ClearBridge Dividend Strategy Added TE Connectivity plc (TEL) on Dip

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Soumya Eswaran

Tue, Apr 8, 2025, 6:31 AM 3 min read

ClearBridge Investments, an concern absorption company, released its “ClearBridge Dividend Strategy” archetypal 4th 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The ClearBridge Dividend Strategy proved resilient and delivered affirmative returns contempt a 4.3% diminution successful the benchmark S&P 500 Index. Despite accrued caution implicit the system and markets, the steadfast believes that the portfolio is well-positioned fixed its absorption connected valuation and capableness to financially upwind the storms and make steady, beardown dividend growth. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its archetypal 4th 2025 capitalist letter, ClearBridge Dividend Strategy emphasized 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 -14.57%, and its shares mislaid 16.48% of their worth implicit the past 52 weeks. On April 7, 2025, TE Connectivity plc (NYSE:TEL) banal closed astatine $123.50 per stock with a marketplace capitalization of $36.847 billion.

ClearBridge Dividend Strategy stated the pursuing regarding TE Connectivity plc (NYSE:TEL) successful its Q1 2025 capitalist letter:

"Meanwhile, we initiated positions successful CVS, Inditex and TE Connectivity plc (NYSE:TEL). Poor execution astatine Aetna, CVS’s wellness security business, and declining retail profits precipitated a diminution successful the shares which created an charismatic introduction point. We expect that underwriting improvements for its Medicare Advantage programme volition output sizeable nett maturation implicit the adjacent fewer years, which should pb to a re-rating successful the stock. TE Connectivity makes connectors for a wide scope of uses specified arsenic automobiles, information centers and aesculapian devices. Its main extremity markets, car and industrial, person travel nether immoderate cyclical pressure, which weighed connected the banal and provided an charismatic introduction constituent to this beardown business."

How Its Sensor Solutions Power the Future of AI Infrastructure

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TE Connectivity plc (NYSE:TEL) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 50 hedge money portfolios held TE Connectivity plc (NYSE:TEL) astatine the extremity of the 4th fourth which was 44 successful the erstwhile quarter. Increased currency speech headwinds during the fiscal archetypal 4th of 2025 negatively affected TE Connectivity plc’s (NYSE:TEL) sales of $3.84 billion. While we admit the imaginable of TE Connectivity plc (NYSE:TEL) arsenic an investment, our condemnation lies successful the content that AI stocks clasp greater committedness for delivering higher returns, and doing truthful wrong a shorter timeframe. If you are looking for an AI banal that is arsenic promising arsenic NVIDIA but that trades astatine little than 5 times its earnings, cheque retired our study astir the cheapest AI stock.