Zacks Research Weighs in on TE Connectivity Q1 Earnings

TE Connectivity Ltd. (NYSE:TEL) – Investment analysts at Zacks Research increased their Q1 2026 earnings estimates for shares of TE Connectivity in a note issued to investors on Wednesday, February 12th. Zacks Research analyst A. Ganguly now forecasts that the electronics maker will post earnings per share of $2.03 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.

Other equities research analysts also recently issued reports about the stock. Truist Financial reduced their price target on shares of TE Connectivity from $165.00 to $163.00 and set a “hold” rating for the company in a research report on Thursday, January 23rd. Robert W. Baird lifted their price objective on TE Connectivity from $162.00 to $168.00 and gave the stock an “outperform” rating in a report on Thursday, January 23rd. StockNews.com lowered TE Connectivity from a “strong-buy” rating to a “buy” rating in a report on Tuesday. Hsbc Global Res raised TE Connectivity from a “moderate sell” rating to a “hold” rating in a research note on Thursday, January 23rd. Finally, HSBC raised shares of TE Connectivity from a “reduce” rating to a “hold” rating and set a $166.00 price objective on the stock in a research note on Thursday, January 23rd. Seven investment analysts have rated the stock with a hold rating and six have issued a buy rating to the company’s stock. According to MarketBeat, TE Connectivity has an average rating of “Hold” and a consensus price target of $167.00.

TE Connectivity Stock Up 4.6 %

TEL stock opened at $153.27 on Friday. The company has a current ratio of 1.68, a quick ratio of 1.10 and a debt-to-equity ratio of 0.26. The company’s 50-day moving average price is $146.76 and its 200 day moving average price is $148.19. TE Connectivity has a 52 week low of $137.61 and a 52 week high of $159.98. The company has a market cap of $45.73 billion, a P/E ratio of 24.48, a P/E/G ratio of 2.01 and a beta of 1.32.

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 analysts’ consensus estimates of $1.89 by $0.06. The firm 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 revenue for the quarter was up .1% compared to the same quarter last year. During the same period in the previous year, the business earned $1.84 earnings per share.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of the business. Vanguard Group Inc. grew its position in shares of TE Connectivity by 14.2% in the fourth quarter. Vanguard Group Inc. now owns 32,378,995 shares of the electronics maker’s stock valued at $4,629,225,000 after purchasing an additional 4,029,596 shares during the period. State Street Corp raised its stake in TE Connectivity by 2.1% during the third quarter. State Street Corp now owns 12,852,607 shares of the electronics maker’s stock worth $1,940,615,000 after purchasing an additional 268,837 shares during the period. Wellington Management Group LLP purchased a new position in shares of TE Connectivity in the 4th quarter worth $909,598,000. Geode Capital Management LLC lifted its stake in shares of TE Connectivity by 0.6% in the 4th quarter. Geode Capital Management LLC now owns 6,015,210 shares of the electronics maker’s stock valued at $857,499,000 after purchasing an additional 33,340 shares in the last quarter. Finally, Clearbridge Investments LLC lifted its position in TE Connectivity by 72.1% during the fourth quarter. Clearbridge Investments LLC now owns 4,064,822 shares of the electronics maker’s stock valued at $581,148,000 after buying an additional 1,702,825 shares in the last quarter. 91.43% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, insider Shadrak W. Kroeger sold 3,889 shares of the company’s stock in a transaction that occurred on Monday, January 27th. The shares were sold at an average price of $151.13, for a total transaction of $587,744.57. Following the transaction, the insider now owns 25,976 shares of the company’s stock, valued at approximately $3,925,752.88. This represents a 13.02 % decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. 0.90% of the stock is owned by corporate insiders.

TE Connectivity declared that its Board of Directors has approved a share buyback program on Wednesday, October 30th that authorizes the company to buyback $2.50 billion in outstanding shares. This buyback authorization authorizes the electronics maker to buy up to 5.4% of its stock through open market purchases. Stock buyback programs are typically an indication that the company’s board of directors believes its stock is undervalued.

About TE Connectivity

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.