TE Connectivity plcNYSE: TEL
Information Technology · Electronic Manufacturing Services
$218.07
+7.65%
Vol: 143K
Research Digest
Monday, June 15, 2026
No significant overnight updates
No material news in the last 48 hours.
Previous Market Intelligence
13 daysJun 14No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 21No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 20TE Connectivity board approved 10% dividend hike to $0.78 per share payable June 12 to holders of record May 22, with shares around $207-$213 and consensus Strong Buy rating with $257.27 PT.Positive▶
TE Connectivity's board approved a 10% increase in regular quarterly cash dividend to $0.78 per ordinary share from $0.71, payable June 12, 2026 to shareholders of record May 22 - making the ex-dividend window highly relevant in the next 48 hours. The board also lifted its share repurchase authorization by $3.00 billion to a total of $22.25 billion. Shares fell 2.84% to $207.66 on May 13 on the buyback news, though earlier on May 12 shares rose 3.6% to $213.73. CEO is scheduled to present at the Bernstein 42nd Annual Strategic Decisions Conference on May 28, 2026. Consensus rating from 15 analysts is Strong Buy with PT of $257.27, implying ~26.4% upside, and FY2026 EPS growth projected at 26.5%. Risk: stretched valuation per GF Value despite strong fundamentals and recent buyback news may pressure shares.
May 19TE Connectivity hikes dividend 10% and boosts buyback by $3B; shares slide 2.84% on May 13.Positive▶
TE Connectivity raised its quarterly dividend 10% to $0.78 (payable June 12, record May 22) and authorized a $3B increase to its repurchase plan to $22.25B total. Shares fell 2.84% to $207.66 on May 13, then rebounded 3.6% to $213.73 on May 12. Officer Shadrak Kroeger bought 9,400 shares May 6. CEO Curtin will present at Bernstein's Strategic Decisions Conference May 28. Risk: stock viewed as overvalued by GF Value despite analyst Strong Buy consensus.
May 18TE Connectivity raises dividend 10% and adds $3B to buyback authorization, signaling strong cash returns amid record Q2 orders.Positive▶
TE Connectivity announced a 10% increase in its quarterly dividend to $0.78 per share, payable June 12, 2026, to holders of record on May 22, alongside a $3.0 billion increase in its share repurchase authorization. Fiscal Q2 results (quarter ended March 27) showed net sales of $4.74B (+15% reported, +7% organic) and record adjusted EPS of $2.73 (+24% YoY), with record orders of $5.3B (+25% YoY). On May 4, TEL was named to the Dow Jones Best-In-Class Index for the 14th consecutive year. The stock fell 2.84% to $207.66 following the buyback news, then rose 3.6% to $213.73 on May 12. CEO is scheduled to present at Bernstein's Strategic Decisions Conference on May 28. Consensus rating among 15 analysts is 'Strong Buy' with 12-month price target of $257.27.
May 15TE Connectivity raised dividend 10% to $0.78/share and lifted buyback authorization by $3.0B to $22.25B; CFO Kroeger acquired 9,400 shares on May 6.Positive▶
TE Connectivity announced a 10% increase in its regular quarterly cash dividend to $0.78 per ordinary share, payable June 12, 2026, to holders of record on May 22. The board also raised the share repurchase authorization by $3.00 billion to a total of $22.25 billion. Officer Shadrak Kroeger acquired 9,400 shares at $93.63 on May 6. TE Connectivity was named to the Dow Jones Best-In-Class Index for the 14th consecutive year on May 4. Fiscal Q2 2026 results showed net sales of $4.74B (+15% reported, +7% organic), adjusted EPS of $2.73 (+24% YoY), 22% operating margin, and record orders of $5.3B (+25% YoY). Average analyst PT is $257.27 representing 19% upside.
May 14TE Connectivity hiked its dividend 10% and expanded buyback authorization by $3 billion amid record Q2 ordersPositive▶
TE Connectivity raised its quarterly cash dividend 10% to $0.78 per share, payable June 12, 2026, and lifted its share repurchase authorization by $3.0 billion to a total of $22.25 billion. Fiscal Q2 net sales of $4.74 billion (+15% reported, +7% organic) and record adjusted EPS of $2.73 (+24% YoY) prompted raised AI revenue guidance. Adjusted operating margin reached 22%. On May 4, the company was named to the Dow Jones Best-In-Class Index for the 14th consecutive year. Shares rose 3.6% on May 12 to $213.73, and an officer bought 9,400 shares on May 6. Risk centers on whether elevated AI-related demand sustains into FY2027 given the stock's already strong run.
