Robert W. Baird Has Lowered Expectations for Aptiv (NYSE:APTV) Stock Price

Key Points

• Robert W. Baird cut its price target on Aptiv to $74 from $105 but kept an "outperform" rating, implying roughly a 19% upside from the recent close.
• Analyst consensus remains a Moderate Buy (18 Buys, 4 Holds) with an average price target of $94.47, even as firms like Piper Sandler, JPMorgan and Deutsche Bank have recently raised targets and Wolfe upgraded the stock.
• Aptiv recently beat quarterly estimates (EPS $1.86 vs. $1.82; revenue $5.15B vs. $5.07B) and gave Q1 2026 guidance of $1.55–1.75 and FY2026 of $8.15–8.75 EPS; shares trade around $62 with a 52‑week range of $47.19–$88.93 and a P/E near 82.

Aptiv (NYSE:APTV - Get Free Report) had its price objective dropped by analysts at Robert W. Baird from $105.00 to $74.00 in a report issued on Thursday,MarketScreener reports. The brokerage currently has an "outperform" rating on the auto parts company's stock. Robert W. Baird's price target indicates a potential upside of 19.32% from the company's previous close.

Other equities research analysts also recently issued reports about the stock. Wolfe Research upgraded shares of Aptiv from a "peer perform" rating to an "outperform" rating and set a $91.00 target price for the company in a research note on Friday, March 6th. Piper Sandler increased their price target on Aptiv from $103.00 to $106.00 in a research note on Tuesday, February 3rd. Wall Street Zen downgraded shares of Aptiv from a "strong-buy" rating to a "buy" rating in a research note on Saturday, February 7th. JPMorgan Chase & Co. raised their price target on shares of Aptiv from $104.00 to $105.00 and gave the stock an "overweight" rating in a research report on Friday, March 6th. Finally, Deutsche Bank Aktiengesellschaft boosted their price objective on shares of Aptiv from $104.00 to $105.00 and gave the company a "buy" rating in a report on Wednesday, January 21st. Eighteen equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus price target of $94.47.

Aptiv Stock Performance

Shares of Aptiv stock opened at $62.02 on Thursday. The company has a debt-to-equity ratio of 0.79, a current ratio of 1.74 and a quick ratio of 1.23. The firm has a 50 day simple moving average of $75.45 and a 200 day simple moving average of $79.12. Aptiv has a fifty-two week low of $47.19 and a fifty-two week high of $88.93. The firm has a market cap of $13.22 billion, a P/E ratio of 81.61, a P/E/G ratio of 1.00 and a beta of 1.51.

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

Insider Buying and Selling at Aptiv

In related news, EVP Katherine H. Ramundo sold 5,000 shares of the firm's stock in a transaction dated Thursday, January 8th. The shares were sold at an average price of $85.00, for a total transaction of $425,000.00. Following the completion of the sale, the executive vice president owned 116,959 shares in the company, valued at approximately $9,941,515. This trade represents a 4.10% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. 0.06% of the stock is owned by insiders.

Hedge Funds Weigh In On Aptiv

A number of large investors have recently modified their holdings of the company. NewEdge Advisors LLC increased its stake in Aptiv by 502.1% in the 1st quarter. NewEdge Advisors LLC now owns 15,557 shares of the auto parts company's stock worth $926,000 after acquiring an additional 12,973 shares during the last quarter. Woodline Partners LP lifted its stake in Aptiv by 439.2% during the first quarter. Woodline Partners LP now owns 76,109 shares of the auto parts company's stock worth $4,528,000 after purchasing an additional 61,994 shares during the last quarter. Focus Partners Wealth raised its stake in shares of Aptiv by 110.7% during the first quarter. Focus Partners Wealth now owns 9,511 shares of the auto parts company's stock worth $566,000 after acquiring an additional 4,998 shares in the last quarter. Geneos Wealth Management Inc. grew its holdings in shares of Aptiv by 452.3% during the 1st quarter. Geneos Wealth Management Inc. now owns 486 shares of the auto parts company's stock valued at $29,000 after purchasing an additional 398 shares during the last quarter. Finally, Steward Partners Investment Advisory LLC raised its position in Aptiv by 18.5% in the 2nd quarter. Steward Partners Investment Advisory LLC now owns 1,148 shares of the auto parts company's stock worth $78,000 after purchasing an additional 179 shares during the period. 94.21% of the stock is currently owned by institutional investors.

About Aptiv

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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