APi Group Corp (APG) Stock Down 4.3% but Still Overvalued -- GF Score: 76/100
APi Group Corp (APG) stock recently dropped 4.3% to $42.78, yet GuruFocus assesses it as "Significantly Overvalued" with a GF Value estimate of $28.13. Despite a respectable GF Score of 76/100, indicating above-average performance relative to peers, insider selling of $402.3M versus $0.3M purchased suggests a lack of confidence from those within the company. The company's unprofitability and negative cash flow make traditional P/E ratios unreliable, with a P/S analysis suggesting a premium trading price compared to historical valuations.
Here’s How Much You Would Have Made Owning APi Group Stock In The Last 5 Years
APi Group (NYSE: APG) has significantly outperformed the market over the last five years, achieving an average annual return of 23.91%. An initial investment of $1000 in APG five years ago would now be worth $2,878.89. This article highlights the substantial impact of compounded returns on investment growth.
Here’s How Much You Would Have Made Owning APi Group Stock In The Last 5 Years
This article analyzes the performance of APi Group (APG) stock over the past five years, noting it outperformed the market with an average annual return of 23.91%. An initial investment of $1000 in APG five years ago would now be worth $2,878.89. The piece emphasizes the significant impact of compounded returns on wealth growth.
APi Group (APG) Earnings And Higher Guidance Put Fair Value Back In Focus
APi Group (APG) has reported strong second-quarter results and raised its full-year 2026 revenue guidance, leading to renewed focus on its valuation. Despite a significant share price run, the company is considered undervalued with a narrative fair value of $53.20, driven by increasing recurring revenue and improved margins. However, potential risks include acquisition integration challenges and rising costs impacting margins, while its current P/S ratio is above the US Construction industry average.
Handelsbanken Fonder AB Sells 136,796 Shares of APi Group Corporation $APG
Handelsbanken Fonder AB reduced its stake in APi Group Corporation by 20.6% during the second quarter, selling 136,796 shares and now owning 527,604 shares valued at $22.34 million. Other institutional investors have increased their holdings, while company insiders have sold a significant number of shares. Analysts currently have a "Moderate Buy" rating on APi Group with an average target price of $52.57.
APi Group (APG) Earnings And Higher Guidance Put Fair Value Back In Focus
APi Group (APG) has announced strong second-quarter results and raised its full-year 2026 revenue guidance, sparking renewed interest in its valuation. Despite a significant share price run, the company is still considered 19.4% undervalued based on a narrative fair value of $53.20, driven by rising recurring revenue and improving net margins. However, potential risks include acquisition integration challenges and pressure from rising material and wage costs.
Quantinno Capital Management LP Purchases 30,967 Shares of APi Group Corporation $APG
Quantinno Capital Management LP significantly increased its stake in APi Group Corporation by purchasing an additional 30,967 shares, bringing its total holdings to 84,197 shares valued at $3.4 million. This move is part of broader institutional investor activity, with hedge funds and other institutions owning 86.62% of the company's stock. Despite positive analyst ratings and better-than-expected quarterly earnings, there have been notable insider sales totaling over $110 million in the past 90 days.
Assenagon Asset Management S.A. Cuts Position in APi Group Corporation $APG
Assenagon Asset Management S.A. reduced its stake in APi Group Corporation by 19.9% in the second quarter, selling over 327,000 shares but still retaining 1.32 million shares valued at approximately $55.9 million. Despite this, institutional investors collectively own a significant 86.62% of the company, and analysts generally maintain a "Moderate Buy" rating with an average price target of $52.57. APi Group also reported strong quarterly earnings, exceeding expectations with $0.44 adjusted EPS and revenue of $2.25 billion, a 13.3% increase year-over-year.
Bank of America Corp DE Has $101.78 Million Stock Position in APi Group Corporation $APG
Bank of America Corp DE reduced its stake in APi Group Corporation by 8.8% in Q1 2026, selling over 241,000 shares but still retaining a significant position valued at $101.78 million. Despite this, APi Group reported strong Q1 results, with revenue up 13.3% year-over-year and earnings beating analyst estimates. Institutional investors collectively own 86.62% of the company, while insiders, including directors Martin E. Franklin and James E. Lillie, sold a substantial amount of shares.
