Autoliv jumps after Q1 results come in better than feared and 2026 outlook is reiterated

Autoliv Inc. (ALV) is up 9.8% today. Here is some analysis on what might have caused this price movement.

Analysis: The rally appears tied to Autoliv’s Q1 2026 results and commentary landing better than investors expected after prior caution about a seasonally weaker first quarter. The company posted record quarterly sales, outlined cost-reduction progress, and reiterated its full-year 2026 margin and cash-flow framework, which likely helped sentiment.

Details:

Autoliv reported Q1 2026 net sales of $2.753 billion, up 6.8% year over year, with 0.8% organic growth and outperformance versus a 3.4% decline in global light vehicle production.

Operating margin was 8.6% (8.9% adjusted), while diluted EPS was $1.88 and adjusted diluted EPS was $2.05.

Autoliv reiterated full-year 2026 targets including around 0% organic sales growth, around 10.5%–11% adjusted operating margin, and around $1.2 billion of operating cash flow.

Management reiterated intentions for shareholder returns, including an expectation to repurchase $300–$500 million of shares during 2026 (subject to conditions).

Sources:

Autoliv Investor Relations (Financial Report January–March 2026), Autoliv Investor Relations (Q1 2026 Earnings Call Presentation)

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 8 times in the past 6 months. Of those trades, 0 have been purchases and 8 have been sales.

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

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.

$ALV Hedge Fund Activity

We have seen 193 institutional investors add shares of $ALV stock to their portfolio, and 182 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 884,989 shares (-75.3%) from their portfolio in Q4 2025, for an estimated $105,048,194
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added 578,906 shares (+127512.3%) to their portfolio in Q4 2025, for an estimated $68,716,142
BALYASNY ASSET MANAGEMENT L.P. removed 514,466 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $61,067,114
FREESTONE GROVE PARTNERS LP added 376,484 shares (+inf%) to their portfolio in Q4 2025, for an estimated $44,688,650
SWEDBANK AB added 375,454 shares (+14.4%) to their portfolio in Q4 2025, for an estimated $44,566,389
AQR CAPITAL MANAGEMENT LLC added 301,659 shares (+32.7%) to their portfolio in Q4 2025, for an estimated $35,806,923
CITADEL ADVISORS LLC removed 233,787 shares (-89.2%) from their portfolio in Q4 2025, for an estimated $27,750,516

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$ALV Analyst Ratings

Wall Street analysts have issued reports on $ALV in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

JP Morgan issued a "Overweight" rating on 11/26/2025
Evercore ISI Group issued a "Outperform" rating on 11/24/2025

To track analyst ratings and price targets for $ALV, check out Quiver Quantitative's $ALV forecast page.

$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 $137.5.

Here are some recent targets:

Michael Aspinall from Jefferies set a target price of $120.0 on 04/15/2026
Itay Michaeli from TD Cowen set a target price of $147.0 on 04/15/2026
Colin Langan from Wells Fargo set a target price of $113.0 on 03/31/2026
Dan Levy from Barclays set a target price of $135.0 on 03/30/2026
Chris McNally from Evercore ISI Group set a target price of $145.0 on 02/02/2026
Tom Narayan from RBC Capital set a target price of $141.0 on 02/02/2026
Jose Asumendi from JP Morgan set a target price of $140.0 on 11/26/2025

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.