National Pension Service Boosts Position in Aptiv PLC $APTV

National Pension Service raised its stake in shares of Aptiv PLC (NYSE:APTV) by 39.9% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 155,755 shares of the auto parts company’s stock after buying an additional 44,454 shares during the quarter. National Pension Service owned about 0.07% of Aptiv worth $11,851,000 at the end of the most recent reporting period.

Other hedge funds have also added to or reduced their stakes in the company. Nordea Investment Management AB grew its holdings in Aptiv by 34.2% during the 4th quarter. Nordea Investment Management AB now owns 4,579,726 shares of the auto parts company’s stock valued at $349,067,000 after buying an additional 1,167,946 shares in the last quarter. Thematics Asset Management grew its holdings in Aptiv by 56.9% during the 3rd quarter. Thematics Asset Management now owns 261,454 shares of the auto parts company’s stock valued at $22,543,000 after buying an additional 94,782 shares in the last quarter. Ameriprise Financial Inc. purchased a new position in Aptiv during the 3rd quarter valued at about $297,917,000. Dimensional Fund Advisors LP grew its holdings in Aptiv by 2.6% during the 3rd quarter. Dimensional Fund Advisors LP now owns 2,545,257 shares of the auto parts company’s stock valued at $219,443,000 after buying an additional 65,546 shares in the last quarter. Finally, Envestnet Asset Management Inc. grew its holdings in Aptiv by 55.8% during the 3rd quarter. Envestnet Asset Management Inc. now owns 523,452 shares of the auto parts company’s stock valued at $45,132,000 after buying an additional 187,452 shares in the last quarter. Hedge funds and other institutional investors own 94.21% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on the company. Weiss Ratings raised Aptiv from a “sell (d+)” rating to a “hold (c-)” rating in a report on Wednesday, May 6th. TD Cowen cut their price objective on Aptiv from $93.00 to $90.00 and set a “buy” rating for the company in a report on Wednesday, April 15th. Fox Advisors cut their price objective on Aptiv from $110.00 to $70.00 in a report on Friday, May 8th. HSBC cut their price objective on Aptiv from $81.32 to $75.00 and set a “buy” rating for the company in a report on Monday, April 27th. Finally, Morgan Stanley raised Aptiv from an “equal weight” rating to an “overweight” rating and set a $71.00 price objective for the company in a report on Friday, May 8th. One analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $82.85.

Aptiv Stock Up 0.3%

Shares of APTV opened at $68.13 on Monday. The firm has a market cap of $14.42 billion, a P/E ratio of 40.31, a P/E/G ratio of 1.13 and a beta of 1.45. The stock has a 50 day simple moving average of $60.57 and a two-hundred day simple moving average of $71.82. The company has a debt-to-equity ratio of 0.98, a current ratio of 2.11 and a quick ratio of 1.57. Aptiv PLC has a 1 year low of $51.68 and a 1 year high of $88.93.

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