AdvisorNet Financial 13F: Adds $1.4M to Amphenol (APH) Stake
AdvisorNet Financial significantly increased its stake in Amphenol Corporation, boosting its holdings by 91.5% as of the latest SEC filing.
Reviewed by automated data checks against the source filing. How we make and check alerts
AdvisorNet Financial added 16,728 shares to its stake in Amphenol Corporation ($APH), a 91.55% increase, according to a 13F filing with the SEC dated October 15, 2026. It reported 35,000 shares worth $2.89 million at the end of the quarter.
Since the filing, $APH is down 2.6% to date (from the $81.49 close on Oct 15, 2026).
Find the original: AdvisorNet Financial 13F filings on SEC EDGAR
APH
Amphenol Corporation
Key Points
- AdvisorNet Financial increased its stake in Amphenol Corporation by 91.5%, adding 16,728 shares for a total of 35,000 shares valued at $2.89 million.
- Amphenol Corporation, a major player in electronic components, has a market cap of approximately $199.05 billion and a P/E ratio of 40.36.
- The company offers a dividend yield of 0.64% with a payout ratio of 22.88% and is expected to report its next earnings on October 28, 2026.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated Amphenol Corporation alert may contain errors. Disclosures
AdvisorNet Financial has significantly increased its investment in Amphenol Corporation (NYSE: APH). According to the latest Form 13F filing with the SEC, the firm boosted its stake by 91.5%, adding 16,728 shares during the reporting period. This brings its total holdings to 35,000 shares, valued at approximately $2.89 million.
AdvisorNet Financial vs. the S&P 500
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What Changed in AdvisorNet Financial's Amphenol Position
AdvisorNet Financial's recent activity in Amphenol Corporation saw its holdings grow from 18,272 shares to 35,000 shares. This increase of 16,728 shares represents a 91.5% boost in their position, reflecting a notable level of confidence in the electronic components company.
Amphenol Corporation Stock Down 3.6%
Shares of Amphenol Corporation (NYSE: APH) were last reported trading near their previous close of $77.55. The company, which operates in the Technology sector, has a substantial market capitalization of about $199.05 billion. Amphenol boasts a P/E ratio of 40.36 and a forward P/E of 24.62, indicating investor expectations for future earnings growth. The stock has a 52-week range between $59.01 and $89.26, with a 50-day moving average of $79.98 and a 200-day moving average of $73.43. The company maintains a current ratio of 1.89 and a quick ratio of 1.29, alongside a debt-to-equity ratio of 120.42.
Recent Earnings
Amphenol Corporation reported revenues of $29.01 billion, with a modest revenue growth rate of 0.55%. The company achieved a net margin of 17.73% and a return on equity (ROE) of 38.12%. Earnings per share (EPS) stood at $2.00. Amphenol is scheduled 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.
Dividend
Investors in Amphenol Corporation can expect a dividend rate of $0.50 per share, resulting in a yield of 0.64%. The dividend payout ratio is a conservative 22.88%, indicating a sustainable dividend policy.
About Amphenol Corporation
Amphenol Corporation is a leading designer and manufacturer of electrical, electronic, and fiber optic connectors. Headquartered in Wallingford, Connecticut, the company serves various markets, including automotive, aerospace, and communications. With Mr. Richard Adam Norwitt J.D. at the helm as CEO, Amphenol employs around 170,000 people globally. The company operates through segments like Communications Solutions, Harsh Environment Solutions, and Interconnect and Sensor Systems, offering products such as connectors, cable assemblies, and antennas.
Bottom Line
AdvisorNet Financial's significant increase in its stake in Amphenol Corporation highlights its confidence in the company's prospects. Investors often track such institutional moves as they can signal expectations about a company's future performance. However, it's important to remember that 13F filings reflect holdings at the end of the reporting period and may not indicate current positions.
Related Filing Alerts
Source: AdvisorNet Financial's 13F filing on $APH (Oct 15, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: AdvisorNet Financial 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts