Aptiv (NYSE:APTV) Updates FY 2026 Earnings Guidance

Aptiv (NYSE:APTV) issued an update on its FY 2026 earnings guidance on Monday morning. The company provided earnings per share guidance of 8.150-8.750 for the period, compared to the consensus earnings per share estimate of 8.370. The company issued revenue guidance of $21.1 billion-$21.8 billion, compared to the consensus revenue estimate of $21.1 billion. Aptiv also updated its Q1 2026 guidance to 1.550-1.750 EPS.

Aptiv Trading Up 0.3%

Shares of Aptiv stock opened at $78.22 on Wednesday. The stock has a 50 day moving average of $78.71 and a 200 day moving average of $78.93. The company has a debt-to-equity ratio of 0.79, a quick ratio of 1.26 and a current ratio of 1.74. The firm has a market capitalization of $16.90 billion, a price-to-earnings ratio of 102.92, a PEG ratio of 0.91 and a beta of 1.51. Aptiv has a fifty-two week low of $47.19 and a fifty-two week high of $88.93.

Aptiv (NYSE:APTV) last posted its 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. 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%. Aptiv’s revenue for the quarter was up 5.0% compared to the same quarter last year. During the same quarter in the prior year, the company posted $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. As a group, research analysts predict that Aptiv will post 7.2 earnings per share for the current year.

Analysts Set New Price Targets

A number of brokerages recently commented on APTV. Argus boosted their target price on shares of Aptiv from $78.00 to $99.00 in a research note on Monday, November 10th. US Capital Advisors set a $110.00 price target on Aptiv in a report on Tuesday, January 13th. JPMorgan Chase & Co. lowered their price objective on Aptiv from $105.00 to $104.00 and set an “overweight” rating for the company in a research report on Tuesday. Robert W. Baird increased their price objective on Aptiv from $97.00 to $105.00 and gave the company an “outperform” rating in a report on Wednesday, October 8th. Finally, Morgan Stanley set a $84.00 target price on Aptiv and gave the stock an “equal weight” rating in a research note on Monday, December 8th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat.com, Aptiv currently has a consensus rating of “Moderate Buy” and an average target price of $101.10.

Insider Buying and Selling

In related news, EVP Katherine H. Ramundo sold 5,000 shares of the company’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 completion of the sale, 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 0.45% of the stock is currently owned by company insiders.

Key Stories Impacting Aptiv

Here are the key news stories impacting Aptiv this week:

• Positive Sentiment: Multiple firms raised price targets and reiterated bullish ratings after the Q4 print (RBC reiterated Outperform with a $104 PT; Wells Fargo, TD Cowen, Oppenheimer and Piper Sandler raised targets/ratings), providing analyst-driven upside to the share price. Benzinga coverage TD Cowen Oppenheimer
• Positive Sentiment: Aptiv beat Q4 revenue and EPS expectations (reported $1.86 EPS on ~$5.15B rev), demonstrating demand resiliency and underpinning management’s FY revenue/EPS framework. Zacks: Q4 beats
• Positive Sentiment: Independent bullish write-ups and a bull-case thesis surfaced (summarizing growth levers like ADAS/EV content gains and the planned spin), supporting longer-term investor conviction. InsiderMonkey: bull case
• Neutral Sentiment: Management reiterated FY 2026 revenue and EPS guidance (FY EPS 8.15–8.75 vs. consensus ~8.37) and announced plans to spin the Electrical Distribution Systems business (Versigent), a strategic move that could unlock value but adds execution complexity. Seeking Alpha: bookings & spin
• Neutral Sentiment: Q4 earnings call transcripts and analyst notes provide detail on bookings, FX/commodity exposures and tax items—useful for modelling but not single-driver news. Earnings call transcript
• Negative Sentiment: Management’s Q1 EPS guide (1.55–1.75) came in well below Street expectations (~1.92), flagging margin pressure and near-term earnings downside — a primary reason for intra-day selling pressure. Seeking Alpha: guidance slip
• Negative Sentiment: Commentary highlighted margin strain and higher taxes that reduced net profit despite top-line growth, reinforcing caution around near-term margins. Benzinga: tax impact
• Neutral Sentiment: One shop (JPMorgan) nudged its PT down slightly (from $105 to $104) but kept an Overweight rating — a small technical note relative to the broader set of raises. MarketScreener: JPMorgan

Hedge Funds Weigh In On Aptiv

Several institutional investors have recently bought and sold shares of APTV. Balyasny Asset Management L.P. grew its position in Aptiv by 6,711.4% during the second quarter. Balyasny Asset Management L.P. now owns 1,434,076 shares of the auto parts company’s stock worth $97,833,000 after buying an additional 1,413,022 shares during the period. Man Group plc boosted its stake in shares of Aptiv by 155.8% during the 3rd quarter. Man Group plc now owns 2,045,025 shares of the auto parts company’s stock worth $176,322,000 after acquiring an additional 1,245,533 shares in the last quarter. Boston Partners boosted its stake in shares of Aptiv by 29.2% during the 3rd quarter. Boston Partners now owns 4,194,909 shares of the auto parts company’s stock worth $361,385,000 after acquiring an additional 948,327 shares in the last quarter. Northern Trust Corp grew its holdings in shares of Aptiv by 25.1% in the 3rd quarter. Northern Trust Corp now owns 2,756,625 shares of the auto parts company’s stock worth $237,676,000 after acquiring an additional 553,940 shares during the period. Finally, BNP Paribas Financial Markets increased its stake in Aptiv by 178.3% in the 3rd quarter. BNP Paribas Financial Markets now owns 788,627 shares of the auto parts company’s stock valued at $67,995,000 after purchasing an additional 505,241 shares in the last quarter. 94.21% of the stock is owned by institutional investors and hedge funds.

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.