AdientADNT
About: Adient began trading Oct. 31, 2016, when Johnson Controls spun off its automotive experience segment. Adient is the leading seating supplier to the industry with about one third of the global market. Its share in China is now nearly 20%, down from about 45%, following the sale of its main joint venture there at the end of fiscal 2021. Unconsolidated revenue from joint ventures was about $3.8 billion in fiscal 2024 and consolidated China revenue was $1.4 billion. The company is headquartered in Ireland but has corporate offices in the Detroit area. Fiscal 2024 (Sept. 30 year-end) consolidated revenue, which excludes joint venture sales, was $14.7 billion.
Employees: 70,000
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
36% more call options, than puts
Call options by funds: $6.4M | Put options by funds: $4.7M
26% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 35
10% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 80
2% more funds holding
Funds holding: 257 [Q3] → 263 (+6) [Q4]
0.84% more ownership
Funds ownership: 97.62% [Q3] → 98.46% (+0.84%) [Q4]
25% less capital invested
Capital invested by funds: $1.92B [Q3] → $1.44B (-$483M) [Q4]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
Citigroup Michael Ward 58% 1-year accuracy 11 / 19 met price target | 11%upside $14 | Neutral Initiated | 23 Apr 2025 |
Barclays Dan Levy 26% 1-year accuracy 10 / 39 met price target | 3%upside $13 | Equal-Weight Maintained | 15 Apr 2025 |
UBS Joseph Spak 31% 1-year accuracy 5 / 16 met price target | 3%upside $13 | Neutral Maintained | 10 Apr 2025 |
B of A Securities John Murphy 39% 1-year accuracy 11 / 28 met price target | 42%upside $18 | Underperform Downgraded | 4 Mar 2025 |
Morgan Stanley Adam Jonas 46% 1-year accuracy 18 / 39 met price target | 34%upside $17 | Underweight Maintained | 3 Mar 2025 |
Financial journalist opinion
