Zacks Research Brokers Boost Earnings Estimates for Amphenol

Amphenol Corporation (NYSE:APH) – Investment analysts at Zacks Research raised their Q3 2025 earnings per share estimates for shares of Amphenol in a research report issued to clients and investors on Wednesday, August 13th. Zacks Research analyst R. Department now anticipates that the electronics maker will post earnings per share of $0.77 for the quarter, up from their previous forecast of $0.65. The consensus estimate for Amphenol’s current full-year earnings is $2.36 per share. Zacks Research also issued estimates for Amphenol’s Q4 2025 earnings at $0.71 EPS, FY2025 earnings at $2.92 EPS, Q1 2026 earnings at $0.73 EPS, Q2 2026 earnings at $0.80 EPS, Q3 2026 earnings at $0.80 EPS, Q4 2026 earnings at $0.76 EPS, Q1 2027 earnings at $0.80 EPS and Q2 2027 earnings at $0.84 EPS.

Amphenol (NYSE:APH) last posted its quarterly earnings results on Wednesday, July 23rd. The electronics maker reported $0.81 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.66 by $0.15. Amphenol had a return on equity of 30.58% and a net margin of 16.90%. The business had revenue of $5.65 billion for the quarter, compared to analyst estimates of $5.01 billion. During the same period last year, the company earned $0.44 EPS. The firm’s revenue was up 56.5% on a year-over-year basis.

Several other research analysts have also issued reports on APH. Wall Street Zen lowered Amphenol from a “strong-buy” rating to a “buy” rating in a research report on Sunday, August 10th. US Capital Advisors set a $85.00 target price on Amphenol in a report on Thursday, April 24th. Fox Advisors upgraded Amphenol from an “equal weight” rating to an “overweight” rating and set a $85.00 target price on the stock in a report on Thursday, April 24th. Robert W. Baird lifted their target price on Amphenol from $113.00 to $118.00 and gave the stock an “outperform” rating in a report on Thursday, July 24th. Finally, Evercore ISI lifted their target price on Amphenol from $105.00 to $110.00 and gave the stock an “outperform” rating in a report on Friday, July 18th. Four research analysts have rated the stock with a hold rating and nine have given a buy rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $104.92.

Amphenol Stock Up 0.8%

NYSE:APH opened at $110.76 on Thursday. Amphenol has a 12-month low of $56.45 and a 12-month high of $112.35. The company has a quick ratio of 1.46, a current ratio of 2.02 and a debt-to-equity ratio of 0.61. The firm has a market capitalization of $135.23 billion, a P/E ratio of 44.13, a P/E/G ratio of 1.76 and a beta of 1.13. The stock’s fifty day simple moving average is $100.58 and its 200-day simple moving average is $81.92.

Institutional Trading of Amphenol

Hedge funds and other institutional investors have recently modified their holdings of the stock. Opal Wealth Advisors LLC acquired a new stake in shares of Amphenol in the second quarter valued at about $25,000. Howard Hughes Medical Institute acquired a new stake in shares of Amphenol in the second quarter valued at about $26,000. Hilltop National Bank acquired a new stake in shares of Amphenol in the second quarter valued at about $35,000. Hughes Financial Services LLC acquired a new stake in shares of Amphenol in the first quarter valued at about $25,000. Finally, Avalon Trust Co increased its position in shares of Amphenol by 133.3% in the first quarter. Avalon Trust Co now owns 406 shares of the electronics maker’s stock valued at $27,000 after acquiring an additional 232 shares during the last quarter. Institutional investors and hedge funds own 97.01% of the company’s stock.

Insider Transactions at Amphenol

In other Amphenol news, VP David M. Silverman sold 100,000 shares of Amphenol stock in a transaction dated Friday, May 30th. The stock was sold at an average price of $89.09, for a total value of $8,909,000.00. Following the sale, the vice president owned 12,500 shares of the company’s stock, valued at $1,113,625. This trade represents a 88.89% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider William J. Doherty sold 113,000 shares of Amphenol stock in a transaction dated Monday, August 11th. The shares were sold at an average price of $110.29, for a total value of $12,462,770.00. The disclosure for this sale can be found here. Over the last quarter, insiders sold 812,000 shares of company stock worth $77,703,320. Company insiders own 1.67% of the company’s stock.

Amphenol Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, October 8th. Shareholders of record on Tuesday, September 16th will be paid a $0.165 dividend. The ex-dividend date of this dividend is Tuesday, September 16th. This represents a $0.66 annualized dividend and a dividend yield of 0.6%. Amphenol’s dividend payout ratio (DPR) is currently 26.29%.

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.