BSN CAPITAL PARTNERS 13F: Exits Amphenol (APH) Stake
Key Points
- BSN Capital Partners sold its entire holding of 220,000 shares in Amphenol Corporation according to an October 23, 2026 SEC filing.
- Amphenol Corporation recently traded around $74.09, sitting below its 50-day and 200-day moving averages.
- Wall Street analysts maintain a strong buy consensus with a mean price target of $102.97.
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BSN Capital Partners closed out its position in Amphenol Corporation APH, selling all 220,000 shares it previously held according to a Form 13F filing on October 23, 2026. The complete exit removed the firm from its entire holding in the electronic components maker.
APH
Amphenol Corporation
What Changed in Bsn Capital Partners's Amphenol Corporation Position
BSN Capital Partners completely exited its stake in Amphenol Corporation, reducing its holdings from 220,000 shares down to zero. The reported value of the position prior to the sale reflected its previous holdings, while the recent October 23, 2026 filing confirmed the total liquidation.
Other Institutional Activity in Amphenol Corporation
Other institutional investors made notable adjustments to their Amphenol Corporation positions during the filing period. AMF Tjanstepension grew its holdings by 19,820 shares, ending with 50,182 shares worth about $4,230,343. Amanah Holdings Trust closed out its position by selling 382,716 shares. Mutual of America Capital Management boosted its stake by 205,365 shares to own 420,943 shares worth about $35,485,495. Strategic Blueprint grew its holdings by 10,590 shares, ending with 20,761 shares worth about $1,750,138. Sagespring Wealth Partners grew its holdings by 23,602 shares, ending with 44,320 shares worth about $3,736,182.
Amphenol Corporation Stock Down 6.5%
Shares of Amphenol Corporation recently traded around $74.09 as of October 24, 2026, matching the close of $74.09 on the October 23 filing date. The stock trades below its 50-day moving average of $81.74 and below its 200-day moving average of $75.22. The 52-week trading range spans from a low of $59.01 to a high of $89.93.
Recent Earnings
Amphenol Corporation reported trailing-twelve-month revenue of $29,011,599,360 with 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%. The next earnings report 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
Amphenol Corporation pays an annual dividend rate of $0.50 per share, yielding 0.68% with a 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. General Counsel Lance E D'Amico sold 100,000 shares on August 3, 2026, valued at $16,190,245. Chief Financial Officer Craig A Lampo sold 193,200 shares on August 4, 2026, at an average price of $167.31 for a total value of $32,324,157. Officer David M Silverman sold 120,000 shares on August 5, 2026, at an average price of $174.24 for a total value of $20,908,476.
Analysts Set New Price Targets
Wall Street firms updated their outlooks on the stock ahead of the filing. On September 23, 2026, Bernstein initiated coverage with an Outperform rating and a $99.00 price target. Goldman Sachs maintained a Buy rating on October 6, 2026, raising its price target from $102.00 to $116.00. UBS maintained a Buy rating on October 7, 2026, lifting its target from $99.00 to $105.00. Citigroup maintained a Buy rating on October 8, 2026, raising its target from $105.00 to $112.00. Evercore ISI Group maintained an Outperform rating on October 12, 2026, raising its target from $90.00 to $100.00. Overall, the stock carries a consensus strong buy rating from 19 analyst opinions with a mean price target of $102.97.
About Amphenol Corporation
Amphenol Corporation designs, manufactures, and markets electrical, electronic, and fiber optic connectors. The Wallingford, Connecticut-based enterprise operates across communications solutions, harsh environment solutions, and interconnect and sensor systems, serving customers globally.
Bottom Line
Investors will look to the upcoming earnings release on October 28, 2026, for further updates on the company's financial trajectory. Institutional and insider positioning shifts will continue to draw close attention from market participants.
Related Filing Alerts
Source: BSN CAPITAL PARTNERS's 13F filing on $APH (Oct 23, 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