Jefferies Financial Group Begins Coverage on APi Group (NYSE:APG)

Equities researchers at Jefferies Financial Group assumed coverage on shares of APi Group (NYSE:APG) in a research note issued to investors on Friday, Zacks reports. The brokerage set a “strong-buy” rating on the stock.

Several other equities research analysts also recently weighed in on the company. Wells Fargo & Company raised their price objective on APi Group from $53.00 to $60.00 and gave the company an “overweight” rating in a report on Friday. Truist Financial set a $58.00 target price on APi Group and gave the stock a “buy” rating in a report on Friday. JPMorgan Chase & Co. upped their target price on APi Group from $50.00 to $55.00 and gave the stock an “overweight” rating in a report on Friday. UBS Group set a $52.00 target price on APi Group in a research report on Monday, July 20th. Finally, Robert W. Baird set a $47.00 price target on APi Group in a research note on Friday, July 31st. Two analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus target price of $54.67.

APi Group Stock Performance

Shares of APi Group stock opened at $44.24 on Friday. APi Group has a fifty-two week low of $34.87 and a fifty-two week high of $49.99. The company has a debt-to-equity ratio of 0.92, a current ratio of 1.18 and a quick ratio of 1.32. The firm has a market capitalization of $19.12 billion, a P/E ratio of 26.48, a P/E/G ratio of 2.01 and a beta of 1.57. The company’s 50 day moving average price is $39.63 and its two-hundred day moving average price is $41.92.

APi Group (NYSE:APG) last posted its earnings results on Thursday, October 29th. The company reported $0.50 earnings per share for the quarter, topping analysts’ consensus estimates of $0.47 by $0.03. The firm had revenue of $2.55 billion for the quarter, compared to analysts’ expectations of $2.40 billion. APi Group had a net margin of 4.12% and a return on equity of 38.31%. The company’s revenue was up 22.5% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.41 earnings per share. On average, equities analysts forecast that APi Group will post 1.74 earnings per share for the current fiscal year.

Insider Buying and Selling at APi Group

In other news, Director James Lillie sold 285,000 shares of the firm’s stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $39.84, for a total transaction of $11,354,400.00. Following the completion of the transaction, the director owned 8,952,350 shares of the company’s stock, valued at approximately $356,661,624. This trade represents a 3.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Ian Ashken sold 214,928 shares of APi Group stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $39.91, for a total transaction of $8,577,776.48. Following the transaction, the director owned 9,262,356 shares in the company, valued at approximately $369,660,627.96. This trade represents a 2.27% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 660,000 shares of company stock valued at $26,353,682 in the last ninety days. Insiders own 18.70% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Squarepoint Ops LLC increased its stake in shares of APi Group by 125.4% in the second quarter. Squarepoint Ops LLC now owns 967,869 shares of the company’s stock valued at $40,989,000 after buying an additional 538,508 shares during the period. Aubrey Capital Management Ltd bought a new position in shares of APi Group during the second quarter worth about $2,782,000. WINTON GROUP Ltd bought a new position in shares of APi Group during the second quarter worth about $1,160,000. Principal Financial Group Inc. lifted its stake in shares of APi Group by 7.5% in the first quarter. Principal Financial Group Inc. now owns 855,638 shares of the company’s stock worth $34,670,000 after acquiring an additional 59,715 shares during the period. Finally, JNBA Financial Advisors lifted its stake in shares of APi Group by 66.6% in the second quarter. JNBA Financial Advisors now owns 699,242 shares of the company’s stock worth $29,613,000 after acquiring an additional 279,448 shares during the period. 86.62% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting APi Group

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

• Positive Sentiment: Record Q3 results: APi reported revenue of approximately $2.55 billion, up 22.5% year over year and ahead of the $2.40 billion consensus estimate. Adjusted EBITDA increased 24.6% to $350 million, while adjusted EPS of $0.50 exceeded expectations of $0.47 and rose from $0.41 a year earlier. APi Group Reports Record Third Quarter 2026 Financial Results and Raises Full-Year 2026 Outlook
• Positive Sentiment: Higher 2026 outlook: Management raised its full-year revenue forecast to $9.20 billion-$9.25 billion and adjusted EBITDA guidance to $1.235 billion-$1.255 billion, marking the third guidance increase this year. Management also cited double-digit organic growth, strong demand and a goal of reaching a 16% adjusted EBITDA margin by 2028. APi raises 2026 outlook
• Positive Sentiment: Analyst targets increased: Truist raised its APG price target to $58 from $55 while maintaining a Buy rating. Wells Fargo lifted its target to $60 from $53 and kept an Overweight rating, implying substantial upside from the referenced trading level. Truist Securities adjusts APi Group price target
• Neutral Sentiment: Institutional positioning was mixed: Several large investors added APG shares during the latest reporting quarter, while others—including Viking Global Investors—reduced or exited positions. This suggests continued institutional interest but not a uniform bullish view.
• Negative Sentiment: Insider selling may weigh on sentiment: Reported insider activity over the past six months consisted of sales rather than purchases, including sizable transactions by Martin Franklin, Ian Ashken and James Lillie. These sales do not necessarily reflect operating concerns, but they can create an overhang for investors.

APi Group Company Profile

APi Group Corporation (NYSE: APG) is a global provider of safety, specialty and industrial services. The company serves commercial, industrial and infrastructure customers through a network of operating businesses that provide services designed to protect people, property and critical assets.

APi Group’s offerings include fire protection and life-safety systems, security services, heating, ventilation and air-conditioning services, industrial maintenance, specialty contracting and infrastructure services.