TE Connectivity (TEL) Surged Following Strong Performance

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Soumya Eswaran

Fri, December 26, 2025 astatine 7:38 AM CST 2 min read

Impax Asset Management, an concern absorption company, released its “Impax Global Environmental Markets Fund” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. Global equities saw beardown gains successful Q3 2025, driven by coagulated macroeconomic conditions, rising firm earnings, fiscal stimulus, and banking deregulation. However, the absorption connected hypergrowth, cyclical, and worth stocks posed challenges for quality-focused investors, starring to accrued marketplace concentration. The portfolio moved higher, returning 4.55% successful the quarter, but underperformed its superior benchmark, the MSCI ACWI index, which returned 7.62%. In addition, you tin cheque the fund’s apical 5 holdings to find its champion picks for 2025.

In its third-quarter 2025 capitalist letter, Impax Global Environmental Markets Fund highlighted stocks specified arsenic TE Connectivity Ltd. (NYSE:TEL). TE Connectivity Ltd. (NYSE:TEL) manufactures and sells connectivity and sensor solutions. The one-month instrumentality of TE Connectivity plc (NYSE:TEL) was 3.19%, and its shares gained 59.38% of their worth implicit the past 52 weeks. On December 24, 2025, TE Connectivity plc (NYSE:TEL) banal closed astatine $231.90 per share, with a marketplace capitalization of $68.308 billion.

Impax Global Environmental Markets Fund stated the pursuing regarding TE Connectivity plc (NYSE:TEL) successful its 3rd 4th 2025 capitalist letter:

"TE Connectivity plc (NYSE:TEL) (Advanced Road Vehicles & Devices, US) generated beardown show successful Q3, arsenic faster-than-expected information centre and vigor inferior gross growth, arsenic good arsenic borderline enlargement from their Industrial Solutions segment, facilitated precise beardown quarterly results."

 How Its Sensor Solutions Power the Future of AI Infrastructure

TE Connectivity plc (TEL): How Its Sensor Solutions Power the Future of AI Infrastructure

TE Connectivity plc (NYSE:TEL) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 60 hedge money portfolios held TE Connectivity plc (NYSE:TEL) astatine the extremity of the 3rd quarter, up from 47 successful the erstwhile quarter. While we admit the imaginable of TE Connectivity plc (NYSE:TEL) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

In another article, we covered TE Connectivity plc (NYSE:TEL) and shared Janus Henderson Global Sustainable Equity Fund's views connected the company. In addition, delight cheque retired our hedge money capitalist letters Q3 2025 page for much capitalist letters from hedge funds and different starring investors.


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