View Financial HealthGenuine Parts 配当と自社株買い配当金 基準チェック /36Genuine Parts配当を支払う会社であり、現在の利回りは3.44%です。主要情報3.4%配当利回り0.2%バイバック利回り総株主利回り3.7%将来の配当利回り3.8%配当成長5.2%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向958%最近の配当と自社株買いの更新Upcoming Dividend • May 29Upcoming dividend of US$1.06 per shareEligible shareholders must have bought the stock before 05 June 2026. Payment date: 02 July 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.3%. Within top quartile of American dividend payers (4.2%). Higher than average of industry peers (3.9%).Declared Dividend • May 01First quarter dividend of US$1.06 announcedShareholders will receive a dividend of US$1.06. Ex-date: 5th June 2026 Payment date: 2nd July 2026 Dividend yield will be 4.0%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 9x earnings) nor is it covered by cash flows (107% cash payout ratio). The dividend has increased by an average of 5.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 965% to bring the payout ratio under control. EPS is expected to grow by 170% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.お知らせ • Apr 29Genuine Parts Company Declares Regular Quarterly Cash Dividend, Payable on July 2, 2026Genuine Parts Company announced its Board of Directors declared a regular quarterly cash dividend of $1.0625 per share on the company's common stock. The dividend is payable on July 2, 2026 to shareholders of record on June 5, 2026.Declared Dividend • Feb 19Fourth quarter dividend increased to US$1.06Dividend of US$1.06 is 3.2% higher than last year. Ex-date: 6th March 2026 Payment date: 2nd April 2026 Dividend yield will be 3.5%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 8x earnings) nor is it covered by cash flows (139% cash payout ratio). The dividend has increased by an average of 5.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 865% to bring the payout ratio under control. EPS is expected to grow by 105% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.お知らせ • Feb 17+ 1 more updateGenuine Parts Company Increases Quarterly Cash Dividend for 2026, Payable on April 2, 2026Genuine Parts Company approved a 3.2% increase to its regular quarterly cash dividend for 2026. This increased the cash dividend payable to an annual rate of $4.25 per share from $4.12 per share in 2025. The quarterly cash dividend of $1.0625 per share is payable April 2, 2026 to shareholders of record March 6, 2026. The company has paid a cash dividend every year since going public in 1948, and 2026 marks the 70th consecutive year of increased dividends paid to shareholders.Declared Dividend • Nov 20Third quarter dividend of US$1.03 announcedShareholders will receive a dividend of US$1.03. Ex-date: 5th December 2025 Payment date: 5th January 2026 Dividend yield will be 3.3%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (70% earnings payout ratio) but not covered by cash flows (429% cash payout ratio). The dividend has increased by an average of 5.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.すべての更新を表示Recent updatesライブニュース • Jul 04O’Reilly Makes Reported $10b Bid for Genuine Parts Auto BusinessO’Reilly Automotive has reportedly made a cash offer for Genuine Parts’ auto parts division, valuing the unit at about US$10b and potentially marking O’Reilly’s largest acquisition since 2008. The bid comes after Genuine Parts began exploring a separation of its auto parts business earlier this year, introducing the possibility that the unit could be sold outright rather than spun off. Genuine Parts’ stock recently traded at US$132.57, with a 1-day return of 12.9%, highlighting how sensitive the share price currently is to deal headlines. This reported offer puts a clearer price marker on Genuine Parts’ auto unit and raises questions about whether management and shareholders prefer a sale to O’Reilly or a standalone listing. It also introduces execution, integration and regulatory risks if a transaction moves forward.お知らせ • Jul 02Genuine Parts Company to Report Q2, 2026 Results on Jul 21, 2026Genuine Parts Company announced that they will report Q2, 2026 results Pre-Market on Jul 21, 2026ナラティブ更新 • Jul 02GPC: Spin-Off And Cost Cuts Are Expected To Unlock ValueAnalysts 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 01Genuine Parts: Deconsolidation Further Increases The RiskSummary 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 Alphaお知らせ • Jun 29+ 1 more updateGenuine Parts Company(NYSE:GPC) dropped from Russell 1000 Value-Defensive IndexGenuine Parts Company(NYSE:GPC) dropped from Russell 1000 Value-Defensive Indexライブニュース • Jun 22Genuine Parts to Separate Automotive and Industrial Segments into Two Public Companies by 2027Genuine Parts plans to split its Global Automotive and Global Industrial segments into two separate publicly traded companies, targeting completion in Q1 2027 following pressure from activist investor Elliott. Management says the break-up is intended to sharpen operational focus, support more targeted investment, and appeal to different investor bases. Some shareholders flag risks around separation costs, potential dis-synergies and uncertainty over future dividend policy. Genuine Parts shares trade at US$108.70, with the stock down 12.3% year to date. The planned separation marks a fundamental change to how Genuine Parts is structured and financed. The key questions now center on how management allocates capital between the two businesses, the final terms of the spin-off, and whether each new company can support the dividend profile that many shareholders currently look to GPC for.分析記事 • Jun 20Genuine Parts (GPC) Stock Could Be 19% Undervalued After Breakup PlanWhy 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...ナラティブ更新 • Jun 18GPC: Planned Business Split And 2026 Guidance Will Unlock Upside PotentialAnalysts 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.ライブニュース • Jun 12Genuine Parts to Split Businesses Raising Questions on Value and Future DividendsGenuine Parts plans to split into two independent publicly traded companies: Global Automotive and Global Industrial, with completion targeted for Q1 2027. The separation follows pressure from activist investor Elliott, which argued that a breakup could help surface hidden value by appealing to different investor groups. Investors are weighing potential re-rating benefits against concerns over separation costs, dis-synergies and uncertainty around the future dividend policy. The key question now is whether the value potential that Elliott sees from having pure-play automotive and industrial businesses will offset the extra expenses and operational friction that can come with running two separate companies. If you own or are tracking GPC for its dividend profile, the lack of clarity on how payouts will look post-split is an important risk to keep in focus as more details emerge.ナラティブ更新 • Jun 03GPC: Reaffirmed 2026 Guidance Will Surface Asymmetric Upside PotentialNarrative 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.Upcoming Dividend • May 29Upcoming dividend of US$1.06 per shareEligible shareholders must have bought the stock before 05 June 2026. Payment date: 02 July 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.3%. Within top quartile of American dividend payers (4.2%). Higher than average of industry peers (3.9%).ナラティブ更新 • May 05GPC: Planned Separation And Dividend Record Will Surface Asymmetric Upside PotentialThe 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.Declared Dividend • May 01First quarter dividend of US$1.06 announcedShareholders will receive a dividend of US$1.06. Ex-date: 5th June 2026 Payment date: 2nd July 2026 Dividend yield will be 4.0%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 9x earnings) nor is it covered by cash flows (107% cash payout ratio). The dividend has increased by an average of 5.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 965% to bring the payout ratio under control. EPS is expected to grow by 170% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.お知らせ • Apr 29Genuine Parts Company Declares Regular Quarterly Cash Dividend, Payable on July 2, 2026Genuine Parts Company announced its Board of Directors declared a regular quarterly cash dividend of $1.0625 per share on the company's common stock. The dividend is payable on July 2, 2026 to shareholders of record on June 5, 2026.Reported Earnings • Apr 22First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: US$1.37 (down from US$1.40 in 1Q 2025). Revenue: US$6.26b (up 6.8% from 1Q 2025). Net income: US$188.5m (down 3.0% from 1Q 2025). Profit margin: 3.0% (down from 3.3% in 1Q 2025). Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Retail Distributors industry in the US. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.お知らせ • Apr 22Genuine Parts Company Reaffirms Earnings Guidance for the Year Ending December 31, 2026Genuine Parts Company reaffirmed earnings guidance for the year ending December 31, 2026. For the period, the company reaffirmed total sales growth of 3% to 5.5%, Diluted earnings per share $6.10 to $6.60.ナラティブ更新 • Apr 20GPC: Planned Business Separation Will Surface Constructively Asymmetric Upside PotentialThe 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.ナラティブ更新 • Apr 05GPC: Planned Business Separation Will Unlock Constructively Asymmetric SetupThe 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.お知らせ • Mar 31Genuine Parts Company to Report Q1, 2026 Results on Apr 21, 2026Genuine Parts Company announced that they will report Q1, 2026 results on Apr 21, 2026ナラティブ更新 • Mar 22GPC: Planned Business Separation And Industrial Strength Will Drive Constructively Asymmetric SetupThe 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.お知らせ • Mar 20Genuine Parts Company Announces Resignation of Naveen Krishna as Executive Vice President, Chief Information & Digital OfficerOn March 18, 2026, Naveen Krishna, the Executive Vice President, Chief Information & Digital Officer of Genuine Parts Company (the “Company”), notified the Company of his intent to resign from the Company to pursue other opportunities. Mr. Krishna will step down as an executive officer of the Company, effective April 1, 2026, but will remain an employee of the Company until May 5, 2026 to assist with an orderly transition of his responsibilities. The Company does not intend to appoint a successor at this time, and all responsibilities associated with Mr. Krishna’s role will be reallocated to other individuals within the Company. Mr. Krishna will not receive any severance benefits in connection with his voluntary departure from the Company.ナラティブ更新 • Mar 08GPC: Planned Business Separation Will Support Constructively Asymmetric Risk RewardNarrative 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.お知らせ • Mar 02Genuine Parts Company, Annual General Meeting, Apr 27, 2026Genuine Parts Company, Annual General Meeting, Apr 27, 2026.Declared Dividend • Feb 19Fourth quarter dividend increased to US$1.06Dividend of US$1.06 is 3.2% higher than last year. Ex-date: 6th March 2026 Payment date: 2nd April 2026 Dividend yield will be 3.5%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 8x earnings) nor is it covered by cash flows (139% cash payout ratio). The dividend has increased by an average of 5.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 865% to bring the payout ratio under control. EPS is expected to grow by 105% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • Feb 18Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$0.47 (down from US$6.49 in FY 2024). Revenue: US$24.3b (up 3.5% from FY 2024). Net income: US$65.9m (down 93% from FY 2024). Profit margin: 0.3% (down from 3.8% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 93%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Retail Distributors industry in the US. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.お知らせ • Feb 17+ 1 more updateGenuine Parts Company Increases Quarterly Cash Dividend for 2026, Payable on April 2, 2026Genuine Parts Company approved a 3.2% increase to its regular quarterly cash dividend for 2026. This increased the cash dividend payable to an annual rate of $4.25 per share from $4.12 per share in 2025. The quarterly cash dividend of $1.0625 per share is payable April 2, 2026 to shareholders of record March 6, 2026. The company has paid a cash dividend every year since going public in 1948, and 2026 marks the 70th consecutive year of increased dividends paid to shareholders.新しいナラティブ • Feb 13Supply Chain Modernization And Cost Savings Will Support A Stronger Long Term OutlookCatalysts 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?ナラティブ更新 • Feb 07GPC: Improving Segments And Neutral Rating Will Support Balanced Risk RewardAnalysts 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.お知らせ • Jan 27Genuine Parts Company to Report Q4, 2025 Results on Feb 17, 2026Genuine Parts Company announced that they will report Q4, 2025 results on Feb 17, 2026ナラティブ更新 • Jan 22GPC: Improving Segments And Neutral Stance Will Support Balanced Risk ProfileAnalysts 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.お知らせ • Jan 15Genuine Parts Company Announces Board ChangesGenuine Parts Company announced that Paul D. Donahue, Non-Executive Chairman, plans to retire from the Board of Directors at the company's 2026 annual meeting of shareholders. The company also announced that its Board of Directors has appointed Will Stengel, currently the company's President and Chief Executive Officer, to the additional role of Chairman of the Board of Directors. Upon Mr. Donahue's retirement, Mr. Stengel will assume the combined position of Chairman and Chief Executive Officer. Mr. Stengel has served as a member of the Board of Directors and as the company's President and Chief Executive Officer since June 2024. Mr. Stengel previously served as President of GPC from January 2021 to January 2023 and as Executive Vice President and Chief Transformation Officer from November 2019 to January 2021. The combined roles of Chairman and Chief Executive Officer promote unified leadership and direction for the company and leverage Mr. Stengel's extensive operational and strategic expertise.ナラティブ更新 • Jan 07GPC: Industrial Coiled Spring And Balanced Risk Profile Will Drive UpsideNarrative 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.分析記事 • Dec 30Returns On Capital At Genuine Parts (NYSE:GPC) Have Hit The BrakesFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...New Risk • Dec 21New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$944k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Minor Risks Dividend is not well covered by cash flows (429% cash payout ratio). Significant insider selling over the past 3 months (US$944k sold).ナラティブ更新 • Dec 20GPC: Industrial Upswing Will Drive Earnings Leverage And Improve Risk Reward ProfileAnalysts 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.ナラティブ更新 • Dec 06GPC: Industrial Rebound Will Drive Upside Amid Potential Auto Unit SpinoffAnalysts 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.ナラティブ更新 • Nov 22GPC: Industrial Recovery Will Strengthen Upside Ahead Of Auto Business Spinoff DecisionAnalysts 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.Declared Dividend • Nov 20Third quarter dividend of US$1.03 announcedShareholders will receive a dividend of US$1.03. Ex-date: 5th December 2025 Payment date: 5th January 2026 Dividend yield will be 3.3%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (70% earnings payout ratio) but not covered by cash flows (429% cash payout ratio). The dividend has increased by an average of 5.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Nov 18Genuine Parts Company Declares Regular Quarterly Cash Dividend, Payable on January 5, 2026Genuine Parts Company announced its Board of Directors declared a regular quarterly cash dividend of $1.03 per share on the company's common stock. The dividend is payable on January 5, 2026 to shareholders of record on December 5, 2025.ナラティブ更新 • Nov 07GPC: Industrial Leverage Set To Drive Bullish Momentum Ahead Of Breakup DecisionAnalysts 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.ナラティブ更新 • Oct 23Industrial Segment Gains And Possible Spinoff Will Redefine Business DirectionAnalysts 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.Reported Earnings • Oct 21Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: US$1.63 (down from US$1.63 in 3Q 2024). Revenue: US$6.26b (up 4.9% from 3Q 2024). Net income: US$226.2m (flat on 3Q 2024). Profit margin: 3.6% (down from 3.8% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Retail Distributors industry in the US. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 8% per year.お知らせ • Oct 21Genuine Parts Company Revises Financial Guidance for the Full Year Ending December 31, 2025Genuine Parts Company revised financial guidance for the full year ending December 31, 2025. For the year ending December 31, 2025, the company expects total sales growth of 3% to 4% compared to previous guidance of 1% to 3%, automotive sales growth of 4% to 5% compared to previous guidance of 1.5% to 3.5%, and industrial sales growth of 2% to 3% compared to previous guidance of 1% to 3%. The company expected diluted earnings per share of $6.55 to $6.80 compared to previous guidance of $6.55 to $7.05.Board Change • Oct 01High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Matt Carey was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.