--- title: TE Connectivity (TEL) — intrinsic value and fair price canonical: https://sweetvaluelab.com/stocks/tel ticker: TEL as_of: 2026-10-17 sector: Technology industry: Semiconductors --- # TE Connectivity (TEL) TE Connectivity (TEL) closed at $212.64 on Oct 16, 2026, overvalued by 36% vs its model value of $155.87 (from a five-year discounted cash flow). ## Key figures | Figure | Value | | --- | ---: | | Last close | $212.64 (Oct 16, 2026) | | Model value (from a five-year discounted cash flow) | $155.87 | | Price vs model | overvalued by 36% vs model | | Range of that model | $105.61 – $290.48 | | Market value | $61.6B | | P/E (fiscal 2025) | 34.5 | | Net margin (fiscal 2025) | 10.8% | | Free cash flow (fiscal 2025) | $3.2B | | Dividend yield (trailing twelve months) | 1.40% | | Beta | 1.14 | | Cost of capital (WACC) | 9.05% | | Business classification | Cyclical (Low/slowing growth (~4% recent), Moderate margins (11% net margin), Pays dividends, Highly cyclical earnings, Strong FCF yield (5.2%)) | ## Dividends | Figure | Value | | --- | ---: | | Trailing dividend yield | 1.40% | | Dividends per share, last 12 months | $2.98 | | Dividends / free cash flow (fiscal 2025) | 25.1% | | Raised | 15 years in a row | | Growth over 5 years | 8.7% a year | | Latest payment | $0.78, ex-date Aug 21, 2026, paid Sep 11, 2026 | | Year of payments | Dividends per share | | --- | ---: | | To Aug 19, 2021 | $1.96 | | To Aug 18, 2022 | $2.12 | | To Aug 17, 2023 | $2.30 | | To Aug 23, 2024 | $2.48 | | To Aug 22, 2025 | $2.72 | | Trailing twelve months (to Aug 21, 2026) | $2.98 | ## Valuation models Each model's value per share and the role the engine gave it for this business. The headline above is one model's value; every other model is listed with its own, and each has a page of its own under the valuation. Computed Oct 17, 2026. | Model | Role | Value per share | Low | High | | --- | --- | ---: | ---: | ---: | | DCF · Perpetuity growth · 5y | primary | $155.87 | $105.61 | $290.48 | | DCF · Perpetuity growth · 10y | cross check | $177.08 | $122.39 | $321.46 | | DCF · EBITDA exit · 5y | cross check | $286.31 | $215.34 | $369.42 | | DCF · EBITDA exit · 10y | cross check | $288.99 | $208.43 | $395.09 | | P/E · peers | cross check | $240.57 | $229.34 | $315.74 | | P/E · own history | cross check | $176.49 | $146.97 | $218.67 | | PEG | sanity check | $286.24 | $286.24 | $286.24 | | EV/EBITDA · peers | cross check | $277.33 | $225.24 | $345.65 | | EV/Revenue · peers | cross check | $245.56 | $227.28 | $257.18 | | Earnings power value | cross check | $45.70 | $37.10 | $57.73 | | Dividend discount | cross check | $55.19 | $39.38 | $84.32 | ## Insider activity (SEC Form 4) No open-market insider buys or sales filed in the past 90 days. | Date | Insider | Relationship | Transaction | Shares | Value | | --- | --- | --- | --- | ---: | ---: | | Sep 11, 2026 | SHAFFER REUBEN M. | SVP and Corporate Controller | Grant / award | 5.244 | $0 | | Sep 11, 2026 | SAGAR MALAVIKA | SVP, Chief Human Resources Off | Grant / award | 3.853 | $0 | | Jun 12, 2026 | SHAFFER REUBEN M. | SVP and Corporate Controller | Grant / award | 5.264 | $0 | | Jun 12, 2026 | SAGAR MALAVIKA | SVP, Chief Human Resources Off | Grant / award | 3.868 | $0 | | Jun 1, 2026 | Kroeger Shadrak W | Pres., Industrial Solutions | Option/RSU exercise (10b5-1 plan) | 9,400 | $880,122 | ## Recent SEC filings | Filed | Form | What | Filing | | --- | --- | --- | --- | | Oct 7, 2026 | 8-K | 5.02 Departure/Election of Directors or Officers | https://www.sec.gov/Archives/edgar/data/1385157/000110465926114188/tm2627096d1_8k.htm | | Jul 24, 2026 | 10-Q | Quarterly report | https://www.sec.gov/Archives/edgar/data/1385157/000110465926086509/tel-20260626x10q.htm | | Jul 22, 2026 | 8-K | 2.02 Results of Operations (Earnings); 7.01 Regulation FD Disclosure; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/1385157/000110465926085589/tel-20260722x8k.htm | | Apr 24, 2026 | 10-Q | Quarterly report | https://www.sec.gov/Archives/edgar/data/1385157/000110465926048160/tel-20260327x10q.htm | | Apr 22, 2026 | 8-K | 2.02 Results of Operations (Earnings); 7.01 Regulation FD Disclosure; 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/1385157/000110465926046285/tel-20260422x8k.htm | ## Superinvestors holding it (latest 13F) | Manager | Quarter | Shares | Value | | --- | --- | ---: | ---: | | Dodge & Cox | 2026-06-30 | 16,968,886 | $3.4B | | Bill Nygren | 2026-06-30 | 3,047,993 | $614.5M | | First Pacific Advisors | 2026-06-30 | 1,551,105 | $312.7M | | Richard Pzena | 2026-06-30 | 555,637 | $112.0M | 9 tracked managers in all. ## About TE Connectivity plc, together with its subsidiaries, manufactures and sells connectivity and sensor solutions in Europe, the Middle East, Africa, the Asia–Pacific, and the Americas. The company operates through two reportable segments, Transportation Solutions and Industrial Solutions. It provides antennas, application tooling, cable assemblies, connectors, electromagnetic compatibility/electromagnetic interference solutions, energy and power, fiber optics, heat shrink tubing, identification and labeling, medical components, passive components, relays and contactors, sensors, switches, terminals and splices, wires and cables, and wire protection and management solutions. The company also offers training and other services, including 3D printing for production, back shells prototyping, electrical installation training, HarnWare software, machine tooling service and repair, medical device… --- Source: https://sweetvaluelab.com/stocks/tel (SweetValueLab, free, no account). Prices and statements from Financial Modeling Prep; filings from SEC EDGAR. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.