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Posted by Defense World Staff on Jul 23rd, 2026

ABN Amro Investment Solutions bought a new position in TE Connectivity Ltd. (NYSE:TEL – Free Report) during the first quarter, according to its most recent 13F filing with the SEC. The fund bought 28,404 shares of the electronics maker’s stock, valued at approximately $5,937,000.

Other hedge funds have also recently made changes to their positions in the company. Brighton Jones LLC bought a new stake in shares of TE Connectivity in the 4th quarter valued at approximately $820,000. Sivia Capital Partners LLC increased its position in shares of TE Connectivity by 66.7% during the 2nd quarter. Sivia Capital Partners LLC now owns 2,517 shares of the electronics maker’s stock valued at $425,000 after purchasing an additional 1,007 shares during the last quarter. Walleye Capital LLC raised its holdings in TE Connectivity by 14.6% during the 2nd quarter. Walleye Capital LLC now owns 2,688 shares of the electronics maker’s stock valued at $453,000 after buying an additional 343 shares during the period. Squarepoint Ops LLC raised its holdings in TE Connectivity by 1,214.0% during the 2nd 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 lifted its position in TE Connectivity by 75.0% in the second quarter. Ieq Capital LLC now owns 23,284 shares of the electronics maker’s stock worth $3,927,000 after buying an additional 9,980 shares during the last quarter. 91.43% of the stock is currently owned by hedge funds and other institutional investors.

TE Connectivity Price Performance Shares of TEL stock opened at $200.16 on Thursday. The company has a market capitalization of $58.43 billion, a P/E ratio of 20.45, a P/E/G ratio of 1.47 and a beta of 1.17. The company’s 50-day simple moving average is $205.57 and its two-hundred day simple moving average is $215.33. TE Connectivity Ltd. has a one year low of $187.00 and a one year high of $252.56. The company has a debt-to-equity ratio of 0.42, a current ratio of 1.89 and a quick ratio of 1.20.

TE Connectivity (NYSE:TEL – Get Free Report) last posted its quarterly earnings results on Wednesday, July 22nd. The electronics maker reported $2.94 earnings per share for the quarter, beating the consensus estimate of $2.85 by $0.09. The firm had revenue of $5.16 billion during the quarter, compared to the consensus estimate of $5.01 billion. TE Connectivity had a net margin of 15.54% and a return on equity of 23.56%. The company’s revenue was up 13.8% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.27 earnings per share. TE Connectivity has set its Q4 2026 guidance at 3.050-3.050 EPS. As a group, equities analysts anticipate that TE Connectivity Ltd. will post 11.31 EPS for the current year.

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

Insider Activity In other news, insider Shadrak W. Kroeger sold 9,400 shares of the 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 transaction, the insider owned 25,976 shares of the company’s stock, valued at approximately $5,584,840. This represents a 26.57% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.60% of the company’s stock.

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

Positive Sentiment: TE Connectivity posted Q3 EPS of $2.94, topping estimates, with revenue up 13.8% year over year and record sales of $5.16 billion, showing solid demand across its businesses. PRNewswire earnings release Positive Sentiment: The company issued fourth-quarter guidance above consensus, calling for EPS of $3.05 and revenue of about $5.3 billion, signaling continued momentum into the next quarter. Reuters outlook article Positive Sentiment: Management pointed to strong AI-related and industrial demand as key drivers, suggesting the company is benefiting from secular growth trends rather than a one-quarter rebound. TipRanks earnings call summary Neutral Sentiment: Investors also noted unusual call-option activity ahead of the results, which may reflect rising speculation around the earnings release rather than a fundamental change. U.S. News stock page Analysts Set New Price Targets A number of research firms have weighed in on TEL. Truist Financial cut their price objective on shares of TE Connectivity from $244.00 to $240.00 and set a “hold” rating on the stock in a research report on Thursday, April 23rd. Wells Fargo & Company raised their target price on shares of TE Connectivity from $226.00 to $230.00 and gave the stock an “equal weight” rating in a report on Thursday, June 25th. HSBC cut shares of TE Connectivity from a “buy” rating to a “hold” rating and set a $234.00 price target for the company. in a research note on Thursday, April 23rd. Jefferies Financial Group upgraded shares of TE Connectivity from a “hold” rating to a “strong-buy” rating in a report on Wednesday, April 15th. Finally, Barclays increased their price objective on shares of TE Connectivity from $297.00 to $300.00 and gave the stock an “overweight” rating in a research report on Monday, June 15th. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and seven have given a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $255.31.

