Sumitomo Mitsui Trust Group Inc. Sells 19,848 Shares of Aptiv PLC $APTV

Key Points

• Sumitomo Mitsui Trust Group sold 19,848 shares of Aptiv, trimming its stake by 3.5% to 543,651 shares (about 0.25% of the company) worth roughly $41.37 million per its latest SEC filing.
• Several large institutions have been adding to positions — notably Nordea, Impax and State Street — leaving institutional ownership at 94.21%, signaling heavy professional investor interest despite recent moves.
• Analyst sentiment is mixed but tilted positive: the consensus is a "Moderate Buy" with an average target of $90.37, even as multiple brokers have recently cut price targets while a few have upgraded ratings.

Sumitomo Mitsui Trust Group Inc. lowered its stake in shares of Aptiv PLC (NYSE:APTV - Free Report) by 3.5% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 543,651 shares of the auto parts company's stock after selling 19,848 shares during the quarter. Sumitomo Mitsui Trust Group Inc. owned approximately 0.25% of Aptiv worth $41,366,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in the stock. State Street Corp grew its holdings in Aptiv by 1.2% during the 2nd quarter. State Street Corp now owns 9,754,226 shares of the auto parts company's stock worth $665,433,000 after acquiring an additional 111,506 shares during the last quarter. Nordea Investment Management AB boosted its stake in shares of Aptiv by 34.2% in the 4th quarter. Nordea Investment Management AB now owns 4,579,726 shares of the auto parts company's stock valued at $349,067,000 after purchasing an additional 1,167,946 shares during the last quarter. Impax Asset Management Group plc boosted its stake in shares of Aptiv by 54.5% in the 3rd quarter. Impax Asset Management Group plc now owns 4,523,145 shares of the auto parts company's stock valued at $389,986,000 after purchasing an additional 1,595,276 shares during the last quarter. Boston Partners boosted its stake in shares of Aptiv by 29.2% in the 3rd quarter. Boston Partners now owns 4,194,909 shares of the auto parts company's stock valued at $361,385,000 after purchasing an additional 948,327 shares during the last quarter. Finally, Alliancebernstein L.P. boosted its stake in shares of Aptiv by 9.0% in the 2nd quarter. Alliancebernstein L.P. now owns 3,831,441 shares of the auto parts company's stock valued at $261,381,000 after purchasing an additional 315,824 shares during the last quarter. Institutional investors own 94.21% of the company's stock.

Analyst Ratings Changes

Several brokerages have recently issued reports on APTV. US Capital Advisors set a $110.00 target price on shares of Aptiv in a research note on Tuesday, January 13th. Oppenheimer reduced their target price on shares of Aptiv from $106.00 to $84.00 and set an "outperform" rating on the stock in a research note on Monday. Zacks Research lowered shares of Aptiv from a "strong-buy" rating to a "hold" rating in a research note on Friday, January 23rd. Royal Bank Of Canada reduced their target price on shares of Aptiv from $104.00 to $81.00 and set an "outperform" rating on the stock in a research note on Tuesday, March 31st. Finally, TD Cowen reduced their target price on shares of Aptiv from $93.00 to $90.00 and set a "buy" rating on the stock in a research note on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus target price of $90.37.

Key Aptiv News

Here are the key news stories impacting Aptiv this week:

• Positive Sentiment: Goldman Sachs upgraded Aptiv to "strong-buy," providing supportive analyst momentum for the name. Zacks Article
• Positive Sentiment: TD Cowen cut its price target slightly (from $93 to $90) but kept a "buy" rating — the street-level view still implies large upside from current levels. Benzinga
• Neutral Sentiment: Analysts' consensus remains moderately positive with a "Moderate Buy" consensus, indicating mixed but tilted-bullish expectations. Consensus Article
• Neutral Sentiment: Media pieces are assessing Aptiv's valuation after recent share weakness, keeping the company in focus for investors weighing upside vs. downside risks. Yahoo Finance
• Neutral Sentiment: Coverage in The Globe and Mail highlights analyst views alongside peer consumer-cyclical names, offering context but no new catalyst. Globe & Mail
• Neutral Sentiment: Zacks reported the recent intraday decline, noting market-level moves but not a firm fundamental catalyst. Zacks Report
• Negative Sentiment: BNP Paribas Exane lowered its price target from $107 to $83 (still "outperform"), cutting implied upside and likely contributing to downward pressure. TickerReport
• Negative Sentiment: Oppenheimer reduced its price target from $106 to $84 while maintaining an "outperform" rating—another notable target cut that reduces consensus upside. MarketScreener

Aptiv Stock Performance

Shares of NYSE:APTV opened at $58.47 on Thursday. The company has a market capitalization of $12.46 billion, a price-to-earnings ratio of 76.94, a P/E/G ratio of 0.88 and a beta of 1.51. The firm's 50 day simple moving average is $71.84 and its 200 day simple moving average is $77.38. The company has a debt-to-equity ratio of 0.79, a current ratio of 1.74 and a quick ratio of 1.23. Aptiv PLC has a fifty-two week low of $50.06 and a fifty-two week high of $88.93.

Aptiv (NYSE:APTV - Get Free Report) last announced its quarterly earnings results on Monday, February 2nd. The auto parts company reported $1.86 earnings per share for the quarter, beating analysts' consensus estimates of $1.82 by $0.04. The business had revenue of $5.15 billion for the quarter, compared to the consensus estimate of $5.07 billion. Aptiv had a net margin of 0.81% and a return on equity of 18.22%. Aptiv's revenue for the quarter was up 5.0% on a year-over-year basis. During the same period last year, the company posted $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. As a group, sell-side analysts forecast that Aptiv PLC will post 7.2 earnings per share for the current year.

Aptiv Profile

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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