Genuine Parts

GPC · NYSE

$123.52−$6.66 (−5.12%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $130.18

GPC analyst rating

BuyConsensus of 6 analysts over the last 12 months. 50% rate it a buy.

Strong buy0
Buy3
Hold3
Underperform0
Sell0

12-month price target · 14 analysts

Average $145.55 (+17.8% upside)

Low: $123.22
Now: $123.52
High: $189.00

Upgrades and downgrades

The latest rating actions, newest first

GPC analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
JP Morgan	Oct 12, 2026	Maintains	Overweight	$125.00 → $137.00	64%
DA Davidson	Aug 3, 2026	Maintains	Buy	$150.00 → $170.00	65%
Truist Securities	Jul 22, 2026	Maintains	Hold	$124.00 → $126.00	62%
Evercore ISI Group	Jul 22, 2026	Maintains	Outperform	$145.00 → $150.00	69%
DA Davidson	Jul 6, 2026	Maintains	Buy	$145.00 → $150.00	65%
DA Davidson	Jun 16, 2026	Initiates	Buy	$145.00	65%
UBS	Apr 22, 2026	Maintains	Neutral	$135.00 → $125.00	70%
Truist Securities	Apr 22, 2026	Maintains	Hold	$127.00 → $124.00	62%
Evercore ISI Group	Feb 20, 2026	Maintains	Outperform	$175.00 → $160.00	69%
UBS	Feb 18, 2026	Maintains	Neutral	$150.00 → $135.00	70%

The case for and against

Updated Oct 14, 2026

Bull case

Genuine Parts is attractive because its Automotive business is showing improving momentum, with company-owned stores up 4% y/y organic growth versus 1.5% for independents, while modernizing distribution centers could unlock consolidation, cost savings, and better fulfillment that support further sales acceleration. Industrial is also a key strength, with Motion posting 6.1% comps, 13.1% EBITDA margin, and potential multi-year upside as PMI readings remain above 50 for 6 consecutive months, suggesting cyclical demand tailwinds. The company’s valuation appeal is further reinforced by roughly $200 million+ of annualized Automotive supply-chain savings, $2.15 adjusted EPS in-line with estimates, and strategic optionality from a possible NAPA transaction that could help reduce net debt and return capital.

Bear case

Genuine Parts is facing a negative fundamental setup because its modest top-line strength is being offset by margin pressure, with CY2Q sales rising 6.0% y/y to $6,537M but adj. EBITDA margin slipping 20bp to 8.7% as SG&A climbed 7% y/y on FX and inflation. The investment case is further weakened by the pending automotive and industrial separation, which could bring $100M-$150M of dyssynergies, erase “dividend king” status, and create volatility as income-focused investors rotate out. In addition, the automotive business relies on a fragile independent NAPA store network and the industrial franchise remains exposed to lower North American production, tariffs, and import-cost pressure that may be hard to fully pass through.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.