APi Group Corporation $APG is Findlay Park Partners LLP’s 10th Largest Position

Findlay Park Partners LLP grew its holdings in APi Group Corporation (NYSE:APG) by 13.1% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 7,540,068 shares of the company’s stock after purchasing an additional 873,420 shares during the period. APi Group comprises approximately 2.7% of Findlay Park Partners LLP’s holdings, making the stock its 10th largest holding. Findlay Park Partners LLP owned approximately 1.81% of APi Group worth $259,152,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Handelsbanken Fonder AB increased its stake in APi Group by 50.4% in the 3rd quarter. Handelsbanken Fonder AB now owns 1,279,400 shares of the company’s stock worth $43,973,000 after buying an additional 429,000 shares during the period. Artisan Partners Limited Partnership boosted its position in APi Group by 49.5% in the 3rd quarter. Artisan Partners Limited Partnership now owns 7,292,986 shares of the company’s stock valued at $250,660,000 after buying an additional 2,414,841 shares during the period. Xponance Inc. grew its stake in APi Group by 53.0% in the 3rd quarter. Xponance Inc. now owns 43,649 shares of the company’s stock worth $1,500,000 after acquiring an additional 15,122 shares in the last quarter. Choreo LLC increased its position in shares of APi Group by 15.6% during the third quarter. Choreo LLC now owns 110,019 shares of the company’s stock worth $3,781,000 after acquiring an additional 14,878 shares during the period. Finally, Advisor OS LLC raised its stake in shares of APi Group by 189.0% during the third quarter. Advisor OS LLC now owns 13,151 shares of the company’s stock valued at $452,000 after acquiring an additional 8,600 shares in the last quarter. 86.62% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at APi Group

In other APi Group news, SVP Louis Lambert sold 22,000 shares of APi Group stock in a transaction on Thursday, February 26th. The shares were sold at an average price of $44.71, for a total value of $983,620.00. Following the transaction, the senior vice president directly owned 16,148 shares of the company’s stock, valued at approximately $721,977.08. The trade was a 57.67% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Anthony E. Malkin acquired 3,000 shares of the stock in a transaction dated Wednesday, December 10th. The stock was acquired at an average cost of $39.58 per share, with a total value of $118,740.00. Following the transaction, the director directly owned 7,000 shares in the company, valued at approximately $277,060. This represents a 75.00% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders own 17.00% of the company’s stock.

Analyst Ratings Changes

APG has been the topic of several research analyst reports. UBS Group increased their price objective on APi Group from $49.00 to $54.00 and gave the stock a “buy” rating in a research note on Thursday. Citigroup increased their price target on APi Group from $49.00 to $52.00 and gave the stock a “buy” rating in a research report on Thursday. Truist Financial lifted their price objective on APi Group from $50.00 to $53.00 and gave the company a “buy” rating in a report on Thursday. Barclays upped their price objective on shares of APi Group from $44.00 to $52.00 and gave the stock an “overweight” rating in a research note on Thursday. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of APi Group in a research report on Monday, December 22nd. One analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $48.57.

APi Group Trading Down 1.6%

Shares of NYSE APG opened at $44.41 on Friday. APi Group Corporation has a 1-year low of $20.50 and a 1-year high of $46.89. The business has a fifty day moving average price of $42.25 and a 200 day moving average price of $38.26. The stock has a market capitalization of $19.16 billion, a P/E ratio of -58.69 and a beta of 1.70. The company has a debt-to-equity ratio of 0.81, a current ratio of 1.50 and a quick ratio of 1.41.

APi Group (NYSE:APG) last announced its earnings results on Wednesday, February 25th. The company reported $0.44 EPS for the quarter, topping analysts’ consensus estimates of $0.40 by $0.04. The business had revenue of $2.12 billion during the quarter, compared to the consensus estimate of $2.09 billion. APi Group had a net margin of 3.70% and a return on equity of 37.92%. The firm’s revenue was up 13.8% on a year-over-year basis. During the same period in the previous year, the company posted $0.51 earnings per share. Equities research analysts expect that APi Group Corporation will post 1.83 EPS for the current fiscal year.

APi Group News Summary

Here are the key news stories impacting APi Group this week:

• Positive Sentiment: Q4 results beat expectations: APi reported $0.44 EPS vs. $0.40 consensus and revenue of $2.12B vs. $2.09B, with 13.8% year-over-year revenue growth and improved adjusted EBITDA margins — the core catalyst for the recent rally. Read More.
• Positive Sentiment: Multiple banks raised price targets and ratings (UBS, Citi, RBC, Barclays, Truist), increasing street conviction and providing near-term upside targets in the $52–$54 range. Read More.
• Positive Sentiment: Company reported record fourth-quarter and full-year 2025 results and management framed outcomes as validation of a recurring-services model — narrative that supports multiple-quarter growth expectations. Read More.
• Neutral Sentiment: Investor access events scheduled: APi’s senior team will present at Bank of America (Mar 12) and J.P. Morgan (Mar 17) conferences — increases visibility and gives investors a chance to probe guidance and margin drivers. Read More.
• Neutral Sentiment: Earnings call transcript and full disclosures are available for investors who want segment-level detail and management commentary on margin improvement and backlog. Useful for confirming whether the beat is sustainable. Read More.
• Negative Sentiment: Near-term guidance caution: Q1 2026 revenue was guided to ~$1.9B–$2.0B versus an implied ~ $2.1B consensus, creating execution risk and a potential cap on short-term upside if conservatism persists. Read More.
• Negative Sentiment: Insider selling: SVP Louis Lambert sold 22,000 shares (~$984k at ~$44.71), reducing his position by ~58% — some investors may view this as a cautionary signal on timing or liquidity needs. Read More.

APi Group Profile

APi Group Corp. is a global specialty contractor that provides fire protection, security, mechanical insulation and energy services to commercial, industrial and institutional clients. Headquartered in New Brighton, Minnesota, the company designs, installs, inspects, tests, maintains and repairs a wide range of safety and infrastructure systems. Through its network of operating subsidiaries, APi Group delivers end-to-end solutions for new construction, facility renovations and ongoing maintenance requirements.

Its service portfolio spans life safety and industrial services—such as fire suppression systems, fire alarms and emergency lighting—and specialized offerings including technical insulation, access solutions, passive fire protection and energy efficiency upgrades.