Zacks Research Comments on TE Connectivity Q1 Earnings

TE Connectivity Ltd. (NYSE:TEL) – Analysts at Zacks Research boosted their Q1 2026 earnings per share (EPS) estimates for shares of TE Connectivity in a research report issued on Wednesday, February 12th. Zacks Research analyst A. Ganguly now forecasts that the electronics maker will post earnings of $2.03 per share for the quarter, up from their previous estimate of $2.02. The consensus estimate for TE Connectivity’s current full-year earnings is $7.95 per share. Zacks Research also issued estimates for TE Connectivity’s Q2 2026 earnings at $2.11 EPS, Q3 2026 earnings at $2.25 EPS, Q4 2026 earnings at $2.33 EPS, FY2026 earnings at $8.72 EPS, Q1 2027 earnings at $2.25 EPS and FY2027 earnings at $9.75 EPS.

Several other equities research analysts have also commented on the company. HSBC upgraded TE Connectivity from a “reduce” rating to a “hold” rating and set a $166.00 price objective on the stock in a research report on Thursday, January 23rd. Truist Financial lowered their price target on shares of TE Connectivity from $165.00 to $163.00 and set a “hold” rating on the stock in a report on Thursday, January 23rd. Robert W. Baird lifted their price objective on shares of TE Connectivity from $162.00 to $168.00 and gave the company an “outperform” rating in a report on Thursday, January 23rd. StockNews.com downgraded shares of TE Connectivity from a “strong-buy” rating to a “buy” rating in a research report on Tuesday. Finally, Wells Fargo & Company raised their target price on TE Connectivity from $151.00 to $155.00 and gave the company an “equal weight” rating in a research report on Thursday, January 23rd. Seven analysts have rated the stock with a hold rating and six have assigned a buy rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $167.00.

TE Connectivity Stock Performance

Shares of TEL stock opened at $153.27 on Friday. The stock has a market cap of $45.73 billion, a PE ratio of 24.48, a price-to-earnings-growth ratio of 2.01 and a beta of 1.32. TE Connectivity has a 52-week low of $137.61 and a 52-week high of $159.98. The business has a 50-day simple moving average of $146.76 and a 200-day simple moving average of $148.19. The company has a quick ratio of 1.10, a current ratio of 1.68 and a debt-to-equity ratio of 0.26.

TE Connectivity (NYSE:TEL) last posted its quarterly earnings results on Wednesday, January 22nd. The electronics maker reported $1.95 earnings per share for the quarter, beating the consensus estimate of $1.89 by $0.06. The business had revenue of $3.84 billion for the quarter, compared to the consensus estimate of $3.92 billion. TE Connectivity had a return on equity of 18.82% and a net margin of 12.10%. The company’s quarterly revenue was up .1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.84 EPS.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in the stock. Nomura Asset Management Co. Ltd. raised its stake in TE Connectivity by 4.1% during the third quarter. Nomura Asset Management Co. Ltd. now owns 243,274 shares of the electronics maker’s stock worth $36,732,000 after purchasing an additional 9,670 shares during the period. Glenmede Trust Co. NA increased its stake in shares of TE Connectivity by 13.9% during the third quarter. Glenmede Trust Co. NA now owns 194,264 shares of the electronics maker’s stock worth $29,322,000 after buying an additional 23,755 shares during the period. Venturi Wealth Management LLC raised its stake in TE Connectivity by 1,632.0% in the third quarter. Venturi Wealth Management LLC now owns 6,547 shares of the electronics maker’s stock valued at $989,000 after buying an additional 6,169 shares in the last quarter. Waverton Investment Management Ltd raised its holdings in TE Connectivity by 8.2% during the third quarter. Waverton Investment Management Ltd now owns 1,411,048 shares of the electronics maker’s stock worth $213,089,000 after purchasing an additional 106,688 shares in the last quarter. Finally, Meyer Handelman Co. lifted its holdings in shares of TE Connectivity by 9.9% in the 4th quarter. Meyer Handelman Co. now owns 101,640 shares of the electronics maker’s stock valued at $14,531,000 after purchasing an additional 9,175 shares during the last quarter. 91.43% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, insider Shadrak W. Kroeger sold 3,889 shares of the firm’s stock in a transaction dated Monday, January 27th. The shares were sold at an average price of $151.13, for a total value of $587,744.57. Following the transaction, the insider now directly owns 25,976 shares of the company’s stock, valued at approximately $3,925,752.88. This trade represents a 13.02 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Company insiders own 0.90% of the company’s stock.

TE Connectivity announced that its board has approved a stock repurchase plan on Wednesday, October 30th that allows the company to repurchase $2.50 billion in shares. This repurchase authorization allows the electronics maker to reacquire up to 5.4% of its stock through open market purchases. Stock repurchase plans are generally an indication that the company’s board of directors believes its shares are undervalued.

TE Connectivity Company Profile

TE Connectivity Ltd., together with its subsidiaries, manufactures and sells connectivity and sensor solutions in Europe, the Middle East, Africa, the AsiaPacific, and the Americas. The company operates through three segments: Transportation Solutions, Industrial Solutions, and Communications Solutions.