Genuine Parts (NYSE:GPC) Issues Quarterly Earnings Results

Genuine Parts (NYSE:GPC) released its earnings results on Tuesday. The specialty retailer reported $1.55 earnings per share for the quarter, missing the consensus estimate of $1.80 by ($0.25), Briefing.com reports. Genuine Parts had a net margin of 3.36% and a return on equity of 22.57%. Genuine Parts’s quarterly revenue was up 4.1% on a year-over-year basis. During the same period last year, the business posted $1.61 earnings per share. Genuine Parts updated its FY 2026 guidance to 7.500-8.000 EPS.

Genuine Parts Trading Down 0.2%

Shares of NYSE:GPC opened at $147.37 on Tuesday. The firm has a market cap of $20.50 billion, a price-to-earnings ratio of 25.36 and a beta of 0.74. Genuine Parts has a 12 month low of $104.01 and a 12 month high of $151.57. The company’s fifty day simple moving average is $133.74 and its 200 day simple moving average is $133.66. The company has a quick ratio of 0.51, a current ratio of 1.14 and a debt-to-equity ratio of 0.78.

Analysts Set New Price Targets

A number of brokerages recently weighed in on GPC. Truist Financial increased their price target on shares of Genuine Parts from $146.00 to $162.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. JPMorgan Chase & Co. upped their target price on shares of Genuine Parts from $145.00 to $150.00 and gave the company an “overweight” rating in a research note on Thursday, October 23rd. Weiss Ratings reissued a “hold (c-)” rating on shares of Genuine Parts in a research report on Monday, December 29th. The Goldman Sachs Group raised shares of Genuine Parts from a “sell” rating to a “neutral” rating and boosted their price target for the company from $130.00 to $142.00 in a report on Thursday, November 13th. Finally, Evercore ISI set a $175.00 price objective on shares of Genuine Parts in a research report on Wednesday, February 11th. One investment analyst has rated the stock with a Strong Buy rating, five have given a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $154.14.

Institutional Trading of Genuine Parts

Hedge funds and other institutional investors have recently modified their holdings of the company. Inceptionr LLC acquired a new position in Genuine Parts during the fourth quarter worth $213,000. Focus Partners Advisor Solutions LLC bought a new position in shares of Genuine Parts in the 4th quarter valued at about $208,000. Mairs & Power Inc. acquired a new position in shares of Genuine Parts during the 3rd quarter worth about $222,000. Ancora Advisors LLC increased its stake in shares of Genuine Parts by 15.5% during the 3rd quarter. Ancora Advisors LLC now owns 1,489 shares of the specialty retailer’s stock worth $206,000 after purchasing an additional 200 shares during the last quarter. Finally, Binnacle Investments Inc raised its holdings in shares of Genuine Parts by 10.7% in the 3rd quarter. Binnacle Investments Inc now owns 1,153 shares of the specialty retailer’s stock valued at $160,000 after purchasing an additional 111 shares during the period. Institutional investors and hedge funds own 78.83% of the company’s stock.

Key Headlines Impacting Genuine Parts

Here are the key news stories impacting Genuine Parts this week:

• Positive Sentiment: Company declared a dividend increase, extending its streak to 70 consecutive years — a shareholder-friendly signal that supports income investors. Genuine Parts Company Reports Fourth Quarter and Full-Year 2025 Results
• Positive Sentiment: Management announced a planned tax-free separation into two publicly traded companies (Global Automotive and Global Industrial), expected by Q1 2027 — a strategic move that could improve operational focus and potentially unlock valuation multiple expansion over time. Genuine Parts Company Announces Plan to Separate Automotive and Industrial Businesses Into Two Industry-Leading Public Companies
• Neutral Sentiment: Company to host an investor conference call to discuss Q4 and full-year results and the separation; management said it will provide more details at investor days later in 2026 — useful for investors seeking clarity on execution and timing. Genuine Parts Company Reports Fourth Quarter and Full-Year 2025 Results
• Negative Sentiment: Q4 earnings and sales missed analyst expectations; multiple outlets report the shortfall and note the stock reaction as investors sell on the miss. Genuine Parts shares tumble over 7% as Q4 earnings miss expectations
• Negative Sentiment: FY2026 EPS guidance of $7.50–$8.00 comes in below the Street consensus (~$8.41), signaling a profit outlook weaker than investors expected and explaining much of the near‑term downward pressure on the stock. Genuine Parts Company Reports Fourth Quarter and Full-Year 2025 Results
• Negative Sentiment: Quarterly sales were reported below analyst estimates, reinforcing concerns about near-term top-line momentum in parts distribution. Genuine Parts (NYSE:GPC) Reports Sales Below Analyst Estimates In Q4 CY2025 Earnings, Stock Drops

Genuine Parts Company Profile

Genuine Parts Company (NYSE: GPC) is a global distributor of automotive replacement parts, industrial parts and business products with a history dating back to 1928. Headquartered in Atlanta, Georgia, the company operates a broad distribution network and retail presence serving repair shops, independent retailers, industrial customers and commercial accounts. Its business model centers on stocking and delivering a wide range of parts and supplies to support aftermarket and maintenance needs across multiple end markets.

Genuine Parts conducts its operations through several well-known operating groups and subsidiaries.