Genuine Parts Gestion
Gestion contrôle des critères 3/4
Le PDG Genuine Parts est Will Stengel, nommé en Jun2024, a un mandat de 2.08 ans. La rémunération annuelle totale est $ 12.86M, composée du salaire de 7.9% et des bonus 92.1%, y compris les actions et options de la société. détient directement 0.032% des actions de la société, d'une valeur de $ 5.53M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2.3 ans et 3.1 ans.
Informations clés
Will Stengel
Directeur général
US$12.9m
Rémunération totale
| Pourcentage du salaire du PDG | 7.92% |
| Durée du mandat du directeur général | 2.1yrs |
| Propriété du PDG | 0.03% |
| Durée moyenne d'occupation des postes de direction | 2.3yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 3.1yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • Jul 16
GPC: Motion Spin And Potential Napa Sale Will Unlock Future Value
Analysts have lifted their price target on Genuine Parts to $150 from $145, reflecting updated views on fair value in light of the pending Motion business spin and potential shifts in sentiment around the NAPA automotive segment. Analyst Commentary Recent research on Genuine Parts highlights a split view around the NAPA automotive segment and the pending Motion business spin, but the most optimistic commentary points to a company that some analysts see as mispriced relative to its assets and execution potential.Mise à jour du récit • Jul 02
GPC: Spin-Off And Cost Cuts Are Expected To Unlock Value
Analysts have reset their price target for Genuine Parts to $145 from $190, citing updated assumptions on fair value, profit margins, and future P/E, along with expectations around the pending motion business spin and cost reductions at NAPA. Analyst Commentary Recent commentary around Genuine Parts has centered on how the pending motion business spin, cost actions at NAPA, and current valuation interact to shape the risk and reward for shareholders.Seeking Alpha • Jul 01
Genuine Parts: Deconsolidation Further Increases The Risk
Summary Genuine Parts Company remains a market leader with strong brands but faces rising costs, margin compression, and cyclicality. I maintain a 'Hold' rating, lowering my price target to $111/share due to persistent earnings headwinds and skepticism over operational upside from the business split. Free cash flow and operating cash flow have declined since 2022, no longer covering the dividend, despite revenue growth driven by price rather than volume. GPC's forward return profile (9-12% annualized at 15-16x P/E) is insufficient given margin pressures and limited upside from the announced separation. Read the full article on Seeking AlphaArticle d’analyse • Jun 20
Genuine Parts (GPC) Stock Could Be 19% Undervalued After Breakup Plan
Why Genuine Parts Is Restructuring Now Genuine Parts (GPC) has set out plans to separate its Automotive and Industrial businesses into two publicly traded companies after a recent earnings miss, dividend concerns, and broader financial pressures. For investors, the planned spin-off is a clear inflection point. It changes how you might think about Genuine Parts’ mix of businesses, balance sheet priorities, and the way future cash flows could be allocated between growth, resilience, and...
Mise à jour du récit • Jun 18
GPC: Planned Business Split And 2026 Guidance Will Unlock Upside Potential
Analysts have increased their fair value estimate for Genuine Parts stock from $132.43 to $134.00, citing views that the shares are materially undervalued, potential value from the pending motion business spin, cost reduction efforts at NAPA, and exposure to an improving industrial cycle. Analyst Commentary Recent commentary on Genuine Parts highlights a mix of optimism around the company’s restructuring plans and cautious views tied to execution and valuation.Mise à jour du récit • Jun 03
GPC: Reaffirmed 2026 Guidance Will Surface Asymmetric Upside Potential
Narrative Update on Genuine Parts The analyst price target for Genuine Parts has been trimmed by a few dollars from recent levels, with cuts of $3 and $10 cited by research firms as analysts factor in slightly lower forward P/E assumptions while keeping fair value estimates broadly aligned with prior expectations. Analyst Commentary Recent price target trims of $3 and $10 signal that analysts are fine tuning their views on Genuine Parts, with modest changes to valuation assumptions rather than wholesale shifts in the core outlook.Mise à jour du récit • May 05
GPC: Planned Separation And Dividend Record Will Surface Asymmetric Upside Potential
The analyst price target for Genuine Parts is modestly lower, with the fair value estimate moving from about $135.29 to $132.43 as analysts factor in softer revenue growth, slightly thinner profit margins, and mixed views around the planned separation of the Auto and Industrial businesses. Analyst Commentary Recent research on Genuine Parts reflects a split view, with some analysts seeing upside potential following the planned separation of the Auto and Industrial segments, while others focus on execution risks and weaker recent results.Mise à jour du récit • Apr 20
GPC: Planned Business Separation Will Surface Constructively Asymmetric Upside Potential
