APi Group (NYSE:APG) Upgraded to “Buy” at Wall Street Zen
by Doug Wharley · The Cerbat GemWall Street Zen upgraded shares of APi Group (NYSE:APG – Free Report) from a hold rating to a buy rating in a research note published on Saturday.
Several other equities analysts also recently commented on the stock. Truist Financial set a $55.00 target price on shares of APi Group and gave the stock a “buy” rating in a research report on Friday. Royal Bank Of Canada increased their target price on shares of APi Group from $45.00 to $53.00 and gave the stock an “outperform” rating in a research report on Thursday, February 26th. UBS Group increased their target price on shares of APi Group from $54.00 to $56.00 and gave the stock a “buy” rating in a research report on Friday. Barclays increased their target price on shares of APi Group from $44.00 to $52.00 and gave the stock an “overweight” rating in a research report on Thursday, February 26th. Finally, Robert W. Baird set a $52.00 target price on shares of APi Group in a research report on Friday. One investment analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, APi Group presently has a consensus rating of “Moderate Buy” and a consensus price target of $51.86.
View Our Latest Research Report on APG
APi Group Price Performance
Shares of NYSE:APG opened at $45.90 on Friday. The company has a current ratio of 1.44, a quick ratio of 1.43 and a debt-to-equity ratio of 0.79. APi Group has a 1 year low of $27.37 and a 1 year high of $49.99. The business has a fifty day simple moving average of $43.69 and a 200 day simple moving average of $40.90. The firm has a market cap of $19.85 billion, a price-to-earnings ratio of -64.65, a P/E/G ratio of 2.74 and a beta of 1.67.
APi Group (NYSE:APG – Get Free Report) last announced its quarterly earnings data on Thursday, April 30th. The company reported $0.32 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.30 by $0.02. APi Group had a return on equity of 37.63% and a net margin of 3.85%.The business had revenue of $1.98 billion during the quarter, compared to analyst estimates of $1.92 billion. During the same period last year, the company earned $0.37 earnings per share. APi Group’s quarterly revenue was up 15.3% compared to the same quarter last year. As a group, sell-side analysts predict that APi Group will post 1.69 earnings per share for the current fiscal year.
Insider Activity
In other news, Director James E. Lillie sold 83,629 shares of the firm’s stock in a transaction dated Wednesday, March 4th. The stock was sold at an average price of $42.94, for a total value of $3,591,029.26. Following the sale, the director directly owned 9,522,350 shares of the company’s stock, valued at approximately $408,889,709. This trade represents a 0.87% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Martin E. Franklin sold 3,000,000 shares of the firm’s stock in a transaction dated Thursday, March 19th. The shares were sold at an average price of $40.88, for a total value of $122,640,000.00. Following the completion of the sale, the director directly owned 21,240,426 shares in the company, valued at approximately $868,308,614.88. This represents a 12.38% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 3,682,000 shares of company stock valued at $152,333,385. 18.70% of the stock is owned by insiders.
Institutional Investors Weigh In On APi Group
Several hedge funds and other institutional investors have recently made changes to their positions in APG. Sound Income Strategies LLC acquired a new stake in shares of APi Group in the fourth quarter valued at about $27,000. Clearstead Advisors LLC grew its position in shares of APi Group by 105.7% in the third quarter. Clearstead Advisors LLC now owns 831 shares of the company’s stock valued at $29,000 after purchasing an additional 427 shares during the last quarter. Silicon Valley Capital Partners grew its position in shares of APi Group by 50.0% in the third quarter. Silicon Valley Capital Partners now owns 858 shares of the company’s stock valued at $29,000 after purchasing an additional 286 shares during the last quarter. Parallel Advisors LLC grew its position in shares of APi Group by 55.3% in the third quarter. Parallel Advisors LLC now owns 834 shares of the company’s stock valued at $29,000 after purchasing an additional 297 shares during the last quarter. Finally, Caitong International Asset Management Co. Ltd grew its position in shares of APi Group by 1,851.3% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 761 shares of the company’s stock valued at $29,000 after purchasing an additional 722 shares during the last quarter. 86.62% of the stock is owned by institutional investors and hedge funds.
More APi Group News
Here are the key news stories impacting APi Group this week:
- Positive Sentiment: Q1 results beat expectations: APi reported $0.32 EPS vs. $0.30 consensus and $1.98B revenue vs. $1.92B consensus; management highlighted 10% organic net revenue growth and ~70 bps adjusted EBITDA margin expansion year‑over‑year — evidence of near‑term operating leverage. APi Group Reports First Quarter 2026 Financial Results
- Positive Sentiment: Analyst narrative is shifting toward recurring revenue and data‑center exposure, which could support a re‑rating if those higher‑margin streams scale as expected. Investors are likely buying on the improved growth/margin storyline. How The APi Group (APG) Narrative Is Shifting Around Recurring Earnings And Data Center Growth
- Neutral Sentiment: Revenue guidance was reaffirmed roughly in line with Street expectations (FY revenue guide ~ $8.5B–$8.7B; Q2 revenue ~ $2.2B), so the beat was not accompanied by an aggressive upside guide. Watch execution against that range. APi Group press materials / slide deck
- Neutral Sentiment: Full earnings call transcript and presentation are available for detail on segment trends, M&A cadence, and data‑center pipeline — useful for assessing sustainability of recurring revenue growth. APi Q1 2026 Earnings Call Transcript Q1 Results Presentation
- Negative Sentiment: Some performance caveats: GAAP EPS declined year‑over‑year (Q1 EPS $0.32 vs. $0.37 a year ago), highlighting that while revenue grew, margin and mix shifts and prior‑year comparables can mute underlying profitability trends. APi: Q1 Earnings Snapshot
About APi Group
APi Group Corp. is a global specialty contractor that provides fire protection, security, mechanical insulation and energy services to commercial, industrial and institutional clients. Headquartered in New Brighton, Minnesota, the company designs, installs, inspects, tests, maintains and repairs a wide range of safety and infrastructure systems. Through its network of operating subsidiaries, APi Group delivers end-to-end solutions for new construction, facility renovations and ongoing maintenance requirements.
Its service portfolio spans life safety and industrial services—such as fire suppression systems, fire alarms and emergency lighting—and specialized offerings including technical insulation, access solutions, passive fire protection and energy efficiency upgrades.