Genuine Parts Company (GPC)

GPC's stock has been impacted by several key events. In Q2 2025, GPC reported a sales increase but revised its full-year guidance downward due to market conditions and tariff impacts. Randy Breaux announced his retirement, and Alain Masse was promoted. Regular quarterly cash dividends were declared in August and November 2025. In Q3 2025, GPC's shares increased after the company released its earnings, raising its full-year revenue growth outlook. As of January 9, 2026, the stock price was $128.34, declining over the past three months but surging year-to-date in 2025.

Demand for Genuine Parts Co.'s products and services is generally consistent due to an aging vehicle fleet and recurring maintenance needs. The company's professional customer base values the quick sourcing of necessary parts. While overall demand is consistent, there are indications of some seasonal fluctuations, impacting cash flow from operations. The core MRO business within the Industrial Parts Group shows resilience.

Genuine Parts Co. (GPC) distributes automotive and industrial replacement parts and value-added solutions. The Automotive Parts Group offers parts and accessories for various vehicle types, with brands like NAPA Auto Parts and Repco. The Industrial Parts Group, operating as Motion, distributes bearings and power transmission products, offering repair, fabrication, and MRO products. GPC serves original equipment manufacturers, repair shops, service stations, vehicle dealers, fleet operators, industrial concerns, and individual consumers.

Genuine Parts Co. operates in 17 countries with over 10,700 locations, including North America (U.S., Canada, Mexico), Europe (France, the U.K., Ireland, Germany, Poland, the Netherlands, Belgium, Spain, and Portugal), and Australasia (Australia and New Zealand). The company is headquartered in Atlanta, Georgia, and has a significant presence across the United States.

Genuine Parts Co. has a long-standing reputation for quality and reliability, particularly through its NAPA Auto Parts brand. In January 2023, GPC launched "GPC Connect," an internal communication platform to align communication and streamline processes. The company's focus on quality, customer service, and operational excellence underpins its brand standing.

Genuine Parts Co. (GPC) ownership is predominantly institutional, with approximately 85.65% of the company's stock held by institutional shareholders, 1.81% by GPC insiders, and 12.54% by retail investors. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. Vanguard Group Inc. is the largest individual institutional shareholder. Key individual investors and insiders include Paul Donahue, William Stengel II, Robert “Robin” Loudermilk, Jr., and Herbert Nappier.