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

TE Connectivity (NYSE:TEL) issued an update on its fourth quarter 2026 earnings guidance on Wednesday morning. The company provided 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.

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on TEL shares. Truist Financial lowered their price objective on shares of TE Connectivity from $244.00 to $240.00 and set a “hold” rating for the company in a research note on Thursday, April 23rd. Jefferies Financial Group upgraded TE Connectivity from a “hold” rating to a “strong-buy” rating in a report on Wednesday, April 15th. Zacks Research downgraded TE Connectivity from a “strong-buy” rating to a “hold” rating in a research report on Monday, June 8th. Weiss Ratings upgraded TE Connectivity from a “buy (b-)” rating to a “buy (b)” rating in a research note on Wednesday, April 29th. Finally, Citigroup reduced their price objective on TE Connectivity from $250.00 to $230.00 and set a “buy” rating on the stock in a research note on Monday, July 13th. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $251.15.

TE Connectivity Stock Performance

Shares of TEL stock opened at $198.87 on Friday. The company has a current ratio of 1.88, a quick ratio of 1.20 and a debt-to-equity ratio of 0.42. The company has a market cap of $58.05 billion, a PE ratio of 19.50, a P/E/G ratio of 1.40 and a beta of 1.17. The company’s fifty day simple moving average is $205.41 and its 200-day simple moving average is $215.09. TE Connectivity has a 52 week low of $190.27 and a 52 week high of $252.56.

TE Connectivity (NYSE:TEL) last announced its quarterly earnings results on Wednesday, July 22nd. The electronics maker reported $2.94 earnings per share for the quarter, topping analysts’ consensus estimates of $2.85 by $0.09. TE Connectivity had a net margin of 15.61% and a return on equity of 24.59%. The firm had revenue of $5.16 billion during the quarter, compared to analysts’ expectations of $5.01 billion. During the same period in the prior year, the company earned $2.27 EPS. The firm’s revenue was up 13.8% on a year-over-year basis. TE Connectivity has set its Q4 2026 guidance at 3.050-3.050 EPS. As a group, equities research analysts anticipate that TE Connectivity will post 11.31 EPS for the current year.

TE Connectivity Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, September 11th. Stockholders of record on Friday, August 21st will be given a $0.78 dividend. The ex-dividend date of this dividend 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 presently 30.59%.

Insider Activity

In related news, insider Shadrak W. Kroeger sold 9,400 shares of the firm’s stock in a transaction dated 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 sale, the insider directly owned 25,976 shares in the company, valued at approximately $5,584,840. This trade represents a 26.57% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed 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.

TE Connectivity News Summary

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

• Positive Sentiment: TE Connectivity reported fiscal Q3 results that beat expectations, with earnings of $2.94 per share and revenue of $5.16 billion, while sales rose 14% year over year on record demand. Article: TE Connectivity delivers results above guidance with 14% sales growth and 19% EPS growth in third quarter of fiscal 2026
• Positive Sentiment: The company issued upbeat Q4 guidance above Wall Street expectations, reinforcing confidence in continued double-digit sales and earnings growth. Article: TE Connectivity projects upbeat quarterly results amid strong AI tools demand
• Positive Sentiment: Analysts highlighted improving earnings estimate revisions and an average price target that implies roughly 27% upside, which can support bullish sentiment. Article: Wall Street Analysts Believe TE Connectivity (TEL) Could Rally 26.98%: Here’s is How to Trade
• Positive Sentiment: Momentum-focused coverage also pointed to TE Connectivity as a strong momentum name after the earnings beat and favorable demand trends. Article: Here’s Why TE Connectivity (TEL) is a Strong Momentum Stock
• Neutral Sentiment: Options activity showed elevated call buying, suggesting traders are positioning for more upside after the earnings release. Article: Stock Traders Purchase High Volume of Call Options on TE Connectivity (NYSE:TEL)
• Negative Sentiment: Wells Fargo cut its price target on TE Connectivity to $209 from $230, even while keeping an equal-weight rating, which may temper enthusiasm. Article: Wells Fargo lowered TE Connectivity price target
• Negative Sentiment: Some commentary suggested the shares may already be fairly valued after the recent earnings-driven move, raising the risk of consolidation. Article: TE Connectivity (TEL) Stock Looks Fully Priced Despite Cheap Earnings
• Negative Sentiment: News that TE Connectivity is falling after a $1.4 billion Astrodyne deal overshadowed its earnings and outlook beat suggests investors are also weighing acquisition-related concerns. Article: TE Connectivity falls as $1.4B Astrodyne deal overshadows earnings, outlook beat

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in TEL. Brighton Jones LLC purchased a new stake in TE Connectivity during the 4th quarter worth $820,000. Sivia Capital Partners LLC boosted its position 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 valued at $425,000 after buying an additional 1,007 shares during the last quarter. Walleye Capital LLC grew its stake in shares of TE Connectivity by 14.6% during the second quarter. Walleye Capital LLC now owns 2,688 shares of the electronics maker’s stock valued at $453,000 after acquiring an additional 343 shares in the last quarter. Squarepoint Ops LLC increased its position 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 worth $17,755,000 after acquiring an additional 97,256 shares during the last quarter. Finally, Ieq Capital LLC increased its position 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 worth $3,927,000 after acquiring an additional 9,980 shares during the last quarter. 91.43% of the stock is owned by institutional investors and hedge funds.

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.