Sagespring Wealth Partners 13F: Adds $2M to Amphenol (APH) Stake
Key Points
- Sagespring Wealth Partners lifted its holdings in Amphenol Corporation by 23,602 shares to end with 44,320 shares valued at approximately $3,736,182.
- Other institutional investors made major adjustments, including ASR Vermogensbeheer N.V. boosting its position by 542,250 shares to 676,159 shares.
- Amphenol Corporation reports trailing-twelve-month revenue of $29.0 billion alongside a dividend yield of 0.63%.
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Sagespring Wealth Partners increased its holdings in Amphenol Corporation (NYSE:APH) by 23,602 shares, growing its stake 113.9% to 44,320 shares. That update came through a Form 13F filing with the SEC on October 22, 2026. The reported value of the position reached $3,736,182 at the time of the filing. Prior to this adjustment, the firm held 20,718 shares.
APH
Amphenol Corporation
What Changed in Sagespring Wealth Partners's Amphenol Corporation Position
The fund expanded its investment in the electronic components maker during the quarter, more than doubling its total share count. Sagespring Wealth Partners now holds 44,320 shares worth roughly $3.74 million.
Other Institutional Activity in Amphenol Corporation
Other large institutional investors also shifted their positions in the electronic components maker around the same time. James Hambro & Partners trimmed its holdings by 35,770 shares, ending with 2,774,794 shares worth about $234,026,125. ASR Vermogensbeheer N.V. grew its holdings by 542,250 shares, ending with 676,159 shares worth about $57,002,136. Tema Etfs lifted its stake by 392,626 shares, ending with 625,401 shares worth about $52,721,304. Banque Pictet & Cie opened a new position with 351,890 shares valued at about $29,664,327. Birch Hill Investment Advisors grew its holdings by 669,376 shares, ending with 1,389,284 shares worth about $117,116,641.
Amphenol Corporation Stock Down 7.9%
Amphenol Corporation closed at $73.07 on October 22, 2026, and recently traded around $73.08.
Recent Earnings
Amphenol Corporation reports trailing-twelve-month revenue of $29,011,599,360 and an EPS of $2.00. The company's next earnings release 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, giving it a dividend yield of 0.63%.
Insider Buying and Selling at Amphenol Corporation
Company insiders completed several transactions prior to the filing, including sales by Chief Executive Officer Richard Adam Norwitt, General Counsel Lance E D'Amico, Chief Financial Officer Craig A Lampo, and Officer David M Silverman.
Analysts Set New Price Targets
Wall Street firms updated their views on the stock ahead of the filing, with Bernstein, Goldman Sachs, UBS, Citigroup, and Evercore ISI Group issuing ratings and price targets.
About Amphenol Corporation
Amphenol Corporation designs, manufactures, and markets electrical, electronic, and fiber optic connectors. The business operates across three segments to serve customers in communication, industrial, and technology markets worldwide.
Bottom Line
Investors will watch the company's scheduled earnings release on October 28, 2026, for further operational updates.
Related Filing Alerts
Source: Sagespring Wealth Partners's 13F filing on $APH (Oct 22, 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