ASR Vermogensbeheer N.V. 13F: Adds $46M to Amphenol (APH) Stake

ASR Vermogensbeheer N.V. boosted its stake in Amphenol Corporation (NYSE: APH) by adding 542,250 shares in a filing on October 16, 2026. This increase raises ASR's total holdings to 676,159 shares, valued at about $57 million. The firm did not exit any positions or initiate a new position in this filing, which reflects their continued confidence in the company.

What Changed in ASR Vermogensbeheer N.V.'s Amphenol Position

ASR Vermogensbeheer N.V. increased its position in Amphenol by 542,250 shares, leading to a 404.9% boost in their holdings. This change brings their total to 676,159 shares.

Other Institutional Activity in Amphenol

Several other institutional investors have also adjusted their positions in Amphenol. Blackrock Inc. owns 202,504,076 shares after trimming its position by 1,427,521 shares. Vanguard Capital Management LLC increased its holdings by 942,536 shares, bringing its total to 160,694,416 shares. FMR, LLC reduced its stake by 17,819,091 shares, ending with 141,138,010 shares. State Street Corporation added 4,190,048 shares, raising its total to 118,985,896 shares. Capital International Investors increased its holdings by 15,405,426 shares, for a total of 86,072,516 shares.

Amphenol Corporation Stock Down 3.6%

Amphenol's shares recently traded around $79.74, which is below its 50-day moving average of $82.36 and about 11.3% lower than its 52-week high of $89.93. However, the stock is performing well above its 52-week low of $59.01, showcasing some resilience in a fluctuating market.

Recent Earnings

Amphenol reported trailing twelve-month revenue of $29.01 billion and an EPS of $2.00. The company's revenue growth year-over-year stands at 55.0%. Investors are waiting for the next earnings report, scheduled for October 28, 2026.

Insider Buying and Selling at Amphenol Corporation

Recent insider trades at Amphenol include Chief Executive Officer Richard Adam Norwitt, who sold 686,104 shares valued at about $110.99 million on July 31, 2026. General Counsel Lance E. D'Amico sold 100,000 shares worth around $16.19 million on August 3, 2026. Chief Financial Officer Craig A. Lampo sold 193,200 shares, and Officer David M. Silverman sold 120,000 shares, both in early August.

Analysts Set New Price Targets

Several analysts have recently provided updates on Amphenol's stock. On September 23, 2026, Bernstein initiated coverage with an Outperform rating and a $99.00 price target. Goldman Sachs maintained a Buy rating with a revised target of $116.00 on October 6, 2026. UBS also maintained a Buy rating with a target of $105.00 on October 7, while Citigroup raised its target to $112.00 on October 8, and Evercore ISI Group set its target at $100.00 on October 12. The consensus among analysts is a strong buy with a mean price target of $102.97 from 19 opinions.

About Amphenol Corporation

Amphenol Corporation designs and manufactures electrical, electronic, and fiber optic connectors. The company operates across the globe and serves various industries. This recent increase in ASR Vermogensbeheer N.V.'s holdings signals strong interest in Amphenol's potential growth, as the company continues to thrive in the technology sector.

Bottom Line

Amphenol Corporation is scheduled to announce its next earnings results on October 28, 2026. ASR Vermogensbeheer N.V.'s recent filing shows significant interest in the company, which may indicate confidence in its future performance. As always, the filing may not represent the fund's current position, as these 13F filings reflect past holdings. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.