TE Connectivity (NYSE:TEL) Releases Q2 2026 Earnings Guidance

TE Connectivity (NYSE:TEL) updated its second quarter 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 2.650-2.650 for the period, compared to the consensus estimate of 2.590. The company issued revenue guidance of $4.7 billion-$4.7 billion, compared to the consensus revenue estimate of $4.7 billion.

Analysts Set New Price Targets

A number of research analysts have commented on TEL shares. Zacks Research cut shares of TE Connectivity from a “strong-buy” rating to a “hold” rating in a research note on Monday, December 29th. Cowen reiterated a “buy” rating on shares of TE Connectivity in a report on Monday, November 17th. Wall Street Zen raised shares of TE Connectivity from a “buy” rating to a “strong-buy” rating in a research report on Sunday, January 11th. Evercore ISI boosted their price target on TE Connectivity from $250.00 to $260.00 and gave the stock an “outperform” rating in a research report on Thursday, October 30th. Finally, Weiss Ratings raised TE Connectivity from a “hold (c+)” rating to a “buy (b-)” rating in a report on Thursday, January 8th. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $248.23.

TE Connectivity Price Performance

NYSE:TEL opened at $233.11 on Wednesday. The company has a debt-to-equity ratio of 0.38, a quick ratio of 1.03 and a current ratio of 1.56. The company has a 50-day moving average of $231.56 and a 200-day moving average of $218.63. TE Connectivity has a 52 week low of $116.30 and a 52 week high of $250.67. The company has a market capitalization of $68.58 billion, a price-to-earnings ratio of 37.90, a PEG ratio of 1.89 and a beta of 1.24.

TE Connectivity (NYSE:TEL) last announced its quarterly earnings results on Wednesday, October 29th. The electronics maker reported $2.44 earnings per share for the quarter, beating analysts’ consensus estimates of $2.29 by $0.15. The firm had revenue of $4.75 billion for the quarter, compared to analysts’ expectations of $4.57 billion. TE Connectivity had a return on equity of 21.18% and a net margin of 10.67%.The business’s revenue was up 16.7% compared to the same quarter last year. During the same period in the prior year, the business posted $1.95 earnings per share. TE Connectivity has set its Q1 2026 guidance at 2.530-2.530 EPS. As a group, equities research analysts anticipate that TE Connectivity will post 8.05 earnings per share for the current fiscal year.

TE Connectivity Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, March 13th. Investors of record on Friday, February 20th will be issued a dividend of $0.71 per share. This represents a $2.84 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date of this dividend is Friday, February 20th. TE Connectivity’s dividend payout ratio (DPR) is currently 46.18%.

Insider Transactions at TE Connectivity

In related news, CFO Heath A. Mitts sold 82,300 shares of the firm’s stock in a transaction that occurred on Monday, November 3rd. The shares were sold at an average price of $247.15, for a total value of $20,340,445.00. Following the completion of the sale, the chief financial officer owned 45,503 shares of the company’s stock, valued at $11,246,066.45. This trade represents a 64.40% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP John S. Jenkins sold 25,021 shares of the company’s stock in a transaction on Monday, November 3rd. The stock was sold at an average price of $247.73, for a total value of $6,198,452.33. Following the transaction, the executive vice president directly owned 20,903 shares in the company, valued at approximately $5,178,300.19. This represents a 54.48% decrease in their position. The SEC filing for this sale provides additional information. 0.60% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On TE Connectivity

A number of institutional investors and hedge funds have recently modified their holdings of TEL. Security National Bank of SO Dak boosted its position in TE Connectivity by 0.5% during the 2nd quarter. Security National Bank of SO Dak now owns 10,865 shares of the electronics maker’s stock valued at $1,833,000 after acquiring an additional 50 shares in the last quarter. L2 Asset Management LLC lifted its stake in shares of TE Connectivity by 4.3% during the 3rd quarter. L2 Asset Management LLC now owns 1,386 shares of the electronics maker’s stock worth $304,000 after purchasing an additional 57 shares during the last quarter. Rehmann Capital Advisory Group boosted its position in TE Connectivity by 4.9% during the third quarter. Rehmann Capital Advisory Group now owns 1,253 shares of the electronics maker’s stock valued at $275,000 after purchasing an additional 58 shares in the last quarter. Advisory Services Network LLC grew its stake in TE Connectivity by 1.0% in the third quarter. Advisory Services Network LLC now owns 8,473 shares of the electronics maker’s stock valued at $1,860,000 after purchasing an additional 80 shares during the last quarter. Finally, Walter & Keenan Wealth Management LLC IN ADV raised its holdings in TE Connectivity by 5.0% in the third quarter. Walter & Keenan Wealth Management LLC IN ADV now owns 1,946 shares of the electronics maker’s stock worth $427,000 after purchasing an additional 92 shares in the last quarter. 91.43% of the stock is owned by institutional investors.

About TE Connectivity

TE Connectivity (NYSE: TEL) is a global industrial technology company that designs and manufactures connectivity and sensor solutions used to enable the flow of power and data in a wide range of applications. Its product portfolio includes electrical connectors, cable and wire harness assemblies, sensors, relays and switches, fiber-optic and coaxial interconnects, and other passive and active components that provide mechanical and electrical connections in complex systems.

The company’s products and engineered solutions serve diverse end markets such as automotive and transportation, industrial equipment, data communications and networks, aerospace and defense, medical devices, and energy.