TE Connectivity Ltd. $TEL Stock Bought by Park Avenue Securities LLC

Park Avenue Securities LLC lifted its stake in shares of TE Connectivity Ltd. (NYSE:TEL) by 15.0% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 29,722 shares of the electronics maker’s stock after acquiring an additional 3,873 shares during the quarter. Park Avenue Securities LLC’s holdings in TE Connectivity were worth $6,274,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors also recently made changes to their positions in TEL. JNBA Financial Advisors increased its position in TE Connectivity by 67.1% during the 2nd quarter. JNBA Financial Advisors now owns 127 shares of the electronics maker’s stock valued at $26,000 after purchasing an additional 51 shares during the period. Pin Oak Investment Advisors Inc. bought a new position in TE Connectivity during the 2nd quarter worth approximately $34,000. Fortitude Family Office LLC lifted its position in shares of TE Connectivity by 43.5% in the 3rd quarter. Fortitude Family Office LLC now owns 211 shares of the electronics maker’s stock worth $45,000 after purchasing an additional 64 shares during the period. Kelly Lawrence W & Associates Inc. CA acquired a new position in shares of TE Connectivity in the 2nd quarter worth approximately $48,000. Finally, Brown Lisle Cummings Inc. lifted its position in shares of TE Connectivity by 24.0% in the 3rd quarter. Brown Lisle Cummings Inc. now owns 279 shares of the electronics maker’s stock worth $59,000 after purchasing an additional 54 shares during the period. 91.43% of the stock is owned by institutional investors and hedge funds.

Key TE Connectivity News

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

• Positive Sentiment: TE Connectivity reported record fiscal fourth-quarter revenue of approximately $5.31 billion, up 12% year over year, while adjusted EPS of $3.14 exceeded estimates near $3.07–$3.08. Revenue and profit growth were supported by strength in the Industrial and Transportation segments. TE Connectivity delivers 12% sales increase and over 20% EPS growth in fiscal fourth quarter
• Positive Sentiment: Management forecast continued momentum in fiscal 2027, including double-digit sales growth. Reports also cited robust artificial-intelligence demand and transportation growth as important drivers. TE Connectivity Q4 Earnings Beat Estimates, Revenues Increase Year over Year
• Positive Sentiment: The company committed $1.6 billion to acquisitions involving optics and power-filtering businesses, potentially strengthening its exposure to data-center and AI infrastructure demand. TE Connectivity committed $1.6 billion to optics and power filtering deals
• Neutral Sentiment: Although fiscal 2027 guidance reportedly exceeded analyst forecasts, the stock’s valuation has prompted questions about whether TEL is already fairly valued or trading at a discount to its estimated cash flow. Is TE Connectivity Trading at a Discount to Cash Flow?
• Negative Sentiment: The shares slipped after the earnings release despite the beats, suggesting investors may have expected an even stronger outlook or may be taking profits after the recent rally. The mixed market reaction outweighed the favorable quarterly numbers in the near term. TE Connectivity slips even as Q4 results and guidance top estimates

Wall Street Analyst Weigh In

TEL has been the subject of a number of analyst reports. UBS Group lifted their target price on shares of TE Connectivity from $241.00 to $253.00 and gave the stock a “buy” rating in a research note on Wednesday, October 7th. Sanford C. Bernstein assumed coverage on shares of TE Connectivity in a research report on Wednesday, September 23rd. They set an “outperform” rating and a $243.00 price target on the stock. JPMorgan Chase & Co. cut their price target on shares of TE Connectivity from $260.00 to $235.00 and set a “neutral” rating on the stock in a research report on Thursday, July 16th. Citigroup decreased their price target on TE Connectivity from $250.00 to $230.00 and set a “buy” rating for the company in a report on Monday, July 13th. Finally, Robert W. Baird lifted their price objective on TE Connectivity from $225.00 to $250.00 and gave the stock an “outperform” rating in a research report on Tuesday, October 6th. Eleven analysts have rated the stock with a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, TE Connectivity presently has a consensus rating of “Moderate Buy” and an average target price of $258.07.

TE Connectivity Price Performance

TE Connectivity stock opened at $221.47 on Thursday. The stock has a market capitalization of $64.12 billion, a price-to-earnings ratio of 21.71, a PEG ratio of 1.22 and a beta of 1.14. TE Connectivity Ltd. has a 52-week low of $190.27 and a 52-week high of $252.56. The company has a debt-to-equity ratio of 0.42, a quick ratio of 1.23 and a current ratio of 1.88. The stock’s 50 day moving average price is $210.40 and its two-hundred day moving average price is $213.28.

TE Connectivity (NYSE:TEL) last released its quarterly earnings data on Wednesday, October 28th. The electronics maker reported $3.14 earnings per share for the quarter, beating the consensus estimate of $3.07 by $0.07. TE Connectivity had a net margin of 15.61% and a return on equity of 24.59%. The company had revenue of $5.31 billion during the quarter, compared to analyst estimates of $5.29 billion. During the same quarter in the previous year, the business posted $2.44 EPS. TE Connectivity’s revenue for the quarter was up 11.9% compared to the same quarter last year. On average, equities analysts predict that TE Connectivity Ltd. will post 11.46 earnings per share for the current year.

TE Connectivity Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, December 11th. Shareholders of record on Friday, November 20th will be issued a $0.78 dividend. This represents a $3.12 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date is Friday, November 20th. TE Connectivity’s dividend payout ratio (DPR) is presently 30.59%.

TE Connectivity Company Profile

TE Connectivity Ltd. (NYSE: TEL) is a global technology and manufacturing company that designs and produces connectivity and sensor solutions. Its products help transmit power, data and signals across a range of applications, including vehicles, industrial equipment, communications networks, aerospace systems, medical devices and consumer electronics.

The company’s product portfolio includes connectors, terminals, relays, sensors, antennas, circuit-protection products, wire and cable assemblies, and related application tooling.