Simon Quick Advisors 13F: Adds $2M to Amphenol (APH) Stake
Key Points
- Simon Quick Advisors now holds a total of 27,862 shares of Amphenol Corporation, representing a 574.3% increase in its position.
- Amphenol shares recently traded around $75.29, which is about equal to its closing price of $75.27 on October 26, 2026, and is below its 50-day moving average by 7.5%.
- The company has a strong analyst consensus with a mean price target of $102.97, indicating significant upside potential from current levels.
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On October 26, 2026, Simon Quick Advisors boosted its stake in Amphenol Corporation (APH) by 23,730 shares, increasing its total holdings to 27,862 shares. This change represents a dollar value of approximately $2,348,735. The information comes from the fund's latest Form 13F filing with the SEC.
APH
Amphenol Corporation
What Changed in Simon Quick Advisors' Amphenol Position
Simon Quick Advisors' increase in shares reflects a 574.3% change from its previous holdings of 4,132 shares. The total reported value of its position in Amphenol now stands at about $2.3 million, which is 0.18% of the fund's overall portfolio.
Where Amphenol Fits in Simon Quick Advisors' Portfolio
With this latest increase, Amphenol ranks 40th among Simon Quick Advisors' 455 positions.
Other Institutional Activity in Amphenol
Several other funds also adjusted their stakes in Amphenol around the same time. Alta Capital Management grew its holdings by 203,376 shares, reaching 492,421 shares valued at about $41.5 million. Mutual of America Capital Management added 205,365 shares for a total of 420,943 shares worth approximately $35.5 million. UniSuper Management also increased its position by 403,556 shares, now holding 667,190 shares valued at around $56.2 million.
Amphenol Corporation Stock Up 1.6%
Amphenol shares recently traded around $75.29, which is about equal to its closing price of $75.27 on October 26, 2026. The stock is currently below its 50-day moving average by 7.5% and is 16.3% below its 52-week high of $89.93.
Recent Earnings
Amphenol reported trailing twelve-month revenue of approximately $29.0 billion, with a net margin of 17.7% and a return on equity of 38.1%. The company is set to announce its next earnings on 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.
Analysts Set New Price Targets
On September 23, 2026, Bernstein initiated coverage with an Outperform rating and a target price of $99.00. Goldman Sachs maintained a Buy rating with a target of $116.00 on October 6, 2026. The consensus from analysts suggests a mean price target of $102.97, indicating strong support for the stock.
About Amphenol Corporation
Amphenol Corporation designs, manufactures, and markets electrical, electronic, and fiber optic connectors worldwide. It operates through three segments: Communications Solutions, Harsh Environment Solutions, and Interconnect and Sensor Systems. The company's strong market presence and diverse product offerings contribute to its growth potential.
Bottom Line
Investors should keep an eye on Amphenol's upcoming earnings report on October 28, 2026. The recent increase in shares by Simon Quick Advisors and other institutional investors may signal a growing confidence in the company's performance.
Related Filing Alerts
Source: Simon Quick Advisors's 13F filing on $APH (Oct 26, 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