PensionDanmark Pensionsforsikringsaktieselskab 13F: Adds $20M to APH Stake

PensionDanmark boosted its stake in Amphenol Corporation (NYSE: APH) by 87.0% during the period, according to a Form 13F filing disclosed on October 19, 2026. The fund purchased an additional 238,253 shares of the electronic components maker, bringing its total holdings to 512,041 shares. The reported value of the investment reached approximately $43.2 million at the time of the filing. Amphenol shares closed at $80.28 on the date of the filing.

APH Amphenol Corporation

$80.28 ▲ +15.51% year to date

1M 3M YTD

Daily close · Oct 19, 2026

What Changed in PensionDanmark's Amphenol Corporation Position

The fund previously held 273,788 shares of the company before making the sizeable addition. Growing the position by 87.0% brings the fund's total share count up to 512,041. The transaction underscores a much larger commitment to the business as it navigates demand across its major end markets.

Other Institutional Activity in Amphenol Corporation

Other large money managers have also adjusted their positions in the electronic components provider. Capital International Investors grew its holdings by 15,405,426 shares, ending with 86,072,516 shares worth about $6.91 billion.

Amphenol Corporation Stock Up 1.2%

Amphenol shares recently traded around $80.27, sitting roughly 10.7% below their 52-week high of $89.93 and about 36.0% above their 52-week low of $59.00. The stock trades above its 200-day moving average of $75.11, though it sits slightly below its 50-day moving average of $82.15. The company carries a market capitalization of roughly $197.97 billion and a price-to-earnings ratio of 40.14.

Recent Earnings

The business posted trailing twelve-month revenue of $29.01 billion alongside earnings of $2.00 per share. Amphenol reported a year-over-year revenue growth rate of 55.0% and a net profit margin of 17.7%. The company's next earnings report is scheduled for release on October 28, 2026.

Dividend

Amphenol pays an annual dividend rate of $0.50 per share, which translates to a dividend yield of 0.62%. The company allocates 22.9% of its earnings toward dividend payouts.

Insider Buying and Selling at Amphenol Corporation

Company insiders have actively adjusted their holdings in recent months. Chief Executive Officer Richard Adam Norwitt held 686,104 shares valued at $110.99 million following transactions on July 31, 2026. General Counsel Lance E D'Amico reported holding 100,000 shares worth $16.19 million on August 3, 2026. Chief Financial Officer Craig A Lampo sold 193,200 shares on August 4, 2026, for a total value of $32.32 million. Officer David M Silverman sold 120,000 shares on August 5, 2026, totaling $20.91 million.

Analysts Set New Price Targets

Wall Street firms remain upbeat about the company's prospects. 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 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, pushing 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. The stock currently holds a consensus recommendation of strong buy across 19 analyst opinions, with a mean price target of $102.97.

About Amphenol Corporation

Headquartered in Wallingford, Connecticut, Amphenol Corporation designs, manufactures, and markets electrical, electronic, and fiber optic connectors. The company serves customers globally through three primary operating segments: Communications Solutions, Harsh Environment Solutions, and Interconnect and Sensor Systems. Its components are utilized widely across aerospace, automotive, broadband, industrial, and information technology infrastructure.

Bottom Line

Investors will look toward Amphenol's upcoming earnings report on October 28, 2026, for further insight into demand across its communications and harsh environment segments. Future institutional disclosures will show whether other large funds continue to accumulate shares alongside PensionDanmark.