TE Connectivity plc (TEL)

Several events have impacted TE Connectivity Plc (TEL) stock price in the past six months. The company reported its first and second-quarter fiscal year 2025 results, with the latter delivering sales and EPS above guidance. TE Connectivity announced its intent to acquire Richards Manufacturing, with the acquisition completed on April 1, 2025. The company declared quarterly dividends on March 13, 2025, and again on June 11, 2025, with a 9% increase to $0.71 per share. TE Connectivity announced the pricing of €750 million senior notes on January 28, 2025, and further senior notes offerings of €500 million and $900 million on April 29, 2025. The company completed its change in jurisdiction of incorporation from Switzerland to Ireland on September 30, 2024. Citigroup upgraded its outlook for TE Connectivity from Neutral to Buy on July 11, 2025. As of July 21, 2025, TEL stock was up 8.26% over the past 30 days and 17.37% over the past 12 months, with an 18.62% increase over the last six months.

TE Connectivity experiences slight seasonality in its business operations. Historically, the company's third and fourth fiscal quarters are typically the strongest in terms of sales. Sales in the automotive market are influenced by global automotive production, and seasonal declines in European production can negatively impact net sales during the fourth fiscal quarter. Sales in the energy market generally see an increase in the third and fourth fiscal quarters due to heightened customer activity. The company's diverse customer base is believed to reduce the overall level of cyclicality in its results.

TE Connectivity Plc (TEL) is a technology company specializing in connectivity and sensor solutions, operating in the Electronic Equipment, Instruments & Components industry. Its product portfolio includes connector systems, sensors, and other components vital for industries like automotive, aerospace, medical, and industrial. The company also offers services such as 3D printing, medical device design, and machine tooling service and repair.

TE Connectivity has a significant global presence, serving customers in approximately 130 to 140 countries, with manufacturing facilities and distribution centers across Asia-Pacific, Europe, the Middle East, Africa, and the Americas. In fiscal year 2024, net sales were distributed as 37% from EMEA, 34% from Asia-Pacific, and 29% from the Americas. Approximately 80% of total net sales in fiscal 2024 were through direct selling efforts to manufacturers, with the remaining sales through third-party distributors.

TE Connectivity maintains a strong brand reputation. The company was named to Fortune's World's Most Admired Companies list for the eighth consecutive year on February 4, 2025, and among the World's Most Ethical Companies for the 11th consecutive year on March 11, 2025. There is no information available indicating any negative events that have significantly affected TE Connectivity Plc's brand reputation in the past year.

TE Connectivity Plc (TEL) is primarily owned by institutional shareholders, who hold between 85% and 91.43% of the company's stock. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., Dodge & Cox, Price T Rowe Associates Inc /md/, State Street Corp, Wellington Management Group Llp, and Ameriprise Financial Inc. Vanguard Group Inc. is the largest individual TE Connectivity shareholder, owning 12.77% of the company's shares. Insiders hold a smaller percentage of the company's stock, typically under 1% (around 0.52%). Retail investors own approximately 9.86% of the company.