Sensata Technologies Holding N.V. (NYSE:ST) Receives Consensus Rating of “Hold” from Analysts

Shares of Sensata Technologies Holding N.V. (NYSE:ST) have been given a consensus recommendation of “Hold” by the eleven research firms that are presently covering the stock, Marketbeat.com reports. Two research analysts have rated the stock with a sell recommendation, five have assigned a hold recommendation and four have assigned a buy recommendation to the company. The average 1-year price objective among brokerages that have issued ratings on the stock in the last year is $38.90.

Several research analysts have recently commented on the company. Wall Street Zen lowered Sensata Technologies from a “buy” rating to a “hold” rating in a research report on Saturday. Wells Fargo & Company boosted their target price on shares of Sensata Technologies from $34.00 to $37.00 and gave the stock an “equal weight” rating in a report on Monday, January 12th. Evercore set a $32.00 price target on shares of Sensata Technologies in a research report on Wednesday, October 29th. Bank of America lifted their price objective on shares of Sensata Technologies from $37.00 to $40.00 and gave the stock a “neutral” rating in a research report on Friday. Finally, Oppenheimer reissued an “outperform” rating and set a $43.00 target price on shares of Sensata Technologies in a research report on Wednesday, December 17th.

Key Stories 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

Insider Buying and Selling at Sensata Technologies

In other news, EVP Lynne J. Caljouw sold 2,496 shares of the company’s stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $37.53, for a total transaction of $93,674.88. Following the transaction, the executive vice president owned 64,040 shares in the company, valued at $2,403,421.20. This represents a 3.75% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Insiders own 0.89% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in ST. Smartleaf Asset Management LLC grew its holdings in shares of Sensata Technologies by 659.7% during 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 buying an additional 785 shares during the last quarter. CIBC Private Wealth Group LLC raised its stake in Sensata Technologies by 700.0% in the 4th quarter. CIBC Private Wealth Group LLC now owns 832 shares of the scientific and technical instruments company’s stock worth $28,000 after acquiring an additional 728 shares during the last quarter. First Horizon Corp acquired a new stake in Sensata Technologies during the 3rd quarter worth about $29,000. Hantz Financial Services Inc. grew its stake in 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 valued at $30,000 after purchasing an additional 812 shares during the last quarter. Finally, EFG International AG acquired a new position in shares of Sensata Technologies in the fourth quarter valued at about $33,000. Hedge funds and other institutional investors own 99.42% of the company’s stock.

Sensata Technologies Trading Up 6.0%

NYSE:ST opened at $38.34 on Monday. The firm has a 50-day simple moving average of $35.02 and a 200-day simple moving average of $32.82. Sensata Technologies has a one year low of $17.32 and a one year high of $38.39. The firm has a market cap of $5.59 billion, a P/E ratio of 201.81, a P/E/G ratio of 1.45 and a beta of 1.16. The company has a debt-to-equity ratio of 1.02, a quick ratio of 1.78 and a current ratio of 2.57.

Sensata Technologies (NYSE:ST) last issued its quarterly earnings data on Thursday, February 19th. The scientific and technical instruments company reported $0.88 EPS for the quarter, topping analysts’ consensus estimates of $0.86 by $0.02. The company had revenue of $917.90 million during the quarter, compared to the consensus estimate of $911.03 million. Sensata Technologies had a net margin of 0.83% and a return on equity of 17.92%. Sensata Technologies’s revenue for the quarter was up 1.1% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.76 earnings per share. Sensata Technologies has set its Q1 2026 guidance at 0.810-0.850 EPS. Equities analysts anticipate that Sensata Technologies 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. Shareholders 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 dividend on an annualized basis and a yield of 1.3%. Sensata Technologies’s dividend payout ratio (DPR) is 252.63%.

About Sensata Technologies

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.