Key Points
- Insider sale: Director James Howe sold 415 shares on May 5 at an average price of $104.33 under a pre‑arranged Rule 10b5‑1 plan, trimming his stake by 1.6% to 25,589 shares (≈$2.67M), a small and planned transaction likely not a major signal.
- Earnings and guidance: Genuine Parts reported Q results of $1.77 EPS (beating by $0.02) and $6.26B revenue (up 6.8% YoY), and set FY2026 guidance of $7.50–$8.00 EPS (street average ~7.65).
- Dividend and analyst view: The company declared a quarterly dividend of $1.0625 ($4.25 annual, ~4.0% yield) while analysts hold a consensus "Hold" rating with a $143.71 average price target.
Genuine Parts Company (NYSE:GPC - Get Free Report) insider James Howe sold 415 shares of the firm's stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $104.33, for a total transaction of $43,296.95. Following the transaction, the insider owned 25,589 shares of the company's stock, valued at approximately $2,669,700.37. This trade represents a 1.60% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Genuine Parts Stock Performance
Shares of GPC opened at $105.59 on Thursday. Genuine Parts Company has a one year low of $96.08 and a one year high of $151.57. The company has a 50-day moving average of $108.38 and a two-hundred day moving average of $122.97. The stock has a market cap of $14.53 billion, a price-to-earnings ratio of 245.55 and a beta of 0.70. The company has a debt-to-equity ratio of 0.77, a current ratio of 1.09 and a quick ratio of 0.48.
Genuine Parts (NYSE:GPC - Get Free Report) last announced its earnings results on Tuesday, April 21st. The specialty retailer reported $1.77 EPS for the quarter, topping the consensus estimate of $1.75 by $0.02. Genuine Parts had a net margin of 0.24% and a return on equity of 22.28%. The company had revenue of $6.26 billion during the quarter, compared to analysts' expectations of $6.17 billion. During the same period last year, the company posted $1.75 earnings per share. The business's revenue for the quarter was up 6.8% on a year-over-year basis. Genuine Parts has set its FY 2026 guidance at 7.500-8.000 EPS. On average, equities research analysts expect that Genuine Parts Company will post 7.65 earnings per share for the current year.
Genuine Parts Announces Dividend
The company also recently announced a quarterly dividend, which will be paid on Thursday, July 2nd. Shareholders of record on Friday, June 5th will be issued a $1.0625 dividend. This represents a $4.25 annualized dividend and a dividend yield of 4.0%. The ex-dividend date is Friday, June 5th. Genuine Parts's dividend payout ratio (DPR) is presently 988.37%.
Institutional Trading of Genuine Parts
Several institutional investors have recently made changes to their positions in the stock. Vanguard Group Inc. boosted its stake in Genuine Parts by 0.3% during the third quarter. Vanguard Group Inc. now owns 17,365,970 shares of the specialty retailer's stock worth $2,406,923,000 after buying an additional 56,792 shares in the last quarter. Jefferies Financial Group Inc. acquired a new stake in Genuine Parts during the third quarter worth $4,213,000. Dana Investment Advisors Inc. boosted its stake in shares of Genuine Parts by 15.8% in the 3rd quarter. Dana Investment Advisors Inc. now owns 84,427 shares of the specialty retailer's stock valued at $11,702,000 after purchasing an additional 11,539 shares in the last quarter. Envestnet Asset Management Inc. boosted its stake in shares of Genuine Parts by 4.1% in the 3rd quarter. Envestnet Asset Management Inc. now owns 549,830 shares of the specialty retailer's stock valued at $76,206,000 after purchasing an additional 21,820 shares in the last quarter. Finally, TABR Capital Management LLC acquired a new stake in shares of Genuine Parts in the 4th quarter valued at $4,217,000. 78.83% of the stock is currently owned by institutional investors and hedge funds.
Trending Headlines about Genuine Parts
Here are the key news stories impacting Genuine Parts this week:
- Positive Sentiment: Zacks raised several medium‑term/longer‑term estimates — FY2027 EPS to $8.18 (from $8.05), FY2028 EPS to $9.75 (from $9.73), and bumped 2027 quarterly estimates including Q1 2028 to $2.51, Q2 2027 to $2.09, Q3 2027 to $2.11 and Q4 2027 to $2.07. These upward revisions suggest improvement in the company’s earnings trajectory beyond the current year and are supportive to the stock. MarketBeat GPC coverage
- Neutral Sentiment: Insider sale: Director James F. Howe sold 415 shares on May 5 at an average $104.33 under a pre‑arranged Rule 10b5‑1 plan. The sale is small relative to his remaining ~25,589‑share position and was pre‑planned, so it is unlikely to be a major signal by itself. SEC filing: Form 4
- Negative Sentiment: Zacks also cut several near‑term estimates and the FY2026 view — Q2 2026 to $2.05 (from $2.28), Q3 2026 to $2.00 (from $2.10), Q4 2026 to $1.76 (from $1.77) and FY2026 to $7.58 (from $7.98); Q1 2027 was trimmed to $1.91 (from $2.01). Importantly, Zacks retains a "Strong Sell" rating, which may limit investor enthusiasm despite some later‑year upgrades. MarketBeat GPC coverage
Analysts Set New Price Targets
Several brokerages have commented on GPC. Raymond James Financial upgraded shares of Genuine Parts from a "market perform" rating to a "strong-buy" rating and set a $145.00 target price for the company in a report on Tuesday, February 24th. Truist Financial decreased their target price on shares of Genuine Parts from $127.00 to $124.00 and set a "hold" rating for the company in a report on Wednesday, April 22nd. Zacks Research cut shares of Genuine Parts from a "hold" rating to a "strong sell" rating in a report on Wednesday, March 25th. Evercore set a $160.00 target price on shares of Genuine Parts in a report on Friday, February 20th. Finally, UBS Group decreased their price target on shares of Genuine Parts from $135.00 to $125.00 and set a "neutral" rating for the company in a report on Wednesday, April 22nd. One research analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of "Hold" and a consensus price target of $143.71.
Read Our Latest Stock Report on GPC
Genuine Parts Company Profile
(
Get Free Report)
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.
Further Reading
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