Aptiv (NYSE:APTV) Given New $93.00 Price Target at TD Cowen

Aptiv (NYSE:APTV) had its price objective cut by TD Cowen from $108.00 to $93.00 in a report issued on Thursday, MarketBeat Ratings reports. They currently have a buy rating on the auto parts company’s stock.

A number of other analysts have also weighed in on APTV. Zacks Research lowered Aptiv from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 23rd. Fox Advisors raised shares of Aptiv from an “equal weight” rating to an “overweight” rating and set a $110.00 target price on the stock in a research note on Tuesday, January 13th. Deutsche Bank Aktiengesellschaft upped their price target on shares of Aptiv from $104.00 to $105.00 and gave the company a “buy” rating in a report on Wednesday, January 21st. Oppenheimer increased their price target on shares of Aptiv from $102.00 to $106.00 and gave the company an “outperform” rating in a research report on Tuesday, February 3rd. Finally, UBS Group reissued a “buy” rating on shares of Aptiv in a report on Tuesday, March 17th. Eighteen research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, Aptiv currently has a consensus rating of “Moderate Buy” and an average target price of $93.73.

Aptiv Stock Down 1.7%

Shares of NYSE:APTV opened at $61.05 on Thursday. The stock has a market capitalization of $13.01 billion, a P/E ratio of 80.33, a price-to-earnings-growth ratio of 0.89 and a beta of 1.51. The stock’s 50-day moving average price is $75.12 and its 200-day moving average price is $78.99. 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 has a 12-month low of $47.19 and a 12-month high of $88.93.

Aptiv (NYSE:APTV) last released its earnings results 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 company had revenue of $5.15 billion during the quarter, compared to analyst estimates of $5.07 billion. Aptiv had a return on equity of 18.22% and a net margin of 0.81%.Aptiv’s revenue for the quarter was up 5.0% on a year-over-year basis. During the same quarter in the previous 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. On average, equities analysts anticipate that Aptiv will post 7.2 earnings per share for the current year.

Insider Buying and Selling

In related news, EVP Katherine H. Ramundo sold 5,000 shares of the firm’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 completion of the sale, the executive vice president owned 116,959 shares of the company’s stock, valued at $9,941,515. This trade represents a 4.10% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. 0.06% of the stock is owned by insiders.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in the stock. Saranac Partners Ltd purchased a new position in shares of Aptiv during the third quarter valued at about $25,000. Foster Dykema Cabot & Partners LLC purchased a new stake in Aptiv in the third quarter worth about $30,000. Larson Financial Group LLC boosted its position in Aptiv by 240.0% during the 4th quarter. Larson Financial Group LLC now owns 357 shares of the auto parts company’s stock valued at $27,000 after acquiring an additional 252 shares in the last quarter. Root Financial Partners LLC bought a new stake in Aptiv during the 3rd quarter valued at approximately $31,000. Finally, Atlas Capital Advisors Inc. purchased a new position in shares of Aptiv during the 4th quarter worth approximately $33,000. 94.21% of the stock is currently owned by institutional investors.

Key Aptiv News

Here are the key news stories impacting Aptiv this week:

• Positive Sentiment: Versigent spinoff completed — Aptiv has officially separated and distributed Versigent (now trading as VGNT). The move realigns Aptiv toward its core automotive/technology businesses and could unlock shareholder value over time, though it can create short‑term volatility as investors reprice both companies. Versigent Launches as New Publicly Traded Company
• Positive Sentiment: Independent analyst support — Evercore ISI issued a buy on APTV, adding institutional endorsement that can help demand even as prices are repriced. Aptiv (APTV) Gets a Buy from Evercore ISI
• Positive Sentiment: Other bullish notes — Morgan Stanley flagged upside potential for APTV, and coverage highlighting new product expansion into aerospace/defense (Modulus connector) supports a longer‑term TAM and valuation case. Aptiv (NYSE:APTV) Stock Price Expected to Rise, Morgan Stanley Analyst Says A Look At Aptiv (APTV) Valuation After Modulus Connector Launch In Aerospace And Defense
• Neutral Sentiment: Analysts trimmed price targets but largely kept positive ratings — UBS cut its PT to $80 (still Buy), Robert W. Baird cut to $74 (Outperform), TD Cowen to $93 (Buy), and HSBC to $81.32 (Buy). These downward PT moves signal reduced near‑term expectations but continued conviction about medium‑term upside. UBS Reiterates Buy Rating on Aptiv (StreetInsider) Baird Adjusts Price Target on Aptiv to $74 TD Cowen Adjusts Price Target on Aptiv to $93 HSBC Adjusts Price Target on Aptiv to $81.32
• Negative Sentiment: Some sell‑side pessimism and downgraded expectations — Wells Fargo, RBC and Barclays published more cautious/negative outlooks that increase near‑term downside risk and may pressure sentiment amid the PT resets. Wells Fargo Issues Pessimistic Forecast for Aptiv RBC Lowers Expectations for Aptiv Barclays Issues Pessimistic Forecast for Aptiv
• Negative Sentiment: Near‑term selling pressure noted — Market reports flagged that APTV traded down despite broader market gains, reflecting the immediate market reaction to analyst PT cuts and the spin‑off transition. Aptiv Stock Drops Despite Market Gains (Zacks)

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.