Genuine Parts Falls After Cutting the Top End of Its 2026 EPS Outlook

Genuine Parts Company (GPC) is down 5.1% today. Here is some analysis on what might have caused this price movement.

Analysis: The selloff appears tied mainly to Genuine Parts trimming the top end of its full-year adjusted earnings outlook after releasing third-quarter results. Investors also seem focused on softer profitability in the North America automotive unit, which offset otherwise solid sales growth and stronger industrial performance.

Details:

Third-quarter sales rose 4.2% year over year to $6.5 billion, helped by comparable sales growth, acquisitions, and a modest currency benefit.

Genuine Parts narrowed its 2026 adjusted EPS outlook to $7.50 to $7.75, down from the prior range of $7.50 to $8.00, while its GAAP EPS outlook was also reduced.

North America Automotive sales increased 2.2%, but segment EBITDA fell 2.9% and margin slipped 40 basis points to 7.6%, suggesting pressure in a closely watched business line.

The Industrial segment was a relative bright spot, with sales up 6.1% and segment EBITDA up 11.2%, but that strength was not enough to outweigh concern about the revised earnings range and margin mix.

Sources:

Genuine Parts Company, SEC, Benzinga

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$GPC Insider Trading Activity

$GPC insiders have traded $GPC stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.

Here’s a breakdown of recent trading of $GPC stock by insiders over the last 6 months:

CHRISTOPHER T GALLA (SVP, GC, and Corp. Secretary) sold 2,333 shares for an estimated $268,295
JAMES F. HOWE (President, Motion) has made 0 purchases and 2 sales selling 1,807 shares for an estimated $188,190.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$GPC Hedge Fund Activity

We have seen 463 institutional investors add shares of $GPC stock to their portfolio, and 532 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 3,115,451 shares (+inf%) to their portfolio in Q2 2026, for an estimated $367,560,908
CAPITAL INTERNATIONAL INVESTORS added 2,875,076 shares (+inf%) to their portfolio in Q2 2026, for an estimated $339,201,466
FMR LLC added 1,631,789 shares (+1237.2%) to their portfolio in Q2 2026, for an estimated $192,518,466
PROSHARE ADVISORS LLC added 1,611,767 shares (+130.6%) to their portfolio in Q2 2026, for an estimated $190,156,270
JPMORGAN CHASE & CO added 1,493,346 shares (+inf%) to their portfolio in Q2 2026, for an estimated $176,184,961
BAUPOST GROUP LLC/MA added 1,325,830 shares (+89.0%) to their portfolio in Q2 2026, for an estimated $156,421,423
MARSHALL WACE, LLP removed 1,288,733 shares (-87.6%) from their portfolio in Q2 2026, for an estimated $152,044,719

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.