54,295 Shares in Sensata Technologies Holding N.V. $ST Purchased by AMG National Trust Bank

Key Points

• AMG National Trust Bank acquired 54,295 shares of Sensata Technologies (NYSE:ST) in Q4, valued at about $1.81 million, and institutional investors now own roughly 99.42% of the company.
• Sensata beat Q1 estimates with $0.86 EPS (vs. $0.84) and $934.8M revenue, but management's mixed Q2 guidance and a very high valuation (P/E ~218.6) combined with a slim trailing net margin (~0.8%) have weighed on the stock.
• The company declared a quarterly dividend of $0.12 (annualized yield ~1.2%), while analysts' consensus is an average "Hold" rating with a $40.80 price target.

AMG National Trust Bank acquired a new position in shares of Sensata Technologies Holding N.V. (NYSE:ST - Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 54,295 shares of the scientific and technical instruments company's stock, valued at approximately $1,807,000.

Several other hedge funds have also bought and sold shares of the business. Woodline Partners LP lifted its position in Sensata Technologies by 165.4% in the 3rd quarter. Woodline Partners LP now owns 4,975,745 shares of the scientific and technical instruments company's stock valued at $152,009,000 after acquiring an additional 3,100,927 shares in the last quarter. Pzena Investment Management LLC bought a new position in Sensata Technologies in the 3rd quarter valued at approximately $22,317,000. First Trust Advisors LP bought a new position in Sensata Technologies in the 2nd quarter valued at approximately $21,786,000. Balyasny Asset Management L.P. lifted its position in Sensata Technologies by 215.9% in the 2nd quarter. Balyasny Asset Management L.P. now owns 821,001 shares of the scientific and technical instruments company's stock valued at $24,720,000 after acquiring an additional 561,083 shares in the last quarter. Finally, Sei Investments Co. lifted its position in Sensata Technologies by 61.5% in the 2nd quarter. Sei Investments Co. now owns 1,241,264 shares of the scientific and technical instruments company's stock valued at $37,372,000 after acquiring an additional 472,617 shares in the last quarter. Institutional investors own 99.42% of the company's stock.

Sensata Technologies Stock Down 1.7%

ST opened at $41.53 on Wednesday. The company has a current ratio of 2.57, a quick ratio of 1.78 and a debt-to-equity ratio of 1.02. Sensata Technologies Holding N.V. has a 1-year low of $20.57 and a 1-year high of $42.45. The company has a market capitalization of $6.06 billion, a PE ratio of 218.59, a PEG ratio of 1.24 and a beta of 1.14. The firm's 50 day simple moving average is $36.72 and its two-hundred day simple moving average is $34.55.

Sensata Technologies (NYSE:ST - Get Free Report) last released its quarterly earnings results on Tuesday, March 31st. The scientific and technical instruments company reported $0.86 earnings per share for the quarter. The business had revenue of $934.80 million for the quarter. Sensata Technologies had a net margin of 0.83% and a return on equity of 17.92%. As a group, equities analysts forecast that Sensata Technologies Holding N.V. will post 3.65 EPS for the current year.

Sensata Technologies Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, May 27th. Stockholders of record on Wednesday, May 13th will be given a dividend of $0.12 per share. This represents a $0.48 annualized dividend and a dividend yield of 1.2%. The ex-dividend date is Wednesday, May 13th. Sensata Technologies's dividend payout ratio (DPR) is presently 252.63%.

Analyst Upgrades and Downgrades

ST has been the topic of several analyst reports. Wells Fargo & Company upped their price objective on Sensata Technologies from $34.00 to $37.00 and gave the company an "equal weight" rating in a research report on Monday, January 12th. UBS Group increased their price objective on shares of Sensata Technologies from $43.00 to $45.00 and gave the company a "buy" rating in a research report on Tuesday, April 14th. Weiss Ratings upgraded shares of Sensata Technologies from a "sell (d+)" rating to a "hold (c-)" rating in a research report on Monday, March 2nd. Oppenheimer increased their price objective on shares of Sensata Technologies from $43.00 to $50.00 and gave the company an "outperform" rating in a research report on Friday, February 27th. Finally, Bank of America increased their price objective on shares of Sensata Technologies from $37.00 to $40.00 and gave the company a "neutral" rating in a research report on Friday, February 20th. Four equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of "Hold" and an average price target of $40.80.

Key Headlines Impacting Sensata Technologies

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

• Positive Sentiment: Q1 results beat expectations: Sensata reported $0.86 EPS vs. a $0.84 Zacks consensus and revenue of $934.8M vs. ~$927M est., with revenue up ~2.6% YoY — the beat supports near-term fundamentals. Sensata (ST) Q1 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Sales topped estimates and company released press materials and slides from the quarter — useful for verifying segment trends and backlog/booking commentary from the call. Sensata Technologies’s NYSE: ST Q1 Sales Top Estimates
• Neutral Sentiment: Q2 guidance is mixed but not overtly negative: Sensata gave EPS guidance of $0.890–$0.950 (consensus ~$0.920) and revenue $950M–$980M (consensus ~$960M). The ranges include street estimates, leaving room for investor interpretation. Sensata Technologies Reports First Quarter 2026 Financial Results
• Neutral Sentiment: Company made conference call, slide deck and press release available — listen/read for management tone on end-market demand, margin drivers, and timing of bookings vs. shipments. Listen to Conference Call / View Press Release
• Negative Sentiment: Profitability and valuation concerns: trailing net margin is slim (~0.8%) despite solid ROE, and the stock trades at a high P/E (~219), which makes the name sensitive to any guidance softness or margin pressure. (Background metrics: elevated debt-to-equity ~1.02; 50/200-day moving averages show recent run-up.)
• Negative Sentiment: Market reaction reflects cautious stance: despite the beat, the mixed guide and modest YoY growth led investors to pare back positions, contributing to the share decline and heavier intraday volume vs. average.

Insider Activity at Sensata Technologies

In other news, EVP Lynne J. Caljouw sold 2,913 shares of the firm's stock in a transaction on Tuesday, April 7th. The shares were sold at an average price of $34.71, for a total transaction of $101,110.23. Following the sale, the executive vice president directly owned 72,842 shares in the company, valued at $2,528,345.82. This trade represents a 3.85% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. In the last 90 days, insiders have sold 7,889 shares of company stock worth $280,345. 0.89% of the stock is owned by company insiders.

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.

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