Birch Hill Investment Advisors 13F: Adds $56M to APH Stake

Birch Hill Investment Advisors boosted its position in Amphenol Corporation (NYSE: APH) by 669,376 shares in a filing on October 16, 2026. This increase brings its total holdings to 1,389,284 shares, valued at approximately $117.1 million. The fund's move represents a 92.98% increase in its stake.

What Changed in Birch Hill Investment Advisors' Amphenol Position

The fund added 669,376 shares to its position in Amphenol Corporation, growing its stake from 719,908 shares to 1,389,284 shares. This significant boost reflects the fund's confidence in the company's future.

Other Institutional Activity in Amphenol

Several other funds have also adjusted their positions in Amphenol. Blackrock Inc. saw a decrease in its holdings, selling off 1,427,521 shares, which left it with 202,504,076 shares valued at about $16.1 billion. Conversely, Vanguard Capital Management LLC added 942,536 shares, ending with a total of 160,694,416 shares worth around $12.8 billion. FMR, LLC cut back significantly, reducing its stake by 17,819,091 shares, while State Street Corporation increased its holdings by 4,190,048 shares, totaling 118,985,896 shares valued at about $9.4 billion. Capital International Investors also raised its position by 15,405,426 shares, bringing its total to 86,072,516 shares worth approximately $6.8 billion.

Amphenol Corporation Stock Down 3.6%

Amphenol shares recently traded at $79.74, which is below its 50-day moving average of $82.36 and about 11.3% off its 52-week high of $89.93. However, the stock is trading above its 52-week low of $59.01 by 35.1%. Overall, the shares are positioned well relative to their long-term averages, with a forward P/E ratio of 24.45.

Recent Earnings

Amphenol reported a trailing twelve-month revenue of $29.0 billion with an EPS of $2.00. The company has a strong return on equity at 38.1% and a net margin of 17.7%. Its next earnings report is scheduled for October 28, 2026.

Insider Buying and Selling at Amphenol Corporation

Several insiders have sold shares recently. CEO Richard Adam Norwitt sold 686,104 shares valued at about $111 million on July 31, 2026. General Counsel Lance E D'Amico sold 100,000 shares for approximately $16.2 million on August 3, 2026. CFO Craig A Lampo liquidated 193,200 shares at a price of $167.31, totaling about $32.3 million on August 4, 2026. Officer David M Silverman sold 120,000 shares for about $20.9 million on August 5, 2026.

Analysts Set New Price Targets

On September 23, 2026, Bernstein initiated coverage on Amphenol with an Outperform rating and a price target of $99.00. Goldman Sachs maintained a Buy rating with an increased target of $116.00 on October 6, 2026, up from $102.00. UBS also held a Buy rating but raised its target to $105.00 on October 7, 2026. Citigroup reaffirmed a Buy rating with a target of $112.00 on October 8, 2026, and Evercore ISI Group maintained an Outperform rating with a new target of $100.00 on October 12, 2026. The consensus target price among analysts is $102.97 based on 19 analyst opinions, reflecting a strong buy recommendation.

About Amphenol Corporation

Amphenol Corporation designs and manufactures connectors for electrical, electronic, and fiber optic applications. It operates in various sectors and has a global presence, with operations in the U.S., China, and other countries. The company is well-regarded for its innovations in technology and has maintained steady growth in its revenue.

Bottom Line

Investors should keep an eye on Amphenol as it prepares for its upcoming earnings report on October 28, 2026. The recent filings and analyst ratings suggest a continued interest in the company's performance, reflecting confidence in its future outlook. Note that the data here reflects holdings as of the reporting period and may not represent current positions.