Neuberger Berman Group LLC Has $24.46 Million Stock Holdings in Aptiv PLC $APTV

Neuberger Berman Group LLC decreased its position in Aptiv PLC (NYSE:APTV) by 3.0% during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 283,712 shares of the auto parts company’s stock after selling 8,745 shares during the period. Neuberger Berman Group LLC’s holdings in Aptiv were worth $24,462,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently made changes to their positions in APTV. Truist Financial Corp raised its stake in shares of Aptiv by 1,036.0% during the 3rd quarter. Truist Financial Corp now owns 396,443 shares of the auto parts company’s stock worth $34,181,000 after purchasing an additional 361,546 shares in the last quarter. Norges Bank bought a new position in shares of Aptiv in the second quarter valued at $187,652,000. Fjarde AP Fonden Fourth Swedish National Pension Fund increased its holdings in Aptiv by 1,259.2% during the third quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund now owns 135,359 shares of the auto parts company’s stock worth $11,671,000 after buying an additional 125,400 shares during the last quarter. Allstate Corp acquired a new stake in Aptiv in the third quarter valued at $704,000. Finally, Nordea Investment Management AB grew its position in shares of Aptiv by 14,336.5% in the 3rd quarter. Nordea Investment Management AB now owns 3,411,780 shares of the auto parts company’s stock valued at $291,127,000 after acquiring an additional 3,388,147 shares during the period. 94.21% of the stock is currently owned by institutional investors and hedge funds.

Aptiv News Roundup

Here are the key news stories impacting Aptiv this week:

• Positive Sentiment: JPMorgan raised its price target to $105 and kept an “overweight” rating, citing roughly a 45% upside versus recent levels — a clear bullish signal for investors. Read More.
• Positive Sentiment: Wolfe Research upgraded Aptiv from “peer perform” to “outperform” with a $91 target (about 25% upside), adding momentum from another sell-side shop. Read More.
• Positive Sentiment: Aptiv announced a cash tender offer to purchase multiple outstanding senior notes via its subsidiary — a sign of active balance-sheet management that can reduce interest burden or optimize maturities. Read More.
• Positive Sentiment: The Board approved the previously announced spin-off of Versigent, setting record and distribution dates — a key corporate-governance step that can unlock separate market value for the electrical distribution business. Read More.
• Neutral Sentiment: Analysts and commentary continue to highlight Aptiv’s exposure to ADAS and smart architecture as reasons to hold the stock, supporting a constructive medium-term thesis. Read More.
• Neutral Sentiment: Versigent subsidiaries priced an upsized $1.6B private offering of senior notes (2031 and 2034 maturities) to fund the separated business — important for the spin-off’s capital structure but not directly dilutive to post-spin Aptiv equity. Read More.
• Negative Sentiment: The spin-off financing involves relatively high coupon notes (6.125% and 6.375%), which underline leverage and refinancing costs for the carved-out business — a potential overhang if market conditions worsen. Read More.

Analyst Ratings Changes

Several research firms have issued reports on APTV. Evercore upped their price objective on Aptiv from $95.00 to $100.00 and gave the company an “outperform” rating in a research note on Monday, November 24th. Bank of America initiated coverage on Aptiv in a research note on Wednesday. They set a “buy” rating for the company. Royal Bank Of Canada restated an “outperform” rating and issued a $104.00 price target on shares of Aptiv in a research note on Tuesday, February 3rd. Deutsche Bank Aktiengesellschaft lifted their price objective on shares of Aptiv from $104.00 to $105.00 and gave the stock a “buy” rating in a research report on Wednesday, January 21st. Finally, JPMorgan Chase & Co. raised their target price on shares of Aptiv from $104.00 to $105.00 and gave the stock an “overweight” rating in a research note on Friday. Fifteen equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $100.19.

Aptiv Price Performance

Shares of Aptiv stock opened at $72.83 on Friday. The company has a quick ratio of 1.23, a current ratio of 1.74 and a debt-to-equity ratio of 0.79. The stock has a market capitalization of $15.49 billion, a price-to-earnings ratio of 95.82, a price-to-earnings-growth ratio of 1.05 and a beta of 1.50. Aptiv PLC has a twelve month low of $47.19 and a twelve month high of $88.93. The company has a 50-day simple moving average of $79.54 and a two-hundred day simple moving average of $80.40.

Aptiv (NYSE:APTV) last announced its earnings results on Monday, February 2nd. The auto parts company reported $1.86 EPS for the quarter, topping the consensus estimate of $1.82 by $0.04. The company had revenue of $5.15 billion for the quarter, compared to analysts’ expectations of $5.07 billion. Aptiv had a net margin of 0.81% and a return on equity of 18.22%. The business’s revenue for the quarter was up 5.0% on a year-over-year basis. During the same period last year, the firm earned $1.75 earnings per share. Aptiv has set its Q1 2026 guidance at 1.550-1.750 EPS and its FY 2026 guidance at 8.150-8.750 EPS. Analysts forecast that Aptiv PLC will post 7.2 EPS for the current year.

Insider Activity

In related news, EVP Katherine H. Ramundo sold 5,000 shares of the firm’s stock in a transaction on Thursday, January 8th. The stock was sold at an average price of $85.00, for a total value 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. Company insiders own 0.45% of the company’s stock.

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.