Zacks Research Predicts Lower Earnings for Genuine Parts

Genuine Parts Company (NYSE:GPC) – Zacks Research lowered their Q1 2026 earnings per share (EPS) estimates for Genuine Parts in a research report issued on Monday, March 2nd. Zacks Research analyst Team now expects that the specialty retailer will earn $1.83 per share for the quarter, down from their previous forecast of $1.97. The consensus estimate for Genuine Parts’ current full-year earnings is $7.90 per share. Zacks Research also issued estimates for Genuine Parts’ Q2 2026 earnings at $2.28 EPS, Q3 2026 earnings at $2.10 EPS, Q4 2026 earnings at $1.77 EPS, FY2026 earnings at $7.98 EPS, Q1 2027 earnings at $2.19 EPS, Q2 2027 earnings at $2.22 EPS, Q3 2027 earnings at $2.13 EPS, Q4 2027 earnings at $2.08 EPS, FY2027 earnings at $8.61 EPS and FY2028 earnings at $9.78 EPS.

Genuine Parts (NYSE:GPC) last posted its quarterly earnings data on Tuesday, February 17th. The specialty retailer reported $1.55 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.79 by ($0.24). The company had revenue of $6.01 billion for the quarter, compared to analyst estimates of $6.06 billion. Genuine Parts had a return on equity of 22.28% and a net margin of 0.27%.Genuine Parts’s quarterly revenue was up 4.1% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.61 EPS. Genuine Parts has set its FY 2026 guidance at 7.500-8.000 EPS.

Several other analysts have also recently commented on the company. The Goldman Sachs Group raised Genuine Parts from a “sell” rating to a “neutral” rating and raised their target price for the stock from $130.00 to $142.00 in a research report on Thursday, November 13th. Truist Financial set a $127.00 target price on Genuine Parts and gave the company a “hold” rating in a research note on Wednesday, February 18th. Evercore set a $160.00 price target on shares of Genuine Parts in a report on Friday, February 20th. Raymond James Financial raised Genuine Parts from a “market perform” rating to a “strong-buy” rating and set a $145.00 target price for the company in a research report on Tuesday, February 24th. Finally, UBS Group lowered their target price on Genuine Parts from $150.00 to $135.00 and set a “neutral” rating on the stock in a report on Wednesday, February 18th. Two analysts have rated the stock with a Strong Buy rating, three have issued a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $145.57.

Genuine Parts Trading Down 0.6%

Genuine Parts stock opened at $115.72 on Tuesday. Genuine Parts has a 52 week low of $104.01 and a 52 week high of $151.57. The company has a debt-to-equity ratio of 0.79, a quick ratio of 0.46 and a current ratio of 1.08. The firm has a market capitalization of $16.10 billion, a price-to-earnings ratio of 251.57 and a beta of 0.75. The company has a 50 day moving average price of $131.43 and a 200 day moving average price of $132.36.

Genuine Parts Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 2nd. Investors of record on Friday, March 6th will be given a $1.0625 dividend. This represents a $4.25 annualized dividend and a yield of 3.7%. This is a boost from Genuine Parts’s previous quarterly dividend of $1.03. The ex-dividend date of this dividend is Friday, March 6th. Genuine Parts’s dividend payout ratio (DPR) is currently 895.65%.

Institutional Investors Weigh In On Genuine Parts

Several large investors have recently modified their holdings of the stock. Community Bank N.A. acquired a new position in Genuine Parts during the third quarter worth $27,000. Strive Financial Group LLC acquired a new position in Genuine Parts in the fourth quarter valued at about $25,000. Olistico Wealth LLC acquired a new position in Genuine Parts in the fourth quarter valued at about $25,000. Peoples Financial Services CORP. acquired a new position in shares of Genuine Parts during the third quarter worth approximately $29,000. Finally, WPG Advisers LLC raised its position in shares of Genuine Parts by 213.0% during the fourth quarter. WPG Advisers LLC now owns 241 shares of the specialty retailer’s stock worth $30,000 after acquiring an additional 164 shares during the last quarter. 78.83% of the stock is currently owned by institutional investors.

Key Headlines Impacting Genuine Parts

Here are the key news stories impacting Genuine Parts this week:

• Positive Sentiment: NAPA–Motion split and dividend hike could reshape the investment thesis by clarifying strategy and returning capital to shareholders; this type of corporate action often reassures income-focused investors and can support valuation if execution is credible. Did Genuine Parts’ NAPA–Motion Split and Dividend Hike Just Recast GPC’s Investment Narrative?
• Neutral Sentiment: Zacks Research published multi-year forecasts (FY2026–FY2028) including an FY2028 EPS projection of $9.78 — a longer-term estimate that suggests analysts expect earnings recovery further out, but it does not offset near-term downgrades. Genuine Parts Company (GPC) – Free Report
• Negative Sentiment: Zacks Research cut multiple near-term quarterly and annual EPS forecasts (Q1–Q4 2026, FY2026 down to $7.98 from $8.42; FY2027 to $8.61 from $9.17, and several 2027 quarter cuts). Consolidated downward revisions signal weaker expected near-term profitability and are a primary driver of the stock’s decline today. Genuine Parts Company (GPC) – Free Report

About Genuine Parts

Genuine Parts Company (NYSE: GPC) is a global distributor of automotive replacement parts, industrial parts and business products with a history dating back to 1928. Headquartered in Atlanta, Georgia, the company operates a broad distribution network and retail presence serving repair shops, independent retailers, industrial customers and commercial accounts. Its business model centers on stocking and delivering a wide range of parts and supplies to support aftermarket and maintenance needs across multiple end markets.

Genuine Parts conducts its operations through several well-known operating groups and subsidiaries.