Aptiv (NYSE:APTV – Get Free Report) had its price target upped by equities research analysts at Piper Sandler from $103.00 to $106.00 in a research note issued to investors on Tuesday,MarketScreener reports. Piper Sandler’s price objective points to a potential upside of 33.00% from the company’s current price.
APTV has been the subject of several other research reports. Deutsche Bank Aktiengesellschaft raised their price target on Aptiv from $104.00 to $105.00 and gave the company a “buy” rating in a report on Wednesday, January 21st. Zacks Research downgraded shares of Aptiv from a “strong-buy” rating to a “hold” rating in a report on Friday, January 23rd. Argus increased their price target on shares of Aptiv from $78.00 to $99.00 in a report on Monday, November 10th. Oppenheimer boosted their price objective on Aptiv from $102.00 to $106.00 and gave the stock an “outperform” rating in a report on Tuesday. Finally, Citigroup began coverage on Aptiv in a research report on Friday, October 10th. They issued a “buy” rating and a $109.00 target price on the stock. Two analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $99.95.
Get Our Latest Stock Analysis on APTV
Aptiv Stock Performance
Aptiv (NYSE:APTV – Get Free Report) last issued its earnings results on Monday, February 2nd. The auto parts company reported $1.86 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.82 by $0.04. The business had revenue of $5.15 billion during the quarter, compared to the consensus estimate of $5.07 billion. Aptiv had a net margin of 1.46% and a return on equity of 18.51%. Aptiv’s revenue was up 5.0% on a year-over-year basis. During the same period last year, the business posted $1.75 EPS. Aptiv has set its Q1 2026 guidance at 1.550-1.750 EPS and its FY 2026 guidance at 8.150-8.750 EPS. As a group, sell-side analysts anticipate that Aptiv will post 7.2 EPS for the current year.
Insider Transactions at Aptiv
In other Aptiv news, EVP Katherine H. Ramundo sold 5,000 shares of the firm’s stock in a transaction dated Thursday, January 8th. The shares were sold at an average price of $85.00, for a total value of $425,000.00. Following the transaction, the executive vice president directly owned 116,959 shares of the company’s stock, valued at $9,941,515. This trade represents a 4.10% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.45% of the stock is owned by insiders.
Institutional Investors Weigh In On Aptiv
Hedge funds have recently modified their holdings of the company. State Street Corp lifted its position in shares of Aptiv by 1.2% in the 2nd quarter. State Street Corp now owns 9,754,226 shares of the auto parts company’s stock worth $665,433,000 after purchasing an additional 111,506 shares during the period. Nordea Investment Management AB lifted its holdings in Aptiv by 34.2% in the fourth quarter. Nordea Investment Management AB now owns 4,579,726 shares of the auto parts company’s stock valued at $349,067,000 after buying an additional 1,167,946 shares during the period. Impax Asset Management Group plc lifted its holdings in Aptiv by 54.5% in the third quarter. Impax Asset Management Group plc now owns 4,523,145 shares of the auto parts company’s stock valued at $389,986,000 after buying an additional 1,595,276 shares during the period. Boston Partners grew its holdings in Aptiv by 29.2% during the 3rd quarter. Boston Partners now owns 4,194,909 shares of the auto parts company’s stock worth $361,385,000 after acquiring an additional 948,327 shares during the period. Finally, Alliancebernstein L.P. raised its position in shares of Aptiv by 9.0% in the 2nd quarter. Alliancebernstein L.P. now owns 3,831,441 shares of the auto parts company’s stock worth $261,381,000 after acquiring an additional 315,824 shares in the last quarter. Institutional investors and hedge funds own 94.21% of the company’s stock.
Aptiv News Roundup
Here are the key news stories impacting Aptiv this week:
- Positive Sentiment: Q4 beat and solid top‑line: Reported EPS and revenue topped consensus, with 5% adjusted revenue growth year‑over‑year — supports valuation for growth in electrification and software. Aptiv Reports Fourth Quarter 2025 Financial Results
- Positive Sentiment: Strategic momentum: Aptiv reiterated plans to spin its Electrical Distribution Systems (Versigent) business and forecasted $30B+ in 2026 bookings — signals optionality and a focus on higher‑growth, higher‑margin segments. Aptiv forecasts $30B+ in 2026 bookings with Versigent spin
- Positive Sentiment: Record full‑year results: Annual revenue rose to roughly $20.4B, marking a record year and demonstrating underlying demand resilience across Aptiv’s platforms. Aptiv Reports Fourth Quarter 2025 Financial Results
- Neutral Sentiment: FY 2026 guidance provided: Aptiv set FY EPS guidance of $8.15–$8.75 (consensus ~8.37) and revenue guidance roughly in line with street views — the range leaves room for upside but also reflects conservatism. Aptiv earnings press materials
- Negative Sentiment: Weak Q1 profit outlook and margin pressure: Management guided Q1 EPS of $1.55–$1.75 versus a ~$1.92 street view, citing margin strain from commodities, FX and mix — the soft near‑term profit outlook pressured sentiment. Aptiv slips as weak Q1 profit guidance
- Negative Sentiment: Profitability headwinds: Higher taxes and continued commodity/FX headwinds were called out on the call, which could compress near‑term margins even as revenue grows. Higher Taxes Take A Bite Out Of Aptiv’s Profits
About Aptiv
Aptiv plc is a global automotive technology company that develops safer, greener and more connected solutions for the mobility industry. The company designs and supplies advanced electrical architectures, electronic systems and software that enable vehicle connectivity, active safety, advanced driver-assistance systems (ADAS) and autonomous driving capabilities. Aptiv’s customers include major automakers and mobility service providers seeking to integrate higher levels of automation, electrification and software-defined features into production vehicles and mobility platforms.
Product and service offerings span vehicle electrical systems and wiring, connectors and harnesses, high-voltage electrification components, power electronics and charging solutions, sensors and compute platforms that support ADAS and autonomous functions, and the software and services required to integrate and manage these systems.
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