Sensata Technologies (NYSE:ST) Updates Q3 2026 Earnings Guidance

Sensata Technologies (NYSE:ST) updated its third quarter 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 0.930-0.970 for the period, compared to the consensus earnings per share estimate of 0.950. The company issued revenue guidance of $957.0 million-$987.0 million, compared to the consensus revenue estimate of $969.8 million.

Sensata Technologies Trading Up 3.6%

Shares of Sensata Technologies stock traded up $1.65 during trading hours on Thursday, hitting $47.65. The company’s stock had a trading volume of 2,075,222 shares, compared to its average volume of 2,017,443. The company has a market capitalization of $6.93 billion, a PE ratio of 153.95, a price-to-earnings-growth ratio of 1.34 and a beta of 1.27. The company has a debt-to-equity ratio of 1.00, a current ratio of 2.75 and a quick ratio of 1.95. The stock has a 50 day moving average of $47.92 and a 200 day moving average of $41.29. Sensata Technologies has a 12 month low of $28.16 and a 12 month high of $53.89.

Sensata Technologies (NYSE:ST) last released its quarterly earnings data on Wednesday, July 29th. The scientific and technical instruments company reported $0.98 earnings per share for the quarter, beating the consensus estimate of $0.93 by $0.05. Sensata Technologies had a return on equity of 18.23% and a net margin of 1.28%.The business had revenue of $990.60 million for the quarter, compared to analysts’ expectations of $970.39 million. During the same quarter in the previous year, the business posted $0.87 EPS. Sensata Technologies’s revenue for the quarter was up 5.0% on a year-over-year basis. Sensata Technologies has set its Q3 2026 guidance at 0.930-0.970 EPS. Analysts predict that Sensata Technologies will post 3.73 earnings per share for the current year.

Sensata Technologies Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, August 26th. Shareholders of record on Wednesday, August 12th will be paid a $0.12 dividend. The ex-dividend date of this dividend is Wednesday, August 12th. This represents a $0.48 dividend on an annualized basis and a yield of 1.0%. Sensata Technologies’s payout ratio is presently 154.84%.

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on ST. Truist Financial raised shares of Sensata Technologies from a “hold” rating to a “buy” rating and increased their price objective for the stock from $43.00 to $58.00 in a research report on Wednesday, May 13th. Wall Street Zen cut shares of Sensata Technologies from a “strong-buy” rating to a “buy” rating in a research report on Saturday, May 2nd. UBS Group reaffirmed a “buy” rating and issued a $57.00 target price on shares of Sensata Technologies in a research note on Tuesday, June 2nd. Wells Fargo & Company increased their target price on Sensata Technologies from $48.00 to $49.00 and gave the stock an “equal weight” rating in a report on Thursday, June 25th. Finally, The Goldman Sachs Group lifted their price target on Sensata Technologies from $48.00 to $60.00 and gave the company a “buy” rating in a research note on Tuesday, May 26th. Four investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Sensata Technologies has a consensus rating of “Hold” and an average target price of $48.60.

Insider Buying and Selling

In other news, EVP David K. Stott sold 6,335 shares of the stock in a transaction dated Wednesday, May 20th. The shares were sold at an average price of $47.40, for a total transaction of $300,279.00. Following the completion of the transaction, the executive vice president directly owned 39,687 shares in the company, valued at $1,881,163.80. This represents a 13.77% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. 0.65% of the stock is owned by company insiders.

Trending Headlines about Sensata Technologies

Here are the key news stories impacting Sensata Technologies this week:

• Positive Sentiment: Sensata reported second-quarter adjusted earnings of $0.98 per share, exceeding the $0.93 analyst consensus and improving from $0.87 a year earlier. Revenue rose 5% year over year to $990.6 million, also ahead of the $970.4 million consensus. Sensata Tops Q2 Earnings and Revenue Estimates
• Positive Sentiment: Management said inventory levels improved, a potentially favorable sign for customer demand and future orders. The company also outlined an opportunity to expand its addressable market in data-center applications by approximately 1.5 to 2.5 times, supporting the longer-term growth story. Sensata Q3 Outlook and Data Center Opportunity
• Neutral Sentiment: For the third quarter, Sensata forecast EPS of $0.93 to $0.97, broadly around the $0.95 consensus. The company expects revenue of $957 million to $987 million, a range that brackets but has a midpoint below the $969.8 million analyst estimate. Sensata Second Quarter Financial Results
• Positive Sentiment: The earnings call and detailed quarterly disclosures reinforced the headline results: revenue beat expectations, profitability exceeded forecasts, and year-over-year growth continued. These results may support investor confidence after the stock’s substantial rise over the past year. Sensata Q2 2026 Earnings Call Transcript

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of the stock. UMB Bank n.a. grew its stake in Sensata Technologies by 20.5% in the fourth quarter. UMB Bank n.a. now owns 1,678 shares of the scientific and technical instruments company’s stock valued at $56,000 after purchasing an additional 286 shares in the last quarter. Quadrant Capital Group LLC increased its holdings in Sensata Technologies by 3.8% during the third quarter. Quadrant Capital Group LLC now owns 10,981 shares of the scientific and technical instruments company’s stock worth $335,000 after buying an additional 397 shares during the last quarter. Parallel Advisors LLC raised its position in Sensata Technologies by 62.7% during the fourth quarter. Parallel Advisors LLC now owns 1,072 shares of the scientific and technical instruments company’s stock worth $36,000 after acquiring an additional 413 shares in the last quarter. Van Den Berg Management I Inc. raised its position in Sensata Technologies by 0.4% during the third quarter. Van Den Berg Management I Inc. now owns 124,548 shares of the scientific and technical instruments company’s stock worth $3,805,000 after acquiring an additional 474 shares in the last quarter. Finally, CIBC Private Wealth Group LLC lifted its stake in Sensata Technologies by 700.0% in the fourth quarter. CIBC Private Wealth Group LLC now owns 832 shares of the scientific and technical instruments company’s stock valued at $28,000 after acquiring an additional 728 shares during the last quarter. 99.42% of the stock is owned by institutional investors and hedge funds.

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.