Aptiv (NYSE:APTV) Updates Q1 2026 Earnings Guidance

Aptiv (NYSE:APTV) updated its first quarter 2026 earnings guidance on Monday. The company provided EPS guidance of 1.550-1.750 for the period, compared to the consensus EPS estimate of 1.920. The company issued revenue guidance of $5.0 billion-$5.2 billion, compared to the consensus revenue estimate of $5.0 billion. Aptiv also updated its FY 2026 guidance to 8.150-8.750 EPS.

Aptiv Stock Performance

Shares of Aptiv stock opened at $75.68 on Monday. The company has a 50 day moving average of $78.61 and a 200-day moving average of $78.81. The company has a market cap of $16.35 billion, a PE ratio of 60.06, a price-to-earnings-growth ratio of 0.93 and a beta of 1.51. 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 has a 1-year low of $47.19 and a 1-year high of $88.93.

Aptiv (NYSE:APTV) last issued its earnings results on Monday, February 2nd. The auto parts company reported $1.86 EPS for the quarter, topping the consensus estimate of $1.79 by $0.07. Aptiv had a return on equity of 18.51% and a net margin of 1.46%.The firm had revenue of $5.15 billion during the quarter, compared to the consensus estimate of $5.07 billion. During the same quarter in the previous year, the firm earned $1.75 earnings per share. The business’s quarterly revenue was up 5.0% on a year-over-year basis. 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 research analysts forecast that Aptiv will post 7.2 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several research firms have recently weighed in on APTV. Zacks Research cut shares of Aptiv from a “strong-buy” rating to a “hold” rating in a research report on Friday, January 23rd. JPMorgan Chase & Co. increased their price target on Aptiv from $90.00 to $105.00 and gave the stock an “overweight” rating in a report on Monday, October 20th. Weiss Ratings reissued a “hold (c-)” rating on shares of Aptiv in a research note on Monday, December 29th. Citigroup began coverage on Aptiv in a research note on Friday, October 10th. They set a “buy” rating and a $109.00 target price for the company. Finally, TD Cowen reiterated a “buy” rating on shares of Aptiv in a report on Friday, October 31st. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat, Aptiv currently has a consensus rating of “Moderate Buy” and an average target price of $99.48.

Insider Transactions at Aptiv

In related news, EVP Katherine H. Ramundo sold 5,000 shares of Aptiv stock in a transaction that occurred on Thursday, January 8th. The shares were sold at an average price of $85.00, for a total value 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. The trade was a 4.10% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 0.45% of the company’s stock.

Institutional Investors Weigh In On Aptiv

A number of institutional investors and hedge funds have recently made changes to their positions in the business. CIBC Bancorp USA Inc. bought a new position in Aptiv in the 3rd quarter worth about $2,590,000. Captrust Financial Advisors grew its position in Aptiv by 33.2% during the third quarter. Captrust Financial Advisors now owns 24,296 shares of the auto parts company’s stock valued at $2,095,000 after acquiring an additional 6,055 shares during the last quarter. Advisory Services Network LLC increased its holdings in shares of Aptiv by 13.9% in the third quarter. Advisory Services Network LLC now owns 19,088 shares of the auto parts company’s stock worth $1,646,000 after buying an additional 2,334 shares during the period. Cim Investment Management Inc. purchased a new stake in Aptiv during the 3rd quarter valued at about $209,000. Finally, Jacobs Levy Equity Management Inc. bought a new position in Aptiv during the 3rd quarter worth approximately $3,070,000. Hedge funds and other institutional investors own 94.21% of the company’s stock.

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.