Autoliv Slides as Q2 Restructuring Costs Overshadow Solid Underlying Results

Autoliv (ALV) is down 3.5% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver is a weak headline profit print in Autoliv’s second-quarter report, where restructuring charges tied to its Türkiye capacity realignment pushed diluted EPS sharply lower even though underlying operations remained fairly solid. Investors also may be reacting to the company’s cautious tone for the near term, with third-quarter adjusted margin expected to stay around first-half levels before a bigger improvement later in the year.

Details:

Second-quarter net sales rose to $2.803 billion, up 3.3%, with 1.0% organic growth and particularly strong performance in Asia.

Diluted EPS fell 38% to $1.35, while operating income dropped 22%, largely because of previously communicated restructuring activity in Türkiye.

Adjusted operating income still increased 7.3%, and adjusted operating margin improved to 9.6%, suggesting the core business was stronger than the headline earnings figure implied.

Full-year 2026 guidance was maintained, but management said third-quarter adjusted margin should be around the first-half 2026 level, with a more significant improvement expected in the fourth quarter.

Sources:

Autoliv, PR Newswire

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$ALV Insider Trading Activity

$ALV insiders have traded $ALV stock on the open market 9 times in the past 6 months. Of those trades, 0 have been purchases and 9 have been sales.

Here’s a breakdown of recent trading of $ALV stock by insiders over the last 6 months:

JAN CARLSON sold 19,607 shares for an estimated $2,548,929
MIKAEL BRATT (President and CEO) sold 8,974 shares for an estimated $1,108,358
FRANZ-JOSEF KORTUEM sold 8,300 shares for an estimated $999,349
ANTHONY J NELLIS (EVP Legal and General Counsel) sold 1,758 shares for an estimated $214,528
MAGNUS JARLEGREN (President, Autoliv Europe) sold 1,598 shares for an estimated $194,333
CHRISTIAN SWAHN (EVP, Supply Chain Management) sold 1,478 shares for an estimated $180,360
PER JONAS JADEMYR (EVP Quality and Proj. Mgmt) sold 1,278 shares for an estimated $155,954
MIKAEL HAGSTROM (VP, Corporate Control) sold 496 shares for an estimated $60,526
STAFFAN OLSSON (EVP, Operations) sold 119 shares for an estimated $14,861

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

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$ALV Hedge Fund Activity

We have seen 212 institutional investors add shares of $ALV stock to their portfolio, and 149 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

UBS GROUP AG added 867,410 shares (+188.3%) to their portfolio in Q1 2026, for an estimated $91,216,835
SWEDBANK AB added 771,433 shares (+29.4%) to their portfolio in Q2 2026, for an estimated $89,617,371
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO removed 578,745 shares (-99.9%) from their portfolio in Q1 2026, for an estimated $60,860,824
CHARLES SCHWAB INVESTMENT MANAGEMENT INC removed 502,072 shares (-19.6%) from their portfolio in Q1 2026, for an estimated $52,797,891
FREESTONE GROVE PARTNERS LP removed 376,484 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $39,591,057
LANCASTER INVESTMENT MANAGEMENT removed 280,039 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $32,532,130
FIL LTD added 240,697 shares (+11.2%) to their portfolio in Q1 2026, for an estimated $25,311,696

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$ALV Price Targets

Multiple analysts have issued price targets for $ALV recently. We have seen 8 analysts offer price targets for $ALV in the last 6 months, with a median target of $132.5.

Here are some recent targets:

Colin Langan from Wells Fargo set a target price of $122.0 on 06/25/2026
Juan Perez-Carrascosa from UBS set a target price of $122.0 on 06/15/2026
Luke Junk from Baird set a target price of $130.0 on 04/20/2026
Tom Narayan from RBC Capital set a target price of $138.0 on 04/20/2026
Itay Michaeli from TD Cowen set a target price of $150.0 on 04/20/2026
Michael Aspinall from Jefferies set a target price of $120.0 on 04/15/2026
Dan Levy from Barclays set a target price of $135.0 on 03/30/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.