APi Group (NYSE:APG) Reaches New 1-Year High After Better-Than-Expected Earnings

APi Group Corporation (NYSE:APG)’s share price hit a new 52-week high on Wednesday following a stronger than expected earnings report. The stock traded as high as $46.89 and last traded at $45.8750, with a volume of 457171 shares changing hands. The stock had previously closed at $44.99.

The company reported $0.44 earnings per share for the quarter, topping the consensus estimate of $0.40 by $0.04. The company had revenue of $2.12 billion during the quarter, compared to analysts’ expectations of $2.09 billion. APi Group had a net margin of 3.44% and a return on equity of 21.86%. APi Group’s revenue for the quarter was up 13.8% compared to the same quarter last year. During the same period in the prior year, the company posted $0.51 earnings per share.

Key APi Group News

Here are the key news stories impacting APi Group this week:

• Positive Sentiment: Q4 beat on both EPS and revenue — APG reported $0.44 EPS versus a $0.40 consensus and revenue of $2.12B (up 13.8% YoY), signaling solid top-line momentum. APi (APG) Beats Q4 Earnings and Revenue Estimates
• Positive Sentiment: Record full‑year results and margins — management highlighted record Q4 and FY2025 performance and adjusted EBITDA margin of ~13.2%, supporting the company’s services-driven, recurring-revenue thesis. APi Group Reports Record Fourth Quarter and Full-Year 2025 Financial Results
• Neutral Sentiment: Profitability metrics published — net margin (3.44%) and return on equity (~21.9%) show profitable operations but modest net margin conversion vs. EBITDA. MarketBeat Earnings Summary
• Neutral Sentiment: Full call materials available — investors can review the earnings presentation and call transcript for segment detail and acquisition/integration commentary. Q4 2025 Earnings Call Transcript Earnings Call Presentation
• Negative Sentiment: Q1 2026 revenue guidance came in below consensus — APi guided revenue to roughly $1.9B–$2.0B for Q1 versus a ~$2.1B Street estimate, and EPS guidance was unclear in the release; the softer near-term guide likely drove the share pullback despite the quarter beat. Guidance and Call Transcript

Analyst Ratings Changes

Several brokerages recently commented on APG. Citigroup restated a “buy” rating and set a $49.00 target price (up from $45.00) on shares of APi Group in a research report on Monday, January 12th. CJS Securities upgraded APi Group to a “strong-buy” rating in a report on Thursday, December 11th. UBS Group set a $49.00 target price on shares of APi Group and gave the stock a “buy” rating in a research note on Thursday, January 15th. Barclays raised their price target on shares of APi Group from $42.00 to $44.00 and gave the stock an “overweight” rating in a report on Monday, November 3rd. Finally, Truist Financial boosted their target price on APi Group from $41.00 to $50.00 and gave the company a “buy” rating in a research report on Wednesday, January 21st. One investment analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, APi Group presently has an average rating of “Moderate Buy” and a consensus target price of $43.24.

Insider Activity

In related news, Director Anthony E. Malkin purchased 3,000 shares of the firm’s stock in a transaction that occurred on Wednesday, December 10th. The stock was acquired at an average price of $39.58 per share, for a total transaction of $118,740.00. Following the completion of the acquisition, the director owned 7,000 shares of the company’s stock, valued at $277,060. This represents a 75.00% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 17.00% of the stock is currently owned by insiders.

Hedge Funds Weigh In On APi Group

Several large investors have recently bought and sold shares of the stock. AQR Capital Management LLC purchased a new stake in shares of APi Group in the first quarter valued at about $650,000. Goldman Sachs Group Inc. increased its stake in APi Group by 73.6% in the 1st quarter. Goldman Sachs Group Inc. now owns 178,117 shares of the company’s stock valued at $6,369,000 after buying an additional 75,490 shares during the last quarter. AlphaQuest LLC lifted its position in shares of APi Group by 30.9% during the 2nd quarter. AlphaQuest LLC now owns 4,366 shares of the company’s stock worth $223,000 after buying an additional 1,031 shares in the last quarter. Y Intercept Hong Kong Ltd bought a new position in shares of APi Group in the second quarter valued at approximately $2,101,000. Finally, Hantz Financial Services Inc. increased its position in shares of APi Group by 9.7% during the second quarter. Hantz Financial Services Inc. now owns 15,402 shares of the company’s stock valued at $786,000 after acquiring an additional 1,363 shares during the last quarter. 86.62% of the stock is currently owned by institutional investors.

APi Group Stock Down 0.5%

The stock has a fifty day moving average of $42.01 and a 200 day moving average of $38.15. The company has a debt-to-equity ratio of 0.84, a current ratio of 1.48 and a quick ratio of 1.41. The firm has a market capitalization of $18.63 billion, a P/E ratio of 122.15 and a beta of 1.70.

About APi Group

APi Group Corp. is a global specialty contractor that provides fire protection, security, mechanical insulation and energy services to commercial, industrial and institutional clients. Headquartered in New Brighton, Minnesota, the company designs, installs, inspects, tests, maintains and repairs a wide range of safety and infrastructure systems. Through its network of operating subsidiaries, APi Group delivers end-to-end solutions for new construction, facility renovations and ongoing maintenance requirements.

Its service portfolio spans life safety and industrial services—such as fire suppression systems, fire alarms and emergency lighting—and specialized offerings including technical insulation, access solutions, passive fire protection and energy efficiency upgrades.