TE Connectivity Shares Rally 2.92% to Month High on Strong Q3 Earnings, Revenue Growth

The share price rose to its highest level so far this month today, with an intraday gain of 2.92%.

TE Connectivity’s rally reflects strong third-quarter earnings and revenue growth. The company reported Q3 2025 earnings of $2.44 per share, surpassing estimates by $0.15, and generated $4.75 billion in revenue, up 16.7% year-over-year. Analysts upgraded the stock to “Strong-Buy” and raised price targets, with UBS setting a $280 goal and Evercore ISI at $260. Institutional investors also boosted stakes, including Salomon & Ludwin LLC, which increased its holding by 58.9% in Q2 2025.

The stock’s performance coincided with a $0.71 per share dividend declaration, yielding 1.2% annually. However, insider activity raised questions: CFO Heath Mitts sold 82,300 shares, reducing his ownership by 64.4%, potentially signaling tax optimization rather than bearish sentiment. Despite this, institutional ownership now accounts for 91.43% of the float, underscoring long-term confidence.

Valuation metrics highlight both strength and risks. A P/E ratio of 39.53 suggests elevated growth expectations, while a beta of 1.26 indicates higher volatility than the S&P 500. Analysts remain split, with a consensus price target of $241.58—slightly below the current price—reflecting cautious optimism. Investors will closely watch Q1 2026 guidance and the December dividend payment for further direction.