Amundi 13F: Adds $107M to Amphenol (APH) Stake

Amundi Expands Holding in Amphenol Corporation

Amundi increased its investment in Amphenol Corporation NYSE: APH during the reporting period, according to a recent Form 13F filing with the Securities and Exchange Commission. The filing reflects holdings as of the end of the period and may not represent the firm's current position today. Major institutional investors use these quarterly disclosures to outline their equity portfolios, giving markets a look at how large asset managers allocate capital across technology shares.

Details of the 10.5% Portfolio Addition

During the quarter, Amundi boosted its position in Amphenol by adding 604,259 shares. That move represented a 10.6% increase over its prior count of 5,777,061 shares, bringing its total ownership to 6,381,320 shares. Based on valuations in the filing, the expanded stake was worth roughly $1.13 billion.

Amphenol Stock Performance and Valuation Context

Amphenol shares trade at $176.32, sitting well above their 52-week low of $59.01 and near the upper end of their 52-week range of $89.93. The company carries a price-to-earnings ratio of 40.7, while its forward P/E sits at 24.4. These multiples reflect how the market prices the company's earnings power within the electronic components industry.

Recent Analyst Updates and Price Targets

Wall Street firms have kept a close eye on Amphenol through recent weeks, updating their targets and ratings. On October 12, 2026, Evercore ISI Group maintained its Outperform rating while raising its price target to $100.00 from $90.00. Citigroup kept a Buy rating on October 8, 2026, lifting its target to $112.00 from $105.00. UBS maintained its Buy rating on October 7, 2026, taking its target to $105.00 from $99.00, and Goldman Sachs maintained a Buy rating on October 6, 2026, boosting its target to $116.00 from $102.00.

What Amphenol Corporation Does

Amphenol Corporation designs, manufactures, and markets electrical, electronic, and fiber optic connectors, along with interconnect systems, antennas, and sensors for industrial, automotive, and communications markets. Founded in 1932 and headquartered in Wallingford, Connecticut, the company sells its components globally through direct sales teams and electronic distributors.

Looking Ahead at Institutional Holdings

Investors tracking Amundi will need to watch for future SEC filings to see whether the firm continues to build its position or takes profits following recent gains. Because 13F reports look backward, they offer a snapshot of past portfolio decisions rather than real-time trading activity.