GW&K Investment Management LLC Has $112.45 Million Stock Holdings in APi Group Corporation $APG

Key Points

• GW&K Investment Management raised its stake in APi Group by 33.8% to 3,271,772 shares, a holding now worth $112.45 million and representing 1.0% of GW&K’s portfolio (its 10th largest position).
• Significant insider selling has occurred recently—company insiders sold a total of 682,000 shares (~$29.7 million) over the last 90 days, including large director disposals that could add near‑term selling pressure.
• Analysts have turned more positive—multiple firms raised price targets into the low $50s and the consensus target is $48.57; APi also reported a quarter with revenue up 13.8% and EPS of $0.44, above estimates.

GW&K Investment Management LLC raised its position in APi Group Corporation (NYSE:APG - Free Report) by 33.8% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 3,271,772 shares of the company's stock after acquiring an additional 827,020 shares during the quarter. APi Group makes up 1.0% of GW&K Investment Management LLC's portfolio, making the stock its 10th biggest holding. GW&K Investment Management LLC owned 0.79% of APi Group worth $112,451,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Clearstead Advisors LLC raised its stake in shares of APi Group by 105.7% in the third quarter. Clearstead Advisors LLC now owns 831 shares of the company's stock worth $29,000 after buying an additional 427 shares during the period. Bares Capital Management Inc. bought a new position in shares of APi Group during the second quarter worth $30,000. Steigerwald Gordon & Koch Inc. purchased a new position in shares of APi Group during the third quarter valued at about $31,000. Root Financial Partners LLC purchased a new position in APi Group during the 3rd quarter valued at approximately $32,000. Finally, Cullen Frost Bankers Inc. grew its holdings in shares of APi Group by 2,620.0% in the third quarter. Cullen Frost Bankers Inc. now owns 1,088 shares of the company's stock valued at $37,000 after purchasing an additional 1,048 shares in the last quarter. 86.62% of the stock is currently owned by institutional investors.

APi Group Stock Down 0.4%

NYSE:APG opened at $43.11 on Thursday. APi Group Corporation has a 1-year low of $20.50 and a 1-year high of $46.89. The company has a 50-day moving average of $42.51 and a 200 day moving average of $38.46. The firm has a market cap 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 debt-to-equity ratio of 0.81, a current ratio of 1.50 and a quick ratio of 1.43.

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

Analyst Upgrades and Downgrades

Several research analysts recently commented on the company. UBS Group lifted their price target on APi Group from $49.00 to $54.00 and gave the stock a "buy" rating in a research report on Thursday, February 26th. Barclays increased their target price on APi Group from $44.00 to $52.00 and gave the stock an "overweight" rating in a research note on Thursday, February 26th. Royal Bank Of Canada boosted their target price on shares of APi Group from $45.00 to $53.00 and gave the company an "outperform" rating in a research note on Thursday, February 26th. Truist Financial raised their price target on shares of APi Group from $50.00 to $53.00 and gave the stock a "buy" rating in a research note on Thursday, February 26th. Finally, CJS Securities upgraded shares of APi Group to a "strong-buy" rating in a report on Thursday, December 11th. One equities research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus price target of $48.57.

Insiders Place Their Bets

In related news, SVP Louis Lambert sold 22,000 shares of the company'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 in the company, valued at $721,977.08. This represents a 57.67% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. Also, Director James E. Lillie sold 83,629 shares of the stock in a transaction dated Wednesday, March 4th. The shares were sold at an average price of $42.94, for a total transaction of $3,591,029.26. Following the sale, the director directly owned 9,522,350 shares of the company's stock, valued at approximately $408,889,709. The trade was a 0.87% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 682,000 shares of company stock worth $29,693,385 over the last 90 days. Company insiders own 17.00% of the company's stock.

More APi Group News

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 letter — a fundamental, long‑term positive signal that could support upside expectations for APG. What Offers Api Group Corp. (APG) a Long Runway for Double-Digit EPS Growth?
• Neutral Sentiment: Insider sales may be partly non‑informational (portfolio rebalancing/diversification); both directors remain large shareholders (multi‑million share holdings), which reduces the likelihood these sales reflect a loss of confidence.
• Negative Sentiment: Director Ian G. H. Ashken sold a total of 300,000 APG shares across Mar 2–4 at average prices near $43, generating roughly $13.1M of proceeds — a sizable insider disposal that can create near‑term selling pressure. SEC Form 4 — Ian G. H. Ashken
• Negative Sentiment: Director James E. Lillie sold a total of 360,000 APG shares across Mar 2–4 at similar price levels, raising about $15.7M — another large insider sale that amplifies the short‑term negative signal from management selling. SEC Form 4 — James E. Lillie

APi Group 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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