Findlay Park Partners LLP Buys 873,420 Shares of APi Group Corporation $APG

Findlay Park Partners LLP increased its stake in APi Group Corporation (NYSE:APG) by 13.1% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 7,540,068 shares of the company’s stock after purchasing an additional 873,420 shares during the period. APi Group accounts for about 2.7% of Findlay Park Partners LLP’s portfolio, making the stock its 10th largest position. Findlay Park Partners LLP’s holdings in APi Group were worth $259,152,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently bought and sold shares of the stock. Whittier Trust Co. raised its holdings in shares of APi Group by 49.9% in the third quarter. Whittier Trust Co. now owns 1,117 shares of the company’s stock worth $39,000 after buying an additional 372 shares during the last quarter. Nisa Investment Advisors LLC increased its position in shares of APi Group by 50.0% in the 3rd quarter. Nisa Investment Advisors LLC now owns 1,275 shares of the company’s stock valued at $44,000 after acquiring an additional 425 shares during the period. Clearstead Advisors LLC increased its position in shares of APi Group by 105.7% in the 3rd quarter. Clearstead Advisors LLC now owns 831 shares of the company’s stock valued at $29,000 after acquiring an additional 427 shares during the period. MAI Capital Management raised its stake in APi Group by 78.6% in the 3rd quarter. MAI Capital Management now owns 1,166 shares of the company’s stock worth $40,000 after acquiring an additional 513 shares during the last quarter. Finally, PNC Financial Services Group Inc. lifted its position in APi Group by 9.6% during the 2nd quarter. PNC Financial Services Group Inc. now owns 5,941 shares of the company’s stock worth $303,000 after acquiring an additional 521 shares during the period. Hedge funds and other institutional investors own 86.62% of the company’s stock.

Insider Transactions at APi Group

In related news, SVP Louis Lambert sold 22,000 shares of the firm’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 transaction, 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 sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Anthony E. Malkin acquired 3,000 shares of the stock in a transaction that occurred on Wednesday, December 10th. The stock was purchased 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 in the company, valued at $277,060. The trade was a 75.00% increase in their position. The disclosure for this purchase is available in the SEC filing. Company insiders own 17.00% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have recently weighed in on APG shares. Truist Financial increased their price objective on APi Group from $50.00 to $53.00 and gave the company a “buy” rating in a report on Thursday. Barclays upped their target price on APi Group from $44.00 to $52.00 and gave the company an “overweight” rating in a research report on Thursday. UBS Group raised their price target on shares of APi Group from $49.00 to $54.00 and gave the stock a “buy” rating in a research report on Thursday. CJS Securities raised shares of APi Group to a “strong-buy” rating in a report on Thursday, December 11th. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of APi Group in a report on Monday, December 22nd. One research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, APi Group has a consensus rating of “Moderate Buy” and an average price target of $48.57.

APi Group Price Performance

Shares of NYSE APG opened at $44.41 on Friday. 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 $19.16 billion, a price-to-earnings ratio of -58.69 and a beta of 1.70. The firm’s 50 day simple moving average is $42.25 and its 200-day simple moving average is $38.26. APi Group Corporation has a 12 month low of $20.50 and a 12 month high of $46.89.

APi Group (NYSE:APG) last released its quarterly earnings results on Wednesday, February 25th. The company reported $0.44 EPS for the quarter, beating 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 company had revenue of $2.12 billion for the quarter, compared to analyst estimates of $2.09 billion. During the same quarter last year, the business earned $0.51 earnings per share. The firm’s revenue was up 13.8% on a year-over-year basis. Analysts expect that APi Group Corporation will post 1.83 EPS for the current year.

Key Headlines Impacting APi Group

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

• Positive Sentiment: Q4 results beat expectations: APi reported $0.44 EPS vs. $0.40 consensus and revenue of $2.12B vs. $2.09B, with 13.8% year-over-year revenue growth and improved adjusted EBITDA margins — the core catalyst for the recent rally. Read More.
• Positive Sentiment: Multiple banks raised price targets and ratings (UBS, Citi, RBC, Barclays, Truist), increasing street conviction and providing near-term upside targets in the $52–$54 range. Read More.
• Positive Sentiment: Company reported record fourth-quarter and full-year 2025 results and management framed outcomes as validation of a recurring-services model — narrative that supports multiple-quarter growth expectations. Read More.
• Neutral Sentiment: Investor access events scheduled: APi’s senior team will present at Bank of America (Mar 12) and J.P. Morgan (Mar 17) conferences — increases visibility and gives investors a chance to probe guidance and margin drivers. Read More.
• Neutral Sentiment: Earnings call transcript and full disclosures are available for investors who want segment-level detail and management commentary on margin improvement and backlog. Useful for confirming whether the beat is sustainable. Read More.
• Negative Sentiment: Near-term guidance caution: Q1 2026 revenue was guided to ~$1.9B–$2.0B versus an implied ~ $2.1B consensus, creating execution risk and a potential cap on short-term upside if conservatism persists. Read More.
• Negative Sentiment: Insider selling: SVP Louis Lambert sold 22,000 shares (~$984k at ~$44.71), reducing his position by ~58% — some investors may view this as a cautionary signal on timing or liquidity needs. Read More.

APi Group Company Profile

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.