APi Group (APG) Is Up 5.6% After Raising 2026 Revenue Outlook And Boosting M&A Plans – Has The Bull Case Changed?
APi Group (APG) saw its stock rise 5.6% after reporting strong Q2 2026 results, raising its full-year 2026 revenue outlook to between US$8,875 million and US$9,025 million, and increasing its bolt-on acquisition plans. The company continues its pivot towards recurring safety services and aims for disciplined M&A, backed by a strong balance sheet. While this update reinforces the near-term investment narrative for sustained demand and M&A-driven growth, investors should consider potential integration challenges from a higher volume of acquisitions.
Ian Ashken Sells 214,928 Shares of APi Group (NYSE:APG) Stock
Ian Ashken, a director at APi Group (NYSE:APG), sold 214,928 shares of the company's stock for approximately $8.58 million. This transaction, executed under a Rule 10b5-1 plan, reduced his stake by 2.27% to 9.26 million shares. APi Group recently reported strong quarterly results, with revenue up 13.3% year-over-year to $2.25 billion and adjusted earnings of $0.44 per share, slightly exceeding analyst expectations.
APi Group(APG.US) Director Sells US$12.01 Million in Common Stock
This article reports that a director at APi Group (APG.US) sold common stock worth US$12.01 million. The transaction highlights significant insider activity for the company.
Insider Selling: APi Group (NYSE:APG) Director Sells 85,072 Shares of Stock
APi Group director Ian Ashken sold 85,072 shares of the company's stock for approximately $3.43 million under a pre-arranged trading plan, reducing his position by 0.92%. The company recently reported strong quarterly revenue of $2.25 billion and adjusted earnings of $0.44 per share, exceeding analyst expectations. Analysts maintain a "Moderate Buy" rating with a consensus price target of $52.57 for APi Group.
APi Group Corp (APG) insider trust offloads 300K shares near $40
A trust linked to APi Group Corp director Ian G.H. Ashken sold 300,000 shares of common stock on August 3-4, 2026, at weighted average prices ranging from $39.91 to $40.76 per share. These transactions were executed under a Rule 10b5-1 trading plan adopted on March 18, 2026. After these sales, the trust and related entities still hold significant indirect interests in Common Stock, Series A Preferred Stock, and Restricted Stock Units.
APi Group Corp (NYSE: APG) director sells 360,000 shares under Rule 10b5-1 trading plan
APi Group Corp (NYSE: APG) director James E. Lillie reported the sale of 360,000 shares of Common Stock on August 3, 2026, under a Rule 10b5-1 trading plan. The shares were sold at weighted average prices of $39.84 and $40.11. The filing also detailed Lillie's indirect holdings through JTOO LLC and Mariposa Acquisition IV, LLC, and noted outstanding restricted stock units and Series A Preferred Stock.
APi Group Insider Sold Shares Worth $12,010,881, According to a Recent SEC Filing
A director at APi Group, Ian G Ashken H, recently sold 300,000 shares of the company (APG) for a total of $12,010,881. This transaction took place on August 3, 2026, and was disclosed in a recent SEC filing. The article highlights this significant insider selling activity.
APi Group (APG) Is Up 5.6% After Raising 2026 Revenue Outlook And Boosting M&A Plans – Has The Bull Case Changed?
APi Group (APG) saw its stock rise by 5.6% after reporting strong Q2 2026 results with US$2,254 million in net revenues and US$99 million in net income. The company raised its full-year 2026 revenue outlook to US$8,875 million to US$9,025 million and announced expanded bolt-on acquisition plans, alongside a strategic shift towards recurring safety services and increased use of AI in due diligence. While the updated guidance supports sustained demand, investors are advised to consider the integration risks associated with a higher volume of acquisitions.