May 13No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 12TE Connectivity raises dividend 10% to $0.78 per share and named to Dow Jones Best-In-Class Index for 14th yearPositive▶
TE Connectivity announced a 10% increase in its quarterly cash dividend to $0.78 per ordinary share on May 4, payable June 12 to holders of record May 22, alongside a $3.0 billion increase in the share repurchase authorization. The company was named to the Dow Jones Best-In-Class Index for the 14th consecutive year, placing it in the top 20% of industry peers for long-term ESG criteria. Recent fiscal Q2 results showed net sales of $4.74 billion (+15% reported, +7% organic), GAAP EPS of $2.90, record adjusted EPS of $2.73 (+24% YoY), 22% adjusted operating margin, and record orders of $5.3 billion (+25% YoY). Officer Shadrak Kroeger acquired 9,400 shares on May 6 valued at approximately $880,000 (M-Exempt). Analyst consensus is Strong Buy with an average 12-month target of $257.27.
May 11TE Connectivity raised quarterly dividend 10% to $0.78/share and maintained Dow Jones Best-In-Class Index position for 14th consecutive year.Positive▶
TE Connectivity announced a 10% increase in its quarterly cash dividend to $0.78 per share, payable June 12, 2026 to holders of record May 22, 2026. On May 4, 2026, the company was named to the Dow Jones Best-In-Class Index for the 14th consecutive year, placing it in the top 20% of industry peers. Officer Shadrak Kroeger acquired 9,400 shares on May 6, 2026, signaling insider confidence. Recent fiscal Q2 results showed net sales of $4.74B (+15% reported, +7% organic), record adjusted EPS of $2.73 (+24% YoY), and record orders of $5.3B. Projected fiscal 2026 EPS growth of 26.5% supports bullish momentum. Risk: rich valuation after strong rally if AI infrastructure spending decelerates.
May 8TE Connectivity announces 10% dividend increase, $3B share buyback expansion, beats FY2026 Q2 guidancePositive▶
TE Connectivity reported fiscal Q2 results with $4.74B sales (+15% reported, +7% organic), GAAP EPS $2.90, and record adjusted EPS $2.73 (+24% YoY) with 22% operating margin. Board increased quarterly dividend to $0.78 per share (+10%) and expanded buyback authorization by $3B to $22.25B total. Named to Dow Jones Best-In-Class Index for 14th consecutive year. Current stock price $210.06 as of May 7.
May 6TE Connectivity announces 10% dividend increase and raises AI revenue guidance by $200M; Q2 FY2026 beats expectationsPositive▶
TE Connectivity reported strong Q2 FY2026 results with $4.7 billion revenue, $2.73 adjusted EPS, 15% sales growth, and 24% earnings growth with record orders. AI revenue guidance raised $200 million with CapEx increasing to support program wins; Q3 guided to $5 billion sales. Announced 10% increase in quarterly cash dividend to $0.78. Management raised long-term growth target to 6%-8% annually with expectation to double AI/cloud business in two years. Named World's Most Ethical Company for 12th year and Fortune's World's Most Admired Company for ninth year. 15 analysts rate TEL strong buy with $257.27 target (21.55% upside).
May 5TE Connectivity delivers Q2 results above guidance with 15% sales growth and 24% EPS growthPositive▶
TE Connectivity reported strong fiscal Q2 2026 results with net sales of $4.74 billion (15% YoY growth) and adjusted EPS of record $2.73 (24% increase) beating guidance. Company announced 10% quarterly dividend increase to $0.78. Acquired EV charging inlet assets from Phoenix Contact enhancing electric vehicle solutions portfolio. Named to Dow Jones Best-In-Class Index for 14th consecutive year and World's Most Ethical Companies for 12th year. Management raised long-term growth target to 6%-8% annually driven by AI, energy, and electrification megatrends. Expects to double AI/cloud business in two years while maintaining double-digit EPS growth. Consensus rating Strong Buy with PT of $257.27 (21.6% upside).
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| TELTE | $218.07 | +7.65% | +1.0% | 16.0x | 1.18 | $59.1B |
| JBLJABIL | $390.77 | +9.64% | +5.2% | 24.4x | 1.29 | $37.6B |
| NVDANVIDIA | $208.96 | -4.81% | -1.3% | 18.9x | 2.24 | $5.32T |
| AAPLAPPLE | $295.29 | -3.18% | +2.4% | 31.8x | 1.06 | $4.48T |
| MSFTMICROSOFT | $398.68 | -4.87% | -1.1% | 21.7x | 1.09 | $3.11T |
| AVGOBROADCOM | $390.79 | -5.74% | -1.5% | 22.7x | 1.44 | $1.96T |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.