分析記事 • Sep 30Genuine Parts Company's (NYSE:GPC) Popularity With Investors Is ClearWith a price-to-earnings (or "P/E") ratio of 23.9x Genuine Parts Company ( NYSE:GPC ) may be sending bearish signals at...お知らせ • Sep 30Genuine Parts Company to Report Q3, 2025 Results on Oct 21, 2025Genuine Parts Company announced that they will report Q3, 2025 results Pre-Market on Oct 21, 2025ナラティブ更新 • Sep 17Digital Investments And Global Expansion Will Reshape Auto Parts DistributionGenuine 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.お知らせ • Sep 04Genuine Parts Company Announces Board Changes, Effective September 4, 2025Genuine Parts Company announced the following changes to its Board of Directors as part of its ongoing refreshment program: Appointments, effective September 4, 2025, of Courtney Carruthers, who previously served as President and CEO of TricorBraun, a B2B global packaging distributor, following various executive leadership roles at Grainger; and Matt Carey, who previously served as EVP, Customer Experience and Chief Information Officer at The Home Depot following technology leadership roles at eBay and Walmart, as independent directors to the Board. Robert ("Robin") Charles Loudermilk, Jr. and John R. Holder, who served on the Board since 2010 and 2011, respectively, will retire from the Board on September 4, 2025. GPC's board refreshment efforts over the past year have reduced the size of the board and strategically added financial, industry and operational expertise to replace six retiring directors. Court Carruthers is a seasoned global executive and board leader with over 30 years of experience driving growth, transformation and operational excellence in industrial distribution and service businesses. He is the Vice Chair and former President and CEO of TricorBraun, a privately-held global packaging distributor. Mr. Carruthers previously served as Group President at Grainger, where he led a $9 billionAmericas business spanning 15,000 team members across nine countries and oversaw the company's global eCommerce platform. Mr. Carruthers currently serves on the boards of Ryerson, a global distributor and processor of industrial metals, and ExperiGreen Lawn Care. He previously served as a board member at US Foods and Foundation Building Materials. Mr. Carruthers holds a Bachelor of Commerce from University of Alberta in Edmonton, Canada; an MBA from Queen's University in Kingston, Canada, a DBA from Pepperdine University in California; and is a Chartered Professional Accountant (Canada).Matt Carey served as the Executive Vice President of Customer Experience of The Home Depot Inc., a leading home improvement retailer, from 2022 until 2025, and previously served as Executive Vice President and Chief Information Officer of The Home Depot since 2008. Prior to The Home Depot, Mr. Carey served as the Senior Vice President and Chief Technology Officer at eBay Inc. He also held various positions with Wal-Mart Stores Inc., with his final role as Senior Vice President and Chief Technology Officer. Mr. Carey has significant cybersecurity expertise through his current and prior positions as the chief technology officer of large retail companies. He also brings a strong understanding of artificial intelligence and emerging technologies and their impact on the customer's experience. He currently serves as a board member at Chipotle and previously served as a director of Geeknet Inc. and TransUnion Corp.Mr. Carey received an Associate of Applied Science from Oklahoma State University-Okmulgee.Upcoming Dividend • Aug 29Upcoming dividend of US$1.03 per shareEligible shareholders must have bought the stock before 05 September 2025. Payment date: 02 October 2025. Payout ratio is a comfortable 70% but the company is paying out more than the cash it is generating. Trailing yield: 3.0%. Lower than top quartile of American dividend payers (4.4%). Higher than average of industry peers (2.7%).分析記事 • Aug 20We Think Genuine Parts (NYSE:GPC) Is Taking Some Risk With Its DebtNYSE:GPC 1 Year Share Price vs Fair Value Explore Genuine Parts's Fair Values from the Community and select yours The...Declared Dividend • Aug 15Second quarter dividend of US$1.03 announcedShareholders will receive a dividend of US$1.03. Ex-date: 5th September 2025 Payment date: 2nd October 2025 Dividend yield will be 3.0%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (70% earnings payout ratio) but not covered by cash flows (228% cash payout ratio). The dividend has increased by an average of 6.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 46% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Aug 13Genuine Parts Company Declares Regular Quarterly Cash Dividend, Payable on October 2, 2025Genuine Parts Company announced its Board of Directors declared a regular quarterly cash dividend of one dollar and three cents ($1.03) per share on the company's common stock. The dividend is payable on October 2, 2025 to shareholders of record on September 5, 2025.Reported Earnings • Jul 22Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: US$1.83 (down from US$2.12 in 2Q 2024). Revenue: US$6.16b (up 3.4% from 2Q 2024). Net income: US$254.9m (down 14% from 2Q 2024). Profit margin: 4.1% (down from 5.0% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.4%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Retail Distributors industry in the US. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.お知らせ • Jul 22Genuine Parts Company Revises Earnings Guidance for the Year Ending December 31, 2025Genuine Parts Company provided earnings guidance for the year ending December 31, 2025. The company expects total sales growth of 1% to 3% against 2% to 4% previously guided and Diluted earnings per share $6.55 to $7.05 against $6.95 to $7.45 previously guided.分析記事 • Jul 17Is Genuine Parts Company (NYSE:GPC) Trading At A 46% Discount?Key Insights Using the 2 Stage Free Cash Flow to Equity, Genuine Parts fair value estimate is US$229 Genuine Parts...お知らせ • Jul 02Genuine Parts Company to Report Q2, 2025 Results on Jul 22, 2025Genuine Parts Company announced that they will report Q2, 2025 results on Jul 22, 2025お知らせ • Jun 10Genuine Parts Company Announces Executive ChangesGenuine Parts Company announced Randy Breaux's decision to retire as Group President, GPC North America at the end of 2025. Alain Masse is promoted from President, UAP Inc., GPC's Canadian automotive business, to the newly created role of President, North America Automotive, effective August 2025. Mr. Breaux will serve in an advisory role until his retirement to assist in an orderly and seamless transition. Mr. Masse joined GPC in 2011 as Executive Vice President, Heavy Vehicle Parts Division at UAP Inc. and was promoted two years later to Executive Vice President, NAPA. In 2015, he was named President of UAP. With over 14 years of progressive experience at GPC, Mr. Masse is a highly motivated leader with a deep understanding of the automotive aftermarket industry and NAPA business model. In the new role, Mr. Masse will oversee the automotive businesses across North America. He will report to Will Stengel, President and Chief Executive Officer.Upcoming Dividend • May 30Upcoming dividend of US$1.03 per shareEligible shareholders must have bought the stock before 06 June 2025. Payment date: 02 July 2025. Payout ratio is a comfortable 66% but the company is paying out more than the cash it is generating. Trailing yield: 3.3%. Lower than top quartile of American dividend payers (4.8%). Higher than average of industry peers (2.8%).Declared Dividend • May 01First quarter dividend of US$1.03 announcedShareholders will receive a dividend of US$1.03. Ex-date: 6th June 2025 Payment date: 2nd July 2025 Dividend yield will be 3.5%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (66% earnings payout ratio) but not covered by cash flows (178% cash payout ratio). The dividend has increased by an average of 6.