// AST – IMS - [DMinute_ROS]

As Amphenol (APH) Stock Rose, Holder Connable Office Trimmed Its Holding; Essent Group LTD (ESNT) Shareholder Waterstone Capital Management LP Raised Position

Amphenol Corporation (NYSE:APH) Logo

Connable Office Inc decreased its stake in Amphenol Corporation (APH) by 12.89% based on its latest 2018Q2 regulatory filing with the SEC. Connable Office Inc sold 4,271 shares as the company’s stock rose 5.04% with the market. The institutional investor held 28,869 shares of the electrical products company at the end of 2018Q2, valued at $2.52 million, down from 33,140 at the end of the previous reported quarter. Connable Office Inc who had been investing in Amphenol Corporation for a number of months, seems to be less bullish one the $25.81B market cap company. The stock decreased 4.60% or $4.13 during the last trading session, reaching $85.65. About 2.42 million shares traded or 45.84% up from the average. Amphenol Corporation (NYSE:APH) has risen 16.46% since December 5, 2017 and is uptrending. It has outperformed by 0.84% the S&P500. Some Historical APH News: 25/04/2018 – AMPHENOL CORP – ON APRIL 24, 2018, COMPANY’S BOARD OF DIRECTORS APPROVED A 21% INCREASE IN DIVIDEND; 02/04/2018 – Anne Clarke Wolff Appointed to Bd of Directors of Amphenol Corp; 27/03/2018 – Amphenol Field Trip Scheduled By SunTrust for Apr. 3; 25/04/2018 – AMPHENOL BOOSTS QTR DIV TO 23C-SHR FROM 19C, EST. 19C; 03/04/2018 – Amphenol at Field Trip Hosted By SunTrust Today; 02/04/2018 – Amphenol Names BofA Merrill’s Anne Clarke Wolff to Board; 25/04/2018 – Amphenol 1Q Net Income Rises 18%, Exceeds Guidance; 25/04/2018 – Amphenol Sees FY Adj EPS $3.49-Adj EPS $3.55; 25/04/2018 – Amphenol 1Q EPS 84c; 28/03/2018 – Amphenol Provides Automation and Robotics Market with Rugged Interconnect Solutions for the Most Demanding Environments

Waterstone Capital Management Lp increased its stake in Essent Group Ltd (ESNT) by 13.89% based on its latest 2018Q2 regulatory filing with the SEC. Waterstone Capital Management Lp bought 15,000 shares as the company’s stock rose 21.87% with the market. The hedge fund held 123,000 shares of the property-casualty insurers company at the end of 2018Q2, valued at $4.41M, up from 108,000 at the end of the previous reported quarter. Waterstone Capital Management Lp who had been investing in Essent Group Ltd for a number of months, seems to be bullish on the $3.57 billion market cap company. The stock decreased 6.68% or $2.6 during the last trading session, reaching $36.34. About 671,079 shares traded or 11.86% up from the average. Essent Group Ltd. (NYSE:ESNT) has risen 15.15% since December 5, 2017 and is uptrending. It has underperformed by 0.47% the S&P500. Some Historical ESNT News: 23/03/2018 – Essent Group Ltd. Announces Closing of $424.4 Million Reinsurance Transaction and Related Mortgage Insurance-Linked Notes; 07/05/2018 – ESSENT GROUP -TERMS OF AMENDMENT PROVIDE FOR ISSUANCE OF $100 MLN OF NEW TERM LOANS IN ADDITION TO $125 MLN ALREADY OUTSTANDING PRIOR TO AMENDMENT; 07/05/2018 – ESSENT GROUP – ON MAY 2, CO, BORROWERS ENTERED INCREMENTAL AMENDMENT NO.1 TO CERTAIN AMENDED CREDIT AGREEMENT DATED AS OF MAY 17, 2017 – SEC FILING; 15/03/2018 – ESSENT GROUP LTD – PRICES $424.4 MLN OF 10-YEAR MORTGAGE INSURANCE-LINKED NOTES ISSUED BY RADNOR RE 2018-1 LTD; 04/05/2018 – Essent Group 1Q Rev $167.5M; 30/05/2018 – Essent Presenting at Conference Tomorrow; 30/05/2018 – Essent Group Ltd. Announces Jane P. Chwick & Angela Heise Have Joined Board of Directors; 04/05/2018 – ESSENT GROUP – QTRLY TOTAL REVENUES $167.5 MLN VS $127.6 MLN; 15/03/2018 – ESSENT GROUP LTD. ANNOUNCES PRICING OF MORTGAGE INSURANCE-LINKED NOTES; 24/05/2018 – Essent Group Ltd. CEO to Participate in the KBW Mortgage Finance & Asset Management Conference