The analyst price target for Genuine Parts has been reduced by about $3 to $135, as analysts factor in weaker revenue growth assumptions, slightly higher discount rates, and a lower future P/E multiple, while still highlighting potential upside from the planned separation of the Auto and Industrial businesses. Analyst Commentary Recent research on Genuine Parts reflects a mixed stance, with some firms becoming more constructive on the separation of the Auto and Industrial businesses and others focusing on operational execution risks, especially in the auto segment and recent quarterly results.Mise à jour du récit • Apr 05
GPC: Planned Business Separation Will Unlock Constructively Asymmetric Setup
The analyst price target for Genuine Parts has been trimmed by about $2 to reflect a slightly higher discount rate and modestly lower assumed future P/E, as analysts balance cautious views on the auto segment with more constructive expectations around the planned separation of the Auto and Industrial businesses. Analyst Commentary Recent research on Genuine Parts reflects a mixed setup, with some analysts emphasizing the planned separation of the Auto and Industrial businesses as a key support for valuation, while others focus more on execution risks in the auto segment and recent earnings volatility.Mise à jour du récit • Mar 22
GPC: Planned Business Separation And Industrial Strength Will Drive Constructively Asymmetric Setup
The analyst price target for Genuine Parts has been reduced by about $4 to $140. Analysts cite mixed views on the planned separation of the Auto and Industrial businesses, weaker recent auto trends, and differing assessments of the sum-of-the-parts valuation.Mise à jour du récit • Mar 08
GPC: Planned Business Separation Will Support Constructively Asymmetric Risk Reward
Narrative update The analyst price framework for Genuine Parts edges lower, with our fair value estimate moving from $147.11 to $144.78. This reflects updated Street targets that now span approximately $127 to $160, as analysts weigh weaker recent auto trends against the potential value from separating the Auto and Industrial businesses.Nouveau récit • Feb 13
Supply Chain Modernization And Cost Savings Will Support A Stronger Long Term Outlook
Catalysts About Genuine Parts Genuine Parts supplies automotive and industrial replacement parts globally through brands such as NAPA and Motion. What are the underlying business or industry changes driving this perspective?Mise à jour du récit • Feb 07
GPC: Improving Segments And Neutral Rating Will Support Balanced Risk Reward
Analysts lifted their fair value estimate for Genuine Parts by about US$1 to roughly US$147, reflecting slightly updated assumptions on the discount rate, revenue growth, profit margin, and future P/E. They see a more balanced risk and reward profile supported by improving trends in both the automotive and industrial segments.Mise à jour du récit • Jan 22
GPC: Improving Segments And Neutral Stance Will Support Balanced Risk Profile
Analysts have raised their price target on Genuine Parts by $12 to $142, citing what they view as a more balanced risk/reward profile as trends in both the automotive and industrial segments improve. Analyst Commentary Bullish Takeaways Bullish analysts see the move to a Neutral rating and the higher US$142 price target as a sign that the stock now lines up more closely with its underlying fundamentals, with less perceived downside at current levels.Mise à jour du récit • Jan 07
GPC: Industrial Coiled Spring And Balanced Risk Profile Will Drive Upside
Narrative Update: Genuine Parts (Analyst Price Target Shift) Analysts have nudged their price targets on Genuine Parts higher, with recent moves such as US$130 to US$142 and US$143 to US$146. These changes reflect views that the risk or reward profile has become more balanced as trends in both the automotive and industrial segments show improvement and potential operating leverage.Article d’analyse • Dec 30
Returns On Capital At Genuine Parts (NYSE:GPC) Have Hit The Brakes
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Mise à jour du récit • Dec 20
GPC: Industrial Upswing Will Drive Earnings Leverage And Improve Risk Reward Profile
Analysts have nudged their price target for Genuine Parts modestly higher, reflecting an intrinsic value near $146 that is roughly flat, but with improved risk and reward expectations as trends strengthen across the automotive and industrial segments. Analyst Commentary Recent Street research reflects a more balanced outlook on Genuine Parts, with incremental optimism around cyclical recovery and execution, tempered by valuation considerations and macro uncertainty.Mise à jour du récit • Dec 06
GPC: Industrial Rebound Will Drive Upside Amid Potential Auto Unit Spinoff
Analysts have nudged their price target on Genuine Parts higher, reflecting a modest uplift of $3 to $146 per share as improving trends in both automotive and industrial segments support a more balanced risk and reward profile. Analyst Commentary Recent research updates highlight a more constructive stance on Genuine Parts as improving fundamentals in both automotive and industrial end markets ease prior valuation concerns.Mise à jour du récit • Nov 22
GPC: Industrial Recovery Will Strengthen Upside Ahead Of Auto Business Spinoff Decision
