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

Sensata Technologies (NYSE:ST) updated its first quarter 2026 earnings guidance on Thursday. 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.

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on ST shares. Bank of America increased their price target on shares of Sensata Technologies from $37.00 to $40.00 and gave the stock a “neutral” rating in a research note on Friday. Truist Financial increased their price objective on Sensata Technologies from $35.00 to $38.00 and gave the stock a “hold” rating in a report on Friday. Barclays reduced their price target on shares of Sensata Technologies from $43.00 to $40.00 and set an “overweight” rating for the company in a report on Monday, January 12th. Weiss Ratings reiterated a “sell (d)” rating on shares of Sensata Technologies in a research note on Monday, December 29th. Finally, Wells Fargo & Company increased their target price on Sensata Technologies from $34.00 to $37.00 and gave the company an “equal weight” rating in a research note on Monday, January 12th. Four equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, Sensata Technologies has an average rating of “Hold” and an average price target of $37.20.

Sensata Technologies Price Performance

Shares of ST stock traded up $1.02 on Friday, hitting $37.18. 1,477,472 shares of the company’s stock were exchanged, compared to its average volume of 1,848,084. Sensata Technologies has a 12 month low of $17.32 and a 12 month high of $38.18. The company has a debt-to-equity ratio of 1.18, a current ratio of 2.91 and a quick ratio of 2.10. The company has a 50 day moving average of $34.94 and a 200 day moving average of $32.72. The stock has a market cap of $5.42 billion, a P/E ratio of -184.68, a price-to-earnings-growth ratio of 1.38 and a beta of 1.16.

Sensata Technologies (NYSE:ST) last posted its earnings results 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 firm had revenue of $917.90 million during the quarter, compared to analysts’ expectations of $911.03 million. Sensata Technologies had a negative net margin of 0.71% and a positive return on equity of 17.22%. The business’s revenue for the quarter was up 1.1% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.76 earnings per share. Sensata Technologies has set its Q1 2026 guidance at 0.810-0.850 EPS. On average, equities research analysts predict that Sensata Technologies will post 3.21 EPS for the current year.

Sensata Technologies Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, February 25th. Shareholders of record on Wednesday, February 11th will be given a $0.12 dividend. The ex-dividend date is Wednesday, February 11th. This represents a $0.48 annualized dividend and a yield of 1.3%. Sensata Technologies’s dividend payout ratio (DPR) is currently -240.00%.

Insider Activity

In related news, EVP Lynne J. Caljouw sold 2,496 shares of the firm’s stock in a transaction 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 completion of the transaction, the executive vice president directly owned 64,040 shares of the company’s stock, valued at $2,403,421.20. This trade represents a 3.75% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. 0.89% of the stock is owned by corporate insiders.

Sensata Technologies News Roundup

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

• Positive Sentiment: Q4 results beat consensus: Sensata reported Q4 EPS of $0.88 (vs. $0.86 est.) and revenue of $917.9M (vs. ~$911M est.), with year‑over‑year revenue and EPS growth and margin improvement — a core reason for the intraday strength. Business Wire: Sensata Reports Q4 & Full‑Year 2025 Results
• Positive Sentiment: Analyst target revision: Bank of America raised its price target to $40 (maintaining a “neutral” rating), providing an updated valuation anchor that supports upside potential. TickerReport / Benzinga: BofA raises PT to $40
• Positive Sentiment: Earnings call highlighted cash flow and margin gains, reinforcing operational improvements that investors favor for durable profitability. Yahoo Finance: Q4 Call Highlights
• Neutral Sentiment: Mixed/tepid FY‑Q1 outlook: Sensata guided Q1 EPS to $0.810–$0.850 (consensus ~$0.830) and revenue to $917M–$937M (consensus ~$927.5M) — guidance roughly in line but slightly skewed below consensus at the midpoint, which tempers the beat. MarketBeat: Q4 results & guidance
• Negative Sentiment: After‑hours weakness: despite the beat, Sensata shares fell in after‑hours trading (reported ~3% down in one note), indicating some investor disappointment or profit‑taking tied to the conservative near‑term guide. Zacks: Q4 beat but shares slip after hours

Institutional Trading of Sensata Technologies

A number of large investors have recently bought and sold shares of ST. UMB Bank n.a. grew its stake in Sensata Technologies by 20.5% during the fourth quarter. UMB Bank n.a. now owns 1,678 shares of the scientific and technical instruments company’s stock worth $56,000 after purchasing an additional 286 shares during the period. Quadrant Capital Group LLC boosted its holdings in 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 worth $335,000 after acquiring an additional 397 shares in the last quarter. Parallel Advisors LLC raised its holdings in Sensata Technologies by 62.7% during the fourth quarter. Parallel Advisors LLC now owns 1,072 shares of the scientific and technical instruments company’s stock worth $36,000 after buying an additional 413 shares during the last quarter. Van Den Berg Management I Inc. increased its holdings in Sensata Technologies by 0.4% during the 3rd quarter. Van Den Berg Management I Inc. now owns 124,548 shares of the scientific and technical instruments company’s stock worth $3,805,000 after purchasing an additional 474 shares in the last quarter. Finally, CIBC Private Wealth Group LLC boosted its holdings in Sensata Technologies by 700.0% during 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. 99.42% of the stock is currently owned by institutional investors and hedge funds.

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.