APi Group Corporation $APG Shares Bought by Artisan Partners Limited Partnership

Artisan Partners Limited Partnership increased its position in APi Group Corporation (NYSE:APG) by 49.5% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,292,986 shares of the company’s stock after acquiring an additional 2,414,841 shares during the period. Artisan Partners Limited Partnership owned approximately 1.75% of APi Group worth $250,660,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Vanguard Group Inc. grew its holdings in APi Group by 49.6% in the third quarter. Vanguard Group Inc. now owns 35,138,767 shares of the company’s stock valued at $1,207,719,000 after purchasing an additional 11,644,990 shares during the last quarter. State Street Corp raised its stake in shares of APi Group by 83.2% during the 2nd quarter. State Street Corp now owns 7,150,845 shares of the company’s stock worth $365,051,000 after buying an additional 3,247,126 shares during the last quarter. Norges Bank purchased a new stake in shares of APi Group in the 2nd quarter worth about $154,149,000. Bessemer Group Inc. grew its stake in APi Group by 72.1% in the 3rd quarter. Bessemer Group Inc. now owns 4,960,278 shares of the company’s stock valued at $170,485,000 after acquiring an additional 2,077,705 shares during the last quarter. Finally, Durable Capital Partners LP increased its holdings in APi Group by 19.2% during the 2nd quarter. Durable Capital Partners LP now owns 10,623,568 shares of the company’s stock valued at $542,333,000 after acquiring an additional 1,712,397 shares in the last quarter. 86.62% of the stock is owned by hedge funds and other institutional investors.

Key APi Group News

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

• Positive Sentiment: Q4 results beat estimates and company highlights: APi reported $0.44 EPS (above consensus $0.40) and $2.12B revenue (above estimates) with 13.8% YoY revenue growth and record 2025 results, supporting sentiment around recurring revenue and margin progress. BusinessWire: APi Group Reports Record Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Analyst upgrades and higher targets: Several firms (UBS, Citi, RBC, Barclays, Truist) raised price targets and maintained buy/overweight/outperform stances, lifting consensus upside and likely fueling buying momentum. Benzinga: analyst coverage
• Neutral Sentiment: Technical/market-note: APi hit a 52-week high, drawing attention from momentum and retail-driven flows; that can amplify moves following positive news but isn’t a fundamental driver by itself. Zacks: APi Hits Fresh High
• Negative Sentiment: Near-term guidance softer than street: Management gave Q1 revenue guidance below consensus (roughly $1.9B–$2.0B vs. ~ $2.1B street estimate as reported), which is a headwind for near-term growth expectations and could cap upside if execution slips. Earnings slide deck / press materials
• Negative Sentiment: Insider sale: SVP Louis Lambert sold 22,000 shares at ~ $44.71 (substantially reducing his stake). Insider selling can be interpreted as a minor negative signal, though it may be for personal liquidity rather than company-specific concerns. SEC Form 4

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on APG. Weiss Ratings restated a “hold (c+)” rating on shares of APi Group in a research report on Monday, December 22nd. Citigroup raised their price objective on shares of APi Group from $49.00 to $52.00 and gave the stock a “buy” rating in a research note on Thursday. UBS Group upped their target price on APi Group from $49.00 to $54.00 and gave the company a “buy” rating in a research note on Thursday. Royal Bank Of Canada increased their target price on APi Group from $45.00 to $53.00 and gave the company an “outperform” rating in a report on Thursday. Finally, Barclays boosted their price target on APi Group from $44.00 to $52.00 and gave the stock an “overweight” rating in a report on Thursday. One analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $48.57.

Insiders Place Their Bets

In other news, Director Anthony E. Malkin bought 3,000 shares of the business’s stock in a transaction that occurred on Wednesday, December 10th. The shares were acquired at an average cost of $39.58 per share, with a total value of $118,740.00. Following the transaction, 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 acquisition was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, SVP Louis Lambert sold 22,000 shares of the business’s stock in a transaction dated Thursday, February 26th. The shares were sold at an average price of $44.71, for a total value of $983,620.00. Following the sale, the senior vice president directly owned 16,148 shares of the company’s stock, valued at approximately $721,977.08. This trade represents a 57.67% decrease in their position. The disclosure for this sale is available in the SEC filing. 17.00% of the stock is owned by company insiders.

APi Group Stock Up 0.8%

APG opened at $45.12 on Friday. APi Group Corporation has a 12 month low of $20.50 and a 12 month high of $46.89. The business has a 50-day moving average of $42.14 and a two-hundred day moving average of $38.20. The company has a debt-to-equity ratio of 0.81, a current ratio of 1.50 and a quick ratio of 1.41. The stock has a market capitalization of $18.77 billion, a price-to-earnings ratio of -59.63 and a beta of 1.70.

APi Group (NYSE:APG) last announced its quarterly earnings data on Wednesday, February 25th. The company reported $0.44 earnings per share for the quarter, topping the consensus estimate of $0.40 by $0.04. APi Group had a net margin of 3.70% and a return on equity of 37.92%. The business had revenue of $2.12 billion for the quarter, compared to analyst estimates of $2.09 billion. During the same period in the prior year, the firm posted $0.51 EPS. The company’s revenue was up 13.8% on a year-over-year basis. On average, research analysts expect that APi Group Corporation will post 1.83 earnings per share for the current year.

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.