Accurate Wealth Management 13F: Adds $1.1M to APH Stake
Key Points
- Accurate Wealth Management grew its holdings in Amphenol Corporation (NYSE:APH) by 12,975 shares to end with 22,716 shares worth about $1.95 million in a filing on October 20, 2026.
- Capital International Investors also expanded its position in the electronic components maker during the period, adding 15,405,426 shares to hold 86,072,516 shares valued at roughly $6.83 billion.
- Amphenol shares recently traded near $79.35, below the average analyst price target of $102.97 ahead of the company's next earnings report on October 28, 2026.
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Accurate Wealth Management boosted its position in Amphenol Corporation (NYSE:APH) by 133.2% during the third quarter, according to a Form 13F filing disclosed on October 20, 2026. The firm purchased an additional 12,975 shares to bring its total holding to 22,716 shares. The investment was worth approximately $1.95 million at the time of the filing. Amphenol closed at $79.32 on the filing date.
APH
Amphenol Corporation
Accurate Wealth Management vs. the S&P 500
Hypothetical returns from Accurate Wealth Management's disclosed trades, not real profit or advice. How we model this.
What Changed in Accurate Wealth Management's Amphenol Position
Before this filing, Accurate Wealth Management owned 9,741 shares of the electronic components manufacturer. The addition of 12,975 shares represents a 133.2% increase in the fund's stake. The total value of the holdings reached $1,951,507.
Other Institutional Activity in Amphenol
Other large financial firms also adjusted their positions in the manufacturer. Capital International Investors grew its holdings by 15,405,426 shares, ending with 86,072,516 shares worth about $6,827,271,942.
Amphenol Corporation Stock Holds Steady
Amphenol shares recently traded around $79.35 as of October 21, 2026, roughly equal to its closing price on the filing date. The stock sits below its 50-day moving average of $82.15 and above its 200-day moving average of $75.11. The shares have traded in a 52-week range between $59.01 and $89.93.
Recent Earnings
The maker of electrical and fiber optic connectors reported trailing twelve-month revenue of $29.01 billion and an earnings per share of $2.00. The company recorded a net profit margin of 17.7% and a return on equity of 38.1%. An earnings update is scheduled for October 28, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
5 analysts raised price targets.
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EPS & revenue
EPS beat estimates by 11.3%. Revenue beat estimates by 6.5%.
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Profit surprise
EBITDA beat by 10 percent. Operating income met by 1 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
5 target raises.
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Earnings quality
Gross margin up 2.6 points. Operating margin up 1.8 points. Positive free cash flow.
Earnings Call Summary
Amphenol delivered record $7.6 billion revenue in Q1 2026, up 58 percent year over year with organic growth of 33 percent. IT datacom surged 81 percent organically driven by AI demand and now represents 41 percent of sales. The company booked record $9.4 billion in orders with a 1.24 to 1 book-to-bill ratio. Adjusted operating margins hit 27.3 percent despite CommScope acquisition being margin dilutive. Management is confident in long-term AI data center opportunity with broad product portfolio including copper, power and optical solutions.
Guidance Management guided Q2 revenue of $8.1 to $8.2 billion and adjusted EPS of $1.14 to $1.16, representing 43 to 45 percent sales growth and 41 to 43 percent EPS growth versus last year. They expect IT datacom to grow low teens sequentially as AI data center investments accelerate.
Good report. The company beat and showed some forward improvement, with a few meaningful caveats.
Dividend
The company pays an annual dividend rate of $0.50 per share, which translates to a dividend yield of 0.62%. The payout ratio stands at 22.9%.
Insider Buying and Selling at Amphenol Corporation
Company insiders have actively transacted in the stock in recent months. Chief Executive Officer Richard Adam Norwitt disposed of 686,104 shares valued at $110,986,719 on July 31, 2026. General Counsel Lance E D'Amico sold 100,000 shares for $16,190,245 on August 3, 2026. Chief Financial Officer Craig A Lampo sold 193,200 shares at an average price of $167.31 for a total value of $32,324,157 on August 4, 2026. Officer David M Silverman sold 120,000 shares at $174.24 for a total of $20,908,476 on August 5, 2026.
Analysts Set New Price Targets
Wall street research firms have updated their outlooks on the stock. On September 23, 2026, Bernstein initiated coverage with an outperform rating and a $99.00 price target. Goldman Sachs maintained a buy rating while lifting its target from $102.00 to $116.00 on October 6, 2026. UBS kept a buy rating and raised its target from $99.00 to $105.00 on October 7, 2026. Citigroup maintained a buy rating and moved its target from $105.00 to $112.00 on October 8, 2026. Evercore ISI Group kept an outperform rating and raised its target from $90.00 to $100.00 on October 12, 2026. The stock currently holds a strong buy recommendation from 19 analysts with a mean price target of $102.97.
About Amphenol
Amphenol Corporation designs, manufactures, and markets electrical, electronic, and fiber optic connectors. Based in Wallingford, Connecticut, the company serves international markets through three primary segments: Communications Solutions, Harsh Environment Solutions, and Interconnect and Sensor Systems.
Bottom Line
Institutional investors continue to manage large positions in Amphenol as the market watches upcoming financial results. The company's next earnings report on October 28, 2026, will provide further details on its operational performance.
Related Filing Alerts
Source: Accurate Wealth Management's 13F filing on $APH (Oct 20, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts