Core Viewpoint - TE Connectivity plc has announced the pricing of an offering of additional senior notes, which will be used for debt repayment and general corporate purposes [1][3]. Group 1: Offering Details - The offering includes an additional $200 million aggregate principal amount of 4.500% Senior Notes due 2031, which will form a single series with the existing $450 million of similar notes issued on May 9, 2025, bringing the total outstanding amount to $650 million [2][9]. - The additional 2031 notes will be issued at a price of 100.907% with a stated interest rate of 4.500% per year, payable semi-annually [3]. - Additionally, the offering includes $550 million aggregate principal amount of 4.875% Senior Notes due 2036, which will be issued at a price of 99.718% [3]. Group 2: Use of Proceeds - The net proceeds from this offering will be utilized for the repayment of outstanding debt, specifically the 3.700% senior notes due 2026 and the 4.500% senior notes due 2026, along with general corporate purposes [3]. Group 3: Management and Closing - The joint book-running managers for this offering are BNP Paribas Securities Corp., Citigroup Global Markets Inc., Deutsche Bank Securities Inc., and Goldman Sachs & Co. LLC, with the offering expected to close on February 9, 2026 [4]. Group 4: Company Overview - TE Connectivity plc is a global industrial technology leader focused on creating a safer, sustainable, productive, and connected future, with a workforce of over 90,000 employees, including 10,000 engineers, operating in approximately 130 countries [7].

TE Connectivity Ltd. (NYSE:TEL) is expected to announce a significant increase in earnings per share (EPS) and net sales in its first-quarter fiscal 2026 earnings.The company's growth is driven by robust orders in the Transportation and Industrial segments, benefiting from advancements in AI, electrification, and hyperscaler needs.TEL's financial metrics, including a price-to-earnings (P/E) ratio of approximately 38.6 and a debt-to-equity ratio of approximately 0.45, highlight its strong financial position. ...

We recently compiled a list of the 10 Best Long-Term Investments for Kids. TE Connectivity plc tops our list for being one of the best long-term investments.  TheFly reported on December 19 that Truist Securities analyst William Stein maintained a Hold rating on TEL and raised the price target to $240 from $239. This update followed the company’s recent Investor Day, during which management outlined a strategic focus on doubling AI-related sales over the next two years. Truist acknowledged TEL’s strong po ...

TE Connectivity plc (NYSE:TEL) is among the most undervalued tech giants to buy according to hedge funds. As of December 26, TE Connectivity plc (NYSE:TEL) has a ‘Buy’ or equivalent rating from 65% of the analysts covering the stock. With a median price target of $280, the stock has an upside potential of around 21%. On December 19, Truist lifted the price target on TEL to $240 from $239, while maintaining a ‘Hold’ rating on the stock. This reflects an upside potential of 3%. Following the inclusion of 2 ...

Group 1 - Impax Asset Management's "Impax Global Environmental Markets Fund" reported a portfolio return of 4.55% in Q3 2025, underperforming the MSCI ACWI index which returned 7.62% [1] - The strong performance of global equities in Q3 2025 was attributed to solid macroeconomic conditions, rising corporate earnings, fiscal stimulus, and banking deregulation [1] - The focus on hypergrowth, cyclical, and value stocks has led to increased market concentration, posing challenges for quality-focused investors [1] Group 2 - TE Connectivity Ltd. (NYSE:TEL) experienced a one-month return of 3.19% and a 52-week gain of 59.38%, closing at $231.90 per share with a market capitalization of $68.308 billion on December 24, 2025 [2] - TE Connectivity plc generated strong performance in Q3 2025 due to faster-than-expected revenue growth in data centers and energy utilities, along with margin expansion in their Industrial Solutions segment [3] - TE Connectivity plc was held by 60 hedge fund portfolios at the end of Q3 2025, an increase from 47 in the previous quarter, although the company is not among the 30 most popular stocks among hedge funds [3]

Group 1 - Janus Henderson Investors reported a 2.95% return for its Global Sustainable Equity Fund in Q3 2025, underperforming the MSCI World Index which returned 7.27% [1] - The strong rally in global equities during Q3 2025 was attributed to loosening monetary policy and ongoing momentum in the AI growth sector [1] Group 2 - TE Connectivity Ltd. (NYSE:TEL) achieved a one-month return of 4.69% and a remarkable 59.92% increase in value over the past 52 weeks, closing at $232.69 per share with a market capitalization of $68.541 billion on December 23, 2025 [2] - TE Connectivity reported record net sales, operating margin, and cash generation, alongside a significant increase in orders, benefiting from AI strength and demand in renewables [3] - The company is a leader in the connectors and sensors industry, with a strong position to navigate tariffs due to 75% of its revenues coming from outside the U.S. [3] Group 3 - TE Connectivity was held by 60 hedge fund portfolios at the end of Q3 2025, an increase from 47 in the previous quarter, indicating growing interest among institutional investors [4] - Despite the potential of TE Connectivity as an investment, some analysts suggest that other AI stocks may offer greater upside potential with less downside risk [4]

Core Insights - The broader equity markets experienced a mini recovery, ending a four-day losing streak, driven by cooling inflation and strong performances from key blue-chip stocks [1][2] - The November consumer price index report indicated an annual inflation increase of 2.7%, lower than the expected 3.1%, while core consumer price inflation was at 2.6%, compared to a forecast of 3% [1] Investment Opportunities - Investors are encouraged to focus on "cash cow" stocks with high return on equity (ROE) to maximize returns, as high ROE indicates effective reinvestment of cash [2][3] - TE Connectivity plc (TEL), ZTO Express (Cayman) Inc. (ZTO), Pilgrim's Pride Corporation (PPC), Assurant, Inc. (AIZ), and Host Hotels & Resorts, Inc. (HST) are highlighted as stocks with high ROE and favorable efficiency scores [2][7] Financial Metrics - ROE is defined as Net Income divided by Shareholders' Equity, serving as a key indicator of a company's profitability and financial health [3] - A higher ROE signifies better management efficiency in generating profits without new equity capital [4] Screening Parameters - Stocks were screened based on criteria including cash flow greater than $1 billion, ROE greater than the industry average, price/cash flow ratio lower than the industry average, return on assets (ROA) greater than the industry average, and a 5-year EPS historical growth greater than the industry average [5][6][7] - Zacks Rank of 1 (Strong Buy) or 2 (Buy) was also considered, indicating stocks likely to outperform the market [7] Company Profiles - **TE Connectivity**: A global technology company focused on connectivity and sensor solutions, with a long-term earnings growth expectation of 12.3% and a trailing four-quarter earnings surprise of 6.5% [8][9] - **ZTO Express**: A leading express delivery service in China, with a Zacks Rank of 1 and a long-term earnings growth expectation of 3.1% [10][11] - **Pilgrim's Pride**: Engaged in the production and distribution of chicken products, with a trailing four-quarter earnings surprise of 10.4% and a Zacks Rank of 2 [11][12] - **Assurant**: A provider of risk management solutions, with a trailing four-quarter earnings surprise of 22.7% and a Zacks Rank of 2 [12][13] - **Host Hotels**: A leading lodging REIT with a trailing four-quarter earnings surprise of 11% and a Zacks Rank of 2 [14][15]