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 42% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Apr 29+ 1 more updateGenuine Parts Company Announces Board ChangesGenuine Parts Company announced that its shareholders elected Ms. Laurie Schupmann as a new director of the company. Additionally, Messrs. Gary Fayard and Johnny Johns and Mses. Betsy Camp and Wendy Needham have each reached the mandatory retirement age for board members and have stepped down from their roles as directors. Prior to her retirement in 2023, Ms. Schupmann spent nearly 40 years with PwC, an audit and assurance, consulting and tax advisory firm, serving in various leadership roles of increasing responsibility, including as a Global Client Partner from October 1995 to June 2023.お知らせ • Apr 23Genuine Parts Company Reaffirms Earnings Guidance for the Full Year 2025Genuine Parts Company reaffirmed earnings guidance for the full year 2025. For the year, the company expects total sales growth of 2% to 4% and diluted earnings per share of $6.95 to $7.45.Reported Earnings • Apr 23First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: EPS: US$1.40 (down from US$1.79 in 1Q 2024). Revenue: US$5.87b (up 1.4% from 1Q 2024). Net income: US$194.4m (down 22% from 1Q 2024). Profit margin: 3.3% (down from 4.3% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.8%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Retail Distributors industry in the US. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 5% per year.Seeking Alpha • Apr 18Genuine Parts: Potential Winners For Tariff Protection, Buy ConfirmedSummary 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 Alphaお知らせ • Apr 01Genuine Parts Company to Report Q1, 2025 Results on Apr 22, 2025Genuine Parts Company announced that they will report Q1, 2025 results on Apr 22, 2025Declared Dividend • Feb 20Fourth quarter dividend increased to US$1.03Dividend of US$1.03 is 3.0% higher than last year. Ex-date: 7th March 2025 Payment date: 2nd April 2025 Dividend yield will be 3.3%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (62% earnings payout ratio) and cash flows (84% cash payout ratio). The dividend has increased by an average of 6.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 40% over the next 3 years, which should provide support to the dividend and adequate earnings cover.New Risk • Feb 19New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks High level of debt (87% net debt to equity). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.8% net profit margin).お知らせ • Feb 19Genuine Parts Company announces Quarterly dividend, payable on April 02, 2025Genuine Parts Company announced Quarterly dividend of USD 1.0300 per share payable on April 02, 2025, ex-date on March 07, 2025 and record date on March 07, 2025.New Risk • Feb 18New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.8% Last year net profit margin: 5.7% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (87% net debt to equity). Profit margins are more than 30% lower than last year (3.8% net profit margin).Reported Earnings • Feb 18Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: US$6.49 (down from US$9.38 in FY 2023). Revenue: US$23.5b (up 1.7% from FY 2023). Net income: US$904.1m (down 31% from FY 2023). Profit margin: 3.8% (down from 5.7% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Retail Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has fallen by 1% per year.Seeking Alpha • Feb 18Genuine Parts Company: Unappreciated Dividend AristocratSummary 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 Alphaお知らせ • Feb 17Genuine Parts Company, Annual General Meeting, Apr 28, 2025Genuine Parts Company, Annual General Meeting, Apr 28, 2025.お知らせ • Jan 28Genuine Parts Company to Report Fiscal Year 2024 Results on Feb 18, 2025Genuine Parts Company announced that they will report fiscal year 2024 results on Feb 18, 2025Seeking Alpha • Dec 15Genuine Parts: It's ComplicatedSummary 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 AlphaDeclared Dividend • Nov 22Third quarter dividend of US$1.00 announcedShareholders will receive a dividend of US$1.00. Ex-date: 6th December 2024 Payment date: 2nd January 2025 Dividend yield will be 3.2%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (51% earnings payout ratio) and cash flows (62% cash payout ratio). The dividend has increased by an average of 5.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Nov 20Genuine Parts Company Declares Regular Quarterly Dividend, Payable on January 2, 2025Genuine Parts Company announced its Board of Directors declared a regular quarterly cash dividend of $1.00 per share on the company's common stock. The dividend is payable on January 2, 2025 to shareholders of record on December 6, 2024.お知らせ • Nov 08Private Equity Reportedly Kicking the Tyres of QuestasPrivate equity firms are understood to be the players most interested in buying the $400 million industrial business Questas Group Pty Ltd, with the sale process likely to be wrapped up by Christmas. DataRoom reported last month that the business was on offer by owner Allegro Funds (Allegro Funds Pty Ltd) through investment bank UBS, with expectations it might sell for about $400 million. Some industry experts believed that one of the most likely trade buyers to take a look would be Genuine Parts Company (NYSE:GPC) (GPC), which operates in similar areas to Questas. Another is the company Applied Industrial Technologies, Inc. (NYSE:AIT). But the understanding is that mid-sized private equity firms will dominate the competition.Valuation Update With 7 Day Price Move • Oct 29Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$118, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 11x in the Retail Distributors industry in the US. Total loss to shareholders of 2.9% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$225 per share.Major Estimate Revision • Oct 29Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from US$8.76 to US$7.57 per share. Revenue forecast steady at US$23.4b. Net income forecast to grow 7.4% next year vs 12% growth forecast for Retail Distributors industry in the US. Consensus price target down from US$155 to US$133. Share price fell 17% to US$118 over the past week.Price Target Changed • Oct 24Price target decreased by 11% to US$138Down from US$154, the current price target is an average from 11 analysts. New target price is 18% above last closing price of US$116. Stock is down 9.5% over the past year. The company is forecast to post earnings per share of US$7.50 for next year compared to US$9.38 last year.Seeking Alpha • Oct 23Genuine Parts Company: A Buy Opportunity Following The Recent DropSummary 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 AlphaReported Earnings • Oct 22Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: US$1.63 (down from US$2.50 in 3Q 2023). Revenue: US$5.97b (up 2.5% from 3Q 2023). Net income: US$226.6m (down 36% from 3Q 2023). Profit margin: 3.8% (down from 6.0% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 33%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Retail Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Oct 22Genuine Parts Company Revises Earnings Guidance for the Year Ending December 31, 2024Genuine Parts Company revised earnings guidance for the Year Ending December 31, 2024. For the period, the company now expects Total sales growth of 1% to 2% as compared to 1% to 3% expected previously and Diluted earnings per share of $6.60 to $6.80 as compared to $8.55 to $8.75 expected previously.お知らせ • Oct 01Genuine Parts Company to Report Q3, 2024 Results on Oct 22, 2024Genuine Parts Company announced that they will report Q3, 2024 results on Oct 22, 2024決済の安定と成長配当データの取得安定した配当: GPCの1株当たり配当金は過去10年間安定しています。増加する配当: GPCの配当金は過去10年間にわたって増加しています。配当利回り対市場Genuine Parts 配当利回り対市場GPC 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (GPC)3.4%市場下位25% (US)1.4%市場トップ25% (US)4.2%業界平均 (Retail Distributors)3.4%アナリスト予想 (GPC) (最長3年)3.8%注目すべき配当: GPCの配当金 ( 3.44% ) はUS市場の配当金支払者の下位 25% ( 1.36% ) よりも高くなっています。高配当: GPCの配当金 ( 3.44% ) はUS市場の配当金支払者の上位 25% ( 4.16% ) と比較すると低いです。株主への利益配当収益カバレッジ: GPCは高い 配当性向 ( 958.2% ) のため、配当金の支払いは利益によって十分にカバーされていません。株主配当金キャッシュフローカバレッジ: GPCは高い 現金配当性向 ( 106.7% ) のため、配当金の支払いはキャッシュフローで十分にカバーされていません。高配当企業の発掘7D1Y7D1Y7D1YUS 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/13 07:02終値2026/07/13 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Genuine Parts Company 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。20 アナリスト機関Deborah CiervoArgus Research CompanyElizabeth SuzukiBofA Global ResearchChristopher DankertD.A. Davidson & Co.17 その他のアナリストを表示
Upcoming Dividend • May 29Upcoming dividend of US$1.06 per shareEligible shareholders must have bought the stock before 05 June 2026. Payment date: 02 July 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.3%. Within top quartile of American dividend payers (4.2%). Higher than average of industry peers (3.9%).
