Q1 Earnings Estimate for Amphenol Issued By Seaport Res Ptn

Amphenol Co. (NYSE:APH) – Investment analysts at Seaport Res Ptn increased their Q1 2025 earnings per share (EPS) estimates for shares of Amphenol in a note issued to investors on Wednesday, January 22nd. Seaport Res Ptn analyst S. Graham now expects that the electronics maker will earn $0.51 per share for the quarter, up from their prior forecast of $0.48. The consensus estimate for Amphenol’s current full-year earnings is $1.84 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.

Amphenol (NYSE:APH) last issued its quarterly earnings results on Wednesday, January 22nd. The electronics maker reported $0.55 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.50 by $0.05. The firm had revenue of $4.32 billion during the quarter, compared to analyst estimates of $4,051,810 billion. Amphenol had a return on equity of 24.68% and a net margin of 15.40%. The firm’s quarterly revenue was up 29.8% on a year-over-year basis. During the same period last year, the company posted $0.82 EPS.

A number of other equities analysts have also issued reports on APH. JPMorgan Chase & Co. increased their price target on Amphenol from $85.00 to $90.00 and gave the company an “overweight” rating in a research note on Thursday. The Goldman Sachs Group raised their price objective on Amphenol from $79.00 to $89.00 and gave the stock a “buy” rating in a research note on Thursday. 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. Evercore ISI raised their price objective on Amphenol from $75.00 to $80.00 and gave the stock an “outperform” rating in a research note on Thursday, October 24th. Finally, Robert W. Baird raised their price objective on Amphenol from $85.00 to $89.00 and gave the stock an “outperform” rating in a research note on Thursday. Five research analysts have rated the stock with a hold rating, seven have issued a buy rating and one has assigned a strong buy rating to the stock. According to MarketBeat, Amphenol currently has an average rating of “Moderate Buy” and a consensus target price of $77.92.

Amphenol Stock Performance

Shares of NYSE APH opened at $78.54 on Friday. The stock has a fifty day moving average price of $71.86 and a two-hundred day moving average price of $67.86. The company has a debt-to-equity ratio of 0.53, a quick ratio of 1.33 and a current ratio of 1.99. The firm has a market cap of $94.69 billion, a P/E ratio of 45.14, a PEG ratio of 1.98 and a beta of 1.24. Amphenol has a 1 year low of $49.38 and a 1 year high of $78.82.

Amphenol Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Wednesday, January 8th. Shareholders of record on Tuesday, December 17th were issued a dividend of $0.165 per share. The ex-dividend date was Tuesday, December 17th. This represents a $0.66 annualized dividend and a yield of 0.84%. Amphenol’s dividend payout ratio (DPR) is currently 37.93%.

Insider Buying and Selling at Amphenol

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

Institutional Investors Weigh In On Amphenol

Hedge funds and other institutional investors have recently made changes to their positions in the business. XTX Topco Ltd acquired a new stake in Amphenol during the second quarter worth about $242,000. AE Wealth Management LLC grew its position in Amphenol by 154.7% during the second quarter. AE Wealth Management LLC now owns 7,690 shares of the electronics maker’s stock worth $518,000 after buying an additional 4,671 shares in the last quarter. EverSource Wealth Advisors LLC grew its position in Amphenol by 107.6% during the second quarter. EverSource Wealth Advisors LLC now owns 3,041 shares of the electronics maker’s stock worth $195,000 after buying an additional 1,576 shares in the last quarter. Public Sector Pension Investment Board grew its position in Amphenol by 246.5% during the second quarter. Public Sector Pension Investment Board now owns 45,942 shares of the electronics maker’s stock worth $3,095,000 after buying an additional 32,685 shares in the last quarter. Finally, Evergreen Capital Management LLC grew its position in Amphenol by 130.6% during the second quarter. Evergreen Capital Management LLC now owns 7,075 shares of the electronics maker’s stock worth $477,000 after buying an additional 4,007 shares in the last quarter. 97.01% of the stock is owned by institutional investors and hedge funds.

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.