CWA Asset Management Group LLC Acquires New Holdings in Sensata Technologies Holding N.V. $ST

Key Points

• CWA Asset Management Group LLC opened a new position in Sensata in Q4, purchasing 34,032 shares (~$1.13M); institutional investors now own 99.42% of the company's stock.
• Sensata slightly beat Q4 expectations with $0.88 EPS vs. $0.86 and $917.9M in revenue, provided Q1 2026 guidance of $0.810–0.850 EPS, and analysts have lifted targets (average target $40.20, consensus "Hold").
• The company pays a quarterly dividend of $0.12 (annualized $0.48, 1.4% yield) but has a very high payout ratio of 252.63%, alongside a PE of 182.2 and a market cap of $5.05B.

CWA Asset Management Group LLC acquired a new position in Sensata Technologies Holding N.V. (NYSE:ST - Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 34,032 shares of the scientific and technical instruments company's stock, valued at approximately $1,133,000.

Other hedge funds also recently bought and sold shares of the company. Vanguard Group Inc. boosted its holdings in Sensata Technologies by 2.4% in the third quarter. Vanguard Group Inc. now owns 14,997,522 shares of the scientific and technical instruments company's stock worth $458,174,000 after acquiring an additional 346,547 shares in the last quarter. Dimensional Fund Advisors LP increased its holdings in shares of Sensata Technologies by 2.2% during the third quarter. Dimensional Fund Advisors LP now owns 7,023,238 shares of the scientific and technical instruments company's stock valued at $214,557,000 after acquiring an additional 150,013 shares in the last quarter. Woodline Partners LP raised its position in shares of 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 purchasing an additional 3,100,927 shares during the last quarter. Barrow Hanley Mewhinney & Strauss LLC boosted its stake in Sensata Technologies by 16.4% in the 3rd quarter. Barrow Hanley Mewhinney & Strauss LLC now owns 3,352,146 shares of the scientific and technical instruments company's stock worth $102,408,000 after purchasing an additional 471,274 shares in the last quarter. Finally, Boston Partners boosted its stake in Sensata Technologies by 1.1% in the 3rd quarter. Boston Partners now owns 2,824,838 shares of the scientific and technical instruments company's stock worth $86,606,000 after purchasing an additional 29,664 shares in the last quarter. Hedge funds and other institutional investors own 99.42% of the company's stock.

Insiders Place Their Bets

In other news, EVP Lynne J. Caljouw sold 2,480 shares of the business's stock in a transaction dated Wednesday, March 18th. The stock was sold at an average price of $34.50, for a total value of $85,560.00. Following the completion of the transaction, the executive vice president owned 61,560 shares of the company's stock, valued at $2,123,820. The trade was a 3.87% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Corporate insiders own 0.89% of the company's stock.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on ST shares. Truist Financial upped their price target on shares of Sensata Technologies from $35.00 to $38.00 and gave the company a "hold" rating in a research note on Friday, February 20th. Robert W. Baird lifted their price objective on shares of Sensata Technologies from $39.00 to $40.00 and gave the stock a "neutral" rating in a research note on Friday, February 20th. Wells Fargo & Company boosted their price objective on shares of Sensata Technologies from $34.00 to $37.00 and gave the company an "equal weight" rating in a report on Monday, January 12th. Weiss Ratings raised Sensata Technologies from a "sell (d+)" rating to a "hold (c-)" rating in a research report on Monday, March 2nd. Finally, Barclays raised their target price on Sensata Technologies from $40.00 to $44.00 and gave the stock an "overweight" rating in a research note on Thursday, February 26th. Four investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat.com, the stock has an average rating of "Hold" and an average target price of $40.20.

Sensata Technologies Stock Performance

ST opened at $34.62 on Tuesday. 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 12-month low of $17.32 and a 12-month high of $39.09. The firm has a 50 day moving average of $35.45 and a two-hundred day moving average of $33.28. The firm has a market capitalization of $5.05 billion, a PE ratio of 182.20, a P/E/G ratio of 0.97 and a beta of 1.14.

Sensata Technologies (NYSE:ST - Get Free Report) last released its quarterly earnings data on Thursday, February 19th. The scientific and technical instruments company reported $0.88 EPS for the quarter, beating the consensus estimate of $0.86 by $0.02. The business had revenue of $917.90 million for the quarter, compared to the consensus estimate of $911.03 million. Sensata Technologies had a net margin of 0.83% and a return on equity of 17.92%. The business's revenue for the quarter was up 1.1% on a year-over-year basis. During the same period in the prior year, the firm earned $0.76 EPS. Sensata Technologies has set its Q1 2026 guidance at 0.810-0.850 EPS. On average, analysts anticipate that Sensata Technologies Holding N.V. will post 3.21 EPS for the current year.

Sensata Technologies Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Wednesday, February 25th. Shareholders of record on Wednesday, February 11th were issued a $0.12 dividend. This represents a $0.48 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend was Wednesday, February 11th. Sensata Technologies's dividend payout ratio is presently 252.63%.

Sensata Technologies Company 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.

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