Genuine Parts Slides After Q2 Update Trims Parts of 2026 Outlook

Genuine Parts Company (GPC) is down 7.5% today. Here is some analysis on what might have caused this price movement.

Analysis: The selloff appears tied to investor disappointment with the company’s updated full-year outlook, even though second-quarter results showed sales growth and adjusted earnings improvement. Most likely, the market focused on the lower GAAP earnings range, softer expected growth in North America Automotive, and the continuing costs tied to restructuring and the planned business separation.

Details:

Second-quarter sales rose to $6.5 billion, up 6.0% from a year earlier, while adjusted diluted EPS increased to $2.15 from $2.10.

GAAP profitability moved lower, with net income falling to $228 million and diluted EPS declining to $1.65 from $1.83 in the prior-year quarter.

Genuine Parts lowered its 2026 GAAP EPS outlook to $5.90 to $6.40 from $6.10 to $6.60 and reduced its North America Automotive sales growth view to 2.5% to 4.5% from 3% to 5%.

The company kept its adjusted EPS outlook unchanged at $7.50 to $8.00, but separation and restructuring expenses remain an overhang as it works toward completing the split in the first quarter of 2027.

Sources:

Genuine Parts Company, SEC, Investing.com

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.

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$GPC Hedge Fund Activity

We have seen 432 institutional investors add shares of $GPC stock to their portfolio, and 515 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

BARCLAYS PLC removed 3,641,344 shares (-93.3%) from their portfolio in Q1 2026, for an estimated $385,072,128
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added 1,746,990 shares (+inf%) to their portfolio in Q1 2026, for an estimated $184,744,192
MARSHALL WACE, LLP added 1,470,660 shares (+inf%) to their portfolio in Q1 2026, for an estimated $155,522,295
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO removed 1,221,534 shares (-98.9%) from their portfolio in Q1 2026, for an estimated $129,177,220
AQR CAPITAL MANAGEMENT LLC added 1,104,484 shares (+269.0%) to their portfolio in Q1 2026, for an estimated $116,799,183
FEDERATED HERMES, INC. removed 893,849 shares (-99.8%) from their portfolio in Q1 2026, for an estimated $94,524,531
59 NORTH CAPITAL MANAGEMENT, LP added 823,533 shares (+inf%) to their portfolio in Q1 2026, for an estimated $87,088,614

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.

$GPC Government Contracts

We have seen $295,110 of award payments to $GPC over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

STOPLOG SEALS: $40,140
MW AUTO LIFT: $11,605

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

$GPC Price Targets

Multiple analysts have issued price targets for $GPC recently. We have seen 4 analysts offer price targets for $GPC in the last 6 months, with a median target of $137.5.

Here are some recent targets:

Chris Dankert from DA Davidson set a target price of $150.0 on 07/06/2026
Scot Ciccarelli from Truist Securities set a target price of $124.0 on 04/22/2026
Michael Lasser from UBS set a target price of $125.0 on 04/22/2026
Greg Melich from Evercore ISI Group set a target price of $160.0 on 02/20/2026

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.