Sensata Technologies Holding plc

Report azionario NYSE:ST

Capitalizzazione di mercato: US$6.9b

Sensata Technologies Holding Dividendi e riacquisti

Criteri Dividendo verificati 1/6

Sensata Technologies Holding è una società che paga dividendi con un rendimento attuale di 1.01%. La prossima data di pagamento è il 27th May, 2026 con una data di stacco della cedola di 13th May, 2026.

Informazioni chiave

1.0%

Rendimento del dividendo

0.8%

Rendimento del riacquisto

Rendimento totale per gli azionisti1.8%
Rendimento futuro dei dividendi1.1%
Crescita dei dividendi15.6%
Prossima data di pagamento dei dividendi27 May 26
Data di stacco del dividendo13 May 26
Dividendo per azionen/a
Rapporto di remunerazione144%

Aggiornamenti recenti su dividendi e riacquisti

Articolo di analisi Feb 01

Sensata Technologies Holding (NYSE:ST) Is Due To Pay A Dividend Of $0.12

The board of Sensata Technologies Holding plc ( NYSE:ST ) has announced that it will pay a dividend on the 25th of...

Recent updates

Aggiornamento della narrazione May 03

ST: Buybacks And Electrification Pipeline Will Shape Balanced Return Outlook

Analysts have raised their price target on Sensata Technologies Holding by about $7, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News Sensata repurchased 696,935 shares, or 0.48% of its share count, for $25.13 million between January 1 and March 31, 2026, completing a total buyback of 7,667,332 shares, or 5.13%, for $242.72 million under the September 27, 2023 authorization (Company filing, Buyback Tranche Update).
Aggiornamento della narrazione Apr 19

ST: EV Safety Solutions And Modest Assumption Shifts Will Shape Future Returns

Analysts have raised their fair value estimate for Sensata Technologies Holding from $34.00 to $37.00. They point to updated assumptions around revenue growth, profit margins, the discount rate and a future P/E of 15.50x as key drivers of the new price target.
Aggiornamento della narrazione Apr 03

ST: EV Safety Solutions And Stable Assumptions Will Guide Future Returns

Analysts have kept their $34.00 price target on Sensata Technologies Holding unchanged, citing updated modeling that reflects adjusted discount rates, revenue growth assumptions, profit margin outlook, and future P/E expectations, without changing their overall valuation view. What's in the News Sensata Technologies launched its FaultBreak contactor, a high voltage switching and protection solution for electric vehicles that combines fuse and contactor functions to support safety, system simplification, and reduced component count and weight.
Aggiornamento della narrazione Mar 20

ST: EV Safety Products And Steady Assumptions Will Shape Future Returns

Analysts have reiterated a $34.00 price target for Sensata Technologies Holding, reflecting updated assumptions for discount rate, revenue growth, profit margin, and future P/E that they view as better aligned with current company dynamics and risk pricing. What's in the News Sensata launched the FaultBreak contactor, a high voltage switching and protection product for electric vehicles that combines contactor and fuse functions in a single resettable device.
Aggiornamento della narrazione Mar 06

ST: EV Safety Products And Higher P/E Assumptions Will Shape Future Returns

Analysts have raised their price target on Sensata Technologies Holding to $34 from $32, citing updated assumptions related to discount rates, revenue growth, profit margins, and a future P/E of about 14.8x. What's in the News Sensata launched its FaultBreak contactor, a high voltage switching and protection solution for electric vehicles that combines passive and resettable fuse functionality to support safety, simplify power systems, and reduce component count and system cost (Product-Related Announcement).
Aggiornamento della narrazione Feb 19

ST: EV Safety Components And Higher Multiple Assumptions Will Constrain Future Upside

Analysts kept their $32.00 price target for Sensata Technologies Holding unchanged, citing small adjustments to assumptions around the discount rate, revenue growth, profit margin, and future P/E that largely offset each other in their updated models. What's in the News Sensata Technologies launched its STEV high voltage contactor series, targeting the specific requirements of battery electric vehicles and plug in hybrid vehicles across multiple platforms, from passenger cars to heavy duty trucks (Key Developments).
Aggiornamento della narrazione Feb 05

