APTV Aptiv PLC

bullish track record → $60.80 -0.03 (-0.1%)
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Mkt Cap $15B P/E 81.7 fwd 9.1 52wk $51.60 - $88.93 Earnings 2026-04-30 47d ago
Insider selling: $9,159,467 sold by 20 insiders (30d)
Est. revisions: -2.8%
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net -1.7)

Factor Model

net -1.7 4.1 / 10
Est. Revisions
-0.2
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
-1.0
Narrative Gap
+0.0

Aptiv spins off EDS business, posts 25% EPS growth

Watch: Monitor the Versigent spin-off execution timeline and Aptiv's standalone guidance for organic revenue growth post-separation. EV supply-chain dynamics and tariff exposure remain critical given automotive sector headwinds.

Aptiv announced plans on February 2 to spin off its EDS business as an independent company called Versigent. The separation follows record earnings—2025 revenue hit $20.4 billion (up 3% YoY) while adjusted EPS jumped 25% to $7.82. Q4 revenue grew 5% to $5.2 billion, and Q1 2026 guidance ranges from $4.95 billion to $5.15 billion in net sales.

The spin-off unlocks two pure-play businesses: Aptiv focused on advanced software and electrical architecture, Versigent specializing in electrical distribution systems. The 25% EPS growth signals operational leverage even as revenue moderates, suggesting the core business is becoming more profitable despite modest organic growth.

Evidence

6d ago TD Cowen main APTV: Buy → Buy
7d ago BNP Paribas main APTV: Outperform → Outperform
8d ago Insider buy by AGNEVALL HAKAN (APTV): $296,918
8d ago Insider buy by CLARK KEVIN P (APTV): $1,948,563
38d ago Wells Fargo Cuts Aptiv (APTV) Price Target After $1.35B Notes Tender Offer yahoo-finance
47d ago Aptiv PLC (APTV) Advances Growth Strategy with EDS Spin-Off and Strong Earnings yahoo-finance
Fundamentals & Data ▾
Aptiv PLC Consumer Cyclical · Auto Parts
Mkt Cap
$15B
P/E
81.7 fwd 9.1
Beta
1.51
52w Range
$51.60 - $88.93
Short Interest
8.1M 5.14%
Days to Cover
3.2 +22%
Technicals downtrend
from 52w Hi
-0.1%
1w return
+2.9%
Insiders
selling 2B / 6S
Analysts
mixed
EPS Estimate
$1.59 -2.8% 30d 0up / 4dn
Est. Dispersion
34% 19 analysts
Analyst Target
$88 $74 - $106
Options P/C
0.30
Insider Cluster
strong buy 2B / 9S (officer)
Fund Convergence
strong Citadel, Bridgewater, Renaissance, Two Sigma, D.E. Shaw
Financials
Revenue
$5.2B +5% YoY
FCF
$651M
Gross Margin
19%
Op Margin
9%
Momentum: decelerating
Top Holders
Citadel $50M
Bridgewater $29M
Renaissance $16M
Two Sigma $2M
D.E. Shaw $1M
Recent Filings & Data
insider trade 60
net selling · $9,159,467 sold · $2,245,481 bought
20 insiders · 60 transactions (30d)
Recent transactions
CLARK KEVIN P · other
LOUISSAINT OBED D · sell · $112,500
CLARK KEVIN P · other
BRAZIER ALLAN J · award
LOUISSAINT OBED D · award
CLARK KEVIN P · award
MASSARO JOSEPH R · award
RAMUNDO KATHERINE HARGROVE · award
RAMUNDO KATHERINE HARGROVE · sell · $425,000
LAROYIA VARUN · sell · $400,250
AGNEVALL HAKAN · buy · $296,918
CLARK KEVIN P · other
AGNEVALL HAKAN · award
MAHONEY SEAN O · sell · $603,685
LAROYIA VARUN · sell · $1,129,260
MAHONEY SEAN O · other
RAMUNDO KATHERINE HARGROVE · sell · $1,092,000
BRAZIER ALLAN J · sell · $85,000
BRAZIER ALLAN J · sell · $523,120
LOUISSAINT OBED D · sell · $240,000
MASSARO JOSEPH R · sell · $2,602,600
LOUISSAINT OBED D · sell · $105,000
LOUISSAINT OBED D · sell · $196,980
BRAZIER ALLAN J · award
MEISTER PAUL M · other
PINCZUK ANA G. · award
PARRIS COLIN J. · award
JAKKAL VASUMATI P. · award
JANOW MERIT E · award
MEISTER PAUL M · award
COOPER NANCY E · award
HOOLEY JOSEPH L. · award
ORTBERG ROBERT KELLY · award
MAHONEY SEAN O · award
CLARK KEVIN P · other
LYON BENJAMIN · sell · $954,204
BRAZIER ALLAN J · award
LIOTINE JOSEPH T · award
LAROYIA VARUN · award
LYON BENJAMIN · award
LOUISSAINT OBED D · award
KHAN JAVED A · award
CLARK KEVIN P · award
MASSARO JOSEPH R · award
RAMUNDO KATHERINE HARGROVE · award
LAROYIA VARUN · other
KHAN JAVED A · other
ORTBERG ROBERT KELLY · other
MAHONEY SEAN O · other
CLARK KEVIN P · buy · $1,948,563
LIOTINE JOSEPH T · other
COOPER NANCY E · sell · $60,271
PRESLEY WILLIAM T · sell · $629,597
PINCZUK ANA G. · other
PARRIS COLIN J. · other
JAKKAL VASUMATI P. · other
JANOW MERIT E · other
MEISTER PAUL M · other
COOPER NANCY E · other
HOOLEY JOSEPH L. · other
6 signals · latest 6d ago

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