Mirae Asset Global Investments 13F: Adds $5.5M to APH Stake

Mirae Asset Global Investments has increased its stake in Amphenol Corporation (NYSE:APH), according to the latest Form 13F filing with the SEC. The investment firm added 31,162 shares, boosting its position by 12% to a total of 284,818 shares. The value of this holding is approximately $45.9 million, based on the latest share price.

What Changed in Mirae Asset's Amphenol Position

Mirae Asset Global Investments has shown confidence in Amphenol Corporation by increasing its holdings from 253,656 shares to 284,818 shares, a change of 31,162 shares. This represents a 12% increase in their position as of the latest reporting period.

Other Institutional Activity in Amphenol

Other major funds have also been active in Amphenol. BlackRock, Inc. reduced its holdings by 4.17 million shares, ending with 101.97 million shares valued at about $12.88 billion. Vanguard Capital Management LLC acquired a substantial 79.88 million shares, bringing its total to the same number, valued at $10.09 billion. FMR LLC trimmed its position by 6.94 million shares, holding 79.48 million shares worth approximately $10.04 billion. State Street Corp added 482,820 shares, bringing its total to 57.40 million shares valued at $7.27 billion. Meanwhile, JPMorgan Chase & Co increased its stake by 14.95 million shares, now holding 49.27 million shares valued at $5.87 billion.

Amphenol Corporation Stock Up 113.2%

Shares of Amphenol Corporation (NYSE:APH) recently traded around $161.11. The company boasts a market capitalization of $198.2 billion, with a P/E ratio of 46.3 and a forward P/E of 28.3. Amphenol has a beta of 1.275, indicating moderate volatility compared to the market. Its 52-week range spans from $92.98 to $167.04, with moving averages of $142.09 over 50 days and $136.27 over 200 days. The company maintains a current ratio of 1.71 and a quick ratio of 1.17, alongside a debt-to-equity ratio of 133.05.

Recent Earnings

Amphenol reported revenue of $25.90 billion, reflecting a growth rate of 0.58%. The company's net margin stands at 17.2%, with a return on equity (ROE) of 36.8%. Earnings per share (EPS) are $3.48. The next earnings report is expected on July 29, 2026.

Dividend

Amphenol pays an annual dividend of $1.00 per share, yielding 0.63% based on the current share price. The dividend payout ratio is 23.85%, indicating a conservative approach to returning profits to shareholders.

Insider Buying and Selling at Amphenol Corporation

Several insiders at Amphenol Corporation made significant purchases on May 22, 2026. President & CEO Richard Adam Norwitt acquired 464,989 shares, while Executive VP & CFO Craig Lampo bought 133,161 shares. SVP & Corporate Controller Michael Ivas added 51,134 shares to his holdings. Additionally, insiders Nancy Altobello, Sanjiv Lamba, and Prahlad Singh each purchased 1,552 shares.

Analysts Set New Price Targets

On May 4, 2026, Barclays maintained its 'buy' rating for Amphenol with a price target of $180. JP Morgan and UBS also maintained their 'buy' ratings earlier in April, with targets of $200 and $178, respectively. The consensus among analysts is a 'buy', with a mean price target of $183.28 from 18 analyst opinions.

About Amphenol Corporation

Amphenol Corporation, based in Wallingford, Connecticut, is a leading designer and manufacturer of electrical, electronic, and fiber optic connectors. The company operates through three segments: Communications Solutions, Harsh Environment Solutions, and Interconnect and Sensor Systems. With a workforce of 170,000, Amphenol serves various markets, including automotive, aerospace, and communications.

Bottom Line

Mirae Asset Global Investments' increased stake in Amphenol reflects a positive view of the company's prospects. Investors often watch 13F filings for insights into institutional sentiment, though these filings are backward-looking and may not represent current positions. Amphenol's strong market position and analyst ratings suggest continued interest in its stock.