Nordea Investment Management AB Increases Stock Position in Aptiv PLC $APTV

Nordea Investment Management AB raised its holdings in shares of Aptiv PLC (NYSE:APTV) by 34.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 4,579,726 shares of the auto parts company’s stock after purchasing an additional 1,167,946 shares during the quarter. Nordea Investment Management AB’s holdings in Aptiv were worth $349,067,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently added to or reduced their stakes in the company. Saranac Partners Ltd bought a new stake in shares of Aptiv in the 3rd quarter valued at about $25,000. Geneos Wealth Management Inc. raised its stake in shares of Aptiv by 452.3% during the 1st quarter. Geneos Wealth Management Inc. now owns 486 shares of the auto parts company’s stock worth $29,000 after acquiring an additional 398 shares in the last quarter. Foster Dykema Cabot & Partners LLC purchased a new stake in Aptiv during the third quarter valued at approximately $30,000. Root Financial Partners LLC purchased a new stake in Aptiv during the third quarter valued at approximately $31,000. Finally, Allworth Financial LP boosted its stake in Aptiv by 175.9% in the second quarter. Allworth Financial LP now owns 560 shares of the auto parts company’s stock valued at $38,000 after acquiring an additional 357 shares in the last quarter. 94.21% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently issued reports on the company. Evercore upped their price target on Aptiv from $95.00 to $100.00 and gave the stock an “outperform” rating in a research report on Monday, November 24th. Oppenheimer boosted their target price on Aptiv from $102.00 to $106.00 and gave the stock an “outperform” rating in a research note on Tuesday, February 3rd. Piper Sandler increased their price target on Aptiv from $103.00 to $106.00 in a research note on Tuesday, February 3rd. Wall Street Zen downgraded Aptiv from a “strong-buy” rating to a “buy” rating in a report on Saturday, February 7th. Finally, Wolfe Research upgraded Aptiv from a “peer perform” rating to an “outperform” rating and set a $91.00 price target on the stock in a research note on Friday, March 6th. Sixteen equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $100.24.

Insider Activity

In related news, EVP Katherine H. Ramundo sold 5,000 shares of the stock in a transaction dated Thursday, January 8th. The shares were sold at an average price of $85.00, for a total transaction of $425,000.00. Following the completion of the transaction, the executive vice president directly owned 116,959 shares of the company’s stock, valued at $9,941,515. This represents a 4.10% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this link. 0.45% of the stock is currently owned by company insiders.

Aptiv Price Performance

Aptiv stock opened at $67.94 on Friday. The company has a debt-to-equity ratio of 0.79, a current ratio of 1.74 and a quick ratio of 1.23. The business has a 50 day simple moving average of $77.58 and a 200-day simple moving average of $79.85. Aptiv PLC has a 12 month low of $47.19 and a 12 month high of $88.93. The stock has a market capitalization of $14.48 billion, a PE ratio of 89.39, a price-to-earnings-growth ratio of 0.98 and a beta of 1.50.

Aptiv (NYSE:APTV) last announced its quarterly earnings data 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 company had revenue of $5.15 billion for the quarter, compared to analysts’ expectations of $5.07 billion. Aptiv had a net margin of 0.81% and a return on equity of 18.22%. Aptiv’s revenue was up 5.0% compared to the same quarter last year. During the same period in the previous year, the company 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. Equities analysts predict that Aptiv PLC will post 7.2 earnings per share for the current year.

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.