Sensata Technologies (NYSE:ST) Issues Q1 2026 Earnings Guidance

Sensata Technologies (NYSE:ST) issued an update on its first quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 0.810-0.850 for the period, compared to the consensus earnings per share estimate of 0.830. The company issued revenue guidance of $917.0 million-$937.0 million, compared to the consensus revenue estimate of $927.5 million.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on the company. Wells Fargo & Company upped their target price on shares of Sensata Technologies from $34.00 to $37.00 and gave the company an “equal weight” rating in a research report on Monday, January 12th. Weiss Ratings reissued a “sell (d)” rating on shares of Sensata Technologies in a research note on Monday, December 29th. Oppenheimer reaffirmed an “outperform” rating and issued a $43.00 price objective on shares of Sensata Technologies in a research note on Wednesday, December 17th. Evercore set a $32.00 target price on Sensata Technologies in a report on Wednesday, October 29th. Finally, Barclays cut their target price on Sensata Technologies from $43.00 to $40.00 and set an “overweight” rating on the stock in a research report on Monday, January 12th. Four equities research analysts have rated the stock with a Buy rating, five have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $36.10.

Sensata Technologies Trading Down 1.3%

Shares of ST traded down $0.48 during trading hours on Thursday, reaching $36.16. 2,239,945 shares of the company traded hands, compared to its average volume of 1,867,620. The firm has a market cap of $5.27 billion, a price-to-earnings ratio of -180.79, a PEG ratio of 1.39 and a beta of 1.16. Sensata Technologies has a 12-month low of $17.32 and a 12-month high of $37.95. The stock’s fifty day moving average price is $34.94 and its 200 day moving average price is $32.72. The company has a current ratio of 2.91, a quick ratio of 2.10 and a debt-to-equity ratio of 1.18.

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 for the quarter, beating analysts’ consensus estimates of $0.86 by $0.02. The business had revenue of $917.90 million during the quarter, compared to analyst estimates of $911.03 million. Sensata Technologies had a positive return on equity of 17.22% and a negative net margin of 0.71%.Sensata Technologies has set its Q1 2026 guidance at 0.810-0.850 EPS. Sell-side analysts forecast that Sensata Technologies will post 3.21 earnings per share for the current year.

Sensata Technologies Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, February 25th. Stockholders of record on Wednesday, February 11th will be given 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 is presently -240.00%.

Insider Activity at Sensata Technologies

In related news, Director Ali John Mirshekari sold 33,933 shares of the company’s stock in a transaction that occurred on Friday, November 21st. The stock was sold at an average price of $29.53, for a total value of $1,002,041.49. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, 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 transaction, the executive vice president directly owned 64,040 shares of the company’s stock, valued at $2,403,421.20. This represents a 3.75% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.89% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of ST. UMB Bank n.a. grew its stake in 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 valued at $56,000 after acquiring an additional 286 shares in the last quarter. Quadrant Capital Group LLC grew its position in shares of Sensata Technologies by 3.8% in the third quarter. Quadrant Capital Group LLC now owns 10,981 shares of the scientific and technical instruments company’s stock valued at $335,000 after purchasing an additional 397 shares in the last quarter. 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 in the last quarter. Van Den Berg Management I Inc. increased its holdings in shares of Sensata Technologies by 0.4% in the third quarter. Van Den Berg Management I Inc. now owns 124,548 shares of the scientific and technical instruments company’s stock valued at $3,805,000 after purchasing an additional 474 shares during the last quarter. Finally, CIBC Private Wealth Group LLC lifted its position in Sensata Technologies by 700.0% during the fourth quarter. CIBC Private Wealth Group LLC now owns 832 shares of the scientific and technical instruments company’s stock worth $28,000 after buying an additional 728 shares in the last quarter. Institutional investors and hedge funds own 99.42% of the company’s stock.

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.