SENSATA TECHNOLOGIES HOLDING PLC
In the published model solve dated 2026-Q2, anchored at $47.62, SENSATA TECHNOLOGIES HOLDING PLC (ST) is priced for +13.4% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 11, 2026 from SEC EDGAR filings.
• Sensata makes mission-critical sensors whose content per vehicle rises with each new emissions, safety, and electrification requirement, and it is shifting its mix toward higher-margin Aerospace, Defense and Industrial segments running roughly 27% to 28% operating margins. • The biggest risk is that the price outruns the fundamentals: no valuation method reaches about $45.32, while auto production is forecast down roughly 2% in 2026 and precious-metal inflation is running about 100% year over
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404 institutional managers reported holding ST in 13F filings for the quarter ended 2026-03-31. 57 opened new positions that quarter. Held by Vanguard Group, BlackRock, Janus Henderson, among others. On the short side, 8.1M shares were sold short as of the 2026-06-15 count, about 6% of shares outstanding (3.4 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
ST has cut its share count 8% over the past five years, spending $643.15M on repurchases. It pays a dividend, and has for 4 years running; the current rate is $0.33 a share annually. Cash returned over the past three years: $196.54M in dividends and $277.96M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at ST over the trailing three years: 2024: 2 buys totaling $10.64M; 2025: 1 buy totaling $250k; 2026: 1 buy totaling $502k. 24 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
ST's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-02 | -10.0% | -9.3% |
| 2023-11-08 | -7.2% | +11.9% |
| 2024-03-01 | +1.7% | +15.4% |
| 2024-04-30 | +9.5% | -1.6% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
ST's latest 8-K filings: 2026-07-29 (items 2.02, 9.01); 2026-06-11 (items 5.07); 2026-06-01 (items 8.01, 9.01); 2026-05-15 (items 8.01, 9.01); 2026-04-28 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 11, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.