Aptiv (NYSE:APTV) Price Target Lowered to $77.00 at Barclays

Key Points

• Barclays cut its price target on Aptiv from $105 to $77 while keeping an "overweight" rating, a target that implies about a 16.3% upside from the stock's current price.
• Aptiv shares traded down to $66.20 (-1.3% mid-day) and the stock carries a consensus "Moderate Buy" from analysts (16 Buys, 4 Holds) with an average target of $98.90.
• Operationally, Aptiv beat Q4 estimates with EPS $1.86 (vs. $1.82 est.) and revenue $5.15B (vs. $5.07B est.), and provided guidance of Q1 2026 EPS 1.55–1.75 and FY 2026 EPS 8.15–8.75.

Aptiv (NYSE:APTV - Get Free Report) had its price objective reduced by equities researchers at Barclays from $105.00 to $77.00 in a report issued on Monday,Benzinga reports. The brokerage presently has an "overweight" rating on the auto parts company's stock. Barclays's target price would suggest a potential upside of 16.32% from the company's current price.

Several other research firms have also recently commented on APTV. Zacks Research cut shares of Aptiv from a "strong-buy" rating to a "hold" rating in a report on Friday, January 23rd. Wall Street Zen downgraded Aptiv from a "strong-buy" rating to a "buy" rating in a report on Saturday, February 7th. Piper Sandler lifted their price target on shares of Aptiv from $103.00 to $106.00 in a research note on Tuesday, February 3rd. JPMorgan Chase & Co. upped their price objective on shares of Aptiv from $104.00 to $105.00 and gave the company an "overweight" rating in a research note on Friday, March 6th. Finally, Wells Fargo & Company cut their target price on shares of Aptiv from $102.00 to $95.00 and set an "overweight" rating on the stock in a report on Wednesday, March 11th. Sixteen equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average target price of $98.90.

Aptiv Stock Down 1.3%

Shares of APTV traded down $0.84 during mid-day trading on Monday, hitting $66.20. 289,917 shares of the company's stock were exchanged, compared to its average volume of 2,360,565. The stock's 50-day moving average is $76.21 and its 200-day moving average is $79.45. The company has a debt-to-equity ratio of 0.79, a quick ratio of 1.23 and a current ratio of 1.74. Aptiv has a fifty-two week low of $47.19 and a fifty-two week high of $88.93. The company has a market cap of $14.11 billion, a price-to-earnings ratio of 87.19, a P/E/G ratio of 0.97 and a beta of 1.50.

Aptiv (NYSE:APTV - Get Free Report) last released its earnings results on Monday, February 2nd. The auto parts company reported $1.86 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.82 by $0.04. The company had revenue of $5.15 billion for the quarter, compared to analyst estimates of $5.07 billion. Aptiv had a net margin of 0.81% and a return on equity of 18.22%. The firm's quarterly revenue was up 5.0% on a year-over-year basis. During the same period in the prior year, the business earned $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. On average, sell-side analysts anticipate that Aptiv will post 7.2 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Aptiv news, EVP Katherine H. Ramundo sold 5,000 shares of the company's stock in a transaction on 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 owned 116,959 shares in the company, valued at approximately $9,941,515. This represents a 4.10% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 0.06% of the company's stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently bought and sold shares of the business. State Street Corp boosted its position in shares of Aptiv by 4.3% during the 4th quarter. State Street Corp now owns 10,066,712 shares of the auto parts company's stock worth $765,976,000 after purchasing an additional 419,375 shares in the last quarter. Norges Bank acquired a new stake in shares of Aptiv in the fourth quarter valued at about $634,961,000. Geode Capital Management LLC lifted its stake in shares of Aptiv by 1.7% in the fourth quarter. Geode Capital Management LLC now owns 5,821,615 shares of the auto parts company's stock valued at $441,289,000 after purchasing an additional 99,876 shares during the period. Nordea Investment Management AB boosted its holdings in Aptiv by 34.2% during the fourth quarter. Nordea Investment Management AB now owns 4,579,726 shares of the auto parts company's stock worth $349,067,000 after buying an additional 1,167,946 shares in the last quarter. Finally, Impax Asset Management Group plc grew its position in Aptiv by 54.5% during the third quarter. Impax Asset Management Group plc now owns 4,523,145 shares of the auto parts company's stock worth $389,986,000 after buying an additional 1,595,276 shares during the period. Institutional investors and hedge funds own 94.21% of the company's stock.

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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