APi Group Corporation $APG Holdings Raised by Asset Management One Co. Ltd.

Key Points

• Institutional ownership increased: Asset Management One raised its APi Group stake by 25.2% to 220,934 shares, while several other major investors also added positions. Institutional investors collectively own 86.62% of APG.
• Strong quarterly performance supported a bullish outlook: APi Group reported 22.5% year-over-year revenue growth to $2.55 billion and adjusted EPS of $0.50, beating estimates. Analysts maintain an overall “Buy” rating with a consensus price target of $54.67.
• Insider selling contrasts with investor optimism: Company insiders sold 660,000 shares worth approximately $26.4 million over the past 90 days, although the transactions were conducted under pre-arranged Rule 10b5-1 plans.

Asset Management One Co. Ltd. boosted its position in shares of APi Group Corporation (NYSE:APG - Free Report) by 25.2% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 220,934 shares of the company's stock after purchasing an additional 44,450 shares during the period. Asset Management One Co. Ltd. owned approximately 0.05% of APi Group worth $8,528,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Janus Henderson Group PLC lifted its stake in APi Group by 1.1% during the first quarter. Janus Henderson Group PLC now owns 23,367,041 shares of the company's stock worth $946,846,000 after purchasing an additional 250,873 shares in the last quarter. Montrusco Bolton Investments Inc. lifted its holdings in APi Group by 50.5% during the 1st quarter. Montrusco Bolton Investments Inc. now owns 4,652,145 shares of the company's stock worth $183,537,000 after buying an additional 1,561,990 shares in the last quarter. Bank of New York Mellon Corp acquired a new stake in APi Group during the 2nd quarter worth approximately $93,030,000. Cooke & Bieler LP boosted its position in APi Group by 13.6% in the 3rd quarter. Cooke & Bieler LP now owns 2,030,753 shares of the company's stock valued at $78,387,000 after buying an additional 243,225 shares during the period. Finally, Sei Investments Co. boosted its position in APi Group by 0.4% in the 1st quarter. Sei Investments Co. now owns 1,046,852 shares of the company's stock valued at $42,419,000 after buying an additional 3,999 shares during the period. 86.62% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of analysts have issued reports on APG shares. Citigroup lifted their price target on APi Group from $55.00 to $57.00 and gave the stock a "buy" rating in a report on Friday. Robert W. Baird set a $47.00 target price on APi Group in a research report on Friday, July 31st. Weiss Ratings upgraded APi Group from a "hold (c-)" rating to a "hold (c)" rating in a research note on Wednesday, October 21st. UBS Group set a $52.00 target price on APi Group in a research note on Monday, July 20th. Finally, Truist Financial set a $58.00 price target on shares of APi Group and gave the company a "buy" rating in a research note on Friday. Two research analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat.com, APi Group presently has an average rating of "Buy" and a consensus price target of $54.67.

Trending Headlines about APi Group

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

• Positive Sentiment: Record Q3 results: APi reported revenue of approximately $2.55 billion, up 22.5% year over year and ahead of the $2.40 billion consensus estimate. Adjusted EBITDA increased 24.6% to $350 million, while adjusted EPS of $0.50 exceeded expectations of $0.47 and rose from $0.41 a year earlier. APi Group Reports Record Third Quarter 2026 Financial Results and Raises Full-Year 2026 Outlook
• Positive Sentiment: Higher 2026 outlook: Management raised its full-year revenue forecast to $9.20 billion-$9.25 billion and adjusted EBITDA guidance to $1.235 billion-$1.255 billion, marking the third guidance increase this year. Management also cited double-digit organic growth, strong demand and a goal of reaching a 16% adjusted EBITDA margin by 2028. APi raises 2026 outlook
• Positive Sentiment: Analyst targets increased: Truist raised its APG price target to $58 from $55 while maintaining a Buy rating. Wells Fargo lifted its target to $60 from $53 and kept an Overweight rating, implying substantial upside from the referenced trading level. Truist Securities adjusts APi Group price target
• Neutral Sentiment: Institutional positioning was mixed: Several large investors added APG shares during the latest reporting quarter, while others—including Viking Global Investors—reduced or exited positions. This suggests continued institutional interest but not a uniform bullish view.
• Negative Sentiment: Insider selling may weigh on sentiment: Reported insider activity over the past six months consisted of sales rather than purchases, including sizable transactions by Martin Franklin, Ian Ashken and James Lillie. These sales do not necessarily reflect operating concerns, but they can create an overhang for investors.

APi Group Stock Down 1.7%

Shares of NYSE:APG opened at $44.24 on Friday. APi Group Corporation has a 1-year low of $34.87 and a 1-year high of $49.99. The company has a debt-to-equity ratio of 0.92, a current ratio of 1.18 and a quick ratio of 1.32. The stock has a market cap of $19.12 billion, a P/E ratio of -70.22, a P/E/G ratio of 1.98 and a beta of 1.57. The firm has a fifty day moving average price of $39.63 and a 200 day moving average price of $41.92.

APi Group (NYSE:APG - Get Free Report) last announced its earnings results on Thursday, October 29th. The company reported $0.50 EPS for the quarter, beating analysts' consensus estimates of $0.47 by $0.03. APi Group had a net margin of 4.12% and a return on equity of 38.31%. The business had revenue of $2.55 billion during the quarter, compared to analysts' expectations of $2.40 billion. During the same period in the prior year, the company earned $0.41 earnings per share. The business's revenue was up 22.5% compared to the same quarter last year. Sell-side analysts predict that APi Group Corporation will post 1.75 EPS for the current year.

Insider Buying and Selling

In other news, Director Ian Ashken sold 85,072 shares of the business's stock in a transaction that occurred on Tuesday, August 4th. The stock was sold at an average price of $40.36, for a total value of $3,433,505.92. Following the transaction, the director owned 9,177,284 shares of the company's stock, valued at approximately $370,395,182.24. The trade was a 0.92% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director James Lillie sold 285,000 shares of the company's stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $39.84, for a total value of $11,354,400.00. Following the sale, the director owned 8,952,350 shares of the company's stock, valued at $356,661,624. This trade represents a 3.09% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 660,000 shares of company stock valued at $26,353,682 over the last ninety days. 18.70% of the stock is owned by insiders.

APi Group Profile

APi Group Corporation NYSE: APG is a global provider of safety, specialty and industrial services. The company serves commercial, industrial and infrastructure customers through a network of operating businesses that provide services designed to protect people, property and critical assets.

APi Group's offerings include fire protection and life-safety systems, security services, heating, ventilation and air-conditioning services, industrial maintenance, specialty contracting and infrastructure services.

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