Banque Pictet & Cie SA Decreases Stake in Aptiv PLC $APTV

Banque Pictet & Cie SA lessened its holdings in Aptiv PLC (NYSE:APTV) by 56.9% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 26,475 shares of the auto parts company’s stock after selling 34,910 shares during the period. Banque Pictet & Cie SA’s holdings in Aptiv were worth $2,014,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of the business. NewEdge Advisors LLC grew 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 valued at $926,000 after purchasing an additional 12,973 shares during the period. Woodline Partners LP boosted its holdings in shares of Aptiv by 439.2% in the 1st quarter. Woodline Partners LP now owns 76,109 shares of the auto parts company’s stock worth $4,528,000 after buying an additional 61,994 shares during the last quarter. Focus Partners Wealth boosted its holdings in shares of Aptiv by 110.7% in the 1st 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. grew its position in Aptiv by 452.3% during the first quarter. Geneos Wealth Management Inc. now owns 486 shares of the auto parts company’s stock valued at $29,000 after buying an additional 398 shares during the period. Finally, Steward Partners Investment Advisory LLC increased its holdings in Aptiv by 18.5% during the second quarter. Steward Partners Investment Advisory LLC now owns 1,148 shares of the auto parts company’s stock worth $78,000 after buying an additional 179 shares during the last quarter. 94.21% of the stock is owned by institutional investors.

More 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)

Aptiv Stock Down 1.7%

Shares of NYSE APTV opened at $61.05 on Friday. The stock has a market cap of $13.01 billion, a PE ratio of 80.33, a P/E/G ratio of 0.89 and a beta of 1.51. 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 PLC has a 12-month low of $47.19 and a 12-month high of $88.93. The company has a 50-day moving average of $75.12 and a 200 day moving average of $78.99.

Aptiv (NYSE:APTV) last issued its 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 business had revenue of $5.15 billion for 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 revenue for the quarter was up 5.0% compared to the same quarter last year. During the same period in the previous year, the firm 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. As a group, sell-side analysts predict that Aptiv PLC will post 7.2 EPS for the current fiscal year.

Wall Street Analyst Weigh In

APTV has been the topic of several research reports. Morgan Stanley lifted their price objective on shares of Aptiv from $84.00 to $87.00 and gave the stock an “equal weight” rating in a research report on Monday. US Capital Advisors set a $110.00 price target on shares of Aptiv in a research note on Tuesday, January 13th. Zacks Research cut shares of Aptiv from a “strong-buy” rating to a “hold” rating in a report on Friday, January 23rd. TD Cowen reduced their price objective on Aptiv from $108.00 to $93.00 and set a “buy” rating for the company in a report on Thursday. Finally, President Capital initiated coverage on Aptiv in a research note on Wednesday, March 25th. They issued a “buy” rating and a $82.50 target price on the stock. Eighteen research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $93.73.

Insiders Place Their Bets

In other Aptiv news, EVP Katherine H. Ramundo sold 5,000 shares of the business’s stock in a transaction on 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 owned 116,959 shares of the company’s stock, valued at approximately $9,941,515. The trade was a 4.10% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Company insiders own 0.06% of the company’s stock.

Aptiv Company Profile

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.