Analysts await Amphenol Corporation (NYSE:APH) to report earnings on January, 23. They expect $0.98 earnings per share, up 13.95% or $0.12 from last year’s $0.86 per share. APH’s profit will be $295.30M for 21.85 P/E if the $0.98 EPS becomes a reality. After $1.01 actual earnings per share reported by Amphenol Corporation for the previous quarter, Wall Street now forecasts -2.97% negative EPS growth.

Investors sentiment decreased to 0.84 in 2018 Q2. Its down 0.06, from 0.9 in 2018Q1. It dived, as 30 investors sold APH shares while 214 reduced holdings. 50 funds opened positions while 156 raised stakes. 280.26 million shares or 1.03% less from 283.17 million shares in 2018Q1 were reported. 167,518 were reported by Westpac Bk Corp. The Manitoba – Canada-based Great West Life Assurance Co Can has invested 0.05% in Amphenol Corporation (NYSE:APH). 32,202 are owned by Ubs Oconnor Limited Company. Shelton Cap Mngmt has 2,372 shares for 0.01% of their portfolio. Connable Office reported 28,869 shares. Mariner Limited Liability Corporation accumulated 82,475 shares. Swiss Retail Bank accumulated 1.56M shares. Private Advisor Grp Inc Ltd Llc reported 32,228 shares stake. Appleton Prtn Ma has invested 0.18% in Amphenol Corporation (NYSE:APH). Bnp Paribas Asset Holding Sa accumulated 277,923 shares. Cleararc Cap owns 7,724 shares or 0.09% of their US portfolio. 53,989 are held by Decatur Cap Mngmt. Mountain Pacific Advisers Id reported 433,046 shares. Price T Rowe Associates Incorporated Md owns 1.98 million shares for 0.03% of their portfolio. Franklin Resources Inc owns 1.93M shares or 0.09% of their US portfolio.

Among 11 analysts covering Amphenol (NYSE:APH), 7 have Buy rating, 0 Sell and 4 Hold. Therefore 64% are positive. Amphenol had 52 analyst reports since July 23, 2015 according to SRatingsIntel. The rating was initiated by Drexel Hamilton on Tuesday, December 15 with “Hold”. RBC Capital Markets maintained it with “Top Pick” rating and $55.0 target in Friday, January 15 report. RBC Capital Markets maintained the shares of APH in report on Thursday, March 2 with “Top Pick” rating. The stock of Amphenol Corporation (NYSE:APH) earned “Equal-Weight” rating by Morgan Stanley on Thursday, April 26. RBC Capital Markets maintained the stock with “Top Pick” rating in Thursday, July 23 report. The rating was maintained by RBC Capital Markets on Thursday, June 1 with “Buy”. The company was initiated on Friday, November 10 by Wells Fargo. The stock of Amphenol Corporation (NYSE:APH) has “Hold” rating given on Thursday, January 25 by SunTrust. The firm has “Neutral” rating by Goldman Sachs given on Monday, March 14. The stock of Amphenol Corporation (NYSE:APH) has “Equal-Weight” rating given on Thursday, July 26 by Morgan Stanley.

Since July 27, 2018, it had 0 insider purchases, and 5 sales for $8.93 million activity. 7,500 shares were sold by Silverman David M, worth $716,295. 8,000 shares valued at $764,800 were sold by D’AMICO LANCE E on Friday, July 27. Another trade for 32,500 shares valued at $3.11 million was sold by Lampo Craig A. 16,000 shares valued at $1.52 million were sold by Doherty William J on Friday, September 7.