Declared Dividend • May 01First quarter dividend of US$1.06 announcedShareholders will receive a dividend of US$1.06. Ex-date: 5th June 2026 Payment date: 2nd July 2026 Dividend yield will be 4.0%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 9x earnings) nor is it covered by cash flows (107% cash payout ratio). The dividend has increased by an average of 5.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 965% to bring the payout ratio under control. EPS is expected to grow by 170% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
お知らせ • Apr 29Genuine Parts Company Declares Regular Quarterly Cash Dividend, Payable on July 2, 2026Genuine Parts Company announced its Board of Directors declared a regular quarterly cash dividend of $1.0625 per share on the company's common stock. The dividend is payable on July 2, 2026 to shareholders of record on June 5, 2026.
Declared Dividend • Feb 19Fourth quarter dividend increased to US$1.06Dividend of US$1.06 is 3.2% higher than last year. Ex-date: 6th March 2026 Payment date: 2nd April 2026 Dividend yield will be 3.5%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 8x earnings) nor is it covered by cash flows (139% cash payout ratio). The dividend has increased by an average of 5.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 865% to bring the payout ratio under control. EPS is expected to grow by 105% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
お知らせ • Feb 17+ 1 more updateGenuine Parts Company Increases Quarterly Cash Dividend for 2026, Payable on April 2, 2026Genuine Parts Company approved a 3.2% increase to its regular quarterly cash dividend for 2026. This increased the cash dividend payable to an annual rate of $4.25 per share from $4.12 per share in 2025. The quarterly cash dividend of $1.0625 per share is payable April 2, 2026 to shareholders of record March 6, 2026. The company has paid a cash dividend every year since going public in 1948, and 2026 marks the 70th consecutive year of increased dividends paid to shareholders.
Declared Dividend • Nov 20Third quarter dividend of US$1.03 announcedShareholders will receive a dividend of US$1.03. Ex-date: 5th December 2025 Payment date: 5th January 2026 Dividend yield will be 3.3%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (70% earnings payout ratio) but not covered by cash flows (429% cash payout ratio). The dividend has increased by an average of 5.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
ライブニュース • Jul 04O’Reilly Makes Reported $10b Bid for Genuine Parts Auto BusinessO’Reilly Automotive has reportedly made a cash offer for Genuine Parts’ auto parts division, valuing the unit at about US$10b and potentially marking O’Reilly’s largest acquisition since 2008. The bid comes after Genuine Parts began exploring a separation of its auto parts business earlier this year, introducing the possibility that the unit could be sold outright rather than spun off. Genuine Parts’ stock recently traded at US$132.57, with a 1-day return of 12.9%, highlighting how sensitive the share price currently is to deal headlines. This reported offer puts a clearer price marker on Genuine Parts’ auto unit and raises questions about whether management and shareholders prefer a sale to O’Reilly or a standalone listing. It also introduces execution, integration and regulatory risks if a transaction moves forward.
お知らせ • Jul 02Genuine Parts Company to Report Q2, 2026 Results on Jul 21, 2026Genuine Parts Company announced that they will report Q2, 2026 results Pre-Market on Jul 21, 2026
ナラティブ更新 • Jul 02GPC: Spin-Off And Cost Cuts Are Expected To Unlock ValueAnalysts 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 01Genuine Parts: Deconsolidation Further Increases The RiskSummary 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 Alpha
お知らせ • Jun 29+ 1 more updateGenuine Parts Company(NYSE:GPC) dropped from Russell 1000 Value-Defensive IndexGenuine Parts Company(NYSE:GPC) dropped from Russell 1000 Value-Defensive Index
ライブニュース • Jun 22Genuine Parts to Separate Automotive and Industrial Segments into Two Public Companies by 2027Genuine Parts plans to split its Global Automotive and Global Industrial segments into two separate publicly traded companies, targeting completion in Q1 2027 following pressure from activist investor Elliott. Management says the break-up is intended to sharpen operational focus, support more targeted investment, and appeal to different investor bases. Some shareholders flag risks around separation costs, potential dis-synergies and uncertainty over future dividend policy. Genuine Parts shares trade at US$108.70, with the stock down 12.3% year to date. The planned separation marks a fundamental change to how Genuine Parts is structured and financed. The key questions now center on how management allocates capital between the two businesses, the final terms of the spin-off, and whether each new company can support the dividend profile that many shareholders currently look to GPC for.
分析記事 • Jun 20Genuine Parts (GPC) Stock Could Be 19% Undervalued After Breakup PlanWhy 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...
ナラティブ更新 • Jun 18GPC: Planned Business Split And 2026 Guidance Will Unlock Upside PotentialAnalysts 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.
ライブニュース • Jun 12Genuine Parts to Split Businesses Raising Questions on Value and Future DividendsGenuine Parts plans to split into two independent publicly traded companies: Global Automotive and Global Industrial, with completion targeted for Q1 2027. The separation follows pressure from activist investor Elliott, which argued that a breakup could help surface hidden value by appealing to different investor groups. Investors are weighing potential re-rating benefits against concerns over separation costs, dis-synergies and uncertainty around the future dividend policy. The key question now is whether the value potential that Elliott sees from having pure-play automotive and industrial businesses will offset the extra expenses and operational friction that can come with running two separate companies. If you own or are tracking GPC for its dividend profile, the lack of clarity on how payouts will look post-split is an important risk to keep in focus as more details emerge.
ナラティブ更新 • Jun 03GPC: Reaffirmed 2026 Guidance Will Surface Asymmetric Upside PotentialNarrative 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.
Upcoming Dividend • May 29Upcoming dividend of US$1.06 per shareEligible shareholders must have bought the stock before 05 June 2026. Payment date: 02 July 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.3%. Within top quartile of American dividend payers (4.2%). Higher than average of industry peers (3.9%).
ナラティブ更新 • May 05GPC: Planned Separation And Dividend Record Will Surface Asymmetric Upside PotentialThe 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.
Declared Dividend • May 01First quarter dividend of US$1.06 announcedShareholders will receive a dividend of US$1.06. Ex-date: 5th June 2026 Payment date: 2nd July 2026 Dividend yield will be 4.0%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 9x earnings) nor is it covered by cash flows (107% cash payout ratio). The dividend has increased by an average of 5.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 965% to bring the payout ratio under control. EPS is expected to grow by 170% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
お知らせ • Apr 29Genuine Parts Company Declares Regular Quarterly Cash Dividend, Payable on July 2, 2026Genuine Parts Company announced its Board of Directors declared a regular quarterly cash dividend of $1.0625 per share on the company's common stock. The dividend is payable on July 2, 2026 to shareholders of record on June 5, 2026.