Empowered Funds LLC Invests $3.09 Million in APi Group Corporation $APG
Empowered Funds LLC has invested $3.09 million in APi Group Corporation (NYSE:APG) by acquiring 76,301 shares during the first quarter. This comes as institutional investors collectively hold 86.62% of the company's stock, and analysts maintain a "Moderate Buy" consensus rating with an average price target of $52.57. Despite significant stock sales by company directors, APi Group exceeded quarterly expectations, reporting strong earnings per share and revenue growth.
APi Group (APG) Is Up 5.6% After Raising 2026 Revenue Outlook And Boosting M&A Plans – Has The Bull Case Changed?
APi Group (APG) saw a 5.6% stock increase after raising its full-year 2026 revenue outlook to US$8,875 million to US$9,025 million, driven by strong second-quarter results of US$2,254 million in net revenues and US$99 million in net income. The company is also expanding its bolt-on acquisition program and focusing on recurring safety services, with a projected fair value of $53.20, indicating a 28% upside. Investors are advised to consider integration risks associated with increased M&A activity.
Wells Fargo initiates APi Group stock coverage with overweight rating
Wells Fargo has initiated coverage on APi Group Corporation (NYSE:APG) with an overweight rating and a price target of $53.00, suggesting a 33% upside from its current price. The firm highlighted APi Group's inspection-first approach as a key differentiator, operating in a fragmented market conducive to strategic acquisitions. The company recently reported strong Q2 2026 results, exceeding revenue forecasts and raising its full-year outlook.
Wells Fargo initiates APi Group stock coverage with overweight rating By Investing.com
Wells Fargo has initiated coverage on APi Group Corporation (NYSE:APG) with an overweight rating and a $53.00 price target, citing the company's competitive "inspection-first" approach, which offers higher margins and acyclical demand. The firm also highlighted APi Group's opportunities for acquisitions in a fragmented market and increasing demand driven by stringent regulations, safety standards, and U.S. infrastructure and data center buildouts. This positive outlook follows APi Group's strong Q2 2026 financial results, which included meeting earnings expectations and surpassing revenue forecasts with significant organic growth.
APi Group rated Overweight in new research coverage at Wells Fargo (APG:NYSE)
Wells Fargo has initiated coverage of APi Group (APG) with an Overweight rating, citing the company's strong position as a consolidator in fire and life safety services. The bank believes APG has significant growth potential, driven by its acquisition strategy and focus on recurring service revenue. Secular trends such as increased fire safety regulations, infrastructure investments, and data center construction are also expected to fuel future demand for APi's services.
Wells Fargo Initiates APi Group at Overweight With $53 Price Targe
Wells Fargo has initiated coverage on APi Group (APG) with an Overweight rating and set a price target of $53. This initiation follows a period where APi Group reported its Q2 2026 earnings, showing adjusted earnings and net revenue increases, leading to a raised 2026 guidance. The company, a provider of fire and life safety, security, elevator, escalator, and specialty services, recently held an analyst call and provided a positive outlook for the third quarter.
Wells Fargo initiates APi Group stock coverage with overweight rating
Wells Fargo has initiated coverage on APi Group Corporation (NYSE:APG) with an overweight rating and a price target of $53.00, suggesting a 33% upside. The firm highlighted APi Group’s inspection-first approach as a key differentiator, leading to higher margins and acyclical revenue. Wells Fargo also noted opportunities for acquisitions in the fragmented market and increased demand from stringent regulations and U.S. infrastructure investments.
Amundi Has $31.94 Million Holdings in APi Group Corporation $APG
Amundi significantly increased its stake in APi Group Corporation (NYSE:APG) by 34.2% in the first quarter, bringing its total holdings to 788,320 shares valued at approximately $31.94 million. Institutional investors collectively own 86.62% of the company, while recent insider sales, including a large transaction by Director Martin E. Franklin, have been noted. APi Group surpassed its Q1 earnings and revenue expectations, with analysts maintaining a "Moderate Buy" rating and an average price target of $52.50.
