Genuine Parts (GPC)

• Market cap: $19.4B
• 1 day: -0.04%
• 5 days: -1.81%
• 1 month: 1.48%
• 3 months: 17.08%
• 6 months: 12.26%
• Year to date: 19.91%
• 1 year: 0.78%
• 5 years: 36.36%
• 10 years: 67.17%
• Sector: Consumer Discretionary
• Industry: Auto Parts

About: Genuine Parts sells aftermarket automotive parts (60% of sales) and industrial products (40% of sales) in the United States and internationally. The automotive segment primarily acts as a distributor to its network of 9,800 global retail locations, of which about two-thirds are independently owned and operated. We estimate Genuine serves around 6,000 retail locations in the US operating under the Napa Auto Parts brand, with about 80% of end-market sales derived from professional customers. Its industrial segment, primarily operating under the Motion name in the United States, is a leading distributor of bearings, power transmission, and other industrial products to more than 200,000 maintenance, repair, and original equipment manufacturer customers.

Employees: 63,000

Fund manager confidence

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

209% more call options, than puts

Call options by funds: $117M | Put options by funds: $37.9M

1.6% more ownership

Funds ownership: 84.68% [Q1] → 86.28% (+1.6%) [Q2]

4% more capital invested

Capital invested by funds: $14B [Q1] → $14.5B (+$508M) [Q2]

4% less repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 402

4% less funds holding

Funds holding: 1,114 [Q1] → 1,069 (-45) [Q2]

20% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 105

25% less funds holding in top 10

Funds holding in top 10: 4 [Q1] → 3 (-1) [Q2]

Research analyst outlook

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

• Low target: $135
• Avg. target: $146
• High target: $160

5 analyst ratings

• positive: 4 80%
• neutral: 1 20%
• negative: 0 0%

Evercore ISI Group Greg Melich	$148	Outperform Maintained	26 Aug 2025
Loop Capital Chris Dankert	$160	Buy Maintained	24 Jul 2025
UBS Michael Lasser	$135	Neutral Maintained	23 Jul 2025
JP Morgan Christopher Horvers	$145	Overweight Maintained	23 Jul 2025
Truist Securities Scot Ciccarelli	$143	Buy Maintained	23 Jul 2025