APi Group Corporation $APG Shares Sold by Artemis Investment Management LLP

Key Points

• Large insider selling: Director Martin E. Franklin sold 3,000,000 shares for about $122.64 million, and insiders sold 3,682,000 shares worth $152.33 million over the last quarter, leaving insiders with roughly 18.7% ownership.
• Q1 beat but mixed signals: APi reported $0.32 EPS vs. $0.30 consensus and $1.98B revenue vs. $1.92B, citing ~10% organic net revenue growth and ~70 bps adjusted EBITDA margin expansion, while reaffirming FY revenue guidance of about $8.5–$8.7B.
• Institutional moves and analyst sentiment: Artemis trimmed its stake by 5.2% to 410,931 shares (~$15.72M), institutions own 86.62% of APG, and analysts have been raising price targets toward a consensus of a "Moderate Buy" with a ~$51.86 average target.

Artemis Investment Management LLP trimmed its stake in APi Group Corporation (NYSE:APG - Free Report) by 5.2% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 410,931 shares of the company's stock after selling 22,516 shares during the quarter. Artemis Investment Management LLP owned about 0.10% of APi Group worth $15,722,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently bought and sold shares of APG. Arizona State Retirement System raised its position in shares of APi Group by 0.3% in the 4th quarter. Arizona State Retirement System now owns 98,581 shares of the company's stock worth $3,772,000 after buying an additional 277 shares during the period. Silicon Valley Capital Partners grew its position in APi Group by 50.0% during the third quarter. Silicon Valley Capital Partners now owns 858 shares of the company's stock valued at $29,000 after acquiring an additional 286 shares during the period. Parallel Advisors LLC increased its stake in APi Group by 55.3% during the third quarter. Parallel Advisors LLC now owns 834 shares of the company's stock worth $29,000 after acquiring an additional 297 shares during the last quarter. Wedmont Private Capital increased its stake in APi Group by 4.7% during the fourth quarter. Wedmont Private Capital now owns 7,655 shares of the company's stock worth $314,000 after acquiring an additional 343 shares during the last quarter. Finally, Ellenbecker Investment Group raised its holdings in shares of APi Group by 4.5% in the 4th quarter. Ellenbecker Investment Group now owns 8,135 shares of the company's stock worth $311,000 after purchasing an additional 347 shares during the period. Institutional investors and hedge funds own 86.62% of the company's stock.

Insider Activity at APi Group

In other APi Group news, Director Martin E. Franklin sold 3,000,000 shares of the business's stock in a transaction dated Thursday, March 19th. The shares were sold at an average price of $40.88, for a total value of $122,640,000.00. Following the sale, the director directly owned 21,240,426 shares in the company, valued at approximately $868,308,614.88. The trade was a 12.38% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Ian G. H. Ashken sold 114,409 shares of the business's stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $43.12, for a total transaction of $4,933,316.08. Following the completion of the sale, the director owned 10,633,830 shares in the company, valued at $458,530,749.60. The trade was a 1.06% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 3,682,000 shares of company stock worth $152,333,385 over the last quarter. 18.70% of the stock is currently owned by company insiders.

Key Stories Impacting APi Group

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

• Positive Sentiment: Q1 results beat expectations: APi reported $0.32 EPS vs. $0.30 consensus and $1.98B revenue vs. $1.92B consensus; management highlighted 10% organic net revenue growth and ~70 bps adjusted EBITDA margin expansion year‑over‑year — evidence of near‑term operating leverage. APi Group Reports First Quarter 2026 Financial Results
• Positive Sentiment: Analyst narrative is shifting toward recurring revenue and data‑center exposure, which could support a re‑rating if those higher‑margin streams scale as expected. Investors are likely buying on the improved growth/margin storyline. How The APi Group (APG) Narrative Is Shifting Around Recurring Earnings And Data Center Growth
• Neutral Sentiment: Revenue guidance was reaffirmed roughly in line with Street expectations (FY revenue guide ~ $8.5B–$8.7B; Q2 revenue ~ $2.2B), so the beat was not accompanied by an aggressive upside guide. Watch execution against that range. APi Group press materials / slide deck
• Neutral Sentiment: Full earnings call transcript and presentation are available for detail on segment trends, M&A cadence, and data‑center pipeline — useful for assessing sustainability of recurring revenue growth. APi Q1 2026 Earnings Call Transcript Q1 Results Presentation
• Negative Sentiment: Some performance caveats: GAAP EPS declined year‑over‑year (Q1 EPS $0.32 vs. $0.37 a year ago), highlighting that while revenue grew, margin and mix shifts and prior‑year comparables can mute underlying profitability trends. APi: Q1 Earnings Snapshot

APi Group Trading Up 0.4%

APi Group stock opened at $45.90 on Friday. APi Group Corporation has a 1 year low of $27.37 and a 1 year high of $49.99. The firm's 50-day moving average is $43.69 and its 200-day moving average is $40.90. The company has a debt-to-equity ratio of 0.79, a quick ratio of 1.43 and a current ratio of 1.44. The company has a market cap of $19.85 billion, a P/E ratio of -64.65, a PEG ratio of 2.74 and a beta of 1.67.

APi Group (NYSE:APG - Get Free Report) last released its quarterly earnings data on Thursday, April 30th. The company reported $0.32 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.30 by $0.02. APi Group had a return on equity of 37.63% and a net margin of 3.85%.The business had revenue of $1.98 billion during the quarter, compared to analyst estimates of $1.92 billion. During the same quarter in the previous year, the firm posted $0.37 EPS. The business's revenue for the quarter was up 15.3% compared to the same quarter last year. On average, equities analysts expect that APi Group Corporation will post 1.69 earnings per share for the current year.

Analysts Set New Price Targets

APG has been the topic of several research analyst reports. Truist Financial set a $55.00 price objective on APi Group and gave the company a "buy" rating in a research note on Friday. Citigroup reissued a "buy" rating and set a $53.00 target price (up from $52.00) on shares of APi Group in a research report on Friday. Royal Bank Of Canada raised their price target on shares of APi Group from $45.00 to $53.00 and gave the company an "outperform" rating in a report on Thursday, February 26th. UBS Group boosted their price objective on shares of APi Group from $54.00 to $56.00 and gave the stock a "buy" rating in a research note on Friday. Finally, Wall Street Zen raised shares of APi Group from a "hold" rating to a "buy" rating in a research report on Saturday. One equities research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $51.86.

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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