LKQ Corp (LKQ)

• Market cap: $9.96B
• 1 day: -1.56%
• 5 days: -0.13%
• 1 month: -1.98%
• 3 months: -8.12%
• 6 months: 5.78%
• Year to date: 6.51%
• 1 year: -9.52%
• 5 years: 50.19%
• 10 years: 25.49%
• Sector: Consumer Discretionary
• Industry: Auto Parts

About: Since forming in 1998 to consolidate the auto salvage business in the United States, LKQ has developed into a leading distributor of aftermarket and recycled auto parts with around 1,500 facilities across North America and Europe. The company primarily sells into the professional channel and offers an assortment of collision and mechanical parts to both body shops and mechanical repair shops. It also continues to operate more than 70 LKQ pick-your-part junkyards. Separate from the self-service business, LKQ usually purchases around 250,000 salvage vehicles annually that are used to extract vehicle parts for resale.

Employees: 47,000

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

283% more call options, than puts

Call options by funds: $77.6M | Put options by funds: $20.3M

39% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 75

22% more funds holding in top 10

Funds holding in top 10: 9 [Q4 2024] → 11 (+2) [Q1 2025]

17% more capital invested

Capital invested by funds: $9.44B [Q4 2024] → $11B (+$1.56B) [Q1 2025]

11% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 219

3% more funds holding

Funds holding: 622 [Q4 2024] → 639 (+17) [Q1 2025]

1.31% more ownership

Funds ownership: 98.83% [Q4 2024] → 100.13% (+1.31%) [Q1 2025]

Research analyst outlook

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

• Low target: $60 55% upside
• Avg. target: $60 55% upside
• High target: $60 55% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

Barrington Research Gary Prestopino

55% upside $60

Outperform Maintained

25 Apr 2025