Impax Asset Management Group plc Increases Holdings in Aptiv PLC $APTV

Impax Asset Management Group plc raised its stake in shares of Aptiv PLC (NYSE:APTV) by 54.5% in the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 4,523,145 shares of the auto parts company’s stock after purchasing an additional 1,595,276 shares during the period. Aptiv accounts for about 2.3% of Impax Asset Management Group plc’s investment portfolio, making the stock its 8th biggest holding. Impax Asset Management Group plc’s holdings in Aptiv were worth $389,986,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also bought and sold shares of APTV. State Street Corp lifted its position in shares of Aptiv by 1.2% during the 2nd quarter. State Street Corp now owns 9,754,226 shares of the auto parts company’s stock valued at $665,433,000 after buying an additional 111,506 shares in the last quarter. Alliancebernstein L.P. raised its stake in Aptiv by 9.0% during the 2nd quarter. Alliancebernstein L.P. now owns 3,831,441 shares of the auto parts company’s stock worth $261,381,000 after acquiring an additional 315,824 shares during the period. Invesco Ltd. raised its stake in Aptiv by 7.1% during the 2nd quarter. Invesco Ltd. now owns 3,618,847 shares of the auto parts company’s stock worth $246,878,000 after acquiring an additional 238,880 shares during the period. Franklin Resources Inc. lifted its holdings in Aptiv by 6.6% during the second quarter. Franklin Resources Inc. now owns 3,579,344 shares of the auto parts company’s stock valued at $244,183,000 after purchasing an additional 221,449 shares in the last quarter. Finally, Nordea Investment Management AB boosted its position in shares of Aptiv by 14,336.5% in the third quarter. Nordea Investment Management AB now owns 3,411,780 shares of the auto parts company’s stock worth $291,127,000 after purchasing an additional 3,388,147 shares during the period. Hedge funds and other institutional investors own 94.21% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on the stock. Royal Bank Of Canada restated an “outperform” rating and set a $104.00 price objective on shares of Aptiv in a research report on Tuesday, February 3rd. UBS Group set a $89.00 price target on Aptiv in a research note on Wednesday, February 4th. Wall Street Zen downgraded Aptiv from a “strong-buy” rating to a “buy” rating in a research report on Saturday. TD Cowen upped their price objective on Aptiv from $107.00 to $108.00 in a research note on Tuesday, February 3rd. Finally, JPMorgan Chase & Co. cut their target price on Aptiv from $105.00 to $104.00 and set an “overweight” rating for the company in a research report on Tuesday, February 3rd. Fourteen research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $100.60.

Aptiv Trading Up 2.1%

Shares of Aptiv stock opened at $85.08 on Wednesday. The firm has a market cap of $18.38 billion, a price-to-earnings ratio of 111.95, a PEG ratio of 1.19 and a beta of 1.51. The business has a 50-day moving average price of $79.23 and a 200-day moving average price of $79.35. The company has a quick ratio of 1.23, a current ratio of 1.74 and a debt-to-equity ratio of 0.79. Aptiv PLC has a twelve month low of $47.19 and a twelve month high of $88.93.

Aptiv (NYSE:APTV) last posted its earnings results on Monday, February 2nd. The auto parts company reported $1.86 EPS for the quarter, topping analysts’ consensus estimates of $1.82 by $0.04. Aptiv had a return on equity of 18.22% and a net margin of 0.81%.During the same period in the prior year, the company earned $1.75 EPS. The firm’s revenue for the quarter was up 5.0% compared to the same quarter last year. Aptiv has set its Q1 2026 guidance at 1.550-1.750 EPS and its FY 2026 guidance at 8.150-8.750 EPS. Equities research analysts anticipate that Aptiv PLC will post 7.2 EPS for the current fiscal year.

Insider Activity

In other news, EVP Katherine H. Ramundo sold 5,000 shares of the stock in a transaction that occurred 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 completion of the transaction, the executive vice president directly owned 116,959 shares in the company, valued at approximately $9,941,515. This represents a 4.10% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.45% of the stock is owned by company insiders.

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.