APi Group (NYSE: APG) insiders plan 375,000-share resale via J.P. Morgan
Affiliates of APi Group Corporation have filed a Form 144 to sell up to 375,000 shares of common stock through J.P. Morgan Securities LLC on the NYSE, with an indicated aggregate value of $14,880,000. The planned sale date is August 3, 2026, and the filing also details recent sales by related holders, including JTOO LLC, James Lillie & Lisa Sheffield, and the Lillie Family Foundation in May 2026. As of the planned sale date, 432,160,297 shares of common stock are reported as outstanding.
APi Group (APG) holder IGHA files to sell $11.9M in common stock
IGHA Holdings LLLP, a holder of APi Group (APG) stock, has filed a Form 144 to sell 300,000 shares of common stock valued at $11.9 million through J.P. Morgan Securities LLC on or after August 3, 2026. This filing indicates a planned divestment, following previous sales by IGHA Holdings LLLP in May 2026. The shares were originally acquired on October 2, 2019.
California State Teachers Retirement System Raises Holdings in APi Group Corporation $APG
The California State Teachers Retirement System increased its stake in APi Group Corporation by 22.3% in the first quarter, now owning 411,451 shares valued at $16.67 million. This move is part of a broader trend of institutional investors, who collectively own 86.62% of the stock, raising their positions in APi Group. Despite some recent analyst downgrades, the company maintains a "Moderate Buy" consensus rating with a positive outlook, supported by strong quarterly results that exceeded revenue and EPS expectations and an increased 2026 outlook.
Lombard Odier Asset Management Europe Ltd Acquires Shares of 70,363 APi Group Corporation $APG
Lombard Odier Asset Management Europe Ltd has acquired a new stake of 70,363 shares in APi Group Corporation, valued at approximately $2.85 million. Other institutional investors also adjusted their positions in APi Group, with 86.62% of the stock owned by hedge funds and institutional investors. APi Group reported strong Q2 results, exceeding revenue and earnings estimates, and analysts maintain a "Moderate Buy" rating with a target price of $52.50.
APi Group (APG) Following Raised Guidance And Deal Momentum Has An Undervalued Narrative
APi Group (APG) reported strong Q2 2026 earnings, raising full-year revenue guidance and highlighting an active pipeline of acquisitions, yet its share price has recently cooled. Despite the pullback, the company is considered undervalued by some narratives, with a fair value estimate of $53.20 against a last close of $39.68, driven by expanding recurring revenue and improved margins. However, risks include successful integration of acquisitions and managing material and wage costs.
APi Group (APG) Lifts Guidance As Its Bolt On M&A Story Supports Undervalued View
APi Group (APG) has raised its full-year revenue guidance and is emphasizing bolt-on acquisitions, aiming to deploy $250 million this year and scale up to $350 million annually. Despite recent share price dips, the company's long-term performance remains strong, and a valuation narrative suggests its fair value is $53.20, indicating it is currently undervalued. This undervaluation is supported by increasing recurring revenue and improving net margins from sustained demand for inspection and service activities.
APi Group (APG) Lifts Guidance As Its Bolt On M&A Story Supports Undervalued View
APi Group (APG) has increased its full-year revenue guidance and is emphasizing bolt-on M&A as a key growth strategy after its Q2 2026 results. The company plans to deploy around $250 million into acquisitions this year, with ambitions to scale to $350 million, supported by a strong balance sheet and an expanding corporate development team. Despite a recent share price dip, APi Group is considered 25.4% undervalued, with a fair value of $53.20, driven by strong demand for its services and a growing recurring revenue base.
How Investors May Respond To APi Group (APG) Raised 2026 Guidance And AI-Driven M&A Plans
APi Group (APG) reported increased Q2 2026 sales and net income, raising its full-year revenue guidance to US$8.88 billion–US$9.03 billion, and announced plans for US$250 million in bolt-on acquisitions, leveraging AI for due diligence. The company's updated guidance supports its existing investment narrative centered on sustained demand for safety services and acquisition integration, while also highlighting the importance of converting its project backlog and acquisitions into high-quality earnings. While Simply Wall St suggests a fair value of $53.20, offering a 34% upside, investors are encouraged to consider various perspectives and potential integration risks associated with increased acquisition volume.
