Reading the tape
NYSE: ST
Sensata Technologies Holding plc
Technology · Hardware, Equipment & Parts
Market Cap
$6.14B
52w High
$42.55
52w Low
$21.39
P/E
126.80
Volume
2.03M
Outstanding Shares
145.43M
Price vs Fundamentals
Why The Stock Is Moving
Fundamentals are supporting the moveModerate confidence
1Y Price: 97.43%Revenue (TTM): -3.05%FCF (TTM): 24.03%P/FCF: 18th pct
What changed
The stock rose 97.43% over the last year. Revenue declined 3.05% over the trailing twelve months. Operating margin moved from 11.09% to 14.22%. Free cash flow grew 24.03% over the trailing twelve months.
What the market seems to be pricing
The stock move broadly lines up with stronger business momentum, and the shares are still only around the 18th percentile of their historical P/FCF range.
What would invalidate this read
Operating margin is at 14.22%. Revenue declined 3.05% — this thesis depends on that trajectory holding. If revenue growth, margins, or free cash flow roll over while the stock keeps climbing, more of the move would be coming from multiple expansion than business progress.
Company profile
Sensata Technologies Holding plc develops, manufactures, and sells sensors, sensor-based solutions, controls, and other products in the Americas, Europe, Asia, and internationally.
CEOStephan Von Schuckmann
SectorTechnology
IndustryHardware, Equipment & Parts
Employees18,000
IPO dateMar 11, 2010
Valuation
Forward P/E—
EV/EBITDA13.67
Enterprise value$7.23B
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Revenue growth2.02%
Gross margin27.95%▲7.85%vs FY2024
Operating margin14.22%▲27.73%vs FY2024
ROE1.12%▼74.72%vs FY2024
Analyst consensus
RatingBuy
Target price$45.00▲6.66%
15
Buy
13
Hold
1
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Aug 4, 2026
Q3 FY26 · EPS est $0.92 · Revenue est $966.43M
View
Dividends
$0.48/shareQuarterly3yr growth streakEx-div May 13, 2026 · in 9dAt RiskST pays a dividend with a 1.14% declared yield, 3 consecutive years of growth, growing at 2.17% annually, covered 7.0× by free cash flow.
Declared Yield
1.14%
Annual Div / Share
$0.48
3yr CAGR
+2.17%
Doubles every ~32.2yr
Payout Ratio
144.49%
At Risk
Dividend Growth Rate
3yr CAGR
+2.17%
Dividend Safety
6/10At Risk
Dividend History
Annualized dividend cycles per share
YearAnnual DivYoY
2026$0.48+0.0%
2025$0.48+0.0%
2024$0.48+6.7%
2023$0.45—
Income Projection
Invest
$
Growth rate:
Reinvest dividends
Today
$11/yr
$1/mo
In 5 yrs
$13/yr+11%
$1/mo
In 10 yrs
$14/yr+24%
$1/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$11/yr $1/mo | $13/yr+11% $1/mo | $14/yr+24% $1/mo |
Yield-on-cost grows from 1.14% → 1.41% over 10yr
Analysis
Dividend Strengths
Well-covered by free cash flow
The dividend is covered 7.0× by free cash flow, indicating the company generates sufficient cash to sustain and potentially grow the payout without straining its finances.
Risks to Watch
High payout ratio
With 144.49% of earnings paid as dividends, there is limited retained earnings for reinvestment — and a dividend cut becomes more likely if earnings decline.