Aptiv (NYSE:APTV) Stock Rating Upgraded by Wolfe Research

Aptiv (NYSE:APTV) was upgraded by stock analysts at Wolfe Research from a “peer perform” rating to an “outperform” rating in a report issued on Friday, Marketbeat reports. The firm currently has a $91.00 target price on the auto parts company’s stock. Wolfe Research’s price target indicates a potential upside of 24.96% from the company’s current price.

Other analysts have also recently issued research reports about the company. Evercore increased their target price on Aptiv from $95.00 to $100.00 and gave the company an “outperform” rating in a research report on Monday, November 24th. BNP Paribas Exane upped their price objective on Aptiv from $100.00 to $107.00 in a research note on Friday, November 21st. Piper Sandler lifted their target price on Aptiv from $103.00 to $106.00 in a research note on Tuesday, February 3rd. Royal Bank Of Canada reiterated an “outperform” rating and issued a $104.00 target price on shares of Aptiv in a report on Tuesday, February 3rd. Finally, US Capital Advisors set a $110.00 price target on shares of Aptiv in a report on Tuesday, January 13th. Fifteen equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $100.19.

Aptiv Trading Up 0.9%

NYSE APTV opened at $72.83 on Friday. Aptiv has a one year low of $47.19 and a one year high of $88.93. The company has a debt-to-equity ratio of 0.79, a quick ratio of 1.23 and a current ratio of 1.74. The company has a market capitalization of $15.49 billion, a price-to-earnings ratio of 95.82, a price-to-earnings-growth ratio of 1.05 and a beta of 1.50. The company’s 50-day simple moving average is $79.54 and its two-hundred day simple moving average is $80.40.

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, topping the consensus estimate of $1.82 by $0.04. The firm 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 company’s revenue was up 5.0% compared to the same quarter last year. During the same quarter in the prior year, the company 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. Equities analysts forecast that Aptiv will post 7.2 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, EVP Katherine H. Ramundo sold 5,000 shares of the company’s stock in a transaction dated Thursday, January 8th. The stock was sold at an average price of $85.00, for a total transaction of $425,000.00. Following the transaction, the executive vice president directly owned 116,959 shares of the company’s stock, valued at $9,941,515. This represents a 4.10% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. 0.45% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Aptiv

Large investors have recently modified their holdings of the business. NewEdge Advisors LLC boosted 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 purchasing an additional 12,973 shares in the last quarter. Woodline Partners LP increased its stake 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 purchasing an additional 61,994 shares in the last quarter. Focus Partners Wealth raised its holdings in shares of Aptiv by 110.7% in the first quarter. Focus Partners Wealth now owns 9,511 shares of the auto parts company’s stock worth $566,000 after buying an additional 4,998 shares during the last quarter. Geneos Wealth Management Inc. lifted its stake in shares of Aptiv by 452.3% during the first quarter. Geneos Wealth Management Inc. now owns 486 shares of the auto parts company’s stock worth $29,000 after buying an additional 398 shares during the period. Finally, Assetmark Inc. lifted its stake in shares of Aptiv by 16.1% during the second quarter. Assetmark Inc. now owns 5,811 shares of the auto parts company’s stock worth $396,000 after buying an additional 805 shares during the period. Hedge funds and other institutional investors own 94.21% of the company’s stock.

Trending Headlines about Aptiv

Here are the key news stories impacting Aptiv this week:

• Positive Sentiment: JPMorgan raised its price target to $105 and kept an “overweight” rating, citing roughly a 45% upside versus recent levels — a clear bullish signal for investors. Read More.
• Positive Sentiment: Wolfe Research upgraded Aptiv from “peer perform” to “outperform” with a $91 target (about 25% upside), adding momentum from another sell-side shop. Read More.
• Positive Sentiment: Aptiv announced a cash tender offer to purchase multiple outstanding senior notes via its subsidiary — a sign of active balance-sheet management that can reduce interest burden or optimize maturities. Read More.
• Positive Sentiment: The Board approved the previously announced spin-off of Versigent, setting record and distribution dates — a key corporate-governance step that can unlock separate market value for the electrical distribution business. Read More.
• Neutral Sentiment: Analysts and commentary continue to highlight Aptiv’s exposure to ADAS and smart architecture as reasons to hold the stock, supporting a constructive medium-term thesis. Read More.
• Neutral Sentiment: Versigent subsidiaries priced an upsized $1.6B private offering of senior notes (2031 and 2034 maturities) to fund the separated business — important for the spin-off’s capital structure but not directly dilutive to post-spin Aptiv equity. Read More.
• Negative Sentiment: The spin-off financing involves relatively high coupon notes (6.125% and 6.375%), which underline leverage and refinancing costs for the carved-out business — a potential overhang if market conditions worsen. Read More.

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.