Sensata Technologies (NYSE:ST) Price Target Raised to $40.00

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

Other equities analysts also recently issued research reports about the company. Evercore set a $32.00 price target on Sensata Technologies in a research report on Wednesday, October 29th. Wells Fargo & Company boosted their target price on Sensata Technologies from $34.00 to $37.00 and gave the stock an “equal weight” rating in a report on Monday, January 12th. Weiss Ratings restated a “sell (d)” rating on shares of Sensata Technologies in a research note on Monday, December 29th. Oppenheimer reaffirmed an “outperform” rating and set a $43.00 price target on shares of Sensata Technologies in a report on Wednesday, December 17th. Finally, Barclays decreased their price objective on shares of Sensata Technologies from $43.00 to $40.00 and set an “overweight” rating on the stock in a report on Monday, January 12th. Four analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Hold” and a consensus target price of $38.90.

Sensata Technologies Trading Up 6.0%

NYSE ST opened at $38.34 on Friday. Sensata Technologies has a 12 month low of $17.32 and a 12 month high of $38.39. The company has a current ratio of 2.57, a quick ratio of 1.78 and a debt-to-equity ratio of 1.02. The stock has a 50 day moving average of $35.02 and a 200-day moving average of $32.82. The company has a market cap of $5.59 billion, a PE ratio of 201.81, a PEG ratio of 1.45 and a beta of 1.16.

Sensata Technologies (NYSE:ST) last announced its quarterly earnings results on Thursday, February 19th. The scientific and technical instruments company reported $0.88 EPS for the quarter, beating analysts’ consensus estimates of $0.86 by $0.02. The firm had revenue of $917.90 million during the quarter, compared to analysts’ expectations of $911.03 million. Sensata Technologies had a net margin of 0.83% and a return on equity of 17.92%. The company’s revenue for the quarter was up 1.1% compared to the same quarter last year. During the same quarter last year, the company posted $0.76 earnings per share. Sensata Technologies has set its Q1 2026 guidance at 0.810-0.850 EPS. On average, equities research analysts anticipate that Sensata Technologies will post 3.21 EPS for the current fiscal year.

Sensata Technologies Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, February 25th. Stockholders of record on Wednesday, February 11th will be issued a dividend of $0.12 per share. The ex-dividend date of this dividend is Wednesday, February 11th. This represents a $0.48 dividend on an annualized basis and a dividend yield of 1.3%. Sensata Technologies’s dividend payout ratio (DPR) is currently 252.63%.

Insider Activity

In related 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 value of $93,674.88. Following the transaction, the executive vice president directly owned 64,040 shares in the company, valued at approximately $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 accessible through this link. Insiders own 0.89% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in the business. Woodline Partners LP grew its holdings in shares of Sensata Technologies by 165.4% during 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 purchasing an additional 3,100,927 shares in the last quarter. Pzena Investment Management LLC lifted its position in Sensata Technologies by 380.4% during the fourth quarter. Pzena Investment Management LLC now owns 3,509,416 shares of the scientific and technical instruments company’s stock worth $116,828,000 after purchasing an additional 2,778,918 shares during the period. Norges Bank acquired a new stake in Sensata Technologies during the fourth quarter worth about $62,966,000. Barrow Hanley Mewhinney & Strauss LLC increased its holdings in Sensata Technologies by 28.7% in the 4th quarter. Barrow Hanley Mewhinney & Strauss LLC now owns 4,313,603 shares of the scientific and technical instruments company’s stock valued at $143,600,000 after buying an additional 961,457 shares during the period. Finally, SG Capital Management LLC acquired a new position in shares of Sensata Technologies in the 2nd quarter valued at approximately $23,877,000. Institutional investors and hedge funds own 99.42% of the company’s stock.

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

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.