ST: Higher Multiple Assumptions And Margin Pressure Will Limit Future Upside

Analysts have maintained their fair value estimate for Sensata Technologies Holding at $32.00. Updated assumptions regarding revenue growth, profit margins, the discount rate, and the anticipated future P/E ratio inform the latest price target rationale.
Articolo di analisi Feb 01

Sensata Technologies Holding (NYSE:ST) Is Due To Pay A Dividend Of $0.12

The board of Sensata Technologies Holding plc ( NYSE:ST ) has announced that it will pay a dividend on the 25th of...
Aggiornamento della narrazione Jan 22

ST: Future Earnings Power Will Be Driven By Electrification Profitability

Analysts have adjusted their price target on Sensata Technologies Holding to US$48.00. The change is tied to updated assumptions for discount rate, revenue growth, profit margin, and future P/E expectations.
Aggiornamento della narrazione Jan 07

ST: Future Earnings Power Will Outweigh Recent Goodwill Impairment Charge

Analysts have trimmed their price target on Sensata Technologies Holding from about $49.55 to $48.00, citing updated assumptions around the discount rate, profit margin, revenue growth, and future P/E levels. What's in the News Sensata reported a consolidated goodwill impairment charge of $225.7 million for the three months ended September 30, 2025, compared with $150.1 million a year earlier (Key Developments).
Articolo di analisi Dec 22

Is Sensata Technologies Holding (NYSE:ST) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Aggiornamento della narrazione Dec 16

ST: Improved Margins And Steady Buybacks Will Support Balanced Outlook

Analysts have raised their price target on Sensata Technologies Holding by 2 dollars to 32 dollars per share. They cite expectations for faster revenue growth, improving profit margins, and a slightly lower future price to earnings multiple.
Seeking Alpha Dec 12

Sensata Technologies: Improvements, Albeit Very Modest

Summary Sensata Technologies shows modest organic growth and gradual deleveraging but remains hampered by flattish sales and highly adjusted earnings. Recent SKU rationalization is hurting top-line sales but could improve margins, though tangible benefits remain to be seen. Leverage is trending down, with net debt reduced to $2.43 billion and a 2.9x EBITDA ratio, yet it remains elevated. Despite a recent 25% rally, valuation is reasonable, but growth is unconvincing; I remain cautious and await clearer operational improvements. Read the full article on Seeking Alpha
Articolo di analisi Dec 04

Returns At Sensata Technologies Holding (NYSE:ST) Are On The Way Up

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
Aggiornamento della narrazione Dec 02

ST: Share Buybacks And Lower Discount Rate Will Improve Returns

Analysts have maintained their price target for Sensata Technologies Holding at $39.13, citing stable forecasts for revenue growth and profit margins as the primary reasons for the unchanged outlook. What's in the News Sensata Technologies issued new earnings guidance for the fourth quarter of 2025, projecting revenue between $890 million and $920 million, operating income between $137.4 million and $142.8 million, net income of $91.7 million to $95.2 million, and earnings per share of $0.63 to $0.65 (Key Developments).
Aggiornamento della narrazione Nov 18

ST: Rising Earnings Guidance And Share Buybacks Will Drive Future Upside

Analysts have slightly raised their price target for Sensata Technologies Holding from $39.07 to $39.13 per share. This reflects modest adjustments to profit margin and future valuation expectations.
Aggiornamento della narrazione Nov 02

ST: Improved Margins And Buybacks Will Drive Long Term Shareholder Returns

Analysts have raised their price target for Sensata Technologies Holding from $38.14 to $39.07. They cite improved revenue growth and profit margin expectations as the main reasons for this change.
Articolo di analisi Oct 29

Sensata Technologies Holding (NYSE:ST) Is Paying Out A Dividend Of $0.12

Sensata Technologies Holding plc's ( NYSE:ST ) investors are due to receive a payment of $0.12 per share on 26th of...
Articolo di analisi Sep 14

Are Investors Undervaluing Sensata Technologies Holding plc (NYSE:ST) By 37%?

