AMF Tjanstepension 13F: Adds $1.7M to Amphenol (APH) Stake
Key Points
- AMF Tjanstepension increased its holdings in Amphenol Corporation (NYSE:APH) by 19,820 shares to end with 50,182 shares worth about $4.2 million, according to an SEC filing on October 22, 2026.
- Wall Street analysts hold a consensus strong buy rating on the stock with a mean price target of $102.97.
- The electronic component maker posted trailing twelve month revenue of $29.0 billion with its next earnings report set for October 28, 2026.
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AMF Tjanstepension boosted its stake in Amphenol Corporation (NYSE:APH) during the quarter, according to a Form 13F filing with the SEC on October 22, 2026. The institutional investor added 19,820 shares to grow its position by 65.3% to a total of 50,182 shares. That holding was valued at approximately $4.2 million as of the filing close.
APH
Amphenol Corporation
What Changed in AMF Tjanstepension's Amphenol Corporation Position
AMF Tjanstepension expanded its footprint in the electronic connector maker by raising its prior position of 30,362 shares up to 50,182 shares. The addition of 19,820 shares represents a 65.3% increase for the portfolio, reflecting fresh confidence in the technology firm as the quarter closed.
Other Institutional Activity in Amphenol Corporation
Other large investors also adjusted their positions in the electronic components maker. Montrusco Bolton Investments grew its holdings by 852,310 shares, ending with 1,741,326 shares worth about $146.8 million. First Citizens Bank & Trust added 112,757 shares for a final count of 220,463 shares valued at roughly $18.6 million. Livforsakringsbolaget Skandia, Omsesidigt boosted its holdings by 58,907 shares to end with 123,814 shares worth about $10.4 million. Accurate Wealth Management boosted its position by 13,975 shares to 22,716 shares valued at nearly $2.0 million. PensionDanmark Pensionsforsikringsaktieselskab grew its stake by 238,253 shares, finishing with 512,041 shares valued at about $43.2 million.
Amphenol Corporation Stock Down 4.8%
The shares traded at $73.07 on the filing date of October 22, 2026, and recently changed hands around $75.54 as of October 22, 2026, which is up about 3.4% since that filing close. The stock trades below its 50-day moving average of $81.97 while sitting above its 200-day moving average of $75.20.
Recent Earnings
Amphenol reported trailing twelve-month revenue of $29.0 billion alongside basic earnings of $2.00 per share. The company posted a net profit margin of 17.7% and a return on equity of 38.1%. Year-over-year revenue growth reached 55.0%, and the next earnings release 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 distributes an annual dividend rate of $0.50 per share, which translates to a dividend yield of 0.63% based on recent quotes. That payout is supported by a dividend payout ratio of 22.9%.
Insider Buying and Selling at Amphenol Corporation
Company insiders executed several transactions prior to the filing. Chief Executive Officer Richard Adam Norwitt disposed of 686,104 shares on July 31, 2026, worth $110.9 million. General Counsel Lance E D'Amico sold 100,000 shares on August 3, 2026, valued at $16.2 million. Chief Financial Officer Craig A Lampo parted with 193,200 shares at an average price of $167.31 on August 4, 2026, totaling $32.3 million. Officer David M Silverman unloaded 120,000 shares at an average price of $174.24 on August 5, 2026, for a total value of $20.9 million.
Analysts Set New Price Targets
Wall Street analysts have kept a close eye on the stock through a series of rating updates leading up to the filing. Bernstein initiated coverage on September 23, 2026, with an outperform rating and a $99.00 price target. Goldman Sachs maintained its buy rating and raised its target from $102.00 to $116.00 on October 6, 2026. UBS kept a buy rating while lifting its target to $105.00 from $99.00 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 consensus strong buy recommendation from 19 analysts with a mean price target of $102.97.
About Amphenol Corporation
Amphenol Corporation designs, manufactures, and markets electrical, electronic, and fiber optic connectors. Its core product portfolio serves customers across communications infrastructure, industrial systems, and harsh environments worldwide. The company's ongoing operational scale makes its quarterly filings an important checkpoint for institutional sentiment in the electronic components sector.
Bottom Line
AMF Tjanstepension's choice to grow its stake reflects ongoing institutional interest in the company. Market participants will look toward the upcoming earnings release on October 28, 2026, for further operational updates.
Related Filing Alerts
Source: AMF Tjanstepension's 13F filing on $APH (Oct 22, 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