Amphenol Corporation $APH Stock Holdings Decreased by Thrivent Financial for Lutherans

15 Dec 2025, 12:36 by Michael Walen · The Markets Daily

Thrivent Financial for Lutherans lessened its stake in Amphenol Corporation (NYSE:APH – Free Report) by 20.7% during the second quarter, HoldingsChannel.com reports. The firm owned 782,215 shares of the electronics maker’s stock after selling 204,405 shares during the period. Thrivent Financial for Lutherans’ holdings in Amphenol were worth $77,144,000 as of its most recent SEC filing.

A number of other hedge funds have also bought and sold shares of APH. Bell Investment Advisors Inc raised its stake in Amphenol by 19.2% during the second quarter. Bell Investment Advisors Inc now owns 591 shares of the electronics maker’s stock valued at $58,000 after buying an additional 95 shares in the last quarter. CENTRAL TRUST Co increased its holdings in shares of Amphenol by 9.4% in the 2nd quarter. CENTRAL TRUST Co now owns 1,146 shares of the electronics maker’s stock valued at $113,000 after acquiring an additional 98 shares during the last quarter. Tranquility Partners LLC increased its holdings in shares of Amphenol by 0.8% in the 2nd quarter. Tranquility Partners LLC now owns 13,386 shares of the electronics maker’s stock valued at $1,322,000 after acquiring an additional 107 shares during the last quarter. EWA LLC lifted its stake in Amphenol by 2.3% during the second quarter. EWA LLC now owns 5,200 shares of the electronics maker’s stock worth $514,000 after purchasing an additional 115 shares during the last quarter. Finally, Coign Capital Advisors LLC boosted its holdings in Amphenol by 1.1% in the second quarter. Coign Capital Advisors LLC now owns 10,561 shares of the electronics maker’s stock worth $1,043,000 after purchasing an additional 116 shares during the period. 97.01% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Amphenol

In other news, CFO Craig A. Lampo sold 258,000 shares of the stock in a transaction that occurred on Tuesday, November 11th. The shares were sold at an average price of $143.20, for a total value of $36,945,600.00. Following the completion of the transaction, the chief financial officer directly owned 167,695 shares in the company, valued at $24,013,924. This trade represents a 60.61% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, VP David M. Silverman sold 120,000 shares of the business’s stock in a transaction that occurred on Monday, November 3rd. The stock was sold at an average price of $141.17, for a total value of $16,940,400.00. Following the sale, the vice president directly owned 12,500 shares in the company, valued at approximately $1,764,625. The trade was a 90.57% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,063,194 shares of company stock worth $148,244,445 over the last ninety days. Insiders own 1.67% of the company’s stock.

Analyst Upgrades and Downgrades

APH has been the topic of a number of research reports. Weiss Ratings reissued a “buy (b)” rating on shares of Amphenol in a report on Wednesday, October 8th. JPMorgan Chase & Co. increased their price objective on shares of Amphenol from $145.00 to $160.00 and gave the stock an “overweight” rating in a research note on Thursday, October 23rd. Citigroup lifted their target price on Amphenol from $145.00 to $160.00 and gave the company a “buy” rating in a research note on Thursday, October 23rd. Evercore ISI increased their price target on Amphenol from $120.00 to $150.00 and gave the stock an “outperform” rating in a research report on Tuesday, October 7th. Finally, Barclays boosted their price objective on Amphenol from $120.00 to $143.00 and gave the company an “equal weight” rating in a research report on Thursday, November 13th. Ten analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $131.54.

View Our Latest Analysis on APH

Amphenol Price Performance

Shares of NYSE:APH opened at $129.15 on Monday. The firm’s 50 day moving average is $134.44 and its two-hundred day moving average is $116.04. The firm has a market capitalization of $158.09 billion, a P/E ratio of 43.05, a PEG ratio of 1.02 and a beta of 1.19. The company has a current ratio of 2.07, a quick ratio of 1.52 and a debt-to-equity ratio of 0.57. Amphenol Corporation has a 52 week low of $56.45 and a 52 week high of $144.37.

Amphenol (NYSE:APH – Get Free Report) last issued its quarterly earnings data on Wednesday, October 22nd. The electronics maker reported $0.93 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.79 by $0.14. Amphenol had a return on equity of 33.46% and a net margin of 18.22%.The business had revenue of $6.19 billion during the quarter, compared to the consensus estimate of $5.54 billion. During the same period in the previous year, the firm posted $0.50 earnings per share. The business’s revenue was up 53.4% on a year-over-year basis. Amphenol has set its FY 2025 guidance at 3.260-3.280 EPS and its Q4 2025 guidance at 0.890-0.910 EPS. Analysts anticipate that Amphenol Corporation will post 2.36 earnings per share for the current year.

Amphenol Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, January 7th. Investors of record on Tuesday, December 16th will be issued a $0.25 dividend. The ex-dividend date of this dividend is Tuesday, December 16th. This is an increase from Amphenol’s previous quarterly dividend of $0.17. This represents a $1.00 annualized dividend and a yield of 0.8%. Amphenol’s dividend payout ratio is currently 22.00%.

Amphenol Profile

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