Wilmington Savings Fund Society, FSB 13F: Adds $1.5M to APH Stake
Key Points
- Wilmington Savings Fund Society increased its holdings in Amphenol Corporation by 115.4% during the quarter, bringing its total to 32,814 shares valued at about $2.8 million.
- Amphenol Corporation trades around $74.09, sitting below its 50-day and 200-day moving averages as it heads toward its October 28 earnings report.
- Five major financial firms recently updated their outlooks on the electronic components maker, setting price targets ranging from $99 to $116.
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Wilmington Savings Fund Society boosted its stake in Amphenol Corporation (NYSE: APH) by 17,582 shares during the quarter, according to a Form 13F filing on October 23, 2026.
The filing shows the firm grew its holdings by 115.4% to reach 32,814 shares. The total value of the position came out to roughly $2.8 million at the time of the report.
APH
Amphenol Corporation
Other Institutional Activity in Amphenol Corporation
Other large investors adjusted their positions in the electronic components maker during the same reporting window. Accurate Wealth Management grew its holdings by 12,975 shares, ending with 22,716 shares worth about $2.0 million. PensionDanmark Pensionsforsikringsaktieselskab lifted its stake by 238,253 shares to hold 512,041 shares valued at about $43.2 million. James Hambro & Partners trimmed its position by 35,770 shares, finishing with 2,774,794 shares worth roughly $234.0 million. Amanah Holdings Trust closed out its position completely by selling all 382,716 shares. Mutual of America Capital Management added 205,365 shares to own 420,943 shares worth about $35.5 million.
Amphenol Corporation Stock Down 6.5%
Amphenol closed at $74.09 on October 23, 2026. The stock recently traded around $74.09 as of October 24, 2026. The shares sit about 17.6% below their 52-week high of $89.93 and roughly 25.6% above their 52-week low of $59.01.
Recent Earnings
Amphenol posted $29.0 billion in trailing-twelve-month revenue alongside $2.0 in trailing-twelve-month earnings per share. The company reported a net profit margin of 17.7% and a return on equity of 38.1%. Its next quarterly 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
The company pays an annual dividend rate of $0.50 per share, giving it a dividend yield of 0.68%. That payout is supported by a dividend payout ratio of 22.9%.
Insider Buying and Selling at Amphenol Corporation
Company insiders executed several sales prior to the filing. Chief Executive Officer Richard Adam Norwitt disposed of 686,104 shares for a total value of $111.0 million on July 31, 2026. General Counsel Lance E D'Amico sold 100,000 shares valued at about $16.2 million on August 3, 2026. Chief Financial Officer Craig A Lampo parted with 193,200 shares at an average price of $167.31, totaling $32.3 million on August 4, 2026. Officer David M Silverman sold 120,000 shares at an average price of $174.24 for a total of $20.9 million on August 5, 2026.
Analysts Set New Price Targets
On September 23, 2026, Bernstein initiated coverage on the stock with an Outperform rating and a $99.00 price target. Goldman Sachs maintained a Buy rating on October 6, 2026, while raising its target from $102.00 to $116.00. UBS kept a Buy rating on October 7, 2026, lifting its target from $99.00 to $105.00. Citigroup maintained a Buy rating on October 8, 2026, raising its target to $112.00 from $105.00. Evercore ISI Group kept an Outperform rating on October 12, 2026, increasing its target from $90.00 to $100.00. Overall, the stock holds a consensus recommendation of Strong Buy from 19 analyst opinions, with a mean price target of $102.97.
About Amphenol Corporation
Based in Wallingford, Connecticut, Amphenol Corporation designs and manufactures electrical, electronic, and fiber optic connectors. The company serves global markets through its communications, harsh environment, and sensor systems segments.
Bottom Line
Investors are keeping an eye on the company's upcoming earnings report on October 28, 2026. Additional SEC filings will show how institutional sentiment continues to shift for the electronic components provider.
Related Filing Alerts
Source: Wilmington Savings Fund Society, FSB's 13F filing on $APH (Oct 23, 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