Mutual of America Capital Management 13F: Adds $17M to APH Stake

Mutual of America Capital Management lifted its holdings in Amphenol Corporation APH by 95.3%, purchasing an additional 205,365 shares during the period to bring its total investment to 420,943 shares. According to a Form 13F filing with the Securities and Exchange Commission on October 23, 2026, the value of the fund's position reached approximately $35.5 million.

APH Amphenol Corporation

$73.07 ▲ +5.14% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in Mutual of America's Amphenol Position

The fund expanded its commitment to the electronic components manufacturer significantly, raising its share count from 215,578 up to 420,943 shares. This 95.3% expansion reflects a major buildout of the position by Mutual of America, reflecting greater conviction in the technology name during the quarter.

Other Institutional Activity in Amphenol

Other major investors also adjusted their positions in the firm around this time. Capital International Investors grew its holdings by 15,405,426 shares, ending with 86,072,516 shares worth about $6.4 billion following a 21.8% increase. Meanwhile, Amanah Holdings Trust closed out its position entirely by selling all 382,716 shares.

Amphenol Corporation Stock Down 6.5%

Amphenol shares recently traded around $74.09 as of October 24, 2026, remaining equal to the closing price on the filing date. The stock trades below its 50-day moving average of $81.74 and below its 200-day moving average of $75.22. Over the past year, shares have moved between a 52-week low of $59.01 and a 52-week high of $89.93. The recent price sits 17.6% below the 52-week peak and 25.6% above the lowest point of the past year.

Recent Earnings

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

Dividend

Amphenol Corporation pays an annual dividend rate of $0.50 per share, which translates to a dividend yield of 0.68%.

Insider Buying and Selling at Amphenol Corporation

Company insiders executed several stock sales prior to the filing. Chief Executive Officer Richard Adam Norwitt disposed of 686,104 shares valued at $111.0 million on July 31, 2026. General Counsel Lance E. D'Amico sold 100,000 shares worth $16.2 million on August 3, 2026. Chief Financial Officer Craig A. Lampo sold 193,200 shares at an average price of $167.31 for a total value of $32.3 million on August 4, 2026. David M. Silverman sold 120,000 shares at $174.24 apiece for $20.9 million on August 5, 2026.

Analysts Set New Price Targets

Wall Street firms updated their views 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, lifting its target from $102.00 to $116.00. UBS kept a buy rating while raising its target from $99.00 to $105.00 on October 7, 2026. Citigroup maintained a buy rating and raised its target from $105.00 to $112.00 on October 8, 2026. Evercore ISI Group maintained an outperform rating and bumped its target from $90.00 to $100.00 on October 12, 2026. Overall, the stock holds a consensus strong buy rating with a mean price target of $102.97 across 19 analyst opinions.

About Amphenol

Amphenol Corporation designs, manufactures, and markets electrical, electronic, and fiber optic connectors. Operating through communication solutions, harsh environment solutions, and interconnect sensor systems segments, the Wallingford, Connecticut-based firm serves customers globally in industrial, automotive, and technology markets.

Bottom Line

Investors will look toward the upcoming earnings release on October 28, 2026, for further clarity on growth metrics. Monitoring subsequent institutional filings will show whether other funds follow Mutual of America's lead in expanding positions.