JPMorgan Chase & Co. Issues Pessimistic Forecast for Aptiv (NYSE:APTV) Stock Price

Aptiv (NYSE:APTV) had its price target decreased by JPMorgan Chase & Co. from $105.00 to $104.00 in a note issued to investors on Tuesday,MarketScreener reports. The firm presently has an “overweight” rating on the auto parts company’s stock. JPMorgan Chase & Co.‘s target price points to a potential upside of 28.32% from the stock’s current price.

Other equities research analysts also recently issued research reports about the company. Fox Advisors raised Aptiv from an “equal weight” rating to an “overweight” rating and set a $110.00 price objective for the company in a report on Tuesday, January 13th. Deutsche Bank Aktiengesellschaft lifted their price objective on shares of Aptiv from $104.00 to $105.00 and gave the company a “buy” rating in a research report on Wednesday, January 21st. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Aptiv in a report on Monday, December 29th. US Capital Advisors set a $110.00 target price on shares of Aptiv in a research note on Tuesday, January 13th. Finally, Piper Sandler raised Aptiv from a “neutral” rating to an “overweight” rating and boosted their price target for the stock from $87.00 to $103.00 in a research report on Thursday, January 8th. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $100.60.

Aptiv Trading Up 3.6%

Shares of NYSE:APTV opened at $81.05 on Tuesday. The company’s 50-day moving average price is $78.79 and its two-hundred day moving average price is $78.95. Aptiv has a one year low of $47.19 and a one year high of $88.93. The company has a debt-to-equity ratio of 0.79, a current ratio of 1.74 and a quick ratio of 1.26. The stock has a market capitalization of $17.51 billion, a PE ratio of 106.65, a price-to-earnings-growth ratio of 0.92 and a beta of 1.51.

Aptiv (NYSE:APTV) last released its earnings results on Monday, February 2nd. The auto parts company reported $1.86 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.82 by $0.04. Aptiv had a return on equity of 18.22% and a net margin of 0.81%.The business had revenue of $5.15 billion for the quarter, compared to the consensus estimate of $5.07 billion. During the same quarter in the previous year, the business earned $1.75 earnings per share. Aptiv’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. On average, equities analysts forecast that Aptiv will post 7.2 EPS for the current fiscal year.

Insider Activity at Aptiv

In other news, EVP Katherine H. Ramundo sold 5,000 shares of the stock in a transaction that occurred on Thursday, January 8th. The stock was sold at an average price of $85.00, for a total transaction of $425,000.00. Following the transaction, the executive vice president owned 116,959 shares in the company, valued at approximately $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 Securities & Exchange Commission, which is accessible through this link. Insiders own 0.45% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in APTV. Seelaus Asset Management LLC acquired a new stake in shares of Aptiv during the fourth quarter worth $262,000. Versor Investments LP acquired a new stake in Aptiv in the 4th quarter worth about $1,036,000. Denali Advisors LLC boosted its holdings in Aptiv by 261.0% in the 4th quarter. Denali Advisors LLC now owns 12,732 shares of the auto parts company’s stock valued at $969,000 after purchasing an additional 9,205 shares during the period. Crossmark Global Holdings Inc. increased its holdings in shares of Aptiv by 36.2% during the fourth quarter. Crossmark Global Holdings Inc. now owns 90,674 shares of the auto parts company’s stock worth $6,899,000 after purchasing an additional 24,085 shares during the period. Finally, Ethic Inc. increased its holdings in shares of Aptiv by 63.8% during the fourth quarter. Ethic Inc. now owns 46,411 shares of the auto parts company’s stock worth $3,531,000 after purchasing an additional 18,083 shares during the period. 94.21% of the stock is owned by institutional investors and hedge funds.

Key Aptiv News

Here are the key news stories impacting Aptiv this week:

• Positive Sentiment: Aptiv reported Q4 results that beat EPS and revenue estimates, underscoring demand resilience and prompting analyst model updates. Q4 2025 Earnings Call Transcript
• Positive Sentiment: Multiple firms raised price targets or reiterated Outperform/Overweight ratings after the Q4 beat (Oppenheimer, TD Cowen, Piper Sandler, Wells Fargo, RBC), signaling analyst confidence in Aptiv’s longer‑term growth (electrification/autonomy exposure). See sample coverage: Oppenheimer/MarketScreener/The Fly. Analyst Price Target Raises
• Neutral Sentiment: A bull‑case writeup revisiting Aptiv’s long‑term thesis (EV/electrification, software content per vehicle) has circulated, which can support investor appetite over time but doesn’t change near‑term fundamentals. Bull Case Theory
• Neutral Sentiment: Aptiv will present at the Barclays Industrial Select Conference on Feb. 18 (webcast available), increasing investor access to management’s strategy and outlook. This is visibility‑positive but not an immediate catalyst. Barclays Conference Presentation
• Negative Sentiment: Management set Q1 profit guidance that the market read as conservative and flagged margin pressure, which prompted some intra‑day weakness despite the Q4 beat — this is the main near‑term risk to the stock. Weak Q1 Guidance / Margin Pressure

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.