Reported Earnings • Apr 22First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: US$1.37 (down from US$1.40 in 1Q 2025). Revenue: US$6.26b (up 6.8% from 1Q 2025). Net income: US$188.5m (down 3.0% from 1Q 2025). Profit margin: 3.0% (down from 3.3% in 1Q 2025). Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Retail Distributors industry in the US. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 22Genuine Parts Company Reaffirms Earnings Guidance for the Year Ending December 31, 2026Genuine Parts Company reaffirmed earnings guidance for the year ending December 31, 2026. For the period, the company reaffirmed total sales growth of 3% to 5.5%, Diluted earnings per share $6.10 to $6.60.
ナラティブ更新 • Apr 20GPC: Planned Business Separation Will Surface Constructively Asymmetric Upside PotentialThe 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.
ナラティブ更新 • Apr 05GPC: Planned Business Separation Will Unlock Constructively Asymmetric SetupThe 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.
お知らせ • Mar 31Genuine Parts Company to Report Q1, 2026 Results on Apr 21, 2026Genuine Parts Company announced that they will report Q1, 2026 results on Apr 21, 2026
ナラティブ更新 • Mar 22GPC: Planned Business Separation And Industrial Strength Will Drive Constructively Asymmetric SetupThe 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.
お知らせ • Mar 20Genuine Parts Company Announces Resignation of Naveen Krishna as Executive Vice President, Chief Information & Digital OfficerOn March 18, 2026, Naveen Krishna, the Executive Vice President, Chief Information & Digital Officer of Genuine Parts Company (the “Company”), notified the Company of his intent to resign from the Company to pursue other opportunities. Mr. Krishna will step down as an executive officer of the Company, effective April 1, 2026, but will remain an employee of the Company until May 5, 2026 to assist with an orderly transition of his responsibilities. The Company does not intend to appoint a successor at this time, and all responsibilities associated with Mr. Krishna’s role will be reallocated to other individuals within the Company. Mr. Krishna will not receive any severance benefits in connection with his voluntary departure from the Company.
ナラティブ更新 • Mar 08GPC: Planned Business Separation Will Support Constructively Asymmetric Risk RewardNarrative 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.
お知らせ • Mar 02Genuine Parts Company, Annual General Meeting, Apr 27, 2026Genuine Parts Company, Annual General Meeting, Apr 27, 2026.
Declared Dividend • Feb 19Fourth quarter dividend increased to US$1.06Dividend of US$1.06 is 3.2% higher than last year. Ex-date: 6th March 2026 Payment date: 2nd April 2026 Dividend yield will be 3.5%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 8x earnings) nor is it covered by cash flows (139% cash payout ratio). The dividend has increased by an average of 5.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 865% to bring the payout ratio under control. EPS is expected to grow by 105% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • Feb 18Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$0.47 (down from US$6.49 in FY 2024). Revenue: US$24.3b (up 3.5% from FY 2024). Net income: US$65.9m (down 93% from FY 2024). Profit margin: 0.3% (down from 3.8% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 93%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Retail Distributors industry in the US. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 17+ 1 more updateGenuine Parts Company Increases Quarterly Cash Dividend for 2026, Payable on April 2, 2026Genuine Parts Company approved a 3.2% increase to its regular quarterly cash dividend for 2026. This increased the cash dividend payable to an annual rate of $4.25 per share from $4.12 per share in 2025. The quarterly cash dividend of $1.0625 per share is payable April 2, 2026 to shareholders of record March 6, 2026. The company has paid a cash dividend every year since going public in 1948, and 2026 marks the 70th consecutive year of increased dividends paid to shareholders.
新しいナラティブ • Feb 13Supply Chain Modernization And Cost Savings Will Support A Stronger Long Term OutlookCatalysts 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?
ナラティブ更新 • Feb 07GPC: Improving Segments And Neutral Rating Will Support Balanced Risk RewardAnalysts 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.
お知らせ • Jan 27Genuine Parts Company to Report Q4, 2025 Results on Feb 17, 2026Genuine Parts Company announced that they will report Q4, 2025 results on Feb 17, 2026
ナラティブ更新 • Jan 22GPC: Improving Segments And Neutral Stance Will Support Balanced Risk ProfileAnalysts 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.
お知らせ • Jan 15Genuine Parts Company Announces Board ChangesGenuine Parts Company announced that Paul D. Donahue, Non-Executive Chairman, plans to retire from the Board of Directors at the company's 2026 annual meeting of shareholders. The company also announced that its Board of Directors has appointed Will Stengel, currently the company's President and Chief Executive Officer, to the additional role of Chairman of the Board of Directors. Upon Mr. Donahue's retirement, Mr. Stengel will assume the combined position of Chairman and Chief Executive Officer. Mr. Stengel has served as a member of the Board of Directors and as the company's President and Chief Executive Officer since June 2024. Mr. Stengel previously served as President of GPC from January 2021 to January 2023 and as Executive Vice President and Chief Transformation Officer from November 2019 to January 2021. The combined roles of Chairman and Chief Executive Officer promote unified leadership and direction for the company and leverage Mr. Stengel's extensive operational and strategic expertise.
ナラティブ更新 • Jan 07GPC: Industrial Coiled Spring And Balanced Risk Profile Will Drive UpsideNarrative 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.
分析記事 • Dec 30Returns On Capital At Genuine Parts (NYSE:GPC) Have Hit The BrakesFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
New Risk • Dec 21New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$944k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Minor Risks Dividend is not well covered by cash flows (429% cash payout ratio). Significant insider selling over the past 3 months (US$944k sold).
ナラティブ更新 • Dec 20GPC: Industrial Upswing Will Drive Earnings Leverage And Improve Risk Reward ProfileAnalysts 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.
ナラティブ更新 • Dec 06GPC: Industrial Rebound Will Drive Upside Amid Potential Auto Unit SpinoffAnalysts 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.
ナラティブ更新 • Nov 22GPC: Industrial Recovery Will Strengthen Upside Ahead Of Auto Business Spinoff DecisionAnalysts 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.
Declared Dividend • Nov 20Third quarter dividend of US$1.03 announcedShareholders will receive a dividend of US$1.03. Ex-date: 5th December 2025 Payment date: 5th January 2026 Dividend yield will be 3.3%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (70% earnings payout ratio) but not covered by cash flows (429% cash payout ratio). The dividend has increased by an average of 5.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 51% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 18Genuine Parts Company Declares Regular Quarterly Cash Dividend, Payable on January 5, 2026Genuine Parts Company announced its Board of Directors declared a regular quarterly cash dividend of $1.03 per share on the company's common stock. The dividend is payable on January 5, 2026 to shareholders of record on December 5, 2025.
ナラティブ更新 • Nov 07GPC: Industrial Leverage Set To Drive Bullish Momentum Ahead Of Breakup DecisionAnalysts 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.
ナラティブ更新 • Oct 23Industrial Segment Gains And Possible Spinoff Will Redefine Business DirectionAnalysts 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.
