Livforsakringsbolaget Skandia, Omsesidigt 13F: Adds $5M to APH Stake

Livforsakringsbolaget Skandia grew its stake in Amphenol Corporation (NYSE:APH) by 58,907 shares, ending the period with 123,814 shares worth about $10.44 million. The update came in a Form 13F filing with the SEC on October 21, 2026. This move represented a 90.8% increase in the fund's position in the electronic components maker.

APH Amphenol Corporation

$79.20 ▲ +13.96% year to date

1M 3M YTD

Daily close · Oct 21, 2026

What Changed in Livforsakringsbolaget Skandia's Amphenol Position

The institutional investor held 64,907 shares of the company previously. Following the purchase of 58,907 additional shares, the total position reached 123,814 shares. The reported value of the holding stood at $10,437,520 at the time of the filing.

Other Institutional Activity in Amphenol

Other large funds have also adjusted their exposure to the technology company. Capital International Investors grew its holdings by 15,405,426 shares, ending with 86,072,516 shares worth about $6.49 billion based on a report date of June 30, 2026.

Amphenol Corporation Stock Down 4.8%

Amphenol shares recently traded around $79.19 as of October 22, 2026, roughly equal to the closing price of $79.20 on the October 21 filing date. The stock trades 3.4% below its 50-day moving average of $81.97 and 5.3% above its 200-day moving average of $75.20. It sits 11.9% below its 52-week high of $89.93 and 34.2% above its 52-week low of $59.01.

Recent Earnings

Amphenol reported trailing twelve-month revenues of $29.01 billion and earnings of $2.00 per share. The company operates with a net profit margin of 17.7% and a return on equity of 38.1%. The next quarterly financial update is scheduled for release on October 28, 2026.

Dividend

Amphenol pays an annual dividend of $0.50 per share, giving the stock a dividend yield of 0.63%. The payout ratio stands at 22.9% of earnings.

Insider Buying and Selling at Amphenol Corporation

Company insiders have transacted shares in recent months. Chief Executive Officer Richard Adam Norwitt disposed of 686,104 shares on July 31, 2026, for a value of $110,986,719. 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 parted with 193,200 shares on August 4, 2026, at an average price of $167.31 for a total value of $32,324,157. Additionally, officer David M Silverman sold 120,000 shares on August 5, 2026, at $174.24 per share for a total value of $20,908,476.

Analysts Set New Price Targets

Wall Street firms have updated their outlooks on the stock. Bernstein initiated coverage on September 23, 2026, with an outperform rating and a $99.00 price target. Goldman Sachs maintained a buy rating on October 6, 2026, lifting its target to $116.00 from $102.00. UBS maintained a buy rating on October 7, 2026, raising its target to $105.00 from $99.00. Citigroup maintained a buy rating on October 8, 2026, increasing its target to $112.00 from $105.00. Evercore ISI Group maintained an outperform rating on October 12, 2026, raising its target to $100.00 from $90.00. Overall, the stock holds a strong buy consensus from 19 analysts with a mean price target of $102.97.

About Amphenol

Amphenol Corporation designs, builds, and sells electrical, electronic, and fiber optic connectors across the globe. The Wallingford, Connecticut-based firm serves customers through three main operating divisions: Communications Solutions, Harsh Environment Solutions, and Interconnect and Sensor Systems. Its components support a wide array of infrastructure and technology applications worldwide.

Bottom Line

Investors are keeping a close watch on the upcoming October 28, 2026 earnings report for fresh updates on operational performance and revenue trends. Monitoring subsequent institutional filings will also show whether other funds follow Livforsakringsbolaget Skandia's lead in adjusting their stakes.