Wellington Grp LLC Acquires 36,674 Shares of APi Group Corporation $APG
Wellington Grp LLC significantly increased its stake in APi Group Corporation by purchasing an additional 36,674 shares, bringing its total holdings to 36,860 shares valued at approximately $1.49 million. This acquisition comes as APi Group reported strong second-quarter results with revenue up 13.3% year-over-year and raised its 2026 adjusted EBITDA outlook. Analysts maintain a "Moderate Buy" consensus rating for the company, with an average price target of $52.50.
APi Group (APG) Stock Shrugs Off Strong Margins And Raised Outlook
APi Group (APG) reported strong Q2 2026 earnings with a 13.3% increase in revenue, adjusted EBITDA margin of 13.8%, and a record backlog above US$5 billion. Despite these positive results and raised full-year guidance, the stock saw only a modest 1.2% gain, indicating that prior optimism and expectations were already high. The article discusses both the bullish case for APi Group's margin strength and backlog, and the bearish concerns regarding M&A complexity and the stock's recent underperformance.
APi Group (APG) Stock Shrugs Off Strong Margins And Raised Outlook
Despite APi Group (APG) reporting strong Q2 2026 results with significant margin expansion, revenue growth, and a raised outlook, its stock experienced only a modest 1.2% gain after a three-month decline. This muted market reaction suggests that prior optimism might have already been priced into the stock, leading to investor fatigue. The company's performance, particularly in Specialty Services, supports its long-term strategy of building a high-quality fire and life safety platform.
Enterprise value to EBIT forward of APi Group Corporation – NYSE:APG
This article provides financial data for APi Group Corporation (NYSE: APG), specifically focusing on its Enterprise Value to EBIT forward metric. It details where to find this information on the TradingView platform, alongside other financial overviews and market data.
APi Group (NYSE:APG) Downgraded to "Hold" Rating by Wall Street Zen
Wall Street Zen downgraded APi Group (NYSE:APG) from a "Buy" to a "Hold" rating, despite the broader analyst consensus remaining a "Moderate Buy" with an average price target of $52.50. The company reported strong Q2 earnings, beating revenue and EPS estimates, and raised its 2026 adjusted EBITDA outlook. However, insiders have sold a significant amount of shares recently, totaling $149.2 million in the past 90 days.
APi Group, Inc. Number of Employees 2026 | Employee Count & Headcount Data
This article provides an in-depth analysis of APi Group, Inc.'s workforce data as of March 2026, sourced from Revelio Labs. It details the company's employee count (7,663 worldwide), growth trends, geographical distribution (78.6% in the US), departmental breakdown, average salary ($71,369), and hiring activity. The data indicates a slight growth in headcount, active hiring, and neutral employee sentiment.
APi Group Reports Record Second Quarter 2026 Financial Results and Raises Full-Year 2026 Outlook
APi Group (NYSE: APG) announced record financial results for the second quarter of 2026, including net revenues of $2.3 billion (13.3% year-over-year growth, 10.1% organic), reported net income of $99 million (28.6% growth), and adjusted EBITDA of $311 million (14.3% growth). The company also raised its full-year 2026 guidance for net revenues to $8,875-$9,025 million and adjusted EBITDA to $1,205-$1,245 million, citing strong performance in inspection, service, and monitoring revenues, robust project activity, and a record backlog exceeding $5 billion.
Api Group Corp earnings matched, revenue topped estimates
Api Group Corp (NYSE: APG) reported second-quarter EPS of $0.44, matching analyst estimates, while revenue of $2.25 billion topped the consensus of $2.2 billion. The company provided optimistic revenue guidance for Q3 2026 and FY 2026, surpassing analyst expectations. Despite a recent decline of 16.30% over three months, the stock has risen 6.60% in the past year.
APi Group (NYSE: APG) grows Q2 sales, adds debt to fund deals
APi Group (NYSE: APG) reported strong Q2 2026 results, with net revenues increasing by 13.3% to $2,254 million and net income rising to $99 million. The company's growth was driven by acquisitions, improved pricing, and strong performance in both its Safety Services and Specialty Services segments. To fund these acquisitions, including CertaSite and Onyx-Fire, APi Group increased its total debt obligations to $3,551 million through new senior notes and revolving credit facility borrowings.
