hedge funds have recently made changes to their positions in the company. Trifecta Capital Advisors LLC lifted its holdings in shares of Amphenol by 352.1% in the 3rd quarter. Trifecta Capital Advisors LLC now owns 434 shares of the electronics maker’s stock worth $28,000 after buying an additional 338 shares during the period. Core Alternative Capital lifted its holdings in shares of Amphenol by 100.0% in the 2nd quarter. Core Alternative Capital now owns 462 shares of the electronics maker’s stock worth $31,000 after buying an additional 231 shares during the period. Continuum Advisory LLC lifted its holdings in shares of Amphenol by 89.3% in the 3rd quarter. Continuum Advisory LLC now owns 496 shares of the electronics maker’s stock worth $32,000 after buying an additional 234 shares during the period. Brown Brothers Harriman & Co. lifted its holdings in shares of Amphenol by 50.0% in the 3rd quarter. Brown Brothers Harriman & Co. now owns 498 shares of the electronics maker’s stock worth $32,000 after buying an additional 166 shares during the period. Finally, Sunbelt Securities Inc. raised its position in shares of Amphenol by 100.3% in the 2nd quarter. Sunbelt Securities Inc. now owns 647 shares of the electronics maker’s stock worth $44,000 after acquiring an additional 324 shares in the last quarter. 97.01% of the stock is currently owned by hedge funds and other institutional investors.

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.