Sensata Technologies (NYSE:ST) Sets New 1-Year High After Analyst Upgrade

Sensata Technologies Holding N.V. (NYSE:ST)’s stock price hit a new 52-week high during mid-day trading on Friday after Bank of America raised their price target on the stock from $37.00 to $40.00. Bank of America 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 trading hands. The stock had previously closed at $36.16.

ST has been the topic of several other reports. Oppenheimer reaffirmed an “outperform” rating and set a $43.00 target price on shares of Sensata Technologies in a research note on Wednesday, December 17th. Wells Fargo & Company upped their price objective 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 reduced their price objective on Sensata Technologies from $43.00 to $40.00 and set an “overweight” rating on the stock in a research note on Monday, January 12th. Weiss Ratings reissued a “sell (d)” rating on shares of Sensata Technologies in a research note on Monday, December 29th. Finally, Evercore set a $32.00 price target 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 assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $36.90.

Insider Activity

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

Key Headlines Impacting Sensata Technologies

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

• Positive Sentiment: Sensata beat Q4 expectations — EPS of $0.88 topped the $0.86 consensus and revenue of $917.9M exceeded estimates; the underlying top‑line beat and EPS improvement are constructive for near‑term fundamentals. Sensata (ST) Tops Q4 Earnings and Revenue Estimates
• Positive Sentiment: Company commentary and call highlights emphasized strong cash flow, which supports balance‑sheet resilience and buyback/dividend optionality. Q4 Call Highlights: Strong Cash Flow
• Positive Sentiment: An analyst at Bank of America raised the price target to $40 (from $37) — a modest vote of confidence, though the rating stayed “neutral”, so it may provide limited upside momentum. BofA Raises PT to $40
• Neutral Sentiment: Sensata issued Q1 FY2026 guidance of $0.810–0.850 EPS and revenue guidance of $917–$937M — roughly in line with the Street (consensus EPS ~0.83, revenue ~$927.5M) but with a revenue midpoint a hair below consensus, leaving room for investor disappointment if trends slip. Q1 Guidance & Results Release
• Negative Sentiment: Despite the beat, reported metrics highlight lingering margin/valuation questions (MarketBeat shows a small negative net margin and a negative P/E), which can cap enthusiasm and weigh on the stock until clarity returns. MarketBeat Earnings Summary

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of ST. UMB Bank n.a. lifted its stake in shares of Sensata Technologies by 20.5% during the 4th quarter. UMB Bank n.a. now owns 1,678 shares of the scientific and technical instruments company’s stock worth $56,000 after buying an additional 286 shares during the last quarter. Inscription Capital LLC lifted its position in Sensata Technologies by 1.4% during the fourth quarter. Inscription Capital LLC now owns 27,946 shares of the scientific and technical instruments company’s stock worth $930,000 after acquiring an additional 393 shares during the last quarter. Quadrant Capital Group LLC boosted its holdings in shares of Sensata Technologies by 3.8% during the third quarter. Quadrant Capital Group LLC now owns 10,981 shares of the scientific and technical instruments company’s stock worth $335,000 after acquiring an additional 397 shares during the period. Parallel Advisors LLC grew its position in shares of Sensata Technologies by 62.7% in the fourth quarter. Parallel Advisors LLC now owns 1,072 shares of the scientific and technical instruments company’s stock valued at $36,000 after purchasing an additional 413 shares during the last quarter. Finally, PNC Financial Services Group Inc. increased its stake in shares of Sensata Technologies by 4.8% during the third quarter. PNC Financial Services Group Inc. now owns 9,338 shares of the scientific and technical instruments company’s stock worth $285,000 after purchasing an additional 426 shares during the period. 99.42% of the stock is owned by hedge funds and other institutional investors.

Sensata Technologies Stock Performance

The company has a fifty day moving average of $34.94 and a two-hundred day moving average of $32.72. The firm has a market capitalization of $5.48 billion, a price-to-earnings ratio of -185.70, a PEG ratio of 1.38 and a beta of 1.16. 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 Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, February 25th. Investors of record on Wednesday, February 11th will be paid a $0.12 dividend. This represents a $0.48 annualized dividend and a dividend yield of 1.3%. The ex-dividend date is Wednesday, February 11th. Sensata Technologies’s payout ratio is -240.00%.

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.