Sensata Technologies (NYSE:ST) Releases Q2 2026 Earnings Guidance

Key Points

• Q2 2026 guidance: Sensata expects EPS of $0.890–$0.950 (consensus $0.920) and revenue of $950M–$980M (consensus $960M).
• The stock traded down ~1.7% to $41.53 after the update; analysts' views are mixed with a consensus rating of "Hold" and an average target price of $40.80.
• Sensata announced a quarterly dividend of $0.12 (annualized $0.48, yield 1.2%), noting a very high payout ratio of 252.63%.

Sensata Technologies (NYSE:ST - Get Free Report) updated its second quarter 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 0.890-0.950 for the period, compared to the consensus estimate of 0.920. The company issued revenue guidance of $950.0 million-$980.0 million, compared to the consensus revenue estimate of $960.0 million.

Wall Street Analysts Forecast Growth

A number of analysts recently issued reports on the stock. UBS Group raised their target price on shares of Sensata Technologies from $43.00 to $45.00 and gave the stock a "buy" rating in a research report on Tuesday, April 14th. JPMorgan Chase & Co. raised their target price on shares of Sensata Technologies from $32.00 to $34.00 and gave the stock an "underweight" rating in a research report on Monday, February 23rd. 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 research report on Friday, February 20th. Barclays raised their target price on shares of Sensata Technologies from $44.00 to $48.00 and gave the stock an "overweight" rating in a research report on Monday, April 13th. Finally, Wells Fargo & Company raised their target price on shares of Sensata Technologies from $34.00 to $37.00 and gave the stock an "equal weight" rating in a research report on Monday, January 12th. Four analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of "Hold" and an average target price of $40.80.

Sensata Technologies Trading Down 1.7%

Shares of ST traded down $0.72 during mid-day trading on Tuesday, reaching $41.53. The company had a trading volume of 2,126,622 shares, compared to its average volume of 1,902,628. The stock has a market cap of $6.06 billion, a price-to-earnings ratio of 218.59, a price-to-earnings-growth ratio of 1.22 and a beta of 1.14. The firm has a fifty day simple moving average of $36.63 and a 200-day simple moving average of $34.46. Sensata Technologies has a fifty-two week low of $20.57 and a fifty-two week high of $42.45. The company has a current ratio of 2.57, a quick ratio of 1.78 and a debt-to-equity ratio of 1.02.

Sensata Technologies (NYSE:ST - Get Free Report) last announced its quarterly earnings results on Tuesday, March 31st. The scientific and technical instruments company reported $0.86 earnings per share for the quarter. The company had revenue of $934.80 million for the quarter. Sensata Technologies had a net margin of 0.83% and a return on equity of 17.92%. On average, sell-side analysts anticipate that Sensata Technologies will post 3.65 EPS for the current fiscal year.

Sensata Technologies Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, May 27th. Investors of record on Wednesday, May 13th will be issued a dividend of $0.12 per share. The ex-dividend date is Wednesday, May 13th. This represents a $0.48 annualized dividend and a dividend yield of 1.2%. Sensata Technologies's payout ratio is presently 252.63%.

Insider Buying and Selling at Sensata Technologies

In related news, EVP Lynne J. Caljouw sold 2,913 shares of Sensata Technologies stock in a transaction on Tuesday, April 7th. The shares were sold at an average price of $34.71, for a total transaction of $101,110.23. Following the transaction, the executive vice president owned 72,842 shares in the company, valued at approximately $2,528,345.82. The trade was a 3.85% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. In the last quarter, insiders have sold 7,889 shares of company stock worth $280,345. Insiders own 0.89% of the company's stock.

Hedge Funds Weigh In On Sensata Technologies

Several hedge funds and other institutional investors have recently made changes to their positions in ST. CIBC Private Wealth Group LLC increased its stake in Sensata Technologies by 700.0% during the 4th quarter. CIBC Private Wealth Group LLC now owns 832 shares of the scientific and technical instruments company's stock worth $28,000 after buying an additional 728 shares during the period. EFG International AG purchased a new stake in Sensata Technologies during the 4th quarter worth $33,000. EverSource Wealth Advisors LLC increased its stake in Sensata Technologies by 244.4% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,178 shares of the scientific and technical instruments company's stock worth $35,000 after buying an additional 836 shares during the period. Atlas Capital Advisors Inc. purchased a new stake in Sensata Technologies during the 4th quarter worth $36,000. Finally, Parallel Advisors LLC increased its stake in Sensata Technologies by 62.7% during the 4th quarter. Parallel Advisors LLC now owns 1,072 shares of the scientific and technical instruments company's stock worth $36,000 after buying an additional 413 shares during the period. Institutional investors and hedge funds own 99.42% of the company's stock.

Sensata Technologies Company 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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