TE Connectivity plcNYSE: TEL
Information Technology · Electronic Manufacturing Services
$217.81
+2.64%
Vol: 1.2M
Research Digest
Friday, June 19, 2026
No significant overnight updates
No material news in the last 48 hours.
Previous Market Intelligence
13 daysJun 18No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 17TE Connectivity received an analyst price-target hike from Barclays around June 16 tied to a brighter earnings outlook.Positive▶
Around June 16, 2026, Barclays raised its price target on TE Connectivity to $300 from $297, and the stock received an analyst upgrade tied to an upward trend in earnings estimates. Shares gained about 2.74% in one day and 5.38% over 30 days, supported by investor focus on TE's role in high-speed connectivity for AI and data center infrastructure. The company recently affirmed a quarterly dividend of $0.78 per share. TEL trades around $216 against an average analyst price target near $263, with a consensus 'Buy' rating from 19 analysts. The risk is that the stock is still down year to date and AI-driven optimism may outpace the underlying Industrial and Transportation segment fundamentals.
Jun 16No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 15No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 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.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| TELTE | $217.81 | +2.64% | -0.6% | 15.7x | 1.17 | $57.6B |
| JBLJABIL | $371.12 | -1.03% | -8.2% | 20.4x | 1.28 | $35.8B |
| NVDANVIDIA | $210.83 | +3.02% | -2.1% | 15.3x | 2.21 | $4.72T |
| AAPLAPPLE | $298.37 | +0.82% | +5.3% | 32.1x | 1.10 | $4.53T |
| MSFTMICROSOFT | $379.59 | +0.18% | +6.8% | 20.2x | 1.13 | $2.90T |
| AVGOBROADCOM | $411.77 | +4.80% | -5.7% | 18.6x | 1.46 | $1.71T |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.