Seaport Res Ptn Has Strong Forecast for Amphenol Q1 Earnings

Amphenol Co. (NYSE:APH) – Stock analysts at Seaport Res Ptn lifted their Q1 2025 EPS estimates for shares of Amphenol in a research note issued to investors on Wednesday, January 22nd. Seaport Res Ptn analyst S. Graham now forecasts that the electronics maker will post earnings of $0.51 per share for the quarter, up from their previous forecast of $0.48. The consensus estimate for Amphenol’s current full-year earnings is $2.17 per share. Seaport Res Ptn also issued estimates for Amphenol’s Q2 2025 earnings at $0.52 EPS, Q3 2025 earnings at $0.58 EPS, Q4 2025 earnings at $0.62 EPS, FY2025 earnings at $2.23 EPS, Q1 2026 earnings at $0.58 EPS, Q3 2026 earnings at $0.64 EPS, Q4 2026 earnings at $0.68 EPS and FY2026 earnings at $2.48 EPS.

Several other research analysts have also commented on APH. JPMorgan Chase & Co. lifted their price target on Amphenol from $85.00 to $90.00 and gave the stock an “overweight” rating in a report on Thursday. Citigroup lifted their price target on Amphenol from $81.00 to $82.00 and gave the stock a “buy” rating in a report on Friday, January 17th. TD Cowen boosted their price objective on shares of Amphenol from $60.00 to $63.00 and gave the company a “hold” rating in a report on Friday, October 25th. Evercore ISI boosted their price objective on shares of Amphenol from $75.00 to $80.00 and gave the company an “outperform” rating in a report on Thursday, October 24th. Finally, The Goldman Sachs Group boosted their price objective on shares of Amphenol from $79.00 to $89.00 and gave the company a “buy” rating in a report on Thursday. Five investment analysts have rated the stock with a hold rating, seven have issued a buy rating and one has issued a strong buy rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $80.68.

Amphenol Stock Down 1.9 %

NYSE APH opened at $77.10 on Friday. Amphenol has a 52 week low of $49.38 and a 52 week high of $79.39. The company has a quick ratio of 1.33, a current ratio of 2.37 and a debt-to-equity ratio of 0.66. The business’s fifty day simple moving average is $72.12 and its 200-day simple moving average is $68.00. The firm has a market cap of $92.95 billion, a PE ratio of 40.26, a P/E/G ratio of 2.12 and a beta of 1.24.

Amphenol (NYSE:APH) last posted its quarterly earnings results on Wednesday, January 22nd. The electronics maker reported $0.55 EPS for the quarter, topping the consensus estimate of $0.50 by $0.05. Amphenol had a return on equity of 25.67% and a net margin of 15.92%. The business had revenue of $4.32 billion for the quarter, compared to analyst estimates of $4,051,810 billion. During the same quarter in the previous year, the firm earned $0.82 EPS. The company’s quarterly revenue was up 29.8% compared to the same quarter last year.

Amphenol Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, January 8th. Shareholders of record on Tuesday, December 17th were given a $0.165 dividend. This represents a $0.66 annualized dividend and a yield of 0.86%. The ex-dividend date was Tuesday, December 17th. Amphenol’s dividend payout ratio is currently 34.55%.

Insider Buying and Selling at Amphenol

In other news, CEO Richard Adam Norwitt sold 900,672 shares of the business’s stock in a transaction dated Tuesday, October 29th. The stock was sold at an average price of $68.81, for a total transaction of $61,975,240.32. Following the completion of the transaction, the chief executive officer now directly owns 1,934,848 shares of the company’s stock, valued at approximately $133,136,890.88. The trade was a 31.76 % decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Peter Straub sold 132,000 shares of the business’s stock in a transaction dated Friday, November 8th. The stock was sold at an average price of $74.12, for a total value of $9,783,840.00. The disclosure for this sale can be found here. Insiders sold a total of 1,842,672 shares of company stock valued at $128,858,080 in the last three months. 1.80% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Amphenol

Institutional investors and hedge funds have recently made changes to their positions in the stock. Trifecta Capital Advisors LLC grew its position in shares of Amphenol by 352.1% during the third quarter. Trifecta Capital Advisors LLC now owns 434 shares of the electronics maker’s stock worth $28,000 after buying an additional 338 shares in the last quarter. Hanson & Doremus Investment Management acquired a new position in shares of Amphenol during the fourth quarter worth about $32,000. Core Alternative Capital grew its position in shares of Amphenol by 100.0% during the second quarter. Core Alternative Capital now owns 462 shares of the electronics maker’s stock worth $31,000 after buying an additional 231 shares in the last quarter. Continuum Advisory LLC boosted its holdings in Amphenol by 89.3% in the third quarter. Continuum Advisory LLC now owns 496 shares of the electronics maker’s stock valued at $32,000 after purchasing an additional 234 shares in the last quarter. Finally, Brown Brothers Harriman & Co. boosted its holdings in Amphenol by 50.0% in the third quarter. Brown Brothers Harriman & Co. now owns 498 shares of the electronics maker’s stock valued at $32,000 after purchasing an additional 166 shares in the last quarter. 97.01% of the stock is owned by institutional investors and hedge funds.

Amphenol Company Profile

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.