AdientADNT
About: Adient began trading Oct. 31, 2016, when Johnson Controls spun off its automotive experience segment. Adient is the leading seating supplier to the industry with about one third of the global market. Its share in China is now nearly 20%, down from about 45%, following the sale of its main joint venture there at the end of fiscal 2021. Unconsolidated revenue from joint ventures was about $3.8 billion in fiscal 2024 and consolidated China revenue was $1.4 billion. The company is headquartered in Ireland but has corporate offices in the Detroit area. Fiscal 2024 (Sept. 30 year-end) consolidated revenue, which excludes joint venture sales, was $14.7 billion.
Employees: 70,000
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
36% more call options, than puts
Call options by funds: $6.4M | Put options by funds: $4.7M
26% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 35
2% more funds holding
Funds holding: 257 [Q3] → 263 (+6) [Q4]
7% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 81
0.37% more ownership
Funds ownership: 98.08% [Q3] → 98.46% (+0.37%) [Q4]
25% less capital invested
Capital invested by funds: $1.93B [Q3] → $1.44B (-$493M) [Q4]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
B of A Securities John Murphy 51% 1-year accuracy 20 / 39 met price target | 41%upside $18 | Underperform Downgraded | 4 Mar 2025 |
Morgan Stanley Adam Jonas 53% 1-year accuracy 26 / 49 met price target | 33%upside $17 | Underweight Maintained | 3 Mar 2025 |
UBS Joseph Spak 38% 1-year accuracy 5 / 13 met price target | 56%upside $20 | Neutral Maintained | 29 Jan 2025 |
JP Morgan Ryan Brinkman 32% 1-year accuracy 12 / 38 met price target | 64%upside $21 | Neutral Maintained | 27 Jan 2025 |
Barclays Dan Levy 34% 1-year accuracy 14 / 41 met price target | 64%upside $21 | Equal-Weight Maintained | 22 Jan 2025 |
Financial journalist opinion
