Schwerin Boyle Capital Management Inc. Increases Position in Sensata Technologies Holding N.V. $ST

Key Points

• Schwerin Boyle Capital Management Inc. increased its stake in Sensata Technologies by 75.3%, now owning 798,250 shares valued at approximately $19.37 million, making it the 17th largest holding in their portfolio.
• Analysts have raised their price targets for Sensata Technologies, with Goldman Sachs projecting a price of $30.00 and Wells Fargo increasing theirs to $33.00, supporting a general sentiment of a "buy" or "hold" rating for the stock.
• Sensata Technologies recently announced a quarterly dividend of $0.12 per share, with an annualized yield of 1.4%, indicating ongoing shareholder returns amidst a decline in quarterly revenue year-over-year.

Schwerin Boyle Capital Management Inc. increased its position in Sensata Technologies Holding N.V. (NYSE:ST - Free Report) by 75.3% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 798,250 shares of the scientific and technical instruments company's stock after acquiring an additional 342,850 shares during the period. Sensata Technologies makes up about 2.0% of Schwerin Boyle Capital Management Inc.'s portfolio, making the stock its 17th biggest holding. Schwerin Boyle Capital Management Inc. owned about 0.55% of Sensata Technologies worth $19,374,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Barclays PLC raised its stake in shares of Sensata Technologies by 69.2% during the 4th quarter. Barclays PLC now owns 131,590 shares of the scientific and technical instruments company's stock valued at $3,606,000 after buying an additional 53,831 shares during the last quarter. MetLife Investment Management LLC raised its stake in shares of Sensata Technologies by 8.1% during the 4th quarter. MetLife Investment Management LLC now owns 84,309 shares of the scientific and technical instruments company's stock valued at $2,310,000 after buying an additional 6,314 shares during the last quarter. Tower Research Capital LLC TRC raised its stake in shares of Sensata Technologies by 64.7% during the 4th quarter. Tower Research Capital LLC TRC now owns 10,834 shares of the scientific and technical instruments company's stock valued at $297,000 after buying an additional 4,257 shares during the last quarter. Hsbc Holdings PLC purchased a new position in shares of Sensata Technologies during the 4th quarter valued at about $988,000. Finally, Adage Capital Partners GP L.L.C. purchased a new position in shares of Sensata Technologies in the 4th quarter valued at about $15,962,000. Hedge funds and other institutional investors own 99.42% of the company's stock.

Analyst Upgrades and Downgrades

ST has been the topic of several recent analyst reports. Wall Street Zen raised shares of Sensata Technologies from a "hold" rating to a "buy" rating in a report on Saturday, August 2nd. JPMorgan Chase & Co. lifted their target price on shares of Sensata Technologies from $23.00 to $32.00 and gave the company an "underweight" rating in a research report on Thursday, July 17th. Bank of America lifted their price objective on Sensata Technologies from $27.00 to $32.00 and gave the stock a "neutral" rating in a report on Wednesday, July 16th. Wells Fargo & Company lifted their price objective on Sensata Technologies from $30.00 to $33.00 and gave the stock an "equal weight" rating in a report on Wednesday, July 30th. Finally, UBS Group lifted their price objective on Sensata Technologies from $41.00 to $43.00 and gave the stock a "buy" rating in a report on Wednesday, July 30th. Four analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Sensata Technologies presently has an average rating of "Hold" and a consensus target price of $34.64.

Sensata Technologies Trading Down 0.4%

Shares of ST stock traded down $0.14 during trading on Thursday, hitting $33.38. 910,686 shares of the stock traded hands, compared to its average volume of 1,556,022. The firm has a market capitalization of $4.86 billion, a P/E ratio of 44.51, a price-to-earnings-growth ratio of 1.32 and a beta of 1.14. 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 firm's fifty day moving average price is $31.39 and its 200-day moving average price is $27.41. Sensata Technologies Holding N.V. has a 52-week low of $17.32 and a 52-week high of $38.69.

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

Sensata Technologies Dividend Announcement

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

Sensata Technologies 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.