Aptiv (NYSE:APTV) Price Target Raised to $108.00 at TD Cowen

Aptiv (NYSE:APTV) had its price objective hoisted by investment analysts at TD Cowen from $107.00 to $108.00 in a report issued on Tuesday,MarketScreener reports. TD Cowen’s price target indicates a potential upside of 35.50% from the stock’s current price.

Other research analysts have also recently issued research reports about the stock. Zacks Research cut shares of Aptiv from a “strong-buy” rating to a “hold” rating in a research note on Friday, January 23rd. UBS Group boosted their price target on Aptiv from $94.00 to $99.00 and gave the company a “neutral” rating in a report on Wednesday, January 14th. Evercore ISI raised their price objective on Aptiv from $95.00 to $100.00 and gave the stock an “outperform” rating in a research note on Monday, November 24th. Deutsche Bank Aktiengesellschaft boosted their price objective on Aptiv from $104.00 to $105.00 and gave the company a “buy” rating in a research note on Wednesday, January 21st. Finally, Royal Bank Of Canada raised their target price on shares of Aptiv from $101.00 to $104.00 and gave the stock an “outperform” rating in a research note on Wednesday, January 14th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat, Aptiv presently has an average rating of “Moderate Buy” and a consensus target price of $99.95.

Aptiv Stock Performance

APTV stock traded up $1.72 during trading on Tuesday, reaching $79.70. The stock had a trading volume of 432,288 shares, compared to its average volume of 2,417,799. The stock’s 50 day moving average is $78.67 and its two-hundred day moving average is $78.86. The firm has a market cap of $17.22 billion, a PE ratio of 63.07, a PEG ratio of 0.93 and a beta of 1.51. Aptiv has a 52 week low of $47.19 and a 52 week high of $88.93. The company has a current ratio of 1.79, a quick ratio of 1.26 and a debt-to-equity ratio of 0.80.

Aptiv (NYSE:APTV) last issued its quarterly earnings data 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 firm had revenue of $5.15 billion for the quarter, compared to analysts’ expectations of $5.07 billion. Aptiv had a net margin of 1.46% and a return on equity of 18.51%. The business’s quarterly revenue was up 5.0% on a year-over-year basis. During the same quarter in the prior year, the business earned $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, equities analysts anticipate that Aptiv will post 7.2 earnings per share for the current year.

Insider Activity at Aptiv

In other news, EVP Katherine H. Ramundo sold 5,000 shares of the firm’s stock in a transaction dated 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 owned 116,959 shares in the company, valued at $9,941,515. This trade represents a 4.10% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. 0.45% of the stock is owned by company insiders.

Hedge Funds Weigh In On Aptiv

Several institutional investors have recently added to or reduced their stakes in the company. Norges Bank purchased a new position in shares of Aptiv in the second quarter valued at $187,652,000. Truist Financial Corp grew its stake in shares of Aptiv by 1,036.0% in the 3rd quarter. Truist Financial Corp now owns 396,443 shares of the auto parts company’s stock worth $34,181,000 after buying an additional 361,546 shares in the last quarter. Allstate Corp bought a new stake in shares of Aptiv in the 3rd quarter worth about $704,000. Fjarde AP Fonden Fourth Swedish National Pension Fund increased its stake in Aptiv by 1,259.2% during the third quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund now owns 135,359 shares of the auto parts company’s stock worth $11,671,000 after acquiring an additional 125,400 shares during the last quarter. Finally, Dynasty Wealth Management LLC bought a new position in Aptiv during the third quarter valued at $573,000. Hedge funds and other institutional investors own 94.21% of the company’s stock.

Key Aptiv News

Here are the key news stories impacting Aptiv this week:

• Positive Sentiment: Q4 beat and solid top?line: Reported EPS and revenue topped consensus, with 5% adjusted revenue growth year?over?year — supports valuation for growth in electrification and software. Aptiv Reports Fourth Quarter 2025 Financial Results
• Positive Sentiment: Strategic momentum: Aptiv reiterated plans to spin its Electrical Distribution Systems (Versigent) business and forecasted $30B+ in 2026 bookings — signals optionality and a focus on higher?growth, higher?margin segments. Aptiv forecasts $30B+ in 2026 bookings with Versigent spin
• Positive Sentiment: Record full?year results: Annual revenue rose to roughly $20.4B, marking a record year and demonstrating underlying demand resilience across Aptiv’s platforms. Aptiv Reports Fourth Quarter 2025 Financial Results
• Neutral Sentiment: FY 2026 guidance provided: Aptiv set FY EPS guidance of $8.15–$8.75 (consensus ~8.37) and revenue guidance roughly in line with street views — the range leaves room for upside but also reflects conservatism. Aptiv earnings press materials
• Negative Sentiment: Weak Q1 profit outlook and margin pressure: Management guided Q1 EPS of $1.55–$1.75 versus a ~$1.92 street view, citing margin strain from commodities, FX and mix — the soft near?term profit outlook pressured sentiment. Aptiv slips as weak Q1 profit guidance
• Negative Sentiment: Profitability headwinds: Higher taxes and continued commodity/FX headwinds were called out on the call, which could compress near?term margins even as revenue grows. Higher Taxes Take A Bite Out Of Aptiv’s Profits

About Aptiv

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.