Aptiv (NYSE:APTV) Price Target Cut to $104.00 by Analysts at JPMorgan Chase & Co.

Aptiv (NYSE:APTV) had its target price cut by JPMorgan Chase & Co. from $105.00 to $104.00 in a research report released on Tuesday morning,MarketScreener reports. They currently have an overweight rating on the auto parts company’s stock.

APTV has been the topic of several other research reports. Piper Sandler upgraded shares of Aptiv from a “neutral” rating to an “overweight” rating and lifted their price target for the company from $87.00 to $103.00 in a report on Thursday, January 8th. Morgan Stanley set a $84.00 price objective on Aptiv and gave the company an “equal weight” rating in a research report on Monday, December 8th. Citigroup initiated coverage on shares of Aptiv in a report on Friday, October 10th. They issued a “buy” rating and a $109.00 price objective for the company. Robert W. Baird lifted their price objective on Aptiv from $97.00 to $105.00 and gave the stock an “outperform” rating in a report on Wednesday, October 8th. Finally, TD Cowen reaffirmed a “buy” rating on shares of Aptiv in a report on Friday, October 31st. One research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $101.10.

Aptiv Stock Up 0.3%

Shares of Aptiv stock opened at $78.22 on Tuesday. The company has a debt-to-equity ratio of 0.79, a quick ratio of 1.26 and a current ratio of 1.74. Aptiv has a 52-week low of $47.19 and a 52-week high of $88.93. The company’s 50 day moving average price is $78.71 and its 200-day moving average price is $78.93. The stock has a market capitalization of $16.90 billion, a price-to-earnings ratio of 102.92, a P/E/G ratio of 0.91 and a beta of 1.51.

Aptiv (NYSE:APTV) last announced its quarterly earnings results on Monday, February 2nd. The auto parts company reported $1.86 earnings per share for the quarter, beating the consensus estimate of $1.82 by $0.04. The business had revenue of $5.15 billion during the quarter, compared to analysts’ expectations of $5.07 billion. Aptiv had a net margin of 0.81% and a return on equity of 18.22%. The firm’s revenue for the quarter was up 5.0% compared to the same quarter last year. During the same quarter in the prior 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. Equities research analysts forecast that Aptiv will post 7.2 EPS for the current year.

Insider Activity

In other news, EVP Katherine H. Ramundo sold 5,000 shares of the firm’s stock in a transaction on Thursday, January 8th. The shares were sold at an average price of $85.00, for a total transaction of $425,000.00. Following the sale, the executive vice president directly owned 116,959 shares in the company, valued at $9,941,515. This trade represents a 4.10% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. 0.45% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Aptiv

Institutional investors have recently bought and sold shares of the stock. NewEdge Advisors LLC boosted its holdings in shares of Aptiv by 502.1% during the 1st quarter. NewEdge Advisors LLC now owns 15,557 shares of the auto parts company’s stock valued at $926,000 after purchasing an additional 12,973 shares during the last quarter. Woodline Partners LP grew its holdings in Aptiv by 439.2% during the 1st quarter. Woodline Partners LP now owns 76,109 shares of the auto parts company’s stock valued at $4,528,000 after buying an additional 61,994 shares in the last quarter. Focus Partners Wealth increased its stake in Aptiv by 110.7% in the 1st 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 during the last quarter. Geneos Wealth Management Inc. raised 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 worth $29,000 after acquiring an additional 398 shares in the last quarter. Finally, Janney Montgomery Scott LLC boosted its position in shares of Aptiv by 35.5% during the 2nd quarter. Janney Montgomery Scott LLC now owns 6,949 shares of the auto parts company’s stock valued at $474,000 after acquiring an additional 1,820 shares during the last quarter. 94.21% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Aptiv

Here are the key news stories impacting Aptiv this week:

• Positive Sentiment: Q4 beat — Aptiv reported $1.86 EPS vs. $1.82 expected and revenue of ~$5.15B, showing year‑over‑year growth; the print and accompanying presentation drove initial upside. Business Wire: Q4 Results
• Positive Sentiment: Analyst upgrades and price‑target increases — Several firms raised targets/ratings after the results (Oppenheimer to $106/outperform, Piper Sandler to $106, TD Cowen to $108, Wells Fargo to $102, and RBC reaffirmed outperform with $104). Those raises signal renewed analyst confidence and potential upside. Benzinga: Analysts Boost Forecasts
• Neutral Sentiment: Strategic update — Management outlined a planned spin of the Electrical Distribution Systems business (Versigent) and guided to sizable bookings ($30B+ in 2026), which could unlock value longer term but adds execution risk. Seeking Alpha: Bookings and Spin
• Neutral Sentiment: FY 2026 guidance updated — Aptiv issued FY EPS of $8.15–$8.75 and revenue roughly $21.1–$21.8B (close to consensus on revenue, slightly mixed vs. EPS consensus), leaving room for analyst revisions but not a clear directional surprise. Zacks: Guidance Update
• Negative Sentiment: Near‑term margin pressure and weaker Q1 guide — Management set Q1 EPS well below street expectations (guidance 1.55–1.75 vs. ~1.92 consensus) and warned of margin headwinds, which led some sellers and caution among investors. Seeking Alpha: Weak Q1 Guide
• Negative Sentiment: Cost and tax pressures — Reports note higher taxes and FX/commodity headwinds trimmed near‑term profits, limiting the margin upside from the top‑line beat. Benzinga: Tax Impact

Aptiv Company 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.