Key Points
- Ian Ashken sold 72,546 shares on March 4 at an average price of $42.94 for about $3.12M, trimming his stake by 0.68% to 10,561,284 shares valued at roughly $453.5M.
- Director selling was broader: combined sales by Ashken and James Lillie totaled about 660,000 shares (~$28.7M) across Mar 2–4, a concentrated near‑term supply event that may weigh on sentiment despite both retaining large holdings.
- Company fundamentals remain solid: APi beat Q4 estimates with $0.44 EPS vs. $0.40 and $2.12B revenue (up 13.8% YoY), and several analysts raised price targets, leaving a consensus "Moderate Buy" with an average target near $48.57.
APi Group Corporation (NYSE:APG - Get Free Report) Director Ian Ashken sold 72,546 shares of APi Group stock in a transaction dated Wednesday, March 4th. The stock was sold at an average price of $42.94, for a total value of $3,115,125.24. Following the sale, the director owned 10,561,284 shares in the company, valued at $453,501,534.96. This trade represents a 0.68% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink.
APi Group Trading Down 0.4%
NYSE:APG opened at $43.11 on Thursday. The company has a quick ratio of 1.43, a current ratio of 1.50 and a debt-to-equity ratio of 0.81. APi Group Corporation has a 52-week low of $20.50 and a 52-week high of $46.89. The stock's 50 day moving average price is $42.51 and its 200 day moving average price is $38.46. The company has a market capitalization of $18.60 billion, a PE ratio of -56.97, a P/E/G ratio of 2.58 and a beta of 1.69.
APi Group (NYSE:APG - Get Free Report) last announced its earnings results on Wednesday, February 25th. The company reported $0.44 EPS for the quarter, beating analysts' consensus estimates of $0.40 by $0.04. The business had revenue of $2.12 billion for the quarter, compared to analysts' expectations of $2.09 billion. APi Group had a net margin of 3.70% and a return on equity of 37.92%. The company's quarterly revenue was up 13.8% on a year-over-year basis. During the same period in the previous year, the company posted $0.51 EPS. On average, research analysts anticipate that APi Group Corporation will post 1.83 EPS for the current year.
APi Group News Summary
Here are the key news stories impacting APi Group this week:
- Positive Sentiment: SouthernSun Asset Management highlighted APi Group as having a long runway for double‑digit EPS growth in its Q4 2025 SMID Cap investor letter — a fundamental bullish note that could support analyst sentiment and long‑term investor interest. Read More.
- Negative Sentiment: Multiple large director sales: Ian G. H. Ashken sold a total of 300,000 APG shares across Mar 2–4 for roughly $13.1M in proceeds (average prices ~$44.29–$42.94). Director James E. Lillie sold a total of 360,000 shares over the same period for roughly $15.7M. Combined, ~660,000 shares were sold (~$28.7M)—each trade trimmed ownership by ~1% or less, but the concentrated, consecutive selling by two directors is a clear near‑term negative signal and may weigh on sentiment and intraday trading. The filings remain consistent with planned liquidity/diversification rather than an exit (both directors continue to hold large residual positions), but the scale and timing increase short‑term supply. SEC filings: Ashken Read More., Lillie Read More.
Institutional Trading of APi Group
A number of institutional investors have recently modified their holdings of the company. Arizona State Retirement System increased its holdings in APi Group by 0.3% in the fourth quarter. Arizona State Retirement System now owns 98,581 shares of the company's stock valued at $3,772,000 after buying an additional 277 shares during the last quarter. Silicon Valley Capital Partners boosted its position in shares of APi Group by 50.0% during the 3rd quarter. Silicon Valley Capital Partners now owns 858 shares of the company's stock valued at $29,000 after purchasing an additional 286 shares in the last quarter. Parallel Advisors LLC boosted its position in shares of APi Group by 55.3% during the 3rd quarter. Parallel Advisors LLC now owns 834 shares of the company's stock valued at $29,000 after purchasing an additional 297 shares in the last quarter. Bradley Foster & Sargent Inc. CT grew its stake in shares of APi Group by 0.3% in the 4th quarter. Bradley Foster & Sargent Inc. CT now owns 103,073 shares of the company's stock worth $3,944,000 after purchasing an additional 303 shares during the last quarter. Finally, Northwestern Mutual Investment Management Company LLC raised its holdings in shares of APi Group by 0.4% in the 4th quarter. Northwestern Mutual Investment Management Company LLC now owns 82,817 shares of the company's stock worth $3,169,000 after purchasing an additional 314 shares in the last quarter. Hedge funds and other institutional investors own 86.62% of the company's stock.
Wall Street Analyst Weigh In
Several analysts have recently commented on APG shares. Barclays raised their target price on shares of APi Group from $44.00 to $52.00 and gave the stock an "overweight" rating in a research note on Thursday, February 26th. Truist Financial raised their price objective on shares of APi Group from $50.00 to $53.00 and gave the company a "buy" rating in a research note on Thursday, February 26th. Royal Bank Of Canada increased their target price on shares of APi Group from $45.00 to $53.00 and gave the company an "outperform" rating in a report on Thursday, February 26th. UBS Group upped their price target on APi Group from $49.00 to $54.00 and gave the stock a "buy" rating in a report on Thursday, February 26th. Finally, CJS Securities raised shares of APi Group to a "strong-buy" rating in a report on Thursday, December 11th. One analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and two have assigned a Hold rating to the company's stock. According to MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average target price of $48.57.
Check Out Our Latest Analysis on APG
APi Group Company Profile
(
Get Free Report)
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.
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