TE Connectivity plc (TEL)

TE Connectivity's stock has experienced a substantial increase of 51.22% between October 2, 2024, and October 1, 2025, recently reaching a new 52-week high. Key positive developments include the company's declaration of a quarterly dividend on September 10, 2025, and the report of double-digit sales and EPS growth in the third quarter of fiscal 2025, announced on July 23, 2025. Increased demand from major funds due to its crucial role in AI infrastructure has contributed to a positive market sentiment and new stock highs. On September 4, 2025, an insider exercised options and sold approximately $2.6 million worth of stock.

TE Connectivity's demand experiences some seasonality, particularly in certain end markets. Sales within the automotive market are influenced by global automotive production, with seasonal declines in European production potentially leading to a negative impact on net sales during the company's fourth fiscal quarter. Sales in the energy market typically see an increase during the third and fourth fiscal quarters. Historically, November has shown the highest probability of a positive return for TEL stock, while March has the lowest.

TE Connectivity Plc is a global industrial technology leader specializing in connectivity and sensor solutions, facilitating the distribution of power, signal, and data across various advanced applications. The company operates within the Technology sector, specifically in the Electronic Components and Electronic Manufacturing Services industries, and is structured into two primary reportable segments: Transportation Solutions and Industrial Solutions. Its extensive product portfolio serves a wide array of industries, including automotive, aerospace, defense, medical, energy, data centers, artificial intelligence, appliances, industrial machinery, rail, and telecommunications.

TE Connectivity maintains a significant global presence, manufacturing and selling its connectivity and sensor solutions across Europe, the Middle East, Africa, the Asia-Pacific region, and the Americas, serving customers in approximately 140 countries. While its global headquarters is located in Schaffhausen, Switzerland, the company is incorporated in Galway, Ireland, and has executive headquarters in Berwyn, Pennsylvania, United States. It also has numerous other office and manufacturing locations worldwide, including several in the United States.

TE Connectivity has maintained a strong and positive brand reputation over the past year. The company was recognized among Fortune magazine's World's Most Admired Companies for the seventh consecutive year as of January 31, 2024. This ranking is based on criteria such as innovativeness, social responsibility, quality of management, long-term investment value, and the ability to attract talent, reflecting a favorable perception within the global business community.

TE Connectivity Plc has a high level of institutional ownership, with approximately 92.3% to 95.3% of the company's stock held by institutional investors, including Vanguard Group Inc., BlackRock, Inc., Dodge & Cox, State Street Corp, Price T Rowe Associates Inc /md/, Ameriprise Financial Inc, Bank of America Corp DE, and Wellington Management Group LLP. Individual insider ownership is relatively low, ranging from approximately 0.12% to 0.46%, and recent insider trading activity has primarily involved sales by individuals.