Stake Disclosure: Dimensional Fund Advisors Ltd. disclosed a holding of 6,678,266 shares in American Axle & Manufacturing, representing approximately 5.63%, indicating confidence in the company and potentially influencing market perception of the stock.
Investment Context: The disclosed stake is based on data as of December 15, 2025, suggesting that Dimensional, acting as an investment advisor, is actively involved in the company's equity structure, which may impact its future capital operations.
Trading Activity: The disclosure includes a purchase of 126 shares at a price of $66.33 each, reflecting Dimensional's ongoing investment intentions in American Axle, which could have a short-term impact on the stock price.
Market Implications: With Dimensional's stake exceeding 1%, the disclosure under takeover rules may attract market attention, influencing investor confidence and stock price volatility for American Axle.
AXL
$6.47+Infinity%1D
Analyst Views on AXL
Wall Street analysts forecast AXL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AXL is 7.04 USD with a low forecast of 4.50 USD and a high forecast of 8.50 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Analyst Rating
Wall Street analysts forecast AXL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AXL is 7.04 USD with a low forecast of 4.50 USD and a high forecast of 8.50 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
2 Buy
2 Hold
1 Sell
Hold
Current: 6.330
Low
4.50
Averages
7.04
High
8.50
Current: 6.330
Low
4.50
Averages
7.04
High
8.50
Morgan Stanley
Andrew Percoco
Overweight -> Equal Weight
downgrade
$8 -> $7
2025-12-08
Reason
Morgan Stanley
Andrew Percoco
Price Target
$8 -> $7
2025-12-08
downgrade
Overweight -> Equal Weight
Reason
Morgan Stanley analyst Andrew Percoco downgraded American Axle to Equal Weight from Overweight with a price target of $7, down from $8, following a change in analysts. The firm adjusted ratings in the autos and shared mobility group as part of its 2026 outlook. Morgan Stanley is "leaning more cautious" into next year, saying the electric vehicle "winter" will sustain through 2026. This is counterbalanced by a "moderately more positive" outlook on internal combustion engines and hybrids, the analyst tells investors in a research note.
TD Cowen
Hold
maintain
2025-11-10
Reason
TD Cowen
Price Target
2025-11-10
maintain
Hold
Reason
TD Cowen raised the firm's price target on American Axle to $7.20 from $6.20 and keeps a Hold rating on the shares. The firm said its Q3 outcome was consistent with their previewed setup thoughts, with the company delivering a strong Q3, slight upward 20 25 EBITDA guidance revision and reassuring 2026 commentary.
Stifel
Hold
maintain
$6 -> $7
2025-10-20
Reason
Stifel
Price Target
$6 -> $7
2025-10-20
maintain
Hold
Reason
Stifel raised the firm's price target on American Axle to $7 from $6 and keeps a Hold rating on the shares. After significant uncertainty in the global macro economy post April 2, the biggest adjustment the firm has seen for its industrial companies is an increase in pricing, which has been almost exclusively passed through to customers with little resistance, says the analyst, who thinks on average that tariffs have so far been slightly accretive to EPS among the firm's diversified industrials coverage.
RBC Capital
Sector Perform -> Outperform
upgrade
$6 -> $8
2025-09-01
Reason
RBC Capital
Price Target
$6 -> $8
2025-09-01
upgrade
Sector Perform -> Outperform
Reason
RBC Capital upgraded American Axle to Outperform from Sector Perform with a price target of $8, up from $6. The firm expects vehicle production forecasts for North America to move higher due to stronger than expected sales demand. RBC also views American Axle's Dowlais deal as both financially and strategically attractive. The company retains a strong U.S. position, which is important given current strength in the market, the analyst tells investors in a research note. RBC sees American Axle's multiple re-rating higher.
About AXL
American Axle & Manufacturing Holdings, Inc. is an automotive and mobility supplier. It designs, engineers and manufactures driveline and metal forming technologies to support electric, hybrid and internal combustion vehicles. Its segment includes Driveline and Metal Forming. The Driveline products consist primarily of front and rear axles, driveshafts, differential assemblies, clutch modules, balance shaft systems, disconnecting driveline technology, and electric and hybrid driveline products and systems for light trucks, sport utility vehicles, crossover utility vehicles, passenger cars and commercial vehicles. The Metal Forming products consist primarily of engine, transmission, driveline and safety-critical components for traditional internal combustion engine and electric vehicle architectures, including light vehicles, commercial vehicles, and off-highway vehicles, as well as products for industrial markets. It is a supplier of driveline components to General Motors Company.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
