Sensata Technologies (ST)
Supplies sensors, electrical protection, telematics, and power conversion for transportation and industrial systems.
Something off on this page? Send us feedback.
Sells sensors, electrical-protection components, telematics, and power-conversion products across transportation and industrial markets. Its three reporting segments span Automotive, Industrials, and Aerospace, Defense and Commercial Equipment.
Mission-critical sensors, electrical-protection components, telematics, and power-conversion products serve automotive, heavy vehicle and off-road, industrial, and aerospace markets.
The business operates globally, with more than 16,000 employees in 13 countries. Automotive, Industrials, and Aerospace, Defense and Commercial Equipment are its reporting segments, reflecting a portfolio broadened by acquisitions including Schrader, GIGAVAC, Xirgo, and Dynapower.
Its operating lineage reaches back to controls technology in Attleboro, while the modern standalone company emerged from Bain Capital's 2006 carve-out of Texas Instruments' Sensors & Controls business. The business depends on end-market demand across transportation and industrial systems.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 3, 2026 | Barclays | Reiterate | Rating: —Target: $53 | Target: $55 |
| Jul 30, 2026 | Evercore ISI | Target | Target: $43 | Target: $50 |
| Jul 30, 2026 | Robert W. Baird | Target | Target: $45 | Target: $49 |
| Jun 2, 2026 | UBS | Target | Target: $45 | Target: $57 |
| Jun 2, 2026 | Wells Fargo | Reiterate | Rating: —Target: $37 | Target: $48 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $403.3M · Total debt $2.44B · Total assets $6.59B · Shareholders' equity $2.96B
- Revenue
- $990.6M
- Operating income
- $165.4M
- Net income
- $102.1M
HistoryDividendAnnual yield
| Institutions | ≈ 104.23% | 151.69M shares | |
|---|---|---|---|
| 485 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 1.00% | 1.46M shares | |
| 25 holders · as of Sep 4, 2026 | |||
| Strategic holders | 17.81% | 25.92M shares | |
| 3 holders · as of May 13, 2026 | |||
| Adds to | 123.04% | ||
145.54M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 123.04%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 9.35% | 13.60M | as of Jun 30, 2026 |
Generation Investment Management LLPInstitution | 7.60% | 11.06M | filed Feb 14, 2022 |
Jupiter Topco LLCInstitution | 7.51% | 10.93M | as of Jun 30, 2026 |
Janus Henderson Group PLCStrategic | 6.91% | 10.06M | filed Nov 14, 2025 |
Price T Rowe Associates Inc /MD/Institution | 6.54% | 9.53M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 12, 2026 | Lynne J. Caljouw | officer: EVP, Chief HR Officer | −2,723 | $50.35 |
| May 20, 2026 | David K. Stott | officer: EVP, General Counsel | −6,335 | $47.40 |
| Apr 7, 2026 | Lynne J. Caljouw | officer: EVP, Chief HR Officer | −2,913 | $34.71 |
| Mar 18, 2026 | Lynne J. Caljouw | officer: EVP, Chief HR Officer | −2,480 | $34.50 |
| Mar 6, 2026 | Stephan von Schuckmann | director, officer: CEO | +15,150 | $33.11 |
- TE Connectivity
Automotive, industrial and aerospace sensors and power components
- Amphenol
Harsh-environment sensors and power interconnects across core end markets
- Littelfuse
Circuit protection, controls and sensors for transport and industry
- Analog Devices
Precision sensing, power electronics and control for mobility and industry
- Honeywell Technologies
Industrial sensing and aerospace systems for high-reliability applications
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Sensata Technologies | $42.16 | +0.76% | $6.09B | 67.5 | 10.8 | 1.6 | +5.1% |
| TE Connectivity | $211.12 | +0.53% | $60.89B | 20.6 | 16.8 | 3.2 | +13.8% |
| Amphenol | $81.77 | +1.30% | $199.05B | 40.4 | 27.8 | 6.9 | +55.0% |
| Littelfuse | $412.94 | +0.83% | $10.40B | — | 21.9 | 4.0 | +20.4% |
| Analog Devices | $385.39 | +0.62% | $186.55B | 45.4 | 24.0 | 13.4 | +39.6% |
| Honeywell Technologies | $209.60 | +1.51% | $65.44B | 8.0 | 22.7 | 1.8 | −49.9% |
| Median | 30.5 | 22.7 | 4.0 | +20.4% |