What is Seaport Res Ptn's Forecast for Amphenol Q1 Earnings?

Amphenol Co. (NYSE:APH - Free Report) - Equities researchers at Seaport Res Ptn lifted their Q1 2025 earnings per share (EPS) estimates for shares of Amphenol in a research note issued on Wednesday, January 22nd. Seaport Res Ptn analyst S. Graham now anticipates that the electronics maker will post earnings per share of $0.51 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.

Amphenol (NYSE:APH - Get Free Report) last issued its 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 net margin of 15.92% and a return on equity of 25.67%. The company had revenue of $4.32 billion for the quarter, compared to analyst estimates of $4,051,810 billion. During the same period in the previous year, the firm earned $0.82 EPS. The business's revenue was up 29.8% on a year-over-year basis.

Several other research analysts also recently issued reports on the company. The Goldman Sachs Group lifted their price target on Amphenol from $79.00 to $89.00 and gave the stock a "buy" rating in a research note on Thursday. Citigroup lifted their target price on shares of Amphenol from $81.00 to $82.00 and gave the stock a "buy" rating in a research report on Friday, January 17th. JPMorgan Chase & Co. raised their price objective on shares of Amphenol from $85.00 to $90.00 and gave the stock an "overweight" rating in a research note on Thursday. Evercore ISI upped their target price on Amphenol from $75.00 to $80.00 and gave the company an "outperform" rating in a research note on Thursday, October 24th. Finally, Truist Financial upped their price objective on Amphenol from $90.00 to $102.00 and gave the company a "buy" rating in a research report on Thursday. Five 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 company. According to data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $77.92.

Amphenol Price Performance

APH stock traded down $1.46 during midday trading on Friday, hitting $77.10. 6,318,823 shares of the stock were exchanged, compared to its average volume of 7,223,492. The company has a debt-to-equity ratio of 0.66, a quick ratio of 1.33 and a current ratio of 2.37. The stock has a market cap of $92.95 billion, a price-to-earnings ratio of 40.26, a PEG ratio of 2.12 and a beta of 1.24. Amphenol has a fifty-two week low of $49.38 and a fifty-two week high of $79.39. The stock's 50-day moving average price is $71.98 and its 200-day moving average price is $67.93.

Institutional Investors Weigh In On Amphenol

Several institutional investors and hedge funds have recently bought and sold shares of APH. Princeton Global Asset Management LLC grew its stake in Amphenol by 0.6% during the 4th quarter. Princeton Global Asset Management LLC now owns 23,532 shares of the electronics maker's stock worth $1,634,000 after buying an additional 136 shares during the last quarter. Fortitude Family Office LLC lifted its position in Amphenol by 13.9% in the 3rd quarter. Fortitude Family Office LLC now owns 1,296 shares of the electronics maker's stock valued at $84,000 after purchasing an additional 158 shares during the last quarter. Brown Brothers Harriman & Co. boosted its stake in Amphenol by 50.0% during the 3rd 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 during the period. Fragasso Financial Advisors Inc grew its position in Amphenol by 4.7% in the 4th quarter. Fragasso Financial Advisors Inc now owns 3,824 shares of the electronics maker's stock worth $266,000 after purchasing an additional 171 shares during the last quarter. Finally, AlphaMark Advisors LLC raised its holdings in shares of Amphenol by 0.5% during the fourth quarter. AlphaMark Advisors LLC now owns 34,209 shares of the electronics maker's stock valued at $2,376,000 after buying an additional 180 shares during the last quarter. Institutional investors and hedge funds own 97.01% of the company's stock.

Insider Transactions at Amphenol

In related news, CFO Craig A. Lampo sold 150,000 shares of the firm's stock in a transaction on Tuesday, October 29th. The stock was sold at an average price of $68.76, for a total transaction of $10,314,000.00. Following the transaction, the chief financial officer now directly owns 218,116 shares in the company, valued at $14,997,656.16. This trade represents a 40.75 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Peter Straub sold 132,000 shares of the business's stock in a transaction on Friday, November 8th. The shares were sold at an average price of $74.12, for a total transaction of $9,783,840.00. The disclosure for this sale can be found here. In the last 90 days, insiders sold 1,842,672 shares of company stock valued at $128,858,080. Insiders own 1.80% of the company's stock.

Amphenol Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, January 8th. Shareholders of record on Tuesday, December 17th were paid a dividend of $0.165 per share. The ex-dividend date of this dividend was Tuesday, December 17th. This represents a $0.66 dividend on an annualized basis and a yield of 0.86%. Amphenol's dividend payout ratio (DPR) is 34.46%.

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.