APi Group Q2 2026 slides: double-digit growth, record backlog top $5B
APi Group (NYSE:APG) reported strong double-digit growth in Q2 2026, with net revenues up 13.3% to $2.254 billion and adjusted EBITDA increasing 14.3% to $311 million. The company's backlog reached a record high of over $5 billion, and it raised its full-year 2026 financial guidance for revenue and adjusted EBITDA. Strategic acquisitions and a focus on recurring service revenues further strengthened its market position.
Earnings call transcript: APi Group tops revenue forecasts in Q2 2026
APi Group (APG) reported strong Q2 2026 results, beating revenue forecasts with $2.25 billion and meeting adjusted EPS expectations of $0.44. The company saw a 13.3% rise in revenue, driven by organic growth and robust performance in both Safety Services and Specialty Services segments, leading to a raised full-year guidance for 2026. Key highlights include a record-breaking backlog over $5 billion, strong free cash flow generation, and strategic M&A activities, along with a focus on long-term targets for revenue, EBITDA margin, and recurring service revenue.
APi Group reports record Q2 revenue $2.254B, net income $99M; raises 2026 revenue and adjusted EBITDA outlook
APi Group announced record second-quarter 2026 net revenues of $2.254 billion, marking a 13.3% year-over-year increase, and a net income of $99 million. The company's adjusted EBITDA reached $311 million, with adjusted diluted EPS at $0.44. Following its strong performance, APi Group raised its full-year 2026 guidance for net revenues and adjusted EBITDA.
GUIDANCE: (APG) APi Group Corporation Expects Q3 Revenue Range $2.38B - $2.43B
APi Group Corporation (APG) has provided its third-quarter revenue guidance, expecting it to fall within the range of $2.38 billion to $2.43 billion. This guidance offers investors insight into the company's anticipated financial performance for the upcoming quarter.
Janus Henderson Group PLC Buys 250,873 Shares of APi Group Corporation $APG
Janus Henderson Group PLC increased its stake in APi Group Corporation by 1.1% in the first quarter, acquiring an additional 250,873 shares and bringing its total holdings to 23.37 million shares, or 5.39% of the company. Despite significant institutional ownership, insiders have sold 3.45 million shares worth approximately $149.2 million over the past three months. Analysts maintain a "Moderate Buy" rating for APi Group with a consensus price target of $53.17, significantly higher than its current trading price of $38.48.
Arrowstreet Capital Limited Partnership Buys 168,197 Shares of APi Group Corporation $APG
Arrowstreet Capital Limited Partnership increased its stake in APi Group Corporation by 34.0% during the first quarter, purchasing an additional 168,197 shares to own a total of 663,215 shares valued at $26.87 million. Other hedge funds also adjusted their positions, while company insiders made significant sales totaling over 3.4 million shares. APi Group reported strong Q1 earnings, beating revenue and EPS estimates, and analysts maintain a "Moderate Buy" rating with an average target price of $53.17.
APi Group earnings on deck: Can Safety growth reaccelerate?
APi Group is set to report its second-quarter earnings, with investors keenly focused on whether the company's Safety Services segment can reverse its organic growth slowdown. Analysts expect 11.6% earnings per share growth and 10.6% revenue growth year-over-year, and all 10 covering analysts rate the stock a buy. Key areas to watch include Safety segment organic growth, management's guidance on project demand, and the performance of various end markets like healthcare and critical infrastructure.
Spyglass Capital Management LLC Has $51.51 Million Stake in APi Group Corporation $APG
Spyglass Capital Management LLC reduced its stake in APi Group Corporation by 44.5% in Q1, selling over 1 million shares but still holding 1.27 million shares valued at $51.51 million. Despite this, APi Group, a global specialty contractor, reported strong quarterly revenue and earnings, exceeding analyst estimates. However, company insiders have recently sold a significant number of shares, while analysts maintain a "Moderate Buy" rating with an average price target above the current share price.