Sensata Technologies Holding N.V. $ST Shares Sold by Earnest Partners LLC

Key Points

• Earnest Partners trimmed its stake in Sensata Technologies by 2.1% in Q3, selling 31,974 shares and now holding 1,524,734 shares (about 1.05% of the company) valued at roughly $46.6 million, while institutional ownership stands at 99.42%.
• Sensata slightly beat quarterly expectations with EPS of $0.88 versus $0.86 and revenue of $917.9M (up 1.1% year‑over‑year), set Q1 2026 EPS guidance of $0.810–0.850, and currently has a market cap of $5.0B and a high trailing P/E of 180.46.
• The company pays a $0.12 quarterly dividend (annualized $0.48, 1.4% yield) despite a very high payout ratio (DPR 252.63%), an EVP recently sold shares, and analysts have been raising targets (Oppenheimer to $50) although the consensus rating remains a near‑term "Hold" with a $40.20 target.

Earnest Partners LLC decreased its stake in shares of Sensata Technologies Holding N.V. (NYSE:ST - Free Report) by 2.1% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 1,524,734 shares of the scientific and technical instruments company's stock after selling 31,974 shares during the period. Earnest Partners LLC owned about 1.05% of Sensata Technologies worth $46,581,000 as of its most recent filing with the SEC.

Several other hedge funds also recently made changes to their positions in the company. Bridgefront Capital LLC bought a new stake in Sensata Technologies during the third quarter valued at $566,000. California Public Employees Retirement System grew its stake in Sensata Technologies by 4.0% during the 3rd quarter. California Public Employees Retirement System now owns 270,130 shares of the scientific and technical instruments company's stock worth $8,252,000 after buying an additional 10,426 shares during the last quarter. Aquatic Capital Management LLC bought a new stake in Sensata Technologies in the third quarter valued at $1,175,000. Algert Global LLC increased its holdings in shares of Sensata Technologies by 25.9% in the 3rd quarter. Algert Global LLC now owns 49,960 shares of the scientific and technical instruments company's stock worth $1,526,000 after acquiring an additional 10,280 shares during the period. Finally, Schonfeld Strategic Advisors LLC grew its position in Sensata Technologies by 427.4% in the 3rd quarter. Schonfeld Strategic Advisors LLC now owns 182,861 shares of the scientific and technical instruments company's stock worth $5,586,000 after purchasing an additional 148,186 shares during the last quarter. Institutional investors and hedge funds own 99.42% of the company's stock.

Sensata Technologies Trading Up 0.0%

Shares of NYSE:ST opened at $34.29 on Monday. The company has a quick ratio of 1.78, a current ratio of 2.57 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 fifty day moving average of $35.59 and a two-hundred day moving average of $33.21. The firm has a market capitalization of $5.00 billion, a P/E ratio of 180.46, a price-to-earnings-growth ratio of 1.01 and a beta of 1.14.

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

Sensata Technologies Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, February 25th. Investors of record on Wednesday, February 11th were paid a $0.12 dividend. The ex-dividend date was Wednesday, February 11th. This represents a $0.48 dividend on an annualized basis and a yield of 1.4%. Sensata Technologies's dividend payout ratio (DPR) is presently 252.63%.

Insiders Place Their Bets

In other news, EVP Lynne J. Caljouw sold 2,496 shares of Sensata Technologies stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $37.53, for a total value of $93,674.88. Following the transaction, the executive vice president directly owned 64,040 shares in the company, valued at approximately $2,403,421.20. The trade was a 3.75% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. 0.89% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

ST has been the subject of a number of analyst reports. Oppenheimer boosted their price target on Sensata Technologies from $43.00 to $50.00 and gave the stock an "outperform" rating in a research report on Friday, February 27th. Wall Street Zen raised Sensata Technologies from a "hold" rating to a "buy" rating in a research note on Sunday, March 1st. Truist Financial boosted their price target on shares of Sensata Technologies from $35.00 to $38.00 and gave the stock a "hold" rating in a research report on Friday, February 20th. Robert W. Baird raised their target price on shares of Sensata Technologies from $39.00 to $40.00 and gave the stock a "neutral" rating in a report on Friday, February 20th. Finally, Bank of America lifted their target price on Sensata Technologies from $37.00 to $40.00 and gave the stock a "neutral" rating in a report on Friday, February 20th. Four analysts have rated the stock with a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat.com, Sensata Technologies has an average rating of "Hold" and a consensus price target of $40.20.

Sensata Technologies 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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