TE Connectivity (NYSE:TEL) Posts Earnings Results, Beats Estimates By $0.03 EPS

TE Connectivity (NYSE:TEL) released its quarterly earnings results on Wednesday. The electronics maker reported $2.73 EPS for the quarter, topping analysts’ consensus estimates of $2.70 by $0.03, Zacks reports. TE Connectivity had a net margin of 11.41% and a return on equity of 22.72%. The firm had revenue of $4.74 billion during the quarter, compared to analysts’ expectations of $4.72 billion. During the same period in the previous year, the company earned $2.10 EPS. The firm’s revenue for the quarter was up 14.4% compared to the same quarter last year. TE Connectivity updated its Q3 2026 guidance to 2.830-2.830 EPS.

TE Connectivity Stock Down 11.0%

Shares of NYSE TEL traded down $26.71 during trading hours on Wednesday, hitting $216.47. 2,248,495 shares of the stock were exchanged, compared to its average volume of 2,190,529. The company has a quick ratio of 1.07, a current ratio of 1.65 and a debt-to-equity ratio of 0.37. The company has a market cap of $63.52 billion, a PE ratio of 31.16, a PEG ratio of 1.79 and a beta of 1.26. The firm has a fifty day moving average price of $218.75 and a 200-day moving average price of $226.54. TE Connectivity has a 12 month low of $135.54 and a 12 month high of $252.56.

TE Connectivity Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, June 12th. Stockholders of record on Friday, May 22nd will be given a $0.78 dividend. This represents a $3.12 annualized dividend and a dividend yield of 1.4%. The ex-dividend date of this dividend is Friday, May 22nd. This is a boost from TE Connectivity’s previous quarterly dividend of $0.71. TE Connectivity’s dividend payout ratio is currently 40.98%.

Insider Buying and Selling

In related news, SVP Reuben M. Shaffer sold 1,425 shares of the business’s stock in a transaction that occurred on Friday, February 13th. The shares were sold at an average price of $234.23, for a total transaction of $333,777.75. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP John S. Jenkins sold 6,155 shares of the business’s stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $222.81, for a total transaction of $1,371,395.55. Following the transaction, the executive vice president owned 21,810 shares of the company’s stock, valued at approximately $4,859,486.10. This trade represents a 22.01% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 42,345 shares of company stock worth $9,627,260 in the last 90 days. 0.60% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the company. Geneos Wealth Management Inc. increased its stake in TE Connectivity by 189.6% during the 2nd quarter. Geneos Wealth Management Inc. now owns 194 shares of the electronics maker’s stock valued at $33,000 after purchasing an additional 127 shares in the last quarter. Acumen Wealth Advisors LLC acquired a new position in TE Connectivity during the 4th quarter valued at approximately $49,000. Resources Management Corp CT ADV acquired a new position in TE Connectivity during the 4th quarter valued at approximately $66,000. Greenline Wealth Management LLC acquired a new position in TE Connectivity during the 4th quarter valued at approximately $75,000. Finally, Measured Wealth Private Client Group LLC acquired a new position in TE Connectivity during the 3rd quarter valued at approximately $78,000. Institutional investors own 91.43% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on TEL shares. Wells Fargo & Company dropped their price target on shares of TE Connectivity from $249.00 to $214.00 and set an “equal weight” rating for the company in a research note on Tuesday, March 31st. UBS Group set a $272.00 price objective on shares of TE Connectivity in a research report on Tuesday, April 14th. Zacks Research cut shares of TE Connectivity from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 23rd. Oppenheimer boosted their price objective on shares of TE Connectivity from $270.00 to $285.00 and gave the company an “outperform” rating in a research report on Friday, February 13th. Finally, 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. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, TE Connectivity has an average rating of “Moderate Buy” and an average target price of $246.33.

TE Connectivity announced that its Board of Directors has authorized a stock repurchase program on Wednesday, March 11th that allows the company to repurchase $3.00 billion in shares. This repurchase authorization allows the electronics maker to buy up to 5% of its shares through open market purchases. Shares repurchase programs are often a sign that the company’s board believes its shares are undervalued.

More TE Connectivity News

Here are the key news stories impacting TE Connectivity this week:

• Positive Sentiment: Q2 beat and healthy fundamentals — TEL reported $2.73 EPS vs. $2.70 consensus and $4.74B revenue vs. $4.72B est.; revenue rose ~14% YoY with solid margins and ROE, supporting the earnings-driven rally. Read More.
• Positive Sentiment: Upside guidance — management set Q3 FY2026 EPS guidance of 2.830 (vs. street ~2.790) and revenue guidance around $5.0B, signaling continued double‑digit sales and EPS growth into the next quarter. Read More.
• Positive Sentiment: Share-price momentum — the strong results and guidance pushed TEL to fresh 52-week/all-time highs earlier in the week, reflecting investor enthusiasm about growth drivers including Industrial, Transportation, and AI-related demand. Read More.
• Neutral Sentiment: Analyst positioning and valuation debate — TEL carries buy ratings and positive earnings momentum, but several write-ups are probing whether valuation already prices in AI and cyclical demand, leaving mixed near-term expectations. Read More.
• Negative Sentiment: Near-term AI upside uncertain — analysts flag technological and adoption uncertainties that could limit how quickly AI-related demand translates into incremental sales, a cautionary note for investors expecting outsized near-term gains. Read More.
• Negative Sentiment: Profit-taking and valuation pressure — after the run to record highs, some investors are locking in gains; commentary on valuation suggests the stock could be sensitive to any small miss or softer forward commentary. Read More.

TE Connectivity Company Profile

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.