Aptiv (NYSE:APTV) Stock Price Expected to Rise, Morgan Stanley Analyst Says

Aptiv (NYSE:APTV) had its price target upped by equities research analysts at Morgan Stanley from $84.00 to $87.00 in a research note issued to investors on Monday,Benzinga reports. The firm presently has an “equal weight” rating on the auto parts company’s stock. Morgan Stanley’s target price points to a potential upside of 25.55% from the stock’s current price.

APTV has been the topic of a number of other reports. Barclays dropped their price objective on Aptiv from $105.00 to $77.00 and set an “overweight” rating on the stock in a research note on Monday. Wolfe Research raised Aptiv from a “peer perform” rating to an “outperform” rating and set a $91.00 price target on the stock in a research note on Friday, March 6th. UBS Group restated a “buy” rating on shares of Aptiv in a report on Tuesday, March 17th. Wall Street Zen downgraded shares of Aptiv from a “strong-buy” rating to a “buy” rating in a research report on Saturday, February 7th. Finally, Wells Fargo & Company lowered their price objective on shares of Aptiv from $102.00 to $95.00 and set an “overweight” rating for the company in a research note on Wednesday, March 11th. Sixteen analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $97.86.

Aptiv Price Performance

Shares of NYSE APTV opened at $69.29 on Monday. The company has a market capitalization of $14.77 billion, a PE ratio of 91.18, a P/E/G ratio of 0.96 and a beta of 1.50. The company has a quick ratio of 1.23, a current ratio of 1.74 and a debt-to-equity ratio of 0.79. Aptiv has a twelve month low of $47.19 and a twelve month high of $88.93. The firm has a fifty day simple moving average of $75.81 and a 200 day simple moving average of $79.24.

Aptiv (NYSE:APTV) last issued its quarterly earnings results on Monday, February 2nd. The auto parts company reported $1.86 EPS for the quarter, beating analysts’ consensus estimates of $1.82 by $0.04. Aptiv had a net margin of 0.81% and a return on equity of 18.22%. The business had revenue of $5.15 billion for the quarter, compared to analysts’ expectations of $5.07 billion. During the same quarter in the prior year, the firm posted $1.75 earnings per share. The business’s quarterly revenue was up 5.0% compared to the same quarter last year. 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, sell-side analysts forecast that Aptiv will post 7.2 EPS for the current year.

Insiders Place Their Bets

In other Aptiv news, EVP Katherine H. Ramundo sold 5,000 shares of the firm’s stock in a transaction 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 transaction, the executive vice president directly owned 116,959 shares of the company’s stock, valued at approximately $9,941,515. This trade represents a 4.10% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.06% 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 APTV. NewEdge Advisors LLC increased its holdings in Aptiv by 502.1% during the 1st quarter. NewEdge Advisors LLC now owns 15,557 shares of the auto parts company’s stock worth $926,000 after purchasing an additional 12,973 shares in the last quarter. Woodline Partners LP boosted its position in shares of Aptiv by 439.2% during the first quarter. Woodline Partners LP now owns 76,109 shares of the auto parts company’s stock valued at $4,528,000 after buying an additional 61,994 shares during the last quarter. Focus Partners Wealth boosted its position in shares of Aptiv by 110.7% during the first quarter. Focus Partners Wealth now owns 9,511 shares of the auto parts company’s stock valued at $566,000 after buying an additional 4,998 shares during the last quarter. Geneos Wealth Management Inc. grew its holdings in Aptiv by 452.3% during the first quarter. Geneos Wealth Management Inc. now owns 486 shares of the auto parts company’s stock worth $29,000 after buying an additional 398 shares in the last quarter. Finally, Global Retirement Partners LLC purchased a new stake in Aptiv in the 2nd quarter valued at $285,000. Institutional investors and hedge funds own 94.21% of the company’s stock.

Key Aptiv News

Here are the key news stories impacting Aptiv this week:

• Positive Sentiment: Morgan Stanley nudged its price target up from $84 to $87 (maintaining an equal-weight stance), a modest supportive datapoint for shares. Article Title
• Positive Sentiment: Aptiv subsidiary Winchester Interconnect launched “Modulus,” a modular connector integrating high-speed single-pair Ethernet and modular power — product launches that can boost content-per-vehicle and addressable market over time. Article Title
• Positive Sentiment: Analyst and independent research pieces (Seeking Alpha, Zacks) reiterate Aptiv’s growth characteristics and upside from valuation discounts and new market opportunities (e.g., AI, Chinese exports), supporting longer-term thesis. Article Title
• Neutral Sentiment: Aptiv announced it will report Q1 2026 results and host an investor call on May 5 (pre-market). This is the near-term catalyst investors will watch for revenue, margin detail and any updates on EDS segment performance. Article Title
• Negative Sentiment: Royal Bank of Canada cut its price target from $104 to $81 (but kept an outperform rating) — a downward revision that can weigh on sentiment despite the retained positive view. Article Title
• Negative Sentiment: Wells Fargo trimmed its target from $95 to $93 (still overweight). Multiple small cuts across brokerages increase headline risk and can cap near-term upside. Article Title
• Negative Sentiment: Barclays lowered its target materially from $105 to $77 while keeping an overweight rating — another downgrade that may pressure momentum traders. Article Title

Aptiv Company 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.