Genuine Parts
About: Genuine Parts sells aftermarket automotive parts (about 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, serves as 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 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
210% more call options, than puts
Call options by funds: $101M | Put options by funds: $32.5M
50% more funds holding in top 10
Funds holding in top 10: 2 [Q3] → 3 (+1) [Q4]
2.84% more ownership
Funds ownership: 79.32% [Q3] → 82.16% (+2.84%) [Q4]
9% less first-time investments, than exits
New positions opened: 137 | Existing positions closed: 150
3% less funds holding
Funds holding: 1,095 [Q3] → 1,062 (-33) [Q4]
13% less capital invested
Capital invested by funds: $15.3B [Q3] → $13.3B (-$2B) [Q4]
24% less repeat investments, than reductions
Existing positions increased: 336 | Existing positions reduced: 445
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Truist Securities Scot Ciccarelli 45% 1-year accuracy 27 / 60 met price target | 17%upside $137 | Buy Maintained | 24 Apr 2025 |
Evercore ISI Group Greg Melich 78% 1-year accuracy 40 / 51 met price target | 11%upside $130 | Outperform Maintained | 23 Apr 2025 |
Goldman Sachs Kate McShane 64% 1-year accuracy 21 / 33 met price target | 3%downside $114 | Sell Downgraded | 1 Apr 2025 |
Financial journalist opinion
Based on 19 articles about GPC published over the past 30 days
