Janus Henderson Group PLC Grows Position in Sensata Technologies Holding N.V. $ST

Janus Henderson Group PLC grew its holdings in shares of Sensata Technologies Holding N.V. (NYSE:ST) by 1.1% in the first quarter, Holdings Channel.com reports. The firm owned 10,402,517 shares of the scientific and technical instruments company’s stock after buying an additional 112,819 shares during the period. Janus Henderson Group PLC owned about 0.07% of Sensata Technologies worth $366,376,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also recently modified their holdings of ST. Goldman Sachs Group Inc. boosted its holdings in Sensata Technologies by 107.8% in the 1st quarter. Goldman Sachs Group Inc. now owns 419,137 shares of the scientific and technical instruments company’s stock worth $10,172,000 after buying an additional 217,418 shares during the period. United Services Automobile Association purchased a new position in Sensata Technologies in the 1st quarter valued at approximately $246,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in Sensata Technologies by 12.2% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 505,957 shares of the scientific and technical instruments company’s stock valued at $12,280,000 after acquiring an additional 55,045 shares during the period. Cetera Investment Advisers raised its holdings in Sensata Technologies by 11.8% during the 2nd quarter. Cetera Investment Advisers now owns 23,409 shares of the scientific and technical instruments company’s stock valued at $705,000 after acquiring an additional 2,472 shares during the period. Finally, Arrowstreet Capital Limited Partnership purchased a new stake in shares of Sensata Technologies during the second quarter worth $750,000. Hedge funds and other institutional investors own 99.42% of the company’s stock.

Analyst Ratings Changes

ST has been the subject of a number of analyst reports. The Goldman Sachs Group raised their price target on Sensata Technologies from $48.00 to $60.00 and gave the stock a “buy” rating in a report on Tuesday, May 26th. Barclays lowered Sensata Technologies from an “overweight” rating to an “equal weight” rating and boosted their price objective for the company from $49.00 to $53.00 in a research note on Friday, May 29th. Truist Financial raised Sensata Technologies from a “hold” rating to a “buy” rating and increased their price objective for the stock from $43.00 to $58.00 in a report on Wednesday, May 13th. Oppenheimer raised their target price on Sensata Technologies from $50.00 to $55.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 29th. Finally, UBS Group reaffirmed a “buy” rating and set a $57.00 target price on shares of Sensata Technologies in a report on Tuesday, June 2nd. Four research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $48.60.

Sensata Technologies Stock Up 4.3%

Shares of NYSE:ST opened at $48.00 on Friday. The firm has a fifty day moving average price of $47.93 and a two-hundred day moving average price of $41.37. The company has a debt-to-equity ratio of 1.00, a current ratio of 2.75 and a quick ratio of 1.95. Sensata Technologies Holding N.V. has a one year low of $28.16 and a one year high of $53.89. The company has a market cap of $6.98 billion, a price-to-earnings ratio of 80.00, a PEG ratio of 1.32 and a beta of 1.27.

Sensata Technologies (NYSE:ST) last released its quarterly earnings results on Wednesday, July 29th. The scientific and technical instruments company reported $0.98 EPS for the quarter, beating analysts’ consensus estimates of $0.93 by $0.05. The firm had revenue of $990.60 million during the quarter, compared to analyst estimates of $970.39 million. Sensata Technologies had a net margin of 2.37% and a return on equity of 18.97%. The business’s revenue for the quarter was up 5.0% on a year-over-year basis. During the same period in the previous year, the business earned $0.87 EPS. Sensata Technologies has set its Q3 2026 guidance at 0.930-0.970 EPS. Analysts anticipate that Sensata Technologies Holding N.V. will post 3.73 EPS for the current fiscal year.

Sensata Technologies Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, August 26th. Investors of record on Wednesday, August 12th will be given a dividend of $0.12 per share. This represents a $0.48 annualized dividend and a yield of 1.0%. The ex-dividend date is Wednesday, August 12th. Sensata Technologies’s payout ratio is presently 154.84%.

Key Sensata Technologies News

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

• Positive Sentiment: Q2 earnings and revenue exceeded expectations. Sensata reported adjusted earnings of $0.98 per share, above the $0.93 consensus estimate and up from $0.87 a year earlier. Revenue increased 5% year over year to $990.6 million, surpassing the $970.4 million forecast. Sensata Technologies Reports Second Quarter 2026 Financial Results
• Positive Sentiment: Inventory conditions improved. Better inventory levels suggest reduced customer destocking pressure and may support steadier production and sales trends in coming quarters. Sensata Technologies Q2 Sales Top Estimates
• Positive Sentiment: Management highlighted data-center growth potential. Sensata outlined an opportunity to expand its serviceable available market in data-center applications by approximately 1.5 to 2.5 times, providing a potential longer-term growth catalyst beyond its traditional industrial and automotive markets. Sensata Data Center Market Opportunity
• Neutral Sentiment: Third-quarter guidance was broadly in line with Wall Street expectations. Sensata forecast EPS of $0.93–$0.97, versus consensus of $0.95, and revenue of $957 million–$987 million, compared with a $969.8 million estimate. The outlook supports continued earnings stability but does not represent a significant forecast upgrade. Sensata Q2 Earnings Call Transcript
• Negative Sentiment: The guidance range signals some near-term uncertainty. The low end of the third-quarter revenue range is below the analyst consensus, suggesting demand or timing risks remain despite the quarterly beat.

Insider Buying and Selling

In other Sensata Technologies news, EVP David K. Stott sold 6,335 shares of the company’s stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $47.40, for a total value of $300,279.00. Following the transaction, the executive vice president directly owned 39,687 shares in the company, valued at $1,881,163.80. This represents a 13.77% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.65% of the stock is currently owned by insiders.

Sensata Technologies 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.