Barclays Forecasts Strong Price Appreciation for APi Group (NYSE:APG) Stock

APi Group (NYSE:APG) had its price target boosted by equities research analysts at Barclays from $44.00 to $52.00 in a research note issued on Thursday,Benzinga reports. The brokerage currently has an “overweight” rating on the stock. Barclays‘s target price would indicate a potential upside of 17.09% from the stock’s previous close.

APG has been the topic of a number of other reports. Citigroup reaffirmed a “buy” rating and issued a $49.00 price target (up from $45.00) on shares of APi Group in a research note on Monday, January 12th. CJS Securities raised shares of APi Group to a “strong-buy” rating in a research note on Thursday, December 11th. Truist Financial upped their price target on shares of APi Group from $50.00 to $53.00 and gave the company a “buy” rating in a report on Thursday. Weiss Ratings reissued a “hold (c+)” rating on shares of APi Group in a report on Monday, December 22nd. Finally, UBS Group set a $49.00 price objective on shares of APi Group and gave the company a “buy” rating in a research report on Thursday, January 15th. One investment analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $48.57.

APi Group Price Performance

APG stock opened at $44.41 on Thursday. The company has a debt-to-equity ratio of 0.81, a quick ratio of 1.41 and a current ratio of 1.50. The firm has a market cap of $19.16 billion, a P/E ratio of -58.69 and a beta of 1.70. The firm’s fifty day moving average is $42.25 and its 200 day moving average is $38.26. APi Group has a 52 week low of $20.50 and a 52 week high of $46.89.

APi Group (NYSE:APG) last announced its quarterly earnings data on Wednesday, February 25th. The company reported $0.44 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.40 by $0.04. APi Group had a return on equity of 37.92% and a net margin of 3.70%.The firm had revenue of $2.12 billion for the quarter, compared to analysts’ expectations of $2.09 billion. During the same period last year, the firm earned $0.51 earnings per share. The company’s revenue for the quarter was up 13.8% compared to the same quarter last year. Research analysts predict that APi Group will post 1.83 earnings per share for the current year.

Insider Activity at APi Group

In other news, SVP Louis Lambert sold 22,000 shares of the firm’s stock in a transaction that occurred on Thursday, February 26th. The stock was sold at an average price of $44.71, for a total value of $983,620.00. Following the completion of the transaction, the senior vice president owned 16,148 shares in the company, valued at $721,977.08. This trade represents a 57.67% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Anthony E. Malkin purchased 3,000 shares of the company’s stock in a transaction that occurred on Wednesday, December 10th. The shares were purchased at an average price of $39.58 per share, for a total transaction of $118,740.00. Following the completion of the transaction, the director directly owned 7,000 shares of the company’s stock, valued at $277,060. This represents a 75.00% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. 17.00% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of large investors have recently bought and sold shares of APG. Vanguard Group Inc. grew its holdings in APi Group by 49.6% in the third quarter. Vanguard Group Inc. now owns 35,138,767 shares of the company’s stock worth $1,207,719,000 after purchasing an additional 11,644,990 shares during the period. Norges Bank purchased a new stake in shares of APi Group in the 4th quarter worth approximately $181,066,000. Durable Capital Partners LP increased its position in APi Group by 40.2% during the 3rd quarter. Durable Capital Partners LP now owns 14,898,178 shares of the company’s stock valued at $512,050,000 after buying an additional 4,274,610 shares in the last quarter. State Street Corp raised its stake in APi Group by 50.6% during the third quarter. State Street Corp now owns 10,771,776 shares of the company’s stock valued at $370,226,000 after buying an additional 3,620,931 shares during the last quarter. Finally, Invesco Ltd. boosted its holdings in APi Group by 224.6% in the third quarter. Invesco Ltd. now owns 5,109,902 shares of the company’s stock worth $175,627,000 after acquiring an additional 3,535,682 shares in the last quarter. 86.62% of the stock is owned by hedge funds and other institutional investors.

APi Group News Roundup

Here are the key news stories impacting APi Group this week:

• Positive Sentiment: Q4 results beat expectations: APi reported $0.44 EPS vs. $0.40 consensus and revenue of $2.12B vs. $2.09B, with 13.8% year-over-year revenue growth and improved adjusted EBITDA margins — the core catalyst for the recent rally. Read More.
• Positive Sentiment: Multiple banks raised price targets and ratings (UBS, Citi, RBC, Barclays, Truist), increasing street conviction and providing near-term upside targets in the $52–$54 range. Read More.
• Positive Sentiment: Company reported record fourth-quarter and full-year 2025 results and management framed outcomes as validation of a recurring-services model — narrative that supports multiple-quarter growth expectations. Read More.
• Neutral Sentiment: Investor access events scheduled: APi’s senior team will present at Bank of America (Mar 12) and J.P. Morgan (Mar 17) conferences — increases visibility and gives investors a chance to probe guidance and margin drivers. Read More.
• Neutral Sentiment: Earnings call transcript and full disclosures are available for investors who want segment-level detail and management commentary on margin improvement and backlog. Useful for confirming whether the beat is sustainable. Read More.
• Negative Sentiment: Near-term guidance caution: Q1 2026 revenue was guided to ~$1.9B–$2.0B versus an implied ~ $2.1B consensus, creating execution risk and a potential cap on short-term upside if conservatism persists. Read More.
• Negative Sentiment: Insider selling: SVP Louis Lambert sold 22,000 shares (~$984k at ~$44.71), reducing his position by ~58% — some investors may view this as a cautionary signal on timing or liquidity needs. Read More.

APi Group Company Profile

APi Group Corp. is a global specialty contractor that provides fire protection, security, mechanical insulation and energy services to commercial, industrial and institutional clients. Headquartered in New Brighton, Minnesota, the company designs, installs, inspects, tests, maintains and repairs a wide range of safety and infrastructure systems. Through its network of operating subsidiaries, APi Group delivers end-to-end solutions for new construction, facility renovations and ongoing maintenance requirements.

Its service portfolio spans life safety and industrial services—such as fire suppression systems, fire alarms and emergency lighting—and specialized offerings including technical insulation, access solutions, passive fire protection and energy efficiency upgrades.