Check Out Our Latest Stock Analysis on TE Connectivity

About TE Connectivity (Free Report)

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.

Recommended Stories Five stocks we like better than TE Connectivity Could Truth API Become Trump Media’s First Meaningful Revenue Driver? Small Caps Are Crushing the S&P 500—3 Stocks Still Worth Buying Moog Is More Than a Missile Maker, and Wall Street Is Noticing A Boring Dividend Growth Strategy Becomes a Solid Defensive Play Want to see what other hedge funds are holding TEL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for TE Connectivity Ltd. (NYSE:TEL – Free Report).

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TE Connectivity (TEL - Free Report) came out with quarterly earnings of $2.94 per share, beating the Zacks Consensus Estimate of $2.85 per share. This compares to earnings of $2.27 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +3.16%. A quarter ago, it was expected that this electronics maker would post earnings of $2.7 per share when it actually produced earnings of $2.73, delivering a surprise of +1.11%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

TE Connectivity, which belongs to the Zacks Electronics - Miscellaneous Components industry, posted revenues of $5.16 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 3.14%. This compares to year-ago revenues of $4.53 billion. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

TE Connectivity shares have lost about 8.1% since the beginning of the year versus the S&P 500's gain of 9.7%.

What's Next for TE Connectivity?While TE Connectivity has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for TE Connectivity was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $2.96 on $5.12 billion in revenues for the coming quarter and $11.31 on $19.56 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Electronics - Miscellaneous Components is currently in the top 25% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

One other stock from the same industry, Universal Display Corp. (OLED - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on July 30.

This organic light-emitting diode technology company is expected to post quarterly earnings of $1.04 per share in its upcoming report, which represents a year-over-year change of -26.2%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Universal Display Corp.'s revenues are expected to be $158.37 million, down 7.8% from the year-ago quarter.

TE Connectivity (TEL - Free Report) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.

The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 22. On the other hand, if they miss, the stock may move lower.

While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.

Zacks Consensus EstimateThis electronics maker is expected to post quarterly earnings of $2.85 per share in its upcoming report, which represents a year-over-year change of +25.6%.

Revenues are expected to be $4.95 billion, up 9.2% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for TE Connectivity?For TE Connectivity, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +0.18%.

On the other hand, the stock currently carries a Zacks Rank of #2.

So, this combination indicates that TE Connectivity will most likely beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that TE Connectivity would post earnings of $2.7 per share when it actually produced earnings of $2.73, delivering a surprise of +1.11%.

Over the last four quarters, the company has beaten consensus EPS estimates four times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

TE Connectivity appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Expected Results of an Industry PlayerVicor (VICR - Free Report) , another stock in the Zacks Electronics - Miscellaneous Components industry, is expected to report earnings per share of $0.62 for the quarter ended June 2026. This estimate points to a year-over-year change of -31.9%. Revenues for the quarter are expected to be $138.7 million, down 1.7% from the year-ago quarter.

Over the last 30 days, the consensus EPS estimate for Vicor has been revised 4.2% up to the current level. Nevertheless, the company now has an Earnings ESP of 0.00%, reflecting an equal Most Accurate Estimate.

This Earnings ESP, combined with its Zacks Rank #2 (Buy), makes it difficult to conclusively predict that Vicor will beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates two times.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.