Aptiv (NYSE:APTV) Price Target Raised to $106.00 at Oppenheimer

Aptiv (NYSE:APTV) had its price target increased by Oppenheimer from $102.00 to $106.00 in a research report sent to investors on Tuesday morning, Marketbeat.com reports. Oppenheimer currently has an outperform rating on the auto parts company’s stock.

APTV has been the topic of a number of other reports. Fox Advisors upgraded shares of Aptiv from an “equal weight” rating to an “overweight” rating and set a $110.00 price target on the stock in a research note on Tuesday, January 13th. Wall Street Zen upgraded Aptiv from a “buy” rating to a “strong-buy” rating in a research report on Saturday, January 3rd. JPMorgan Chase & Co. cut their target price on Aptiv from $105.00 to $104.00 and set an “overweight” rating for the company in a research note on Tuesday. Citigroup assumed coverage on Aptiv in a research note on Friday, October 10th. They issued a “buy” rating and a $109.00 price target on the stock. Finally, Weiss Ratings reiterated a “hold (c-)” rating on shares of Aptiv in a research report on Monday, December 29th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat, Aptiv presently has a consensus rating of “Moderate Buy” and a consensus target price of $101.10.

Aptiv Price Performance

Aptiv stock opened at $78.22 on Tuesday. The company has a debt-to-equity ratio of 0.79, a current ratio of 1.74 and a quick ratio of 1.26. The business has a 50 day simple moving average of $78.71 and a 200-day simple moving average of $78.93. Aptiv has a 12 month low of $47.19 and a 12 month high of $88.93. The stock has a market capitalization of $16.90 billion, a PE ratio of 102.92, a price-to-earnings-growth ratio of 0.91 and a beta of 1.51.

Aptiv (NYSE:APTV) last posted its quarterly earnings data 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 firm had revenue of $5.15 billion for the quarter, compared to analyst estimates of $5.07 billion. Aptiv had a net margin of 0.81% and a return on equity of 18.22%. Aptiv’s quarterly revenue was up 5.0% on a year-over-year basis. During the same period last year, the firm 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 analysts predict that Aptiv will post 7.2 earnings per share for the current year.

Insider Buying and Selling

In other Aptiv news, EVP Katherine H. Ramundo sold 5,000 shares of the company’s stock in a transaction on Thursday, January 8th. The stock was sold at an average price of $85.00, for a total value of $425,000.00. Following the sale, the executive vice president owned 116,959 shares of the company’s stock, valued at approximately $9,941,515. This represents a 4.10% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.45% of the company’s stock.

Institutional Investors Weigh In On Aptiv

Several institutional investors and hedge funds have recently made changes to their positions in the business. Norges Bank acquired a new stake in Aptiv in the 2nd quarter worth about $187,652,000. Truist Financial Corp lifted its holdings in shares of Aptiv by 1,036.0% during the 3rd quarter. Truist Financial Corp now owns 396,443 shares of the auto parts company’s stock worth $34,181,000 after acquiring an additional 361,546 shares during the period. Allstate Corp purchased a new stake in Aptiv in the third quarter valued at approximately $704,000. Fjarde AP Fonden Fourth Swedish National Pension Fund increased its position in Aptiv by 1,259.2% during the third quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund now owns 135,359 shares of the auto parts company’s stock worth $11,671,000 after purchasing an additional 125,400 shares during the last quarter. Finally, Dynasty Wealth Management LLC purchased a new position in Aptiv during the third quarter worth approximately $573,000. 94.21% of the stock is currently owned by hedge funds and other institutional investors.

Aptiv News Summary

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.