Maverick Capital Ltd. Grows Stock Holdings in Sensata Technologies Holding N.V. $ST

Key Points

• Maverick Capital Ltd. increased its stake in Sensata Technologies by 141.0% in the 1st quarter, owning 21,258 shares valued at $516,000.
• Sensata Technologies reported a net revenue of $943.38 million for its last quarterly earnings, surpassing the consensus estimate while experiencing a 8.9% decline year-over-year.
• The company declared a quarterly dividend of $0.12 per share, resulting in an annualized dividend yield of 1.5%.

Maverick Capital Ltd. grew its stake in shares of Sensata Technologies Holding N.V. (NYSE:ST - Free Report) by 141.0% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 21,258 shares of the scientific and technical instruments company's stock after purchasing an additional 12,437 shares during the quarter. Maverick Capital Ltd.'s holdings in Sensata Technologies were worth $516,000 at the end of the most recent quarter.

A number of other hedge funds also recently added to or reduced their stakes in ST. Northern Trust Corp raised its holdings in Sensata Technologies by 6.4% in the fourth quarter. Northern Trust Corp now owns 1,793,392 shares of the scientific and technical instruments company's stock worth $49,139,000 after purchasing an additional 108,555 shares in the last quarter. AXA S.A. raised its holdings in Sensata Technologies by 1.8% in the fourth quarter. AXA S.A. now owns 197,133 shares of the scientific and technical instruments company's stock worth $5,401,000 after purchasing an additional 3,484 shares in the last quarter. BNP Paribas Financial Markets raised its holdings in Sensata Technologies by 392.0% in the fourth quarter. BNP Paribas Financial Markets now owns 158,727 shares of the scientific and technical instruments company's stock worth $4,349,000 after purchasing an additional 126,463 shares in the last quarter. Bayesian Capital Management LP bought a new position in Sensata Technologies in the fourth quarter worth about $356,000. Finally, Balyasny Asset Management L.P. increased its holdings in shares of Sensata Technologies by 34.1% during the fourth quarter. Balyasny Asset Management L.P. now owns 533,270 shares of the scientific and technical instruments company's stock valued at $14,612,000 after acquiring an additional 135,637 shares in the last quarter. 99.42% of the stock is owned by hedge funds and other institutional investors.

Sensata Technologies Price Performance

Shares of NYSE:ST traded down $0.23 during trading on Friday, reaching $32.02. 1,407,859 shares of the company's stock traded hands, compared to its average volume of 1,204,921. Sensata Technologies Holding N.V. has a fifty-two week low of $17.32 and a fifty-two week high of $37.40. The company has a quick ratio of 1.94, a current ratio of 2.71 and a debt-to-equity ratio of 1.11. The firm has a market cap of $4.66 billion, a PE ratio of 42.69, a P/E/G ratio of 1.27 and a beta of 1.13. The company has a 50-day simple moving average of $31.75 and a 200-day simple moving average of $27.56.

Sensata Technologies (NYSE:ST - Get Free Report) last posted its earnings results on Tuesday, July 29th. The scientific and technical instruments company reported $0.87 EPS for the quarter, beating analysts' consensus estimates of $0.84 by $0.03. Sensata Technologies had a return on equity of 16.88% and a net margin of 2.97%.The firm 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 company's quarterly revenue 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, analysts predict that Sensata Technologies Holding N.V. will post 3.21 earnings per share for the current year.

Sensata Technologies Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, August 27th. Investors of record on Wednesday, August 13th were issued a $0.12 dividend. This represents a $0.48 annualized dividend and a yield of 1.5%. The ex-dividend date was Wednesday, August 13th. Sensata Technologies's payout ratio is presently 64.00%.

Analysts Set New Price Targets

Several equities analysts recently issued reports on the company. JPMorgan Chase & Co. upped their target price on Sensata Technologies from $23.00 to $32.00 and gave the company an "underweight" rating in a research report on Thursday, July 17th. UBS Group raised their price objective on Sensata Technologies from $41.00 to $43.00 and gave the stock a "buy" rating in a research note on Wednesday, July 30th. Bank of America upped their target price on Sensata Technologies from $27.00 to $32.00 and gave the company a "neutral" rating in a research report on Wednesday, July 16th. Evercore ISI lifted their price objective on Sensata Technologies from $27.00 to $30.00 and gave the company an "in-line" rating in a research note on Wednesday, July 30th. Finally, Wall Street Zen upgraded Sensata Technologies from a "hold" rating to a "buy" rating in a research note on Saturday, August 2nd. Four research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat.com, Sensata Technologies currently has a consensus rating of "Hold" and a consensus price target of $34.64.

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.