Ag2R la Mondiale Gestion D'Actifs 13F: Adds $5.1M to APH Stake
Key Points
- Ag2R la Mondiale Gestion D'Actifs increased its Amphenol stake to 114,745 shares, valued at about $9.7 million, based on its latest 13F filing.
- The stock recently traded around $75.29, which is about equal to its closing price of $75.27 on October 26, 2026.
- Analysts have a strong buy consensus on Amphenol, with a mean price target of approximately $102.97, indicating significant upside potential.
Get Amphenol text alerts
We text you when insiders, Congress, analysts or big funds move on $APH.
By entering your mobile number and tapping the sign-up button, you provide express written consent to receive recurring automated text messages from TradeTexts at that number, including stock alerts about SEC filings, insider and congress trades, analyst ratings, hedge fund moves, and earnings results. Consent is not a condition of any purchase. Message frequency varies. Messages are not investment advice. Message and data rates may apply. Reply HELP for help and STOP to opt out at any time. See our Terms and Privacy Policy.
Not investment advice. TradeTexts is not a registered investment adviser, and this automated Amphenol Corporation alert may contain errors. Disclosures
Ag2R la Mondiale Gestion D'Actifs boosted its stake in Amphenol Corporation (NYSE: APH) by 60,652 shares in a filing on October 26, 2026. This brings the total number of shares held by the fund to 114,745, valued at approximately $9.7 million.
APH
Amphenol Corporation
What Changed in Ag2R la Mondiale's Amphenol Position
Ag2R la Mondiale increased its holdings in Amphenol by 112.1%. The fund's reported value for this position is now about $9.7 million, representing 0.64% of its total 13F portfolio. The fund ranks 31st among its 425 reported positions.
Where Amphenol Fits in Ag2R la Mondiale's Portfolio
This increase in Amphenol shares is a notable boost for Ag2R la Mondiale's portfolio.
Other Institutional Activity in Amphenol
Several other funds have also made significant moves in Amphenol. UniSuper Management grew its holdings by 403,556 shares, bringing its total to 667,190 shares worth about $56.2 million. Capital International Investors increased its stake by 15,405,426 shares, now holding 86,072,516 shares valued at approximately $6.5 billion.
Amphenol Corporation Stock Up 1.6%
Amphenol recently traded around $75.29, about equal to its closing price of $75.27 on October 26, 2026. The stock is currently below its 50-day moving average by about 7.7% and 16.3% below its 52-week high of $89.93, but it remains 27.6% above its 52-week low of $59.00.
Recent Earnings
In its most recent earnings report, Amphenol reported trailing twelve-month revenue of approximately $29.0 billion, with a net margin of 17.7% and a return on equity of 38.1%. The next earnings report is set for October 28, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
-
Forward outlook
5 analysts raised price targets.
-
EPS & revenue
EPS beat estimates by 11.3%. Revenue beat estimates by 6.5%.
-
Profit surprise
EBITDA beat by 10 percent. Operating income met by 1 percent.
-
Pre-earnings setup
Expectations were about average.
-
Analyst signal
5 target raises.
-
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
Amphenol pays an annual dividend of $0.50 per share, which translates to a yield of about 0.67%. The dividend payout ratio is 22.9%.
Insider Buying and Selling at Amphenol Corporation
Several insiders have sold shares recently. CEO Richard Adam Norwitt sold 686,104 shares on July 31, 2026, valued at about $111 million. General Counsel Lance E D'Amico sold 100,000 shares on August 3, 2026, valued at approximately $16.2 million. CFO Craig A Lampo sold 193,200 shares on August 4, 2026, valued at around $32.3 million.
Analysts Set New Price Targets
Analysts have been optimistic about Amphenol's prospects. On September 23, 2026, Bernstein initiated coverage with an Outperform rating and a target of $99.00. Goldman Sachs maintained a Buy rating with a target of $116.00 on October 6, 2026, up from a prior target of $102.00. The current consensus is a strong buy, with a mean price target of approximately $102.97.
About Amphenol Corporation
Amphenol Corporation designs and manufactures electronic connectors used in various sectors, including communications, automotive, and industrial applications. With a strong market presence and a diverse product range, the company continues to be a key player in the electronic components industry.
Bottom Line
Ag2R la Mondiale's increased stake in Amphenol reflects growing confidence in the company's performance ahead of its next earnings report on October 28, 2026. Investors should keep an eye on upcoming filings and analyst updates for further insights into Amphenol's market position.
Related Filing Alerts
Source: Ag2R la Mondiale Gestion D'Actifs's 13F filing on $APH (Oct 26, 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