Advance Auto Parts (AAP)

• Market cap: $3.8B
• 1 day: 0.13%
• 5 days: 5.62%
• 1 month: 11.86%
• 3 months: 31.27%
• 6 months: 67.31%
• Year to date: 31.51%
• 1 year: 53.18%
• 5 years: -59.09%
• 10 years: -64.49%
• Sector: Consumer Discretionary
• Industry: Auto Parts

About: Advance Auto Parts is a leading auto-parts retailer in North America with more than 4,000 store and branch locations. About half of the firm's sales are geared toward the professional channel, with the remaining sales in the do-it-yourself market. Through its vast store footprint and distribution network, Advance manages thousands of stock-keeping units for various vehicle makes and models. The retailer primarily competes on the basis of inventory availability and service speed, making the operating efficiency of its hub-and-spoke distribution model critical to meeting customer needs.

Employees: 62,800

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

23% more capital invested

Capital invested by funds: $2.92B [Q1] → $3.6B (+$678M) [Q2]

16% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 61

12% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 112

4.67% more ownership

Funds ownership: 124.51% [Q1] → 129.17% (+4.67%) [Q2]

1% more funds holding

Funds holding: 342 [Q1] → 347 (+5) [Q2]

16% less call options, than puts

Call options by funds: $193M | Put options by funds: $230M

20% less funds holding in top 10

Funds holding in top 10: 5 [Q1] → 4 (-1) [Q2]

Research analyst outlook

10 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $46
• Avg. target: $57
• High target: $65

10 analyst ratings

• positive: 0 0%
• neutral: 9 90%
• negative: 1 10%

Morgan Stanley Simeon Gutman	$60	Equal-Weight Maintained	12 Sep 2025
Argus Research Bill Selesky	$61	Hold Reiterated	29 Aug 2025
Mizuho David Bellinger	$54	Neutral Maintained	29 Aug 2025
Evercore ISI Group Greg Melich	$60	In-Line Maintained	15 Aug 2025
Wells Fargo Zachary Fadem	$50	Equal-Weight Maintained	15 Aug 2025