TE Connectivity (TEL) slides 11% as investors weigh mixed segment trends and a “sell-the-news” reaction after earnings

TE Connectivity plc (TEL) is down 11.0% today. Here is some analysis on what might have caused this price movement.

Analysis: The drop appears tied to a post-earnings de-risking move despite headline beats, as investors focused on weaker organic trends in parts of Transportation (notably Automotive) and pockets of softness in Medical. With the stock having run up into results, guidance that looked strong on the surface may still have been viewed as not “enough” to justify the prior valuation.

Details:

The company reported fiscal Q2 2026 net sales of $4.74B and adjusted EPS of $2.73, both above its prior guidance, alongside record orders and a 10% quarterly dividend increase.

Management’s Q3 FY26 outlook called for sales of about $5.0B and adjusted EPS of about $2.83.

Segment detail showed Transportation Solutions organic sales down 1% year over year, with Automotive organic sales down 4% and Sensors organic sales down 3%.

Industrial Solutions showed strong momentum (including Digital Data Networks), but Medical organic sales declined year over year, reinforcing that growth was not uniformly broad-based.

Sources:

U.S. SEC (8-K/Exhibits), Associated Press, Zacks, MarketBeat

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$TEL Insider Trading Activity

$TEL insiders have traded $TEL stock on the open market 42 times in the past 6 months. Of those trades, 0 have been purchases and 42 have been sales.

Here’s a breakdown of recent trading of $TEL stock by insiders over the last 6 months:

HEATH A MITTS (EVP & Chief Financial Officer) has made 0 purchases and 9 sales selling 94,837 shares for an estimated $23,178,805.
TERRENCE R CURTIN (Chief Exec. Officer & Director) has made 0 purchases and 9 sales selling 41,634 shares for an estimated $9,453,803.
SHADRAK W KROEGER (Pres., Industrial Solutions) has made 0 purchases and 19 sales selling 34,765 shares for an estimated $7,922,161.
JOHN S JENKINS (EVP & General Counsel) has made 0 purchases and 4 sales selling 31,176 shares for an estimated $7,569,853.
REUBEN M. SHAFFER (SVP and Corporate Controller) sold 1,425 shares for an estimated $333,853

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$TEL Hedge Fund Activity

We have seen 566 institutional investors add shares of $TEL stock to their portfolio, and 521 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 6,549,889 shares (-74.8%) from their portfolio in Q4 2025, for an estimated $1,490,165,246
J. STERN & CO. LLP added 1,957,724 shares (+inf%) to their portfolio in Q4 2025, for an estimated $445,401,787
BLACKROCK, INC. added 1,869,108 shares (+9.0%) to their portfolio in Q4 2025, for an estimated $425,240,761
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 1,721,235 shares (+124.4%) to their portfolio in Q4 2025, for an estimated $391,598,174
EDGEPOINT INVESTMENT GROUP INC. removed 1,583,996 shares (-78.7%) from their portfolio in Q4 2025, for an estimated $360,374,929
DODGE & COX removed 1,165,904 shares (-7.3%) from their portfolio in Q4 2025, for an estimated $265,254,819
BOSTON PARTNERS removed 1,155,112 shares (-67.4%) from their portfolio in Q4 2025, for an estimated $262,799,531

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$TEL Congressional Stock Trading

Members of Congress have traded $TEL stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $TEL stock by members of Congress over the last 6 months:

REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 03/18.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

$TEL Analyst Ratings

Wall Street analysts have issued reports on $TEL in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Barclays issued a "Overweight" rating on 11/21/2025
TD Cowen issued a "Buy" rating on 11/17/2025
Citigroup issued a "Buy" rating on 10/30/2025
Evercore ISI Group issued a "Outperform" rating on 10/30/2025
UBS issued a "Buy" rating on 10/30/2025

To track analyst ratings and price targets for $TEL, check out Quiver Quantitative's $TEL forecast page.

$TEL Price Targets

Multiple analysts have issued price targets for $TEL recently. We have seen 11 analysts offer price targets for $TEL in the last 6 months, with a median target of $270.0.

Here are some recent targets:

Mark Delaney from Goldman Sachs set a target price of $270.0 on 04/14/2026
Alex Dwyer from Jefferies set a target price of $250.0 on 03/31/2026
Colin Langan from Wells Fargo set a target price of $214.0 on 03/31/2026
Christopher Glynn from Oppenheimer set a target price of $285.0 on 02/13/2026
Guy Hardwick from Barclays set a target price of $302.0 on 01/23/2026
William Stein from Truist Securities set a target price of $244.0 on 01/22/2026
Chris Snyder from UBS set a target price of $283.0 on 01/14/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.