Company Overview - TE Connectivity plc (TEL) is headquartered in Ballybrit, Ireland, and specializes in manufacturing and selling connectivity and sensor solutions, with a market cap of $66.4 billion [1] - The company provides a wide range of solutions for various sectors, including transportation, renewable energy, data centers, medical technology, and automated factories [1] Market Position - TEL is classified as a large-cap stock, emphasizing its significant size and influence in the electronic components industry [2] - The strategic acquisition of Richards Manufacturing Co. enhances TEL's product offerings and market reach, diversifying its revenue streams and strengthening its competitive position [2] Stock Performance - TEL's stock has experienced an 8.4% decline from its 52-week high of $250.67, reached on November 5 [3] - Over the past three months, TEL stock has increased by 12.2%, outperforming the Technology Select Sector SPDR Fund (XLK), which gained 11.4% during the same period [3] - In the long term, TEL shares have risen by 43.6% over six months and 48.7% over the past 52 weeks, surpassing XLK's six-month and one-year gains of 24.2% and 22.6%, respectively [4] Financial Performance - TEL reported Q4 results with an adjusted EPS of $2.44, exceeding Wall Street's expectations of $2.29, and revenue of $4.8 billion, surpassing the forecast of $4.6 billion [5] - For Q1 2026, TEL anticipates an adjusted EPS of $2.53 and revenue of $4.5 billion [5] Competitive Landscape - Amphenol Corporation (APH) has shown stronger performance compared to TEL, with a 56.6% increase over six months and 93.6% gains over the past year [6] - Analysts maintain a bullish outlook on TEL, with a consensus "Strong Buy" rating from 18 analysts and a mean price target of $263.47, indicating a potential upside of 14.8% from current levels [6]

Core Insights - TE Connectivity (NYSE:TEL) is a significant player in the electronics industry, known for its innovative connectivity and sensor solutions, serving various sectors including automotive, industrial, and communications [1] - Truist Financial has set a new price target of $239 for TEL, indicating an 11.43% potential increase from its previous trading price of $214.49, reflecting a more conservative outlook compared to the previous target of $255 [1][5] Financial Performance - TEL is recognized for its high return on equity (ROE) and is categorized as a cash-rich company, making it attractive to investors seeking stability in volatile market conditions [2][5] - The stock's current price of $219.63 represents a 2.39% increase from its previous value, indicating growing investor confidence in TEL's financial health and growth prospects [2][5] Market Activity - Throughout the trading day, TEL's price fluctuated between a low of $213.68 and a high of $219.74, which is typical in the stock market [3] - Over the past year, TEL has experienced a high of $250.67 and a low of $116.30, showcasing its potential for significant price movements [3] Company Size and Interest - TE Connectivity has a market capitalization of approximately $64.61 billion, positioning it as a substantial player in the industry [4] - The trading volume of 901,635 shares indicates active interest in the stock, supporting its status as a favored choice among investors [4]

Core Insights - Allworth Financial LP increased its holdings in TE Connectivity by 68.1% in Q2, owning 2,422 shares valued at $409,000 [2] - TE Connectivity reported Q3 earnings of $2.44 EPS, exceeding estimates of $2.29, with revenue of $4.75 billion, up 16.7% year-over-year [5] - The company declared a quarterly dividend of $0.71, representing an annualized yield of 1.2% [6] Institutional Holdings - Nordea Investment Management AB raised its stake in TE Connectivity by 54.4%, now owning 1,605,782 shares valued at $269.72 million [3] - 91.43% of TE Connectivity's stock is owned by institutional investors and hedge funds [3] - KLP Kapitalforvaltning AS increased its holdings by 3.5%, now owning 110,533 shares valued at $18.69 million [3] Stock Performance - TE Connectivity shares opened at $237.14, with a market capitalization of $69.76 billion and a PE ratio of 38.56 [4] - The stock has a one-year low of $116.30 and a high of $250.67 [4] - The company has a debt-to-equity ratio of 0.38 and a current ratio of 1.56 [4] Insider Activity - EVP John S. Jenkins sold 25,021 shares at an average price of $247.73, representing a 54.48% decrease in ownership [7] - In the last ninety days, insiders sold 131,171 shares worth $31.38 million [7] - Insiders currently own 0.90% of the company's stock [7] Analyst Ratings - Evercore ISI raised its price target for TE Connectivity from $250.00 to $260.00, maintaining an "outperform" rating [8] - JPMorgan Chase & Co. increased its target price from $204.00 to $260.00, giving a "neutral" rating [9] - The average rating for TE Connectivity is "Moderate Buy" with a consensus target price of $241.58 [9] Company Overview - TE Connectivity manufactures and sells connectivity and sensor solutions across various regions, operating through three segments: Transportation Solutions, Industrial Solutions, and Communications Solutions [10]