TE Connectivity (NYSE:TEL) Price Target Cut to $297.00 by Analysts at Barclays

TE Connectivity (NYSE:TEL) had its price target dropped by analysts at Barclays from $302.00 to $297.00 in a report issued on Thursday,Benzinga reports. The firm presently has an “overweight” rating on the electronics maker’s stock. Barclays‘s target price indicates a potential upside of 35.04% from the company’s current price.

Other equities analysts have also recently issued reports about the company. Oppenheimer raised their price objective on TE Connectivity from $270.00 to $285.00 and gave the company an “outperform” rating in a report on Friday, February 13th. The Goldman Sachs Group set a $286.00 target price on TE Connectivity in a research note on Wednesday. Truist Financial increased their price target on shares of TE Connectivity from $240.00 to $244.00 and gave the company a “hold” rating in a research report on Thursday, January 22nd. Wells Fargo & Company boosted their price objective on shares of TE Connectivity from $214.00 to $226.00 and gave the stock an “equal weight” rating in a report on Thursday. Finally, 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. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and six have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $251.07.

TE Connectivity Price Performance

NYSE:TEL traded down $1.10 during midday trading on Thursday, hitting $219.94. The company had a trading volume of 1,725,837 shares, compared to its average volume of 2,268,525. TE Connectivity has a 52-week low of $137.86 and a 52-week high of $252.56. The stock’s fifty day moving average price is $218.61 and its 200-day moving average price is $226.51. The company has a market capitalization of $64.54 billion, a PE ratio of 31.74, a P/E/G ratio of 1.76 and a beta of 1.26. The company has a quick ratio of 1.07, a current ratio of 1.65 and a debt-to-equity ratio of 0.37.

TE Connectivity (NYSE:TEL) last released its quarterly earnings results on Wednesday, April 22nd. The electronics maker reported $2.73 earnings per share for the quarter, beating analysts’ consensus estimates of $2.70 by $0.03. TE Connectivity had a return on equity of 22.72% and a net margin of 11.41%.The business had revenue of $4.74 billion for the quarter, compared to the consensus estimate of $4.72 billion. During the same quarter last year, the business posted $2.10 earnings per share. The company’s revenue for the quarter was up 14.4% on a year-over-year basis. TE Connectivity has set its Q3 2026 guidance at 2.830-2.830 EPS. As a group, research analysts expect that TE Connectivity will post 11.08 earnings per share for the current year.

TE Connectivity declared that its board has initiated a stock repurchase program on Wednesday, March 11th that authorizes the company to buyback $3.00 billion in outstanding shares. This buyback authorization authorizes the electronics maker to purchase up to 5% of its stock through open market purchases. Stock buyback programs are generally an indication that the company’s board of directors believes its shares are undervalued.

Insider Buying and Selling at TE Connectivity

In other TE Connectivity news, SVP Reuben M. Shaffer sold 1,425 shares of the business’s stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $234.23, for a total value of $333,777.75. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Shadrak W. Kroeger sold 9,400 shares of the stock in a transaction that occurred on Wednesday, April 8th. The shares were sold at an average price of $223.26, for a total value of $2,098,644.00. Following the sale, the insider directly owned 25,976 shares of the company’s stock, valued at approximately $5,799,401.76. This trade represents a 26.57% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 42,345 shares of company stock worth $9,627,260. 0.60% of the stock is currently owned by insiders.

Institutional Investors Weigh In On TE Connectivity

A number of large investors have recently added to or reduced their stakes in TEL. Brighton Jones LLC bought a new stake in shares of TE Connectivity in the fourth quarter worth about $820,000. Sivia Capital Partners LLC lifted its holdings in TE Connectivity by 66.7% in the 2nd quarter. Sivia Capital Partners LLC now owns 2,517 shares of the electronics maker’s stock worth $425,000 after buying an additional 1,007 shares during the period. Walleye Capital LLC grew its position in shares of TE Connectivity by 14.6% in the 2nd quarter. Walleye Capital LLC now owns 2,688 shares of the electronics maker’s stock worth $453,000 after buying an additional 343 shares during the last quarter. Squarepoint Ops LLC increased its stake in shares of TE Connectivity by 1,214.0% during the second quarter. Squarepoint Ops LLC now owns 105,267 shares of the electronics maker’s stock valued at $17,755,000 after buying an additional 97,256 shares during the period. Finally, Ieq Capital LLC increased its stake in shares of TE Connectivity by 75.0% during the second quarter. Ieq Capital LLC now owns 23,284 shares of the electronics maker’s stock valued at $3,927,000 after buying an additional 9,980 shares during the period. Institutional investors own 91.43% of the company’s stock.

Key TE Connectivity News

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

• Positive Sentiment: Q2 beat and solid fundamentals — TE reported $2.73 EPS vs. ~ $2.70 consensus and $4.74B of sales (up ~14–15% Y/Y); net margin and ROE remain strong, supporting valuation. TE Connectivity delivers results above guidance
• Positive Sentiment: Record orders and AI/industrial demand — Company reported record orders (~$5.3B) and management cited AI-driven and industrial/transportation strength as contributors to the quarter. This supports revenue durability and margin expansion. TEL Q2 Earnings Beat Estimates on Record Orders & Margin Gains
• Positive Sentiment: Raised guidance — TE set Q3 FY2026 EPS guidance at $2.83 and revenue guidance near $5.0B, above consensus, indicating management expects continued top- and bottom-line growth. TE Connectivity delivers results above guidance
• Neutral Sentiment: Earnings call/transcripts available — Full Q2 call transcripts and slides show detail on segment mix, bookings cadence and margin drivers for investors doing deeper diligence. (Useful for modeling but not an immediate catalyst.) TE Connectivity Q2 2026 Earnings Call Transcript
• Neutral Sentiment: Recent run-up — Shares recently hit an all-time high, so some near-term consolidation or profit-taking was expected after strong fundamentals. Te Connectivity stock hits all-time high
• Negative Sentiment: Geopolitical risk and potential price actions — Management flagged geopolitical exposure (including Iran-related disruption) and discussed possible price increases to offset cost/availability pressures, which raises execution and demand-risk concerns. TE Connectivity Weighs Geopolitical Risks And Pricing Power After Earnings Beat
• Negative Sentiment: Mixed headlines and investor reaction — Some outlets call the quarter “mixed” (revenue commentary/segment dynamics), and the stock pulled back after the release, suggesting market concern about near-term growth variability despite the beat. TE Connectivity sinks after mixed Q2 results
• Negative Sentiment: Conflicting coverage on revenue vs. estimates — A few headlines characterized revenue as a miss or raised caution on pricing impacts; mixed media coverage can amplify volatility even when underlying numbers were broadly in-line to slightly above estimates. TE misses quarterly revenue estimates, flags price hikes due to Iran war

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.