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.

TE Connectivity Trading Down 3.3%

TEL stock opened at $233.11 on Wednesday. The firm has a fifty day moving average price of $231.56 and a 200 day moving average price of $218.63. TE Connectivity has a fifty-two week low of $116.30 and a fifty-two week high of $250.67. The firm has a market cap of $68.58 billion, a PE ratio of 37.90, a price-to-earnings-growth ratio of 1.89 and a beta of 1.24. The company has a debt-to-equity ratio of 0.38, a quick ratio of 1.03 and a current ratio of 1.56.

TE Connectivity (NYSE:TEL) last released its quarterly earnings data on Wednesday, October 29th. The electronics maker reported $2.44 EPS for the quarter, beating the consensus estimate of $2.29 by $0.15. TE Connectivity had a net margin of 10.67% and a return on equity of 21.18%. The business had revenue of $4.75 billion during the quarter, compared to analyst estimates of $4.57 billion. During the same quarter last year, the business earned $1.95 earnings per share. TE Connectivity’s quarterly revenue was up 16.7% compared to the same quarter last year. TE Connectivity has set its Q1 2026 guidance at 2.530-2.530 EPS. Sell-side analysts anticipate that TE Connectivity will post 8.05 earnings per share for the current fiscal year.

TE Connectivity Announces Dividend

The company 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 annualized dividend and a yield of 1.2%. The ex-dividend date is Friday, February 20th. TE Connectivity’s dividend payout ratio is presently 46.18%.

Wall Street Analyst Weigh In

A number of equities research analysts recently issued reports on the company. Barclays raised their price target on TE Connectivity from $277.00 to $297.00 and gave the stock an “overweight” rating in a research note on Friday, November 21st. Wall Street Zen raised shares of TE Connectivity from a “buy” rating to a “strong-buy” rating in a research note on Sunday, January 11th. TD Cowen lifted their price objective on shares of TE Connectivity from $220.00 to $275.00 and gave the company a “buy” rating in a report on Monday, November 17th. The Goldman Sachs Group restated a “buy” rating and issued a $304.00 target price on shares of TE Connectivity in a research note on Thursday, January 15th. Finally, JPMorgan Chase & Co. boosted their price target on TE Connectivity from $204.00 to $260.00 and gave the company a “neutral” rating in a report on Thursday, October 30th. One investment 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. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $248.23.

Insider Activity at TE Connectivity

In other TE Connectivity 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 transaction of $20,340,445.00. Following the completion of the transaction, the chief financial officer directly owned 45,503 shares of the company’s stock, valued at approximately $11,246,066.45. This trade represents a 64.40% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP John S. Jenkins sold 25,021 shares of the firm’s stock in a transaction on Monday, November 3rd. The stock was sold at an average price of $247.73, for a total transaction of $6,198,452.33. Following the transaction, the executive vice president directly owned 20,903 shares of the company’s stock, valued at approximately $5,178,300.19. This trade represents a 54.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.60% of the stock is currently owned by corporate insiders.

Institutional Trading of TE Connectivity

A number of institutional investors and hedge funds have recently made changes to their positions in the business. Security National Bank of SO Dak increased its holdings in shares of TE Connectivity by 0.5% during the second quarter. Security National Bank of SO Dak now owns 10,865 shares of the electronics maker’s stock worth $1,833,000 after buying an additional 50 shares in the last quarter. L2 Asset Management LLC grew its position in 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 acquiring an additional 57 shares during the last quarter. Rehmann Capital Advisory Group raised its position in TE Connectivity by 4.9% in 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 during the last quarter. Advisory Services Network LLC raised its holdings in TE Connectivity by 1.0% in the 3rd quarter. Advisory Services Network LLC now owns 8,473 shares of the electronics maker’s stock valued at $1,860,000 after buying an additional 80 shares during the last quarter. Finally, Walter & Keenan Wealth Management LLC IN ADV raised its stake in shares of TE Connectivity by 5.0% during the third quarter. Walter & Keenan Wealth Management LLC IN ADV now owns 1,946 shares of the electronics maker’s stock valued at $427,000 after acquiring an additional 92 shares during the last quarter. 91.43% of the stock is currently owned by hedge funds and other 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.