Reported Earnings • Oct 21Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: US$1.63 (down from US$1.63 in 3Q 2024). Revenue: US$6.26b (up 4.9% from 3Q 2024). Net income: US$226.2m (flat on 3Q 2024). Profit margin: 3.6% (down from 3.8% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Retail Distributors industry in the US. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 8% per year.
お知らせ • Oct 21Genuine Parts Company Revises Financial Guidance for the Full Year Ending December 31, 2025Genuine Parts Company revised financial guidance for the full year ending December 31, 2025. For the year ending December 31, 2025, the company expects total sales growth of 3% to 4% compared to previous guidance of 1% to 3%, automotive sales growth of 4% to 5% compared to previous guidance of 1.5% to 3.5%, and industrial sales growth of 2% to 3% compared to previous guidance of 1% to 3%. The company expected diluted earnings per share of $6.55 to $6.80 compared to previous guidance of $6.55 to $7.05.
Board Change • Oct 01High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Matt Carey was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
分析記事 • Sep 30Genuine Parts Company's (NYSE:GPC) Popularity With Investors Is ClearWith a price-to-earnings (or "P/E") ratio of 23.9x Genuine Parts Company ( NYSE:GPC ) may be sending bearish signals at...
お知らせ • Sep 30Genuine Parts Company to Report Q3, 2025 Results on Oct 21, 2025Genuine Parts Company announced that they will report Q3, 2025 results Pre-Market on Oct 21, 2025
ナラティブ更新 • Sep 17Digital Investments And Global Expansion Will Reshape Auto Parts DistributionGenuine 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.
お知らせ • Sep 04Genuine Parts Company Announces Board Changes, Effective September 4, 2025Genuine Parts Company announced the following changes to its Board of Directors as part of its ongoing refreshment program: Appointments, effective September 4, 2025, of Courtney Carruthers, who previously served as President and CEO of TricorBraun, a B2B global packaging distributor, following various executive leadership roles at Grainger; and Matt Carey, who previously served as EVP, Customer Experience and Chief Information Officer at The Home Depot following technology leadership roles at eBay and Walmart, as independent directors to the Board. Robert ("Robin") Charles Loudermilk, Jr. and John R. Holder, who served on the Board since 2010 and 2011, respectively, will retire from the Board on September 4, 2025. GPC's board refreshment efforts over the past year have reduced the size of the board and strategically added financial, industry and operational expertise to replace six retiring directors. Court Carruthers is a seasoned global executive and board leader with over 30 years of experience driving growth, transformation and operational excellence in industrial distribution and service businesses. He is the Vice Chair and former President and CEO of TricorBraun, a privately-held global packaging distributor. Mr. Carruthers previously served as Group President at Grainger, where he led a $9 billionAmericas business spanning 15,000 team members across nine countries and oversaw the company's global eCommerce platform. Mr. Carruthers currently serves on the boards of Ryerson, a global distributor and processor of industrial metals, and ExperiGreen Lawn Care. He previously served as a board member at US Foods and Foundation Building Materials. Mr. Carruthers holds a Bachelor of Commerce from University of Alberta in Edmonton, Canada; an MBA from Queen's University in Kingston, Canada, a DBA from Pepperdine University in California; and is a Chartered Professional Accountant (Canada).Matt Carey served as the Executive Vice President of Customer Experience of The Home Depot Inc., a leading home improvement retailer, from 2022 until 2025, and previously served as Executive Vice President and Chief Information Officer of The Home Depot since 2008. Prior to The Home Depot, Mr. Carey served as the Senior Vice President and Chief Technology Officer at eBay Inc. He also held various positions with Wal-Mart Stores Inc., with his final role as Senior Vice President and Chief Technology Officer. Mr. Carey has significant cybersecurity expertise through his current and prior positions as the chief technology officer of large retail companies. He also brings a strong understanding of artificial intelligence and emerging technologies and their impact on the customer's experience. He currently serves as a board member at Chipotle and previously served as a director of Geeknet Inc. and TransUnion Corp.Mr. Carey received an Associate of Applied Science from Oklahoma State University-Okmulgee.
Upcoming Dividend • Aug 29Upcoming dividend of US$1.03 per shareEligible shareholders must have bought the stock before 05 September 2025. Payment date: 02 October 2025. Payout ratio is a comfortable 70% but the company is paying out more than the cash it is generating. Trailing yield: 3.0%. Lower than top quartile of American dividend payers (4.4%). Higher than average of industry peers (2.7%).
分析記事 • Aug 20We Think Genuine Parts (NYSE:GPC) Is Taking Some Risk With Its DebtNYSE:GPC 1 Year Share Price vs Fair Value Explore Genuine Parts's Fair Values from the Community and select yours The...
Declared Dividend • Aug 15Second quarter dividend of US$1.03 announcedShareholders will receive a dividend of US$1.03. Ex-date: 5th September 2025 Payment date: 2nd October 2025 Dividend yield will be 3.0%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (70% earnings payout ratio) but not covered by cash flows (228% cash payout ratio). The dividend has increased by an average of 6.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 46% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 13Genuine Parts Company Declares Regular Quarterly Cash Dividend, Payable on October 2, 2025Genuine Parts Company announced its Board of Directors declared a regular quarterly cash dividend of one dollar and three cents ($1.03) per share on the company's common stock. The dividend is payable on October 2, 2025 to shareholders of record on September 5, 2025.
Reported Earnings • Jul 22Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: US$1.83 (down from US$2.12 in 2Q 2024). Revenue: US$6.16b (up 3.4% from 2Q 2024). Net income: US$254.9m (down 14% from 2Q 2024). Profit margin: 4.1% (down from 5.0% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.4%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Retail Distributors industry in the US. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 22Genuine Parts Company Revises Earnings Guidance for the Year Ending December 31, 2025Genuine Parts Company provided earnings guidance for the year ending December 31, 2025. The company expects total sales growth of 1% to 3% against 2% to 4% previously guided and Diluted earnings per share $6.55 to $7.05 against $6.95 to $7.45 previously guided.
分析記事 • Jul 17Is Genuine Parts Company (NYSE:GPC) Trading At A 46% Discount?Key Insights Using the 2 Stage Free Cash Flow to Equity, Genuine Parts fair value estimate is US$229 Genuine Parts...
お知らせ • Jul 02Genuine Parts Company to Report Q2, 2025 Results on Jul 22, 2025Genuine Parts Company announced that they will report Q2, 2025 results on Jul 22, 2025
お知らせ • Jun 10Genuine Parts Company Announces Executive ChangesGenuine Parts Company announced Randy Breaux's decision to retire as Group President, GPC North America at the end of 2025. Alain Masse is promoted from President, UAP Inc., GPC's Canadian automotive business, to the newly created role of President, North America Automotive, effective August 2025. Mr. Breaux will serve in an advisory role until his retirement to assist in an orderly and seamless transition. Mr. Masse joined GPC in 2011 as Executive Vice President, Heavy Vehicle Parts Division at UAP Inc. and was promoted two years later to Executive Vice President, NAPA. In 2015, he was named President of UAP. With over 14 years of progressive experience at GPC, Mr. Masse is a highly motivated leader with a deep understanding of the automotive aftermarket industry and NAPA business model. In the new role, Mr. Masse will oversee the automotive businesses across North America. He will report to Will Stengel, President and Chief Executive Officer.
