Howland Capital Management 13F: Adds $37M to Amphenol (APH) Stake

Howland Capital Management increased its stake in Amphenol Corporation (NYSE: APH) by 95.6% during the quarter, according to a Form 13F filing with the Securities and Exchange Commission on October 22, 2026. The firm purchased an additional 436,706 shares of the electronic components maker, bringing its total holdings to 893,584 shares valued at approximately $75.4 million.

APH Amphenol Corporation

$73.07 ▲ +5.14% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in Howland Capital Management's Amphenol Position

Howland Capital Management lifted its investment in Amphenol Corporation substantially during the period. The fund previously held 456,706 shares before acquiring 436,706 more shares, resulting in a final count of 893,584 shares. The total value of the reported stake reached $75.44 million on the filing date.

Other Institutional Activity in Amphenol Corporation

Other institutional investors also adjusted their positions in the electronic components maker during the quarter. Sagespring Wealth Partners grew its holdings by 23,602 shares, ending with 44,320 shares worth about $3.7 million. Royal Fund Management grew its holdings by 23,460 shares, ending with 33,160 shares worth about $2.8 million. Strategic Blueprint increased its holdings by 10,590 shares, ending with 20,761 shares worth about $1.7 million. Capital International Investors held a much larger position of 86,072,516 shares valued at about $6.3 billion after adding 15,405,426 shares during its reported period.

Amphenol Corporation Stock Down 7.7%

Amphenol Corporation shares recently traded around $73.08 on October 23, 2026. The stock closed at $73.07 on the filing date of October 22, 2026. Shares have fluctuated between a 52-week low of $59.01 and a 52-week high of $89.93.

Recent Earnings

Amphenol Corporation generated $29.0 billion in trailing twelve-month revenue with an EPS of $2.00. The company reported a net profit margin of 17.7% and a return on equity of 38.1%. Its next quarterly earnings report is scheduled for October 28, 2026.

Dividend

Amphenol Corporation pays an annual dividend rate of $0.50 per share with a dividend yield of 0.63%. The payout ratio stands at 22.9% of earnings.

Insider Buying and Selling at Amphenol Corporation

Several insiders executed transactions prior to the filing. Chief Executive Officer Richard Adam Norwitt held 686,104 shares valued at $111.0 million. General Counsel Lance E D'Amico held 100,000 shares valued at $16.2 million. Chief Financial Officer Craig A Lampo sold 193,200 shares at an average price of $167.31 on August 4, 2026, totaling $32.3 million. Officer David M Silverman sold 120,000 shares at an average price of $174.24 on August 5, 2026, totaling $20.9 million.

Analysts Set New Price Targets

Wall Street firms updated their views on Amphenol Corporation in the weeks leading up to the filing. Bernstein initiated coverage with an Outperform rating and a $99.00 price target on September 23, 2026. Goldman Sachs maintained a Buy rating while lifting its target from $102.00 to $116.00 on October 6, 2026. UBS maintained a Buy rating and raised its target from $99.00 to $105.00 on October 7, 2026. Citigroup maintained a Buy rating and increased its target from $105.00 to $112.00 on October 8, 2026. Evercore ISI Group maintained an Outperform rating and raised its target from $90.00 to $100.00 on October 12, 2026. The stock carries a consensus Strong Buy rating with a mean price target of $102.97 across 19 analyst opinions.

About Amphenol Corporation

Amphenol Corporation designs, manufactures, and sells electrical, electronic, and fiber optic connectors. The Wallingford, Connecticut-based company serves customers across communications, harsh environments, and sensor systems markets in the United States, China, and international locations.

Bottom Line

Investors will look to the upcoming earnings report on October 28, 2026, for further updates on financial performance and demand across the company's core markets.