Sensata Technologies Holding N.V. $ST Shares Sold by Victory Capital Management Inc.

Key Points

• Victory Capital Management trimmed its Sensata stake by 3.3%, selling 58,080 shares and leaving 1,689,832 shares (about 1.16% of the company) valued at $51.62 million, per its 13F filing.
• Sensata beat quarterly expectations with EPS of $0.88 (vs. $0.86) and revenue of $917.9M, set Q1 2026 guidance of $0.81–$0.85 EPS, and currently carries a MarketBeat consensus "Hold" rating with a $40.20 target as several firms raised price targets (Oppenheimer to $50).
• The company pays a quarterly dividend of $0.12 (annual $0.48, ~1.5% yield) but reports a very high dividend payout ratio of 252.63%, which may indicate the dividend is unsustainably high relative to earnings.

Victory Capital Management Inc. lowered its position in shares of Sensata Technologies Holding N.V. (NYSE:ST - Free Report) by 3.3% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 1,689,832 shares of the scientific and technical instruments company's stock after selling 58,080 shares during the quarter. Victory Capital Management Inc. owned about 1.16% of Sensata Technologies worth $51,624,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently bought and sold shares of ST. Caprock Group LLC acquired a new stake in shares of Sensata Technologies in the third quarter worth $1,566,000. First Citizens Bank & Trust Co. acquired a new position in shares of Sensata Technologies during the 3rd quarter valued at $1,002,000. Allspring Global Investments Holdings LLC purchased a new stake in Sensata Technologies during the 3rd quarter worth $864,000. Seizert Capital Partners LLC purchased a new stake in Sensata Technologies during the 3rd quarter worth $1,865,000. Finally, Envestnet Portfolio Solutions Inc. acquired a new stake in Sensata Technologies in the 3rd quarter valued at $1,163,000. Institutional investors and hedge funds own 99.42% of the company's stock.

Insider Transactions at Sensata Technologies

In other Sensata Technologies news, EVP Lynne J. Caljouw sold 2,496 shares of the company's stock in a transaction that occurred on 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 of the company's stock, valued at $2,403,421.20. This represents a 3.75% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. 0.89% of the stock is owned by corporate insiders.

Sensata Technologies Stock Performance

NYSE:ST opened at $33.04 on Friday. The company has a debt-to-equity ratio of 1.02, a current ratio of 2.57 and a quick ratio of 1.78. The firm has a 50-day moving average of $35.53 and a two-hundred day moving average of $33.15. The stock has a market cap of $4.82 billion, a P/E ratio of 173.88, a PEG ratio of 1.01 and a beta of 1.14. Sensata Technologies Holding N.V. has a 1-year low of $17.32 and a 1-year high of $39.09.

Sensata Technologies (NYSE:ST - Get Free Report) last announced its earnings results on Thursday, February 19th. The scientific and technical instruments company reported $0.88 earnings per share (EPS) for the quarter, topping analysts' consensus estimates 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 for the quarter, compared to analyst estimates of $911.03 million. During the same period in the previous year, the company earned $0.76 earnings per share. The company's revenue for the quarter was up 1.1% compared to the same quarter last year. Sensata Technologies has set its Q1 2026 guidance at 0.810-0.850 EPS. On average, research analysts expect that Sensata Technologies Holding N.V. will post 3.21 earnings per share for the current fiscal year.

Sensata Technologies Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, February 25th. Shareholders of record on Wednesday, February 11th were paid a dividend of $0.12 per share. This represents a $0.48 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date was Wednesday, February 11th. Sensata Technologies's dividend payout ratio (DPR) is 252.63%.

Wall Street Analyst Weigh In

Several research firms have commented on ST. Bank of America raised their price objective on Sensata Technologies from $37.00 to $40.00 and gave the company a "neutral" rating in a research report on Friday, February 20th. Oppenheimer increased their target price on Sensata Technologies from $43.00 to $50.00 and gave the company an "outperform" rating in a research note on Friday, February 27th. Barclays raised their target price on Sensata Technologies from $40.00 to $44.00 and gave the company an "overweight" rating in a report on Thursday, February 26th. Truist Financial boosted their price target on Sensata Technologies from $35.00 to $38.00 and gave the stock a "hold" rating in a research report on Friday, February 20th. Finally, Robert W. Baird upped their price target on Sensata Technologies from $39.00 to $40.00 and gave the stock a "neutral" rating in a report on Friday, February 20th. Four investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of "Hold" and a consensus target price 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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