Sensata Technologies (NYSE:ST) Hits New 12-Month High Following Analyst Upgrade

Shares of Sensata Technologies Holding N.V. (NYSE:ST) reached a new 52-week high during mid-day trading on Friday after Robert W. Baird raised their price target on the stock from $39.00 to $40.00. Robert W. Baird currently has a neutral rating on the stock. Sensata Technologies traded as high as $38.18 and last traded at $37.0180, with a volume of 362861 shares changing hands. The stock had previously closed at $36.16.

ST has been the subject of a number of other reports. Wells Fargo & Company raised their target price on Sensata Technologies from $34.00 to $37.00 and gave the stock an “equal weight” rating in a research report on Monday, January 12th. Barclays cut their price target on Sensata Technologies from $43.00 to $40.00 and set an “overweight” rating for the company in a research note on Monday, January 12th. Truist Financial boosted their price objective on Sensata Technologies from $35.00 to $38.00 and gave the company a “hold” rating in a research note on Friday. Bank of America upped their price objective on shares of Sensata Technologies from $37.00 to $40.00 and gave the company a “neutral” rating in a report on Friday. Finally, Evercore set a $32.00 target price on shares of Sensata Technologies in a research report on Wednesday, October 29th. Four equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $38.90.

Insider Buying and Selling

In other news, EVP Lynne J. Caljouw sold 2,496 shares of the business’s stock in a transaction on Thursday, February 12th. The shares were sold at an average price of $37.53, for a total transaction of $93,674.88. Following the completion of the transaction, the executive vice president directly owned 64,040 shares in the company, valued at $2,403,421.20. The trade was a 3.75% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.89% of the stock is currently owned by insiders.

Sensata Technologies News Roundup

Here are the key news stories impacting Sensata Technologies this week:

• Positive Sentiment: Q4 earnings and revenue beat — Sensata reported GAAP EPS of $0.88 and revenue of $917.9M, topping consensus and showing year‑over‑year growth; management highlighted margin gains and strong cash flow on the call. Sensata Reports Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Analysts raised price targets — Multiple firms (Robert W. Baird, Bank of America, Truist) nudged targets higher to the high‑$30s/low‑$40s, signaling incremental analyst confidence and likely supporting buying interest. Benzinga coverage of analyst moves TickerReport on BofA note
• Positive Sentiment: Earnings call transcript underscored operational progress — Management discussed segment growth and margin improvement details that investors often reward if sustained. Earnings Call Transcript
• Neutral Sentiment: Q1 guidance was cautious — Sensata set Q1 FY2026 EPS at $0.810–$0.850 and revenue $917M–$937M, which is slightly below consensus at the midpoint; this limits upside near term and sets the numbers investors will focus on next quarter. Press release / slide deck
• Neutral Sentiment: Value/long‑term narratives supporting interest — Recent pieces from Zacks/MSN highlight Sensata’s value attributes and style scores, which can attract longer‑term investors even if near‑term volatility continues. Zacks value stock article MSN article
• Negative Sentiment: Immediate market reaction included an after‑hours pullback — Shares slipped roughly 3% in the immediate after‑hours trade despite the beat, reflecting investor focus on guidance and margin/earnings quality questions. Zacks earnings recap

Hedge Funds Weigh In On Sensata Technologies

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Vanguard Group Inc. raised its position in Sensata Technologies by 2.4% during the third quarter. Vanguard Group Inc. now owns 14,997,522 shares of the scientific and technical instruments company’s stock valued at $458,174,000 after purchasing an additional 346,547 shares in the last quarter. Artisan Partners Limited Partnership boosted its holdings in shares of Sensata Technologies by 2.6% in the 2nd quarter. Artisan Partners Limited Partnership now owns 14,097,006 shares of the scientific and technical instruments company’s stock worth $424,461,000 after purchasing an additional 354,246 shares in the last quarter. Janus Henderson Group PLC increased its position in shares of Sensata Technologies by 2.3% during the 4th quarter. Janus Henderson Group PLC now owns 10,289,698 shares of the scientific and technical instruments company’s stock valued at $342,544,000 after purchasing an additional 230,113 shares during the last quarter. Dimensional Fund Advisors LP raised its holdings in shares of Sensata Technologies by 3.5% during the 4th quarter. Dimensional Fund Advisors LP now owns 7,266,103 shares of the scientific and technical instruments company’s stock valued at $241,884,000 after buying an additional 242,865 shares in the last quarter. Finally, Woodline Partners LP lifted its position in Sensata Technologies by 165.4% in the 3rd quarter. Woodline Partners LP now owns 4,975,745 shares of the scientific and technical instruments company’s stock worth $152,009,000 after buying an additional 3,100,927 shares during the last quarter. Hedge funds and other institutional investors own 99.42% of the company’s stock.

Sensata Technologies Stock Up 6.0%

The company has a market cap of $5.59 billion, a P/E ratio of 201.81, a P/E/G ratio of 1.37 and a beta of 1.16. The stock has a 50-day moving average of $35.02 and a two-hundred day moving average of $32.78. The company has a debt-to-equity ratio of 1.18, a quick ratio of 2.10 and a current ratio of 2.91.

Sensata Technologies (NYSE:ST) last issued its earnings results on Thursday, February 19th. The scientific and technical instruments company reported $0.88 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.86 by $0.02. Sensata Technologies had a net margin of 0.83% and a return on equity of 17.87%. The firm had revenue of $917.90 million for the quarter, compared to analysts’ expectations of $911.03 million. During the same quarter last year, the business earned $0.76 earnings per share. The business’s revenue was up 1.1% on a year-over-year basis. Sensata Technologies has set its Q1 2026 guidance at 0.810-0.850 EPS. On average, research analysts anticipate that Sensata Technologies Holding N.V. will post 3.21 EPS for the current fiscal year.

Sensata Technologies Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, February 25th. Stockholders of record on Wednesday, February 11th will be paid a $0.12 dividend. The ex-dividend date is Wednesday, February 11th. This represents a $0.48 annualized dividend and a dividend yield of 1.3%. Sensata Technologies’s payout ratio is currently 252.63%.

Sensata Technologies Company Profile

Sensata Technologies Holdings N.V. is a global industrial technology company specializing in the design, development and manufacture of sensors and electrical protection solutions. The company’s product portfolio includes pressure, temperature, position, speed, current and magnetic sensors, as well as circuit breakers and other protection devices. Sensata’s offerings serve a wide array of end markets, with a particularly strong presence in automotive original equipment manufacturers (OEMs), industrial automation, heating, ventilation and air conditioning (HVAC), commercial aerospace and renewable energy sectors.

Headquartered in Attleboro, Massachusetts, Sensata operates a network of manufacturing and engineering facilities across North America, Europe, Asia Pacific and Latin America.