Aptiv PLC (NYSE:APTV) Receives Consensus Recommendation of “Moderate Buy” from Analysts

Shares of Aptiv PLC (NYSE:APTV) have received a consensus recommendation of “Moderate Buy” from the twenty-one research firms that are currently covering the company, Marketbeat Ratings reports. Six investment analysts have rated the stock with a hold rating, fourteen have assigned a buy rating and one has given a strong buy rating to the company. The average twelve-month price objective among analysts that have issued a report on the stock in the last year is $101.10.

APTV has been the subject of a number of research reports. Argus raised their price objective on Aptiv from $78.00 to $99.00 in a research report on Monday, November 10th. Wells Fargo & Company raised their price target on shares of Aptiv from $99.00 to $102.00 and gave the stock an “overweight” rating in a report on Tuesday. Robert W. Baird upped their price objective on shares of Aptiv from $97.00 to $105.00 and gave the company an “outperform” rating in a research note on Wednesday, October 8th. Oppenheimer increased their target price on shares of Aptiv from $102.00 to $106.00 and gave the stock an “outperform” rating in a research report on Tuesday. Finally, Evercore ISI upped their price target on shares of Aptiv from $95.00 to $100.00 and gave the stock an “outperform” rating in a research note on Monday, November 24th.

Key Headlines Impacting Aptiv

Here are the key news stories impacting Aptiv this week:

• Positive Sentiment: Q4 beat — Aptiv reported $1.86 EPS vs. $1.82 expected and revenue of ~$5.15B, showing year‑over‑year growth; the print and accompanying presentation drove initial upside. Business Wire: Q4 Results
• Positive Sentiment: Analyst upgrades and price‑target increases — Several firms raised targets/ratings after the results (Oppenheimer to $106/outperform, Piper Sandler to $106, TD Cowen to $108, Wells Fargo to $102, and RBC reaffirmed outperform with $104). Those raises signal renewed analyst confidence and potential upside. Benzinga: Analysts Boost Forecasts
• Neutral Sentiment: Strategic update — Management outlined a planned spin of the Electrical Distribution Systems business (Versigent) and guided to sizable bookings ($30B+ in 2026), which could unlock value longer term but adds execution risk. Seeking Alpha: Bookings and Spin
• Neutral Sentiment: FY 2026 guidance updated — Aptiv issued FY EPS of $8.15–$8.75 and revenue roughly $21.1–$21.8B (close to consensus on revenue, slightly mixed vs. EPS consensus), leaving room for analyst revisions but not a clear directional surprise. Zacks: Guidance Update
• Negative Sentiment: Near‑term margin pressure and weaker Q1 guide — Management set Q1 EPS well below street expectations (guidance 1.55–1.75 vs. ~1.92 consensus) and warned of margin headwinds, which led some sellers and caution among investors. Seeking Alpha: Weak Q1 Guide
• Negative Sentiment: Cost and tax pressures — Reports note higher taxes and FX/commodity headwinds trimmed near‑term profits, limiting the margin upside from the top‑line beat. Benzinga: Tax Impact

Aptiv Stock Up 0.3%

Shares of NYSE:APTV opened at $78.22 on Friday. The firm has a 50 day simple moving average of $78.71 and a 200 day simple moving average of $78.93. Aptiv has a 52 week low of $47.19 and a 52 week high of $88.93. The company has a debt-to-equity ratio of 0.79, a quick ratio of 1.26 and a current ratio of 1.74. The company has a market cap of $16.90 billion, a PE ratio of 102.92, a price-to-earnings-growth ratio of 0.91 and a beta of 1.51.

Aptiv (NYSE:APTV) last released its earnings results on Monday, February 2nd. The auto parts company reported $1.86 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.82 by $0.04. Aptiv had a return on equity of 18.22% and a net margin of 0.81%.The company had revenue of $5.15 billion during the quarter, compared to analyst estimates of $5.07 billion. During the same quarter in the prior year, the company earned $1.75 earnings per share. The company’s revenue for the quarter was up 5.0% on a year-over-year basis. 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, research analysts expect that Aptiv will post 7.2 earnings per share for the current year.

Insider Activity

In related news, EVP Katherine H. Ramundo sold 5,000 shares of the stock in a transaction that occurred on Thursday, January 8th. The stock was sold at an average price of $85.00, for a total value of $425,000.00. Following the transaction, the executive vice president owned 116,959 shares in the company, valued at approximately $9,941,515. This represents a 4.10% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. 0.45% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Aptiv

A number of large investors have recently bought and sold shares of APTV. Saranac Partners Ltd acquired a new stake in shares of Aptiv in the third quarter worth about $25,000. True Wealth Design LLC lifted its holdings in Aptiv by 83.8% in the 2nd quarter. True Wealth Design LLC now owns 397 shares of the auto parts company’s stock worth $27,000 after purchasing an additional 181 shares during the last quarter. Geneos Wealth Management Inc. boosted its position in Aptiv by 452.3% during the first quarter. Geneos Wealth Management Inc. now owns 486 shares of the auto parts company’s stock worth $29,000 after purchasing an additional 398 shares during the period. Foster Dykema Cabot & Partners LLC acquired a new position in Aptiv during the third quarter valued at approximately $30,000. Finally, Root Financial Partners LLC bought a new position in shares of Aptiv in the third quarter valued at approximately $31,000. 94.21% of the stock is currently owned by institutional investors.

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.