Aptiv (NYSE:APTV) Given New $104.00 Price Target at JPMorgan Chase & Co.

Aptiv (NYSE:APTV) had its price objective cut by JPMorgan Chase & Co. from $105.00 to $104.00 in a note issued to investors on Tuesday,MarketScreener reports. The brokerage presently has an “overweight” rating on the auto parts company’s stock. JPMorgan Chase & Co.‘s price objective would indicate a potential upside of 30.49% from the stock’s previous close.

Several other brokerages have also issued reports on APTV. Piper Sandler raised shares of Aptiv from a “neutral” rating to an “overweight” rating and boosted their price target for the company from $87.00 to $103.00 in a report on Thursday, January 8th. TD Cowen reissued a “buy” rating on shares of Aptiv in a research note on Friday, October 31st. Weiss Ratings restated a “hold (c-)” rating on shares of Aptiv in a research note on Monday, December 29th. US Capital Advisors set a $110.00 price objective on Aptiv in a research note on Tuesday, January 13th. Finally, Royal Bank Of Canada increased their target price on Aptiv from $101.00 to $104.00 and gave the stock an “outperform” rating in a report on Wednesday, January 14th. Two analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $99.95.

Aptiv Stock Performance

Shares of NYSE APTV traded up $1.72 during mid-day trading on Tuesday, hitting $79.70. The company had a trading volume of 432,288 shares, compared to its average volume of 2,417,799. Aptiv has a 12 month low of $47.19 and a 12 month high of $88.93. The company has a debt-to-equity ratio of 0.80, a current ratio of 1.79 and a quick ratio of 1.26. The firm has a market cap of $17.22 billion, a P/E ratio of 63.07, a PEG ratio of 0.93 and a beta of 1.51. The business’s 50-day simple moving average is $78.67 and its 200-day simple moving average is $78.86.

Aptiv (NYSE:APTV) last announced its quarterly earnings data on Monday, February 2nd. The auto parts company reported $1.86 EPS for the quarter, topping analysts’ consensus estimates of $1.82 by $0.04. The company had revenue of $5.15 billion during the quarter, compared to the consensus estimate of $5.07 billion. Aptiv had a return on equity of 18.51% and a net margin of 1.46%.The company’s quarterly revenue was up 5.0% on a year-over-year basis. During the same quarter last year, the company 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, analysts predict that Aptiv will post 7.2 earnings per share for the current fiscal year.

Insider Activity

In related news, EVP Katherine H. Ramundo sold 5,000 shares of the company’s stock in a transaction dated Thursday, January 8th. The shares were 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 $9,941,515. This represents a 4.10% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. 0.45% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Aptiv

A number of large investors have recently modified their holdings of APTV. Saranac Partners Ltd bought a new position in Aptiv in the 3rd quarter worth approximately $25,000. True Wealth Design LLC increased its stake in shares of Aptiv by 83.8% in the 2nd quarter. True Wealth Design LLC now owns 397 shares of the auto parts company’s stock valued at $27,000 after buying an additional 181 shares during the period. Geneos Wealth Management Inc. raised its position in shares of 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 acquiring an additional 398 shares during the last quarter. Foster Dykema Cabot & Partners LLC acquired a new position in shares of Aptiv during the third quarter valued at $30,000. Finally, Root Financial Partners LLC bought a new stake in Aptiv during the 3rd quarter worth about $31,000. 94.21% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Aptiv

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.