Key Insights The projected fair value for Sensata Technologies Holding is US$49.51 based on 2 Stage Free Cash Flow to...
Articolo di analisi Aug 29

Sensata Technologies Holding plc (NYSE:ST) Looks Inexpensive But Perhaps Not Attractive Enough

You may think that with a price-to-sales (or "P/S") ratio of 1.3x Sensata Technologies Holding plc ( NYSE:ST ) is a...
Articolo di analisi Aug 04

Sensata Technologies Holding (NYSE:ST) Will Pay A Dividend Of $0.12

Sensata Technologies Holding plc's ( NYSE:ST ) investors are due to receive a payment of $0.12 per share on 27th of...
Articolo di analisi Jul 23

Returns On Capital At Sensata Technologies Holding (NYSE:ST) Paint A Concerning Picture

If you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...
Articolo di analisi Jun 22

Sensata Technologies Holding (NYSE:ST) Takes On Some Risk With Its Use Of Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
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Nuova narrazione May 16

Standardized Production And Global Wins Will Secure Future Success

Standardized production and improved cash flow management are enhancing margins, enabling share buybacks and debt reduction, which should boost earnings per share.
Seeking Alpha Mar 09

With Long Timeline To Full Recovery, Sensata Technologies Continues To Struggle

Summary Sensata Technologies has seen significant end-market challenges, with weak end-markets in autos, off-road machinery, and industrial products driving further share price declines. Fourth quarter results were better than expected, but revenue and margin pressures are expected until at least late 2025, as end-market pressures remain significant. EV adoption, safety regulations, and new product development can all drive future revenue growth, but it will take time for these drivers to activate. A new CEO (from a respected auto/machinery parts supplier) should help rebuild credibility, and 3%-4% long-term revenue growth with FCF margins in line with historical trends supports 30%+ upside. Read the full article on Seeking Alpha
Seeking Alpha Dec 22

Multiple Headwinds Set Up Sensata Technologies For Strong 2025 Returns

Summary Sensata Technologies' stock is poised for substantial outperformance in 2025 due to its compressed valuation and potential industrial recovery in 2H 2025. Despite multiple short-term headwinds, Sensata's long-term growth potential in the electrification of vehicles and industrial sectors remains strong. Sensata is significantly undervalued, trading at 11x TTM FCF, compared to peers like Amphenol, suggesting a potential 50-60% upside. The CEO transition and strategic improvements in ROIC and deleveraging efforts could drive significant capital gains for patient investors. Read the full article on Seeking Alpha

Stabilità e crescita dei pagamenti

Recupero dei dati sui dividendi

Dividendo stabile: Sebbene i pagamenti dei dividendi siano rimasti stabili, ST paga dividendi da meno di 10 anni.

Dividendo in crescita: I pagamenti dei dividendi di ST sono aumentati, ma la società ha pagato dividendi solo per 4 anni.


Rendimento dei dividendi rispetto al mercato

Sensata Technologies Holding Rendimento dei dividendi rispetto al mercato
Come si colloca il rendimento da dividendo di ST rispetto al mercato?
SegmentoRendimento dei dividendi
Azienda (ST)1.0%
Fondo del 25% del mercato (US)1.4%
Top 25% del mercato (US)4.3%
Media del settore (Electrical)0.6%
Analista previsionale (ST) (fino a 3 anni)1.1%

Dividendo notevole: Il dividendo di ST ( 1.01% ) non è degno di nota rispetto al 25% inferiore dei pagatori di dividendi nel mercato US ( 1.42% ).

Dividendo elevato: Il dividendo di ST ( 1.01% ) è basso rispetto al 25% dei maggiori pagatori di dividendi nel mercato US ( 4.25%.


Distribuzione degli utili agli azionisti

Copertura degli utili: Con il suo elevato payout ratio ( 144.3% ), i pagamenti dei dividendi di ST non sono ben coperti dagli utili.


Pagamenti in contanti agli azionisti

Copertura del flusso di cassa: Grazie al suo basso cash payout ratio ( 13.7% ), i pagamenti dei dividendi di ST sono completamente coperti dai flussi di cassa.


Scoprire le società che pagano dividendi forti

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/21 14:21
Prezzo dell'azione a fine giornata2026/05/21 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Sensata Technologies Holding plc è coperta da 31 analisti. 12 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Luke JunkBaird
Brian JohnsonBarclays
Robert CornellBarclays