TE Connectivity (NYSE:TEL) Updates Q4 2026 Earnings Guidance

TE Connectivity (NYSE:TEL) updated its fourth quarter 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 3.050-3.050 for the period, compared to the consensus estimate of 2.980. The company issued revenue guidance of $5.3 billion-$5.3 billion, compared to the consensus revenue estimate of $5.2 billion.

TE Connectivity Stock Performance

Shares of TEL stock opened at $200.16 on Thursday. TE Connectivity has a 1 year low of $187.00 and a 1 year high of $252.56. The company has a debt-to-equity ratio of 0.42, a quick ratio of 1.20 and a current ratio of 1.89. The firm has a market cap of $58.43 billion, a price-to-earnings ratio of 20.45, a PEG ratio of 1.47 and a beta of 1.17. The stock’s 50-day moving average is $205.57 and its two-hundred day moving average is $215.33.

TE Connectivity (NYSE:TEL) last released its quarterly earnings results on Wednesday, July 22nd. The electronics maker reported $2.94 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.85 by $0.09. The firm had revenue of $5.16 billion for the quarter, compared to the consensus estimate of $5.01 billion. TE Connectivity had a return on equity of 23.56% and a net margin of 15.54%.The firm’s quarterly revenue was up 13.8% compared to the same quarter last year. During the same quarter last year, the business posted $2.27 EPS. TE Connectivity has set its Q4 2026 guidance at 3.050-3.050 EPS. Analysts predict that TE Connectivity will post 11.31 earnings per share for the current year.

TE Connectivity Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, September 11th. Stockholders of record on Friday, August 21st will be paid a dividend of $0.78 per share. The ex-dividend date is Friday, August 21st. This represents a $3.12 annualized dividend and a dividend yield of 1.6%. TE Connectivity’s dividend payout ratio is 31.87%.

Analysts Set New Price Targets

Several analysts have commented on TEL shares. Barclays upped their price objective on TE Connectivity from $297.00 to $300.00 and gave the company an “overweight” rating in a research note on Monday, June 15th. HSBC cut shares of TE Connectivity from a “buy” rating to a “hold” rating and set a $234.00 price objective on the stock. in a research note on Thursday, April 23rd. Citigroup lowered their price objective on TE Connectivity from $250.00 to $230.00 and set a “buy” rating on the stock in a report on Monday, July 13th. Truist Financial reduced their target price on TE Connectivity from $244.00 to $240.00 and set a “hold” rating for the company in a report on Thursday, April 23rd. Finally, Zacks Research cut shares of TE Connectivity from a “strong-buy” rating to a “hold” rating in a research note on Monday, June 8th. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $255.31.

Insider Buying and Selling

In other TE Connectivity news, insider Shadrak W. Kroeger sold 9,400 shares of the firm’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $215.00, for a total transaction of $2,021,000.00. Following the completion of the transaction, the insider owned 25,976 shares of the company’s stock, valued at approximately $5,584,840. This trade represents a 26.57% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.60% of the company’s stock.

Key TE Connectivity News

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

• Positive Sentiment: TE Connectivity reported fiscal Q3 earnings of $2.94 per share, topping estimates of $2.85, while revenue of $5.16 billion also beat expectations and rose 13.8% year over year. TE Connectivity Q3 results press release
• Positive Sentiment: The company also issued Q4 guidance above Wall Street forecasts, signaling continued demand strength, especially in its AI-related and industrial businesses. Reuters article on upbeat outlook
• Positive Sentiment: Management highlighted record orders, double-digit sales growth, and strong industrial performance, reinforcing the view that end-market demand remains healthy. TipRanks earnings call highlights
• Neutral Sentiment: Unusually heavy call-option buying suggests some traders are positioning for more upside after the earnings release, but options activity alone does not confirm a sustained move. Call options trading article
• Negative Sentiment: Shares are under pressure because the market is weighing the Astrodyne TDI acquisition and whether the deal could dilute near-term returns or distract from the otherwise strong earnings momentum. MSN article on Astrodyne deal overshadowing results

Institutional Trading of TE Connectivity

Hedge funds and other institutional investors have recently bought and sold shares of the company. Bank of America Corp DE lifted its holdings in shares of TE Connectivity by 27.5% during the 2nd quarter. Bank of America Corp DE now owns 6,274,917 shares of the electronics maker’s stock worth $1,058,390,000 after acquiring an additional 1,352,152 shares during the period. Balyasny Asset Management L.P. increased its position in TE Connectivity by 243.2% during the third quarter. Balyasny Asset Management L.P. now owns 1,359,191 shares of the electronics maker’s stock worth $298,383,000 after purchasing an additional 963,123 shares during the last quarter. Alyeska Investment Group L.P. purchased a new position in TE Connectivity during the fourth quarter worth approximately $102,089,000. Voloridge Investment Management LLC boosted its holdings in shares of TE Connectivity by 195.0% in the 3rd quarter. Voloridge Investment Management LLC now owns 580,018 shares of the electronics maker’s stock valued at $127,331,000 after purchasing an additional 383,409 shares during the last quarter. Finally, Man Group plc purchased a new stake in shares of TE Connectivity during the 3rd quarter valued at $76,389,000. 91.43% of the stock is 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.