UniSuper Management 13F: Adds $34M to Amphenol (APH) Stake
Key Points
- UniSuper Management's stake in Amphenol grew by 403,556 shares, now totaling 667,190 shares valued at approximately $56.2 million.
- The stock recently traded around $75.29, up about 1.6% since it closed at $74.09 on October 23, 2026.
- Amphenol has a market cap of about $182.7 billion and a P/E ratio of 37.0, with analysts giving it a consensus target price of $102.97.
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On October 26, 2026, UniSuper Management boosted its position in Amphenol Corporation (NYSE: APH) by 403,556 shares, increasing its total to 667,190 shares. The information comes from UniSuper's latest Form 13F filing with the SEC.
APH
Amphenol Corporation
What Changed in UniSuper Management's Amphenol Position
UniSuper Management's stake in Amphenol grew significantly, reflecting a 153.1% increase. The total reported value of this position now stands at about $11.5 billion, with Amphenol accounting for 0.49% of UniSuper's portfolio, ranking 34th among its holdings.
Other Institutional Activity in Amphenol
Capital International Investors also holds a significant position in Amphenol, owning 86,072,516 shares valued at about $6.5 billion after increasing its stake by 15,405,426 shares, which is a 21.8% increase.
Amphenol Corporation Stock Up 1.6%
Amphenol's stock recently traded around $75.29, which is approximately 1.6% above its closing price of $74.09 on October 23, 2026. The shares are currently trading about 16.3% below their 52-week high of $89.93.
Recent Earnings
Amphenol reported trailing twelve-month revenue of approximately $29 billion, with a net margin of 17.7% and a return on equity of 38.1%. The next earnings report 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 pays an annual dividend of $0.50 per share, which gives it a dividend yield of 0.67% based on recent prices.
Insider Buying and Selling at Amphenol Corporation
Several insiders sold shares earlier this year, including CEO Richard Adam Norwitt, who sold 686,104 shares valued at about $111 million on July 31, 2026. General Counsel Lance E D'Amico sold 100,000 shares, and CFO Craig A Lampo sold 193,200 shares on August 4, 2026.
Analysts Set New Price Targets
On September 23, 2026, Bernstein initiated coverage on Amphenol with an Outperform rating and a price target of $99. Goldman Sachs maintained a Buy rating with a target of $116 on October 6, 2026, while UBS also maintained a Buy rating with a target of $105 on October 7, 2026. The consensus among analysts suggests a strong buy recommendation with a mean price target of $102.97.
About Amphenol Corporation
Amphenol Corporation designs and manufactures a wide range of connectors used in various electronic and fiber optic applications. The company serves multiple sectors, including communications and harsh environment solutions, and operates globally with a strong presence in the U.S. and China.
Bottom Line
Investors should keep an eye on Amphenol's upcoming earnings report on October 28, 2026, and watch for further institutional filings that may affect its stock position. UniSuper Management's recent increase in shares indicates confidence in Amphenol's future performance.
Related Filing Alerts
Source: UniSuper Management'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