Genuine Parts Company (GPC)

Over the past six months, GPC's stock price has experienced some fluctuations. As of June 23, 2025, the share price was $121.29, representing a decline of 14.61% from June 24, 2024. In Q4 2024, GPC reported sales of $5.8 billion, a 3.3% increase year-over-year, surpassing analyst targets, but the stock experienced a slight dip. In Q1 2025, sales were $5.9 billion, a 1.4% increase, surpassing forecasts, and the stock price rose by 0.8%. GPC is implementing a global restructuring plan aimed at streamlining operations and reducing costs. The company is navigating a leadership transition, and has announced a new dividend of $1.03 payable on July 2, 2025, with an ex-dividend date of June 6, 2025.

Demand for automotive aftermarket parts is seasonal, with sales concentrated in the spring and summer months due to increased car maintenance for vacation trips. Factors influencing demand include vehicle miles traveled, vehicle age, economic conditions, and weather. GPC utilizes machine learning and predictive analytics to forecast demand, optimize inventory levels, and manage supply chains in real-time. Retailers often increase inventories during holiday seasons to meet stronger demand.

Genuine Parts Co. (GPC) is a global service provider specializing in the distribution of automotive and industrial replacement parts and value-added solutions. It operates primarily through the Automotive Parts Group and the Industrial Parts Group. The company is headquartered in Atlanta, Georgia, and was established in 1928. GPC operates in the Consumer Discretionary sector, specifically within the Automotive Aftermarket industry. The Automotive Parts Group provides replacement parts, accessories, and solutions for vehicles, with key brands like NAPA Auto Parts and Repco. The Industrial Parts Group, operating under the Motion brand, distributes industrial bearings, mechanical and fluid power transmission equipment, and related parts.

Genuine Parts Co. has a significant global presence, with over 10,700 locations spanning 17 countries and supported by more than 63,000 employees. Operations are strong in North America, particularly in the U.S., Canada, and Mexico. The Automotive Parts Group operates across Europe, including France, the U.K., Ireland, Germany, Poland, the Netherlands, Belgium, Spain, and Portugal. Both the Automotive and Industrial Parts Groups serve customers in Australasia (Australia and New Zealand).

Genuine Parts Co. maintains a strong brand reputation, particularly through NAPA Auto Parts. Acquisitions like Auto Parts Group in Australia and Recambios y Accesorios Gaudí, S.L. in Spain, demonstrate commitment to expanding product offerings. GPC's selection of Google Cloud and NAPA's use of predictive analytics and AI indicate a focus on modernization and efficiency. Consistent dividend increases contribute to a positive reputation among investors. The company addresses challenges like supply chain disruptions and the evolving EV landscape by investing in EV parts and solutions.

Institutions hold a substantial majority of GPC shares, ranging from 82% to 86.63% of shares outstanding. Major institutional shareholders include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. Insiders own less than 1% of the company. Top individual investors include Paul Donahue, William Stengel II, Robert “Robin” Loudermilk, Jr., Herbert Nappier, and John Holder.