Genuine Parts CompanyNYSE: GPC
Consumer Discretionary · Distributors
$104.69
-2.37%
Vol: 1.3M
Research Digest
Friday, May 1, 2026
Plans separation into two public companies in Q1 2027; Q1 2026 revenue $6.27B; dividend of $1.0625
Genuine Parts announced plans to separate automotive and industrial businesses into two independent public companies by Q1 2027. Q1 2026 revenues of $6.27B faced headwinds from restructuring costs. Board declared quarterly dividend of $1.0625 per share (April 28). Raymond James upgraded stock ahead of planned separation. Analyst sentiment mixed with price target of $124. Current stock price $105.41 with 3.9% dividend yield; 52-week range $96.08-$151.57. Separation expected to unlock value by allowing each business to optimize capital allocation and strategy independently.
Previous Market Intelligence
13 daysApr 30Genuine Parts beats Q1 earnings but stock slides 2.8% as split plans and analyst downgrades offset upsideMixed▶
Genuine Parts reported Q1 2026 EPS of $1.77 vs $1.75 estimate and revenue of $6.26B vs $6.17B forecast. Sales grew 6.8% to $6.3B with adjusted EBITDA up 5%. The company confirmed strategic split into two independent entities by Q1 2027. Truist and UBS cut price targets to $124 and $125 respectively. Board declared quarterly dividend of $1.0625/share. Stock declined 2.83% despite beating estimates.
Apr 16Genuine Parts announced planned separation into two independent public companies (Automotive and Industrial)Positive▶
Genuine Parts Company announced its intention to separate into two independent publicly traded entities: Automotive Parts Group and Industrial Parts Group, targeting completion in Q1 2027 as a tax-free transaction. Q1 2026 earnings are scheduled for April 21 with estimated EPS of $1.82 and revenues of $6.19B. Raymond James upgraded to Strong Buy in February 2026, while Evercore ISI lowered price target to $160 from $175. Analyst consensus is Buy with a 12-month target of $145.67.
Apr 15Genuine Parts appoints new leadership structure following EVP resignation; Q1 earnings due April 21 ahead of planned 2027 separation.Neutral▶
Genuine Parts Company announced executive changes effective April 1, 2026, with Naveen Krishna resigning as EVP of Information & Digital Officer. Q1 2026 earnings scheduled for April 21, 2026 at 8:30 AM ET. GPC stock is up 2.12% in past 24 hours at $109.90. The company plans to split into two public entities (Global Automotive and Global Industrial) targeting Q1 2027 tax-free separation.
Apr 14GPC scheduled to report Q1 2026 earnings on April 21 with planned company split to tax-free separation in Q1 2027.Positive▶
Genuine Parts Company will release Q1 2026 financial results on April 21, 2026. Management is preparing for a major planned split into two separate public companies (Global Automotive and Global Industrial) targeting early 2027. Analysts rate the stock a moderate buy with average price target of $145.57.
Apr 13Genuine Parts announces Q1 2026 results on April 21 while company prepares for planned split into two public entities.Neutral▶
Genuine Parts is preparing for Q1 2026 earnings release on April 21, 2026. The company continues executing its strategic plan to separate into two independent public companies targeted for early 2027. Executive Vice President Naveen Krishna stepped down effective April 1, 2026.
Apr 10Genuine Parts will split into two companies by Q1 2027; 2026 guidance misses, but Raymond James upgraded to Strong Buy.Mixed▶
Genuine Parts announced plans to separate into two independent companies—Global Automotive and Global Industrial—by Q1 2027, following an Elliott Investment Management activist deal. 2026 EPS guidance of $7.50-$8.00 fell below analyst expectations of $8.44. Raymond James upgraded GPC to Strong Buy. Evercore ISI lowered price target to $160 from $175.
Apr 9Genuine Parts announces planned separation into two independent auto and industrial companiesPositive▶
Genuine Parts Company announced plan to separate into two publicly traded companies: Global Automotive (Auto Parts) and Global Industrial (Industrial Parts) by Q1 2027 as tax-free transaction. Paul Donahue retiring as Non-Executive Chairman; Will Stengel elevated to Chairman and CEO. Company announced 3% dividend increase marking 69 consecutive years of increases. Q1 2026 earnings due April 21. 2026 guidance calls for 3-5.5% sales growth and $6.10-$6.60 EPS. Raymond James upgraded GPC to Strong Buy from Market Perform. Stock at $107.15 with positive sentiment despite dividend pressure and strategic transition complexity.
Apr 8Genuine Parts Company Announces Planned Separation into Two Public Companies by Q1 2027Positive▶
Genuine Parts Company plans to separate into Global Automotive and Global Industrial independent publicly traded companies by first quarter 2027. Raymond James upgraded to Strong Buy from Market Perform on February 24. Net sales reached $24.3B in 2025, up 3.5%; gross profit was $8.941B, up 4.9%. Company completed over 50 strategic acquisitions in 2025.
Apr 7No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 6Genuine Parts to separate automotive and industrial businesses by Q1 2027.Positive▶
GPC announced major separation into Global Automotive and Global Industrial as two independent public companies, targeted Q1 2027 completion. FY 2025 revenue $24.30B (+3.46%) but earnings down 92.71%. Upgraded to Strong Buy from Market Perform at Raymond James. EVP/CIO Naveen Krishna resigned March 18.
Apr 3Genuine Parts executive vice president Naveen Krishna resigns effective April 1, 2026; Q1 2026 earnings scheduled for April 21.Neutral▶
Genuine Parts Company announced that EVP and Chief Information & Digital Officer Naveen Krishna will step down effective April 1, 2026. The company will not appoint a successor, reallocating responsibilities. GPC plans to release Q1 2026 financial results on April 21. The company is proceeding with its planned separation into two public entities.
Apr 2Genuine Parts plans separation into Global Automotive and Global Industrial companies; targets Q1 2027 completion.Mixed▶
Genuine Parts announced major restructuring: planned tax-free separation into two independent public companies targeting Q1 2027. Q1 2026 earnings due April 21. Recent EPS $1.55 missed consensus $1.79; revenue $6.01B below estimates. Raymond James upgraded to Strong Buy on Feb 24. Evercore ISI cut PT to $160 (from $175). CIO Naveen Krishna resigned March 18. Dividend sustainability questioned due to high FCF payout ratio amid separation stress.
Apr 1Genuine Parts announces plan to separate into two independent public companies with split targeted for Q1 2027.Mixed▶
Genuine Parts announced separation into two independent companies: Global Automotive and Global Industrial, targeting Q1 2027 completion. EVP and CIO Naveen Krishna resignation effective April 1, 2026. Raymond James upgraded to Strong Buy on February 24.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| GPCGENUINE | $104.69 | -2.37% | +2.0% | 12.8x | 0.77 | $14.9B |
| POOLPOOL | $207.90 | -2.54% | +4.2% | 17.7x | 1.26 | $7.8B |
| AMZNAMAZON.COM | $268.12 | +1.15% | +24.6% | 27.1x | 1.38 | $2.85T |
| TSLATESLA | $390.70 | +2.38% | +8.2% | 150.5x | 1.92 | $1.43T |
| HDHOME | $324.45 | -1.32% | +0.7% | 20.2x | 1.08 | $327.5B |
| MCDMCDONALD | $287.01 | -2.24% | -5.2% | 20.4x | 0.53 | $208.7B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.