Arnhold LLC Cuts Position in Sensata Technologies Holding N.V. $ST

Key Points

• Arnhold LLC reduced its holdings in Sensata Technologies by 14.1%, selling 63,239 shares during the first quarter, and now owns 0.26% of the company, valued at approximately $9.34 million.
• Several hedge funds increased their stakes in Sensata Technologies, with Price T Rowe Associates boosting its position by 14.6% and now owning 8.96 million shares worth around $217.56 million.
• Sensata Technologies reported $0.87 earnings per share in its recent quarterly earnings, surpassing expectations, and has set its Q3 2025 guidance between $0.810 and $0.87 EPS.

Arnhold LLC lessened its stake in Sensata Technologies Holding N.V. (NYSE:ST - Free Report) by 14.1% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 384,638 shares of the scientific and technical instruments company's stock after selling 63,239 shares during the quarter. Arnhold LLC owned 0.26% of Sensata Technologies worth $9,335,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of ST. Price T Rowe Associates Inc. MD increased its stake in shares of Sensata Technologies by 36.4% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 7,821,428 shares of the scientific and technical instruments company's stock valued at $214,308,000 after purchasing an additional 2,088,161 shares in the last quarter. Woodline Partners LP increased its stake in Sensata Technologies by 65.2% during the 4th quarter. Woodline Partners LP now owns 2,277,826 shares of the scientific and technical instruments company's stock worth $62,412,000 after buying an additional 898,835 shares in the last quarter. Eminence Capital LP increased its stake in Sensata Technologies by 25.2% during the 4th quarter. Eminence Capital LP now owns 4,318,718 shares of the scientific and technical instruments company's stock worth $118,333,000 after buying an additional 870,419 shares in the last quarter. Dimensional Fund Advisors LP grew its position in shares of Sensata Technologies by 14.3% in the first quarter. Dimensional Fund Advisors LP now owns 6,639,888 shares of the scientific and technical instruments company's stock valued at $161,152,000 after purchasing an additional 831,702 shares in the last quarter. Finally, Adage Capital Partners GP L.L.C. purchased a new position in Sensata Technologies during the fourth quarter worth approximately $15,962,000. Hedge funds and other institutional investors own 99.42% of the company's stock.

Analyst Ratings Changes

A number of brokerages have commented on ST. Evercore ISI lifted their target price on shares of Sensata Technologies from $27.00 to $30.00 and gave the stock an "in-line" rating in a research note on Wednesday, July 30th. Wells Fargo & Company lifted their target price on shares of Sensata Technologies from $30.00 to $33.00 and gave the stock an "equal weight" rating in a research note on Wednesday, July 30th. Wall Street Zen raised shares of Sensata Technologies from a "hold" rating to a "buy" rating in a research note on Saturday, August 2nd. Truist Financial boosted their price target on shares of Sensata Technologies from $27.00 to $35.00 and gave the company a "hold" rating in a research note on Wednesday, July 30th. Finally, UBS Group boosted their price target on shares of Sensata Technologies from $41.00 to $43.00 and gave the company a "buy" rating in a research note on Wednesday, July 30th. Four research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat, the company presently has a consensus rating of "Hold" and a consensus target price of $34.64.

Sensata Technologies Stock Up 0.6%

Shares of Sensata Technologies stock traded up $0.20 during trading hours on Wednesday, hitting $33.29. The company had a trading volume of 362,070 shares, compared to its average volume of 1,750,758. The company's 50-day moving average is $31.18 and its two-hundred day moving average is $27.32. Sensata Technologies Holding N.V. has a twelve month low of $17.32 and a twelve month high of $38.69. The company has a debt-to-equity ratio of 1.11, a current ratio of 2.71 and a quick ratio of 1.94. The company has a market cap of $4.85 billion, a P/E ratio of 44.37, a price-to-earnings-growth ratio of 1.30 and a beta of 1.14.

Sensata Technologies (NYSE:ST - Get Free Report) last issued its earnings results on Tuesday, July 29th. The scientific and technical instruments company reported $0.87 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.84 by $0.03. Sensata Technologies had a net margin of 2.97% and a return on equity of 16.88%. The business had revenue of $943.38 million during the quarter, compared to analysts' expectations of $928.25 million. During the same quarter in the prior year, the business posted $0.93 EPS. The company's revenue for the quarter was down 8.9% on a year-over-year basis. Sensata Technologies has set its Q3 2025 guidance at 0.810-0.87 EPS. Analysts anticipate that Sensata Technologies Holding N.V. will post 3.21 earnings per share for the current fiscal year.

Sensata Technologies Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 27th. Shareholders of record on Wednesday, August 13th will be given a dividend of $0.12 per share. The ex-dividend date is Wednesday, August 13th. This represents a $0.48 dividend on an annualized basis and a yield of 1.4%. Sensata Technologies's dividend payout ratio is presently 64.00%.

Sensata Technologies Company Profile

Sensata Technologies Holding plc develops, manufactures, and sells sensors and sensor-rich solutions, electrical protection components and systems, and other products used in mission-critical systems and applications in the United States and internationally. It operates in two segments, Performance Sensing and Sensing Solutions.