GPC Genuine Parts Company

bullish track record → $109.79 -1.95 (-1.8%)
Get emailed when GPC changes direction
Mkt Cap $16B P/E 239.6 fwd 13.4 52wk $96.08 - $151.57 2h ago
Insider selling: $2,088,546 sold by 17 insiders (30d)
Est. revisions: -1.8%
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net -1.5)

Factor Model

net -1.5 3.2 / 10
Est. Revisions
-0.1
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
-1.0
Narrative Gap
+0.0

GPC lifts dividend; Motion Industries sales up 5%

Watch: Watch Q2 earnings for confirmation of sustained revenue growth and margin stability in a challenging economic backdrop.

Genuine Parts Company raised its dividend for the 69th year in a row to $1.0625 per share, yielding about 3.8%-4.0%. Its Motion Industries segment grew sales 5% in Q1 2026, benefiting from high interest rates and vehicle prices driving car maintenance. Activist Elliott Investment Management spurred board refresh, boosting institutional confidence despite UBS and Truist maintaining neutral/hold ratings.

The steady dividend and sales growth amid inflation and recession concerns show GPC's resilient, defensive position in auto parts, appealing to yield-focused investors.

Evidence

3h ago Genuine Parts Company (GPC): Defensive Play with Recession-Proof Service Model yahoo-finance
1d ago UBS main GPC: Neutral → Neutral
2d ago Truist Securities main GPC: Hold → Hold
10d ago Insider buy by BREAUX RANDALL P. (GPC): $85,238
10d ago Insider buy by BREAUX RANDALL P. (GPC): $100,238
35d ago How Is Genuine Parts’ Stock Performance Compared to Other Consumer Discretionary Stocks? yahoo-finance
40d ago Genuine Parts (GPC) Expects Split to Close in 9-12 Months yahoo-finance
50d ago Here are Tuesday's biggest analyst calls: Nvidia, Broadcom, Qualcomm, Booking Holdings, Blue Owl & more - CNBC google-news-nvda
1 older signals
59d ago Here are Tuesday's biggest analyst calls: Nvidia, Broadcom, Qualcomm, Booking Holdings, Blue Owl & more - CNBC
Fundamentals & Data ▾
Genuine Parts Company Consumer Cyclical · Auto Parts
Mkt Cap
$16B
P/E
239.6 fwd 13.4
Beta
0.77
Div Yield
377.00%
52w Range
$96.08 - $151.57
Short Interest
6.4M 5.25%
Days to Cover
2.9 +52%
Technicals downtrend
from 52w Hi
-4.5%
1w return
-1.2%
Insiders
selling 2B / 3S
Analysts
mixed
EPS Estimate
$2.06 -1.8% 30d 0up / 1dn
Est. Dispersion
8% 8 analysts
Analyst Target
$132 $124 - $145
Options P/C
1.12
Insider Cluster
strong sell 1B / 3S
Fund Convergence
strong Citadel, Renaissance, D.E. Shaw, Bridgewater, Baupost
Financials
Revenue
$6.0B +4% YoY
FCF
$261M
Gross Margin
35%
Op Margin
1%
Momentum: decelerating
Top Holders
Citadel $114M
Renaissance $18M
D.E. Shaw $5M
Bridgewater $1M
Baupost
Recent Filings & Data
insider trade 49
net selling · $2,088,546 sold · $185,476 bought
17 insiders · 49 transactions (30d)
Recent transactions
JOHNS JOHN D · other
NEEDHAM WENDY BEALE · other
HOLDER JOHN R · other
DONAHUE PAUL D · exercise · $970,276
DONAHUE PAUL D · other
HOWE JAMES F. · sell · $211,933
KRISHNA NAVEEN · sell · $732,450
DONAHUE PAUL D · exercise · $997,200
GALLA CHRISTOPHER T · other
STENGEL WILLIAM P. II · award
HULETT JENNIFER · award
NAPPIER HERBERT C. IV · award
GALLA CHRISTOPHER T · award
KRISHNA NAVEEN · award
HOWE JAMES F. · award
MASSE ALAIN · award
MASSE ALAIN · award
HYLAND DONNA WESTBROOK · other
STENGEL WILLIAM P. II · award
HARDIN PAUL RUSSELL · other
COX RICHARD JR. · other
HULETT JENNIFER · award
NAPPIER HERBERT C. IV · award
GALLA CHRISTOPHER T · award
KRISHNA NAVEEN · award
HOWE JAMES F. · award
LOUDERMILK ROBERT CHARLES JR. · other
BREAUX RANDALL P. · award
HOLDER JOHN R · other
NEEDHAM WENDY BEALE · sell · $496,079
NEEDHAM WENDY BEALE · sell · $194,214
BREAUX RANDALL P. · buy · $100,238
BREAUX RANDALL P. · buy · $85,238
HULETT JENNIFER · award
GALLA CHRISTOPHER T · other
NEEDHAM WENDY BEALE · other
NEEDHAM WENDY BEALE · sell · $453,870
STENGEL WILLIAM P. II · award
STENGEL WILLIAM P. II · other
NAPPIER HERBERT C. IV · award
GALLA CHRISTOPHER T · award
KRISHNA NAVEEN · award
HOWE JAMES F. · award
BREAUX RANDALL P. · award
DONAHUE PAUL D · award
HYLAND DONNA WESTBROOK · other
HARDIN PAUL RUSSELL · other
FAYARD GARY P · other
LOUDERMILK ROBERT CHARLES JR. · other
9 signals · latest 3h ago

Get alerted when GPC changes direction

We'll email you when our AI detects a shift — reversals, insider clusters, filing red flags.

All stocks → Our calls → How it works →