Analysts have raised their price target for Genuine Parts from $144.78 to $146.11. They cite improved trends and a more favorable risk/reward outlook across the company’s automotive and industrial businesses.Mise à jour du récit • Nov 07
GPC: Industrial Leverage Set To Drive Bullish Momentum Ahead Of Breakup Decision
Analysts have increased their price target for Genuine Parts from $143 to $146. They cite expected leverage in the company's Industrial business as the sector outlook improves.Mise à jour du récit • Oct 23
Industrial Segment Gains And Possible Spinoff Will Redefine Business Direction
Analysts have raised their price target for Genuine Parts from $143 to $146, citing improving growth in the company's industrial segment. They also note the potential for increased leverage as market conditions evolve.Article d’analyse • Sep 30
Genuine Parts Company's (NYSE:GPC) Popularity With Investors Is Clear
With a price-to-earnings (or "P/E") ratio of 23.9x Genuine Parts Company ( NYSE:GPC ) may be sending bearish signals at...Mise à jour du récit • Sep 17
Digital Investments And Global Expansion Will Reshape Auto Parts Distribution
Genuine Parts’ consensus price target has been raised to $143.00, as analysts cite ongoing restructuring, anticipated tariff advantages, and improved margins supporting positive EPS prospects in the second half. Analyst Commentary Restructuring efforts are progressing, expected to drive operational improvements.Article d’analyse • Aug 20
We Think Genuine Parts (NYSE:GPC) Is Taking Some Risk With Its Debt
NYSE:GPC 1 Year Share Price vs Fair Value Explore Genuine Parts's Fair Values from the Community and select yours The...Seeking Alpha • Apr 18
Genuine Parts: Potential Winners For Tariff Protection, Buy Confirmed
Summary Genuine Parts benefits from tariffs, which make new cars less attractive and boost demand for replacement parts. 63% of sales come from this segment. The company's industrial segment could also benefit from onshoring. The company is investing in cost-saving technologies and projects $200 million in annualized savings by 2026. Despite market pessimism, GPC's attractive valuation and strong dividend coverage make it a compelling buy on a 12-month view. Read the full article on Seeking AlphaSeeking Alpha • Feb 18
Genuine Parts Company: Unappreciated Dividend Aristocrat
Summary Genuine Parts Company is a global leader in automotive and industrial replacement parts, operating in 17 countries with over 10,000 locations. The company is a dividend aristocrat, raising dividends for 68 years, with a 3.2% yield and a recent increase to $4.12 per share annually. Restructuring efforts are expected to save $200 million by 2026, supporting long-term growth despite short-term earnings contraction. A strong balance sheet with $2 billion liquidity, manageable debt, and projected earnings growth in H2 2025 make GPC stock a solid long-term buy. Read the full article on Seeking AlphaSeeking Alpha • Dec 15
Genuine Parts: It's Complicated
Summary Genuine Parts Company stock is cheaper now but still less attractive than the 10-Year Treasury Note due to higher risk and potentially lower income. Financial performance is "ok, not great," with revenue holding steady but net income down due to restructuring charges and increased long-term debt. Valuation is near record lows, with the dividend yield close to a decade high, but the stock still needs significant dividend growth to match Treasury returns. Given the risk-free alternative of Treasury Notes, I recommend passing on Genuine Parts despite its "dividend aristocrat" status and current low price. Read the full article on Seeking AlphaSeeking Alpha • Oct 23
Genuine Parts Company: A Buy Opportunity Following The Recent Drop
Summary Genuine Parts Company experienced a significant 20% drop in stock value, now trading at a valuation below 12.2x P/E normalized with a yield above 3.53%. Despite the drop, Genuine Parts Company remains a stable, nearly 100-year-old business with a BBB rating and a market cap over $15B, not facing bankruptcy. The decline was triggered by 3Q24 results, but the company’s fundamentals in automotive and industrial replacement parts remain strong, suggesting potential upside. Genuine Parts Company's extensive global presence with over 10,800 sales locations and 60,000 employees indicates resilience and long-term investment potential despite recent setbacks. Read the full article on Seeking AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$60m |
| Dec 31 2025 | US$13m | US$1m | US$66m |
| Sep 30 2025 | n/a | n/a | US$808m |
| Jun 30 2025 | n/a | n/a | US$809m |
| Mar 31 2025 | n/a | n/a | US$850m |
| Dec 31 2024 | US$8m | US$912k | US$904m |
| Sep 30 2024 | n/a | n/a | US$1b |
| Jun 30 2024 | n/a | n/a | US$1b |
| Mar 31 2024 | n/a | n/a | US$1b |
| Dec 31 2023 | US$5m | US$788k | US$1b |
| Sep 30 2023 | n/a | n/a | US$1b |
| Jun 30 2023 | n/a | n/a | US$1b |
| Mar 31 2023 | n/a | n/a | US$1b |
| Dec 31 2022 | US$4m | US$782k | US$1b |
| Sep 30 2022 | n/a | n/a | US$1b |
| Jun 30 2022 | n/a | n/a | US$1b |
| Mar 31 2022 | n/a | n/a | US$927m |
| Dec 31 2021 | US$4m | US$756k | US$899m |
Rémunération vs marché: La rémunération totale de Will ($USD 12.86M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 14.60M ).
