Genuine 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 banner 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 Q1 regulatory disclosures by fund managers ($100M+ AUM)
311% more call options, than puts
Call options by funds: $147M | Put options by funds: $35.7M
73% more first-time investments, than exits
New positions opened: 135 | Existing positions closed: 78
33% more funds holding in top 10
Funds holding in top 10: 3 [Q4 2024] → 4 (+1) [Q1 2025]
5% more capital invested
Capital invested by funds: $13.3B [Q4 2024] → $14B (+$672M) [Q1 2025]
3% more funds holding
Funds holding: 1,068 [Q4 2024] → 1,101 (+33) [Q1 2025]
2.26% more ownership
Funds ownership: 82.22% [Q4 2024] → 84.48% (+2.26%) [Q1 2025]
6% more repeat investments, than reductions
Existing positions increased: 408 | Existing positions reduced: 384
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Truist Securities Scot Ciccarelli | 14%upside $137 | Buy Maintained | 24 Apr 2025 |
Evercore ISI Group Greg Melich | 9%upside $130 | Outperform Maintained | 23 Apr 2025 |
Goldman Sachs Kate McShane | 5%downside $114 | Sell Downgraded | 1 Apr 2025 |
Financial journalist opinion
Based on 5 articles about GPC published over the past 30 days
