National Pension Service Raises Stake in Aptiv PLC $APTV

National Pension Service grew its stake in shares of Aptiv PLC (NYSE:APTV) by 39.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 155,755 shares of the auto parts company’s stock after purchasing an additional 44,454 shares during the quarter. National Pension Service’s holdings in Aptiv were worth $11,851,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in APTV. Ameriprise Financial Inc. purchased a new stake in shares of Aptiv during the third quarter valued at approximately $297,917,000. Impax Asset Management Group plc boosted its stake in shares of Aptiv by 54.5% during the third quarter. Impax Asset Management Group plc now owns 4,523,145 shares of the auto parts company’s stock valued at $389,986,000 after purchasing an additional 1,595,276 shares during the period. Balyasny Asset Management L.P. boosted its stake in shares of Aptiv by 6,711.4% during the second quarter. Balyasny Asset Management L.P. now owns 1,434,076 shares of the auto parts company’s stock valued at $97,833,000 after purchasing an additional 1,413,022 shares during the period. Man Group plc boosted its stake in shares of Aptiv by 155.8% during the third quarter. Man Group plc now owns 2,045,025 shares of the auto parts company’s stock valued at $176,322,000 after purchasing an additional 1,245,533 shares during the period. Finally, Nordea Investment Management AB boosted its stake in shares of Aptiv by 34.2% during the fourth quarter. Nordea Investment Management AB now owns 4,579,726 shares of the auto parts company’s stock valued at $349,067,000 after purchasing an additional 1,167,946 shares during the period. Hedge funds and other institutional investors own 94.21% of the company’s stock.

Analyst Ratings Changes

APTV has been the subject of a number of analyst reports. Argus dropped their price objective on Aptiv from $99.00 to $69.00 and set a “buy” rating for the company in a research note on Wednesday, May 27th. Wells Fargo & Company increased their price objective on Aptiv from $81.00 to $82.00 and gave the company an “overweight” rating in a research note on Wednesday, May 6th. Oppenheimer dropped their price objective on Aptiv from $106.00 to $84.00 and set an “outperform” rating for the company in a research note on Monday, April 13th. Weiss Ratings raised Aptiv from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Wednesday, May 6th. Finally, Fox Advisors dropped their price objective on Aptiv from $110.00 to $70.00 in a research note on Friday, May 8th. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $82.85.

Aptiv Stock Performance

Shares of APTV stock opened at $68.13 on Monday. The stock has a fifty day moving average of $60.57 and a 200 day moving average of $71.82. Aptiv PLC has a 52 week low of $51.68 and a 52 week high of $88.93. The firm has a market capitalization of $14.42 billion, a price-to-earnings ratio of 40.31, a PEG ratio of 1.13 and a beta of 1.45. The company has a quick ratio of 1.57, a current ratio of 2.11 and a debt-to-equity ratio of 0.98.

Aptiv (NYSE:APTV) last announced its quarterly earnings results on Tuesday, May 5th. The auto parts company reported $1.71 EPS for the quarter, topping analysts’ consensus estimates of $1.62 by $0.09. Aptiv had a return on equity of 17.83% and a net margin of 1.77%.The company had revenue of $5.09 billion during the quarter, compared to analyst estimates of $5.03 billion. During the same quarter last year, the firm posted $1.69 earnings per share. The firm’s revenue was up 5.4% on a year-over-year basis. Aptiv has set its FY 2026 guidance at 5.700-6.100 EPS and its Q2 2026 guidance at 1.300-1.500 EPS. As a group, research analysts expect that Aptiv PLC will post 6.41 earnings per share for the current year.

Aptiv 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.