Rémunération et revenus: La rémunération de Will a augmenté de plus de 20 % tandis que les bénéfices de l'entreprise ont chuté de plus de 20 % au cours de l'année écoulée.
PDG
Will Stengel (48 yo)
2.1yrs
Titularisation
US$12,863,479
Compensation
Mr. William P. Stengel II, also known as Will, served as Chief Operating Officer at Genuine Parts Company since January 01, 2023. He served as the President at Genuine Parts Company since January 15, 2021...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO & Chairman | 2.1yrs | US$12.86m | 0.032% $ 5.5m | |
| Executive VP & CFO | 4.2yrs | US$5.11m | 0.022% $ 3.8m | |
| President of North America Automotive | no data | US$5.61m | 0.0029% $ 494.6k | |
| President of Motion | 2.3yrs | US$4.23m | 0.0094% $ 1.6m | |
| Vice President of Investor Relations | no data | pas de données | pas de données | |
| Senior VP | 6.4yrs | US$1.82m | 0.0032% $ 555.1k | |
| Executive VP & Chief People Officer | 1.9yrs | pas de données | 0.0012% $ 212.7k | |
| MD & Group CEO of Australasia | no data | pas de données | pas de données | |
| VP & Chief Information Security Officer | no data | pas de données | pas de données | |
| Chief Executive Officer of European Automotive | no data | pas de données | pas de données | |
| President of Balkamp Inc | no data | pas de données | pas de données | |
| CEO & President of Grupo Auto Todo | no data | pas de données | pas de données |
2.3yrs
Durée moyenne de l'emploi
51yo
Âge moyen
Gestion expérimentée: L'équipe de direction de GPC est considérée comme expérimentée (ancienneté moyenne 2.3 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO & Chairman | 2.1yrs | US$12.86m | 0.032% $ 5.5m | |
| Independent Director | 5.4yrs | US$302.50k | 0.00089% $ 153.9k | |
| Independent Director | less than a year | US$151.67k | 0% $ 0 | |
| Independent Director | less than a year | US$151.67k | 0% $ 0 | |
| Director | 6.3yrs | US$660.68k | 0.0087% $ 1.5m | |
| Independent Director | 10.7yrs | US$315.00k | 0.0071% $ 1.2m | |
| Independent Director | 3.1yrs | US$290.00k | 0% $ 0 | |
| Independent Director | 2.3yrs | US$302.50k | 0% $ 0 | |
| Independent Director | 6.4yrs | US$290.00k | 0.0024% $ 413.3k | |
| Lead Independent Director | 8.9yrs | US$320.00k | 0.0047% $ 811.1k | |
| Independent Director | 1.3yrs | US$240.00k | 0% $ 0 |
3.1yrs
Durée moyenne de l'emploi
61yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de GPC sont considérés comme expérimentés (ancienneté moyenne 3.1 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/17 07:57 |
| Cours de l'action en fin de journée | 2026/07/17 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Genuine Parts Company est couverte par 20 analystes. 9 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Deborah Ciervo | Argus Research Company |
| Elizabeth Suzuki | BofA Global Research |
| Christopher Dankert | D.A. Davidson & Co. |