Aptiv (APTV)

• Market cap: $15.1B
• 1 day: -1.84%
• 5 days: -2.45%
• 1 month: -1.30%
• 3 months: 44.57%
• 6 months: 14.30%
• Year to date: 14.89%
• 1 year: -3.44%
• 5 years: -9.65%
• 10 years: -13.39%
• Sector: Consumer Discretionary
• Industry: Auto Parts

About: Aptiv PLC signal and power solutions segment supplies components and systems that make up a vehicle's electrical system, including wiring assemblies and harnesses, connectors, electrical centers, and hybrid electrical systems. The operating segments are grouped on the basis of similar product, market and operating factors: Signal and Power Solutions, which includes complete electrical architecture and component products. advanced Safety and User Experience, which includes vehicle technology and services in advanced safety, user experience, and smart vehicle computing and software, as well as cloud-native software platforms, autonomous driving technologies, and DevOps tools. Eliminations and Other.

Employees: 141,000

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

38% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 79

3% more funds holding

Funds holding: 591 [Q4 2024] → 611 (+20) [Q1 2025]

4.3% less ownership

Funds ownership: 98.45% [Q4 2024] → 94.16% (-4.3%) [Q1 2025]

8% less capital invested

Capital invested by funds: $14B [Q4 2024] → $12.9B (-$1.14B) [Q1 2025]

15% less repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 233

16% less call options, than puts

Call options by funds: $135M | Put options by funds: $160M

33% less funds holding in top 10

Funds holding in top 10: 6 [Q4 2024] → 4 (-2) [Q1 2025]

Research analyst outlook

9 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $55 21% downside
• Avg. target: $72 4% upside
• High target: $86 24% upside

9 analyst ratings

• positive: 5 56%
• neutral: 3 33%
• negative: 1 11%

Baird David Leiker	18% upside $82	Outperform Maintained	11 Jul 2025
Wells Fargo Colin Langan	24% upside $86	Overweight Maintained	1 Jul 2025
B of A Securities John Murphy	23% upside $85	Buy Maintained	16 Jun 2025
Piper Sandler Alexander Potter	1% upside $70	Neutral Maintained	22 May 2025
Morgan Stanley Adam Jonas	21% downside $55	Underweight Maintained	19 May 2025