First Trust Advisors LP Has $124.88 Million Stake in Aptiv PLC $APTV

First Trust Advisors LP raised its stake in Aptiv PLC (NYSE:APTV) by 5.9% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,448,368 shares of the auto parts company’s stock after acquiring an additional 80,141 shares during the quarter. First Trust Advisors LP owned approximately 0.67% of Aptiv worth $124,878,000 as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in the stock. Truist Financial Corp lifted its stake in Aptiv by 1,036.0% in the 3rd quarter. Truist Financial Corp now owns 396,443 shares of the auto parts company’s stock valued at $34,181,000 after purchasing an additional 361,546 shares during the last quarter. Norges Bank bought a new stake in shares of Aptiv during the second quarter worth $187,652,000. Fjarde AP Fonden Fourth Swedish National Pension Fund increased its holdings in shares of 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 buying an additional 125,400 shares in the last quarter. Allstate Corp acquired a new position in shares of Aptiv during the third quarter worth $704,000. Finally, Nordea Investment Management AB lifted its stake in shares of Aptiv by 14,336.5% in the 3rd quarter. Nordea Investment Management AB now owns 3,411,780 shares of the auto parts company’s stock valued at $291,127,000 after acquiring an additional 3,388,147 shares during the last quarter. 94.21% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Aptiv news, EVP Katherine H. Ramundo sold 5,000 shares of the firm’s stock in a transaction that occurred 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 completion of the transaction, 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 position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Corporate insiders own 0.45% of the company’s stock.

Key Stories Impacting 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.

Analyst Ratings Changes

APTV has been the topic of a number of research reports. Weiss Ratings lowered Aptiv from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Thursday. BNP Paribas Exane increased their target price on Aptiv from $100.00 to $107.00 in a research report on Friday, November 21st. Deutsche Bank Aktiengesellschaft lifted their price target on Aptiv from $104.00 to $105.00 and gave the company a “buy” rating in a research note on Wednesday, January 21st. Bank of America assumed coverage on Aptiv in a research note on Wednesday, March 4th. They issued a “buy” rating for the company. Finally, Wall Street Zen lowered shares of Aptiv from a “strong-buy” rating to a “buy” rating in a report on Saturday, February 7th. Fifteen investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Aptiv presently has a consensus rating of “Moderate Buy” and a consensus target price of $100.19.

Aptiv Stock Up 0.9%

Shares of APTV opened at $72.83 on Monday. The stock’s 50-day moving average price is $79.54 and its two-hundred day moving average price is $80.43. Aptiv PLC has a 12 month low of $47.19 and a 12 month high of $88.93. The company has a market capitalization of $15.49 billion, a PE ratio of 95.82, a PEG ratio of 1.05 and a beta of 1.50. The company has a current ratio of 1.74, a quick ratio of 1.23 and a debt-to-equity ratio of 0.79.

Aptiv (NYSE:APTV) last issued 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 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 quarterly revenue was up 5.0% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.75 earnings per share. Aptiv has set its Q1 2026 guidance at 1.550-1.750 EPS and its FY 2026 guidance at 8.150-8.750 EPS. On average, analysts anticipate that Aptiv PLC will post 7.2 EPS for the current year.

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.