Upcoming Dividend • May 30Upcoming dividend of US$1.03 per shareEligible shareholders must have bought the stock before 06 June 2025. Payment date: 02 July 2025. Payout ratio is a comfortable 66% but the company is paying out more than the cash it is generating. Trailing yield: 3.3%. Lower than top quartile of American dividend payers (4.8%). Higher than average of industry peers (2.8%).
Declared Dividend • May 01First quarter dividend of US$1.03 announcedShareholders will receive a dividend of US$1.03. Ex-date: 6th June 2025 Payment date: 2nd July 2025 Dividend yield will be 3.5%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (66% earnings payout ratio) but not covered by cash flows (178% cash payout ratio). The dividend has increased by an average of 6.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 42% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Apr 29+ 1 more updateGenuine Parts Company Announces Board ChangesGenuine Parts Company announced that its shareholders elected Ms. Laurie Schupmann as a new director of the company. Additionally, Messrs. Gary Fayard and Johnny Johns and Mses. Betsy Camp and Wendy Needham have each reached the mandatory retirement age for board members and have stepped down from their roles as directors. Prior to her retirement in 2023, Ms. Schupmann spent nearly 40 years with PwC, an audit and assurance, consulting and tax advisory firm, serving in various leadership roles of increasing responsibility, including as a Global Client Partner from October 1995 to June 2023.
お知らせ • Apr 23Genuine Parts Company Reaffirms Earnings Guidance for the Full Year 2025Genuine Parts Company reaffirmed earnings guidance for the full year 2025. For the year, the company expects total sales growth of 2% to 4% and diluted earnings per share of $6.95 to $7.45.
Reported Earnings • Apr 23First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: EPS: US$1.40 (down from US$1.79 in 1Q 2024). Revenue: US$5.87b (up 1.4% from 1Q 2024). Net income: US$194.4m (down 22% from 1Q 2024). Profit margin: 3.3% (down from 4.3% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 9.8%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Retail Distributors industry in the US. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 5% per year.
Seeking Alpha • Apr 18Genuine Parts: Potential Winners For Tariff Protection, Buy ConfirmedSummary 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 Alpha
お知らせ • Apr 01Genuine Parts Company to Report Q1, 2025 Results on Apr 22, 2025Genuine Parts Company announced that they will report Q1, 2025 results on Apr 22, 2025
Declared Dividend • Feb 20Fourth quarter dividend increased to US$1.03Dividend of US$1.03 is 3.0% higher than last year. Ex-date: 7th March 2025 Payment date: 2nd April 2025 Dividend yield will be 3.3%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (62% earnings payout ratio) and cash flows (84% cash payout ratio). The dividend has increased by an average of 6.0% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 40% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
New Risk • Feb 19New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks High level of debt (87% net debt to equity). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.8% net profit margin).
お知らせ • Feb 19Genuine Parts Company announces Quarterly dividend, payable on April 02, 2025Genuine Parts Company announced Quarterly dividend of USD 1.0300 per share payable on April 02, 2025, ex-date on March 07, 2025 and record date on March 07, 2025.
New Risk • Feb 18New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.8% Last year net profit margin: 5.7% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (87% net debt to equity). Profit margins are more than 30% lower than last year (3.8% net profit margin).
Reported Earnings • Feb 18Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: US$6.49 (down from US$9.38 in FY 2023). Revenue: US$23.5b (up 1.7% from FY 2023). Net income: US$904.1m (down 31% from FY 2023). Profit margin: 3.8% (down from 5.7% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Retail Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has fallen by 1% per year.
Seeking Alpha • Feb 18Genuine Parts Company: Unappreciated Dividend AristocratSummary 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 Alpha
お知らせ • Feb 17Genuine Parts Company, Annual General Meeting, Apr 28, 2025Genuine Parts Company, Annual General Meeting, Apr 28, 2025.
お知らせ • Jan 28Genuine Parts Company to Report Fiscal Year 2024 Results on Feb 18, 2025Genuine Parts Company announced that they will report fiscal year 2024 results on Feb 18, 2025
Seeking Alpha • Dec 15Genuine Parts: It's ComplicatedSummary 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 Alpha
Declared Dividend • Nov 22Third quarter dividend of US$1.00 announcedShareholders will receive a dividend of US$1.00. Ex-date: 6th December 2024 Payment date: 2nd January 2025 Dividend yield will be 3.2%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (51% earnings payout ratio) and cash flows (62% cash payout ratio). The dividend has increased by an average of 5.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 20Genuine Parts Company Declares Regular Quarterly Dividend, Payable on January 2, 2025Genuine Parts Company announced its Board of Directors declared a regular quarterly cash dividend of $1.00 per share on the company's common stock. The dividend is payable on January 2, 2025 to shareholders of record on December 6, 2024.
お知らせ • Nov 08Private Equity Reportedly Kicking the Tyres of QuestasPrivate equity firms are understood to be the players most interested in buying the $400 million industrial business Questas Group Pty Ltd, with the sale process likely to be wrapped up by Christmas. DataRoom reported last month that the business was on offer by owner Allegro Funds (Allegro Funds Pty Ltd) through investment bank UBS, with expectations it might sell for about $400 million. Some industry experts believed that one of the most likely trade buyers to take a look would be Genuine Parts Company (NYSE:GPC) (GPC), which operates in similar areas to Questas. Another is the company Applied Industrial Technologies, Inc. (NYSE:AIT). But the understanding is that mid-sized private equity firms will dominate the competition.
Valuation Update With 7 Day Price Move • Oct 29Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$118, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 11x in the Retail Distributors industry in the US. Total loss to shareholders of 2.9% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$225 per share.
Major Estimate Revision • Oct 29Consensus EPS estimates fall by 14%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from US$8.76 to US$7.57 per share. Revenue forecast steady at US$23.4b. Net income forecast to grow 7.4% next year vs 12% growth forecast for Retail Distributors industry in the US. Consensus price target down from US$155 to US$133. Share price fell 17% to US$118 over the past week.
Price Target Changed • Oct 24Price target decreased by 11% to US$138Down from US$154, the current price target is an average from 11 analysts. New target price is 18% above last closing price of US$116. Stock is down 9.5% over the past year. The company is forecast to post earnings per share of US$7.50 for next year compared to US$9.38 last year.
Seeking Alpha • Oct 23Genuine Parts Company: A Buy Opportunity Following The Recent DropSummary 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 Alpha
Reported Earnings • Oct 22Third quarter 2024 earnings: EPS misses analyst expectationsThird quarter 2024 results: EPS: US$1.63 (down from US$2.50 in 3Q 2023). Revenue: US$5.97b (up 2.5% from 3Q 2023). Net income: US$226.6m (down 36% from 3Q 2023). Profit margin: 3.8% (down from 6.0% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 33%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Retail Distributors industry in the US. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Oct 22Genuine Parts Company Revises Earnings Guidance for the Year Ending December 31, 2024Genuine Parts Company revised earnings guidance for the Year Ending December 31, 2024. For the period, the company now expects Total sales growth of 1% to 2% as compared to 1% to 3% expected previously and Diluted earnings per share of $6.60 to $6.80 as compared to $8.55 to $8.75 expected previously.
お知らせ • Oct 01Genuine Parts Company to Report Q3, 2024 Results on Oct 22, 2024Genuine Parts Company announced that they will report Q3, 2024 results on Oct 22, 2024