More important recent Amphenol Corporation (NYSE:APH) news were published by: Bloomberg.com which released: “Aurora, Aphria NYSE Listings Should Boost Volumes and Valuation – Bloomberg” on October 23, 2018, also Fool.ca published article titled: “Aphria’s (TSX:APH) Share Price Is Still Too High for a Buy – The Motley Fool Canada”, Fool.ca published: “Aphria Inc. (TSX:APH) Gets a Failing Grade – The Motley Fool Canada” on December 02, 2018. More interesting news about Amphenol Corporation (NYSE:APH) was released by: Seekingalpha.com and their article: “Shopifying Marijuana – Seeking Alpha” with publication date: November 15, 2018.

Since September 10, 2018, it had 0 insider purchases, and 5 selling transactions for $3.94 million activity. $1.24 million worth of Essent Group Ltd. (NYSE:ESNT) was sold by Bhasin Vijay. 16,818 shares were sold by MCALEE LAWRENCE E JR, worth $756,584. Gibbons Mary Lourdes sold 18,781 shares worth $847,962. $1.00 million worth of stock was sold by Cashmer Jeff on Wednesday, October 17.

More notable recent Essent Group Ltd. (NYSE:ESNT) news were published by: Seekingalpha.com which released: “Essent Group (ESNT) CEO Mark Casale on Q1 2018 Results – Earnings Call Transcript – Seeking Alpha” on May 04, 2018, also Fool.com with their article: “Why MGIC Investment Corp, Radian Group, Essent Group, and NMI Holdings Stock Plunged on Monday – The Motley Fool” published on April 09, 2018, Seekingalpha.com published: “Mortgage insurers may gain as new PMIERs rules not as bad as feared – Seeking Alpha” on September 28, 2018. More interesting news about Essent Group Ltd. (NYSE:ESNT) were released by: Seekingalpha.com and their article: “Essent Group’s Growth And The Stock’s Momentum – Seeking Alpha” published on December 29, 2016 as well as Businesswire.com‘s news article titled: “Essent Announces Inaugural A.M. Best Financial Strength Rating of A (Excellent) – Business Wire” with publication date: September 06, 2018.

Investors sentiment decreased to 1.02 in Q2 2018. Its down 0.13, from 1.15 in 2018Q1. It worsened, as 44 investors sold ESNT shares while 68 reduced holdings. 30 funds opened positions while 84 raised stakes. 83.42 million shares or 1.22% less from 84.45 million shares in 2018Q1 were reported. Qs holds 214,319 shares or 0.08% of its portfolio. Chicago Equity Prns Limited Liability reported 9,290 shares or 0.01% of all its holdings. Legg Mason Asset Mgmt (Japan), a Japan-based fund reported 19,700 shares. James Investment Research holds 0% of its portfolio in Essent Group Ltd. (NYSE:ESNT) for 1,500 shares. Adams Diversified Equity Fund holds 17,100 shares or 0.03% of its portfolio. Cqs Cayman Ltd Partnership holds 0.14% in Essent Group Ltd. (NYSE:ESNT) or 75,000 shares. Natixis Advsr Lp stated it has 22,334 shares or 0.01% of all its holdings. Research Glob Invsts reported 8.38M shares or 0.08% of all its holdings. Clearbridge Limited Co holds 0.17% in Essent Group Ltd. (NYSE:ESNT) or 278,900 shares. Price T Rowe Associate Inc Md has invested 0% of its portfolio in Essent Group Ltd. (NYSE:ESNT). Strs Ohio invested in 0.01% or 41,400 shares. Skyline Asset Mgmt LP has invested 1.89% in Essent Group Ltd. (NYSE:ESNT). The New York-based Sg Americas Securities Ltd Com has invested 0.03% in Essent Group Ltd. (NYSE:ESNT). Geode Capital Management Limited Liability Corporation has invested 0.01% in Essent Group Ltd. (NYSE:ESNT). Howe Rusling holds 0.02% or 3,345 shares.

Amphenol Corporation (NYSE:APH) Institutional Positions Chart

Receive News & Ratings Via Email - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings with our FREE daily email newsletter.