APi Group Corporation $APG is Norwood Investment Partners LP's Largest Position

Key Points

• Norwood Investment Partners increased its stake in APi Group by 50% to 556,440 shares, making APG roughly 16.4% of Norwood’s portfolio and its largest holding (about $19.1M).
• Several large institutions ramped up positions—Vanguard bought an additional 11.6M shares to hold 35.1M (~$1.21B), State Street grew its stake by 83.2%, and Norges Bank initiated a ~$154M position—leaving institutional ownership at 86.62%.
• There has been notable insider/director selling (directors sold ~660,000 shares recently and insiders sold 682,000 shares in the last 90 days), which could pressure near‑term sentiment, though analysts have mostly raised targets and the consensus rating is Moderate Buy with an average target near $48.57.

Norwood Investment Partners LP lifted its position in APi Group Corporation (NYSE:APG - Free Report) by 50.0% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 556,440 shares of the company's stock after buying an additional 185,480 shares during the quarter. APi Group makes up approximately 16.4% of Norwood Investment Partners LP's portfolio, making the stock its biggest holding. Norwood Investment Partners LP owned approximately 0.13% of APi Group worth $19,125,000 at the end of the most recent reporting period.

Several other hedge funds also recently bought and sold shares of the company. Vanguard Group Inc. lifted its stake in APi Group by 49.6% in the 3rd quarter. Vanguard Group Inc. now owns 35,138,767 shares of the company's stock worth $1,207,719,000 after purchasing an additional 11,644,990 shares in the last quarter. State Street Corp grew its position in shares of APi Group by 83.2% during the 2nd quarter. State Street Corp now owns 7,150,845 shares of the company's stock valued at $365,051,000 after purchasing an additional 3,247,126 shares in the last quarter. Norges Bank bought a new position in shares of APi Group in the second quarter worth $154,149,000. Artisan Partners Limited Partnership raised its position in shares of APi Group by 49.5% in the third quarter. Artisan Partners Limited Partnership now owns 7,292,986 shares of the company's stock worth $250,660,000 after buying an additional 2,414,841 shares in the last quarter. Finally, Bessemer Group Inc. boosted its stake in APi Group by 72.1% during the third quarter. Bessemer Group Inc. now owns 4,960,278 shares of the company's stock valued at $170,485,000 after buying an additional 2,077,705 shares during the period. Hedge funds and other institutional investors own 86.62% of the company's stock.

APi Group News Roundup

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

• Positive Sentiment: SouthernSun Asset Management highlighted APi Group as having a long runway for double‑digit EPS growth in its Q4 2025 SMID Cap investor letter — a fundamental bullish note that could support analyst sentiment and long‑term investor interest. Read More.
• Negative Sentiment: Multiple large director sales: Ian G. H. Ashken sold a total of 300,000 APG shares across Mar 2–4 for roughly $13.1M in proceeds (average prices ~$44.29–$42.94). Director James E. Lillie sold a total of 360,000 shares over the same period for roughly $15.7M. Combined, ~660,000 shares were sold (~$28.7M)—each trade trimmed ownership by ~1% or less, but the concentrated, consecutive selling by two directors is a clear near‑term negative signal and may weigh on sentiment and intraday trading. The filings remain consistent with planned liquidity/diversification rather than an exit (both directors continue to hold large residual positions), but the scale and timing increase short‑term supply. SEC filings: Ashken Read More., Lillie Read More.

APi Group Price Performance

Shares of APi Group stock opened at $43.11 on Thursday. The firm has a market capitalization of $18.60 billion, a PE ratio of -56.97, a price-to-earnings-growth ratio of 2.58 and a beta of 1.69. The company has a current ratio of 1.50, a quick ratio of 1.43 and a debt-to-equity ratio of 0.81. APi Group Corporation has a 12 month low of $20.50 and a 12 month high of $46.89. The business's 50-day moving average price is $42.51 and its 200-day moving average price is $38.46.

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

Insider Activity

In related news, Director Ian G. H. Ashken sold 72,546 shares of APi Group stock in a transaction on Wednesday, March 4th. The shares were sold at an average price of $42.94, for a total value of $3,115,125.24. Following the transaction, the director owned 10,561,284 shares in the company, valued at $453,501,534.96. This trade represents a 0.68% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Louis Lambert sold 22,000 shares of the business's stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $44.71, for a total transaction of $983,620.00. Following the completion of the sale, the senior vice president directly owned 16,148 shares of the company's stock, valued at $721,977.08. This represents a 57.67% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 682,000 shares of company stock valued at $29,693,385. Corporate insiders own 17.00% of the company's stock.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on APG shares. Barclays boosted their target price on APi Group from $44.00 to $52.00 and gave the stock an "overweight" rating in a research report on Thursday, February 26th. UBS Group boosted their price objective on APi Group from $49.00 to $54.00 and gave the stock a "buy" rating in a report on Thursday, February 26th. CJS Securities raised shares of APi Group to a "strong-buy" rating in a research note on Thursday, December 11th. Citigroup lifted their target price on shares of APi Group from $49.00 to $52.00 and gave the company a "buy" rating in a research report on Thursday, February 26th. Finally, Weiss Ratings reissued a "hold (c+)" rating on shares of APi Group in a research note on Monday, December 22nd. One equities research 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. According to data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $48.57.

APi Group Company 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.

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