Sensata Technologies Holding N.V. $ST Shares Acquired by Fuller & Thaler Asset Management Inc.

Key Points

• Fuller & Thaler Asset Management Inc. increased its stake in Sensata Technologies by 4.2% during the first quarter, now holding approximately 3.75% of the company worth $133 million.
• Several institutional investors significantly raised their stakes in Sensata Technologies, with Signaturefd LLC boosting its position by 515.5% and others increasing their holdings by substantial percentages.
• Sensata Technologies recently announced a quarterly dividend of $0.12 per share, representing a yield of 1.5%, and the company's stock is currently rated as "Hold" by analysts with an average target price of $34.64.

Fuller & Thaler Asset Management Inc. raised its stake in Sensata Technologies Holding N.V. (NYSE:ST - Free Report) by 4.2% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,479,997 shares of the scientific and technical instruments company's stock after purchasing an additional 219,127 shares during the period. Fuller & Thaler Asset Management Inc. owned about 3.75% of Sensata Technologies worth $133,000,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also made changes to their positions in ST. Vanguard Group Inc. increased its position in Sensata Technologies by 3.2% during the first quarter. Vanguard Group Inc. now owns 15,017,354 shares of the scientific and technical instruments company's stock worth $364,471,000 after buying an additional 465,878 shares during the period. Janus Henderson Group PLC boosted its stake in shares of Sensata Technologies by 0.5% in the fourth quarter. Janus Henderson Group PLC now owns 9,767,232 shares of the scientific and technical instruments company's stock valued at $267,621,000 after buying an additional 44,233 shares in the last quarter. Price T Rowe Associates Inc. MD boosted its stake in shares of Sensata Technologies by 36.4% in the fourth 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 buying an additional 2,088,161 shares in the last quarter. Dimensional Fund Advisors LP raised its holdings in Sensata Technologies by 14.3% during the first quarter. Dimensional Fund Advisors LP now owns 6,639,888 shares of the scientific and technical instruments company's stock worth $161,152,000 after purchasing an additional 831,702 shares during the last quarter. Finally, Eminence Capital LP raised its holdings in Sensata Technologies by 25.2% during the fourth quarter. Eminence Capital LP now owns 4,318,718 shares of the scientific and technical instruments company's stock worth $118,333,000 after purchasing an additional 870,419 shares during the last quarter. Institutional investors and hedge funds own 99.42% of the company's stock.

Analysts Set New Price Targets

Several analysts have recently issued reports on the company. Wall Street Zen upgraded Sensata Technologies from a "hold" rating to a "buy" rating in a research report on Saturday, August 2nd. Evercore ISI upped their price target on Sensata Technologies from $27.00 to $30.00 and gave the stock an "in-line" rating in a research note on Wednesday, July 30th. Bank of America upped their price target on Sensata Technologies from $27.00 to $32.00 and gave the stock a "neutral" rating in a research note on Wednesday, July 16th. Wells Fargo & Company increased their target price on Sensata Technologies from $30.00 to $33.00 and gave the company an "equal weight" rating in a research note on Wednesday, July 30th. Finally, Truist Financial raised their price objective on Sensata Technologies from $27.00 to $35.00 and gave the company a "hold" rating in a research note on Wednesday, July 30th. Four analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of "Hold" and a consensus price target of $34.64.

Sensata Technologies Stock Performance

ST traded up $2.2410 during trading hours on Friday, hitting $33.4310. The company's stock had a trading volume of 1,789,879 shares, compared to its average volume of 1,736,614. Sensata Technologies Holding N.V. has a fifty-two week low of $17.32 and a fifty-two week high of $39.04. The firm has a market capitalization of $4.87 billion, a PE ratio of 44.57, a PEG ratio of 1.23 and a beta of 1.14. The company has a 50-day simple moving average of $30.99 and a 200 day simple moving average of $27.20. The company has a current ratio of 2.71, a quick ratio of 1.94 and a debt-to-equity ratio of 1.11.

Sensata Technologies (NYSE:ST - Get Free Report) last issued its quarterly 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 return on equity of 16.88% and a net margin of 2.97%.The company had revenue of $943.38 million for the quarter, compared to analysts' expectations of $928.25 million. During the same period last year, the firm earned $0.93 EPS. The firm'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. As a group, sell-side analysts expect that Sensata Technologies Holding N.V. will post 3.21 EPS for the current year.

Sensata Technologies Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, August 27th. Stockholders 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 annualized dividend and a dividend yield of 1.4%. Sensata Technologies's dividend payout ratio (DPR) is 64.00%.

About Sensata Technologies

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.