Sensata Technologies (NYSE:ST) Given New $40.00 Price Target at Bank of America

Sensata Technologies (NYSE:ST) had its target price upped by Bank of America from $37.00 to $40.00 in a research report report published on Friday morning,Benzinga reports. They currently have a neutral rating on the scientific and technical instruments company’s stock.

Other equities research analysts have also issued reports about the stock. Weiss Ratings reissued a “sell (d)” rating on shares of Sensata Technologies in a report on Monday, December 29th. Oppenheimer reissued an “outperform” rating and issued a $43.00 price objective on shares of Sensata Technologies in a research note on Wednesday, December 17th. Barclays lowered their target price on Sensata Technologies from $43.00 to $40.00 and set an “overweight” rating for the company in a research report on Monday, January 12th. Wells Fargo & Company upped their price target on Sensata Technologies from $34.00 to $37.00 and gave the company an “equal weight” rating in a research report on Monday, January 12th. Finally, Evercore set a $32.00 price objective on 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 stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $38.90.

Sensata Technologies Stock Up 6.0%

Shares of ST opened at $38.34 on Friday. 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 has a 52 week low of $17.32 and a 52 week high of $38.39. The stock has a market capitalization of $5.59 billion, a price-to-earnings ratio of 201.81, a PEG ratio of 1.37 and a beta of 1.16. The stock has a fifty day moving average of $35.02 and a 200-day moving average of $32.78.

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 analysts’ consensus estimates of $0.86 by $0.02. Sensata Technologies had a return on equity of 17.87% and a net margin of 0.83%.The business had revenue of $917.90 million during the quarter, compared to analysts’ expectations of $911.03 million. During the same quarter in the prior year, the firm earned $0.76 EPS. The business’s revenue for the quarter was up 1.1% compared to the same quarter last year. Sensata Technologies has set its Q1 2026 guidance at 0.810-0.850 EPS. As a group, sell-side analysts anticipate that Sensata Technologies will post 3.21 earnings per share for the current fiscal year.

Sensata Technologies Announces Dividend

The firm also recently disclosed 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. This represents a $0.48 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date of this dividend is Wednesday, February 11th. Sensata Technologies’s payout ratio is currently 252.63%.

Insider Activity at Sensata Technologies

In related news, EVP Lynne J. Caljouw sold 2,496 shares of the firm’s stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $37.53, for a total transaction of $93,674.88. Following the completion of the sale, the executive vice president owned 64,040 shares of the company’s stock, valued at $2,403,421.20. This trade represents a 3.75% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. 0.89% of the stock is currently owned by insiders.

Institutional Trading of Sensata Technologies

Several large investors have recently modified their holdings of ST. CIBC Private Wealth Group LLC lifted its position in shares of Sensata Technologies by 700.0% during the 4th quarter. CIBC Private Wealth Group LLC now owns 832 shares of the scientific and technical instruments company’s stock valued at $28,000 after acquiring an additional 728 shares during the period. Smartleaf Asset Management LLC increased its stake in Sensata Technologies by 659.7% in the third quarter. Smartleaf Asset Management LLC now owns 904 shares of the scientific and technical instruments company’s stock valued at $27,000 after purchasing an additional 785 shares in the last quarter. First Horizon Corp bought a new position in shares of Sensata Technologies during the 3rd quarter worth about $29,000. Hantz Financial Services Inc. boosted its position in shares of Sensata Technologies by 446.2% during the 2nd quarter. Hantz Financial Services Inc. now owns 994 shares of the scientific and technical instruments company’s stock worth $30,000 after purchasing an additional 812 shares in the last quarter. Finally, EFG International AG acquired a new stake in shares of Sensata Technologies in the 4th quarter valued at about $33,000. Institutional investors and hedge funds own 99.42% of the company’s stock.

Key Headlines Impacting Sensata Technologies

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

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.