Q1 EPS Estimates for Genuine Parts Cut by Zacks Research

Genuine Parts Company (NYSE:GPC) – Stock analysts at Zacks Research dropped their Q1 2026 EPS estimates for shares of Genuine Parts in a research note issued on Monday, March 2nd. Zacks Research analyst Team now forecasts that the specialty retailer will post earnings per share of $1.83 for the quarter, down from their prior estimate 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 released its earnings results on Tuesday, February 17th. The specialty retailer reported $1.55 earnings per share for the quarter, missing the consensus estimate of $1.79 by ($0.24). Genuine Parts had a net margin of 0.27% and a return on equity of 22.28%. The firm had revenue of $6.01 billion during the quarter, compared to analysts’ expectations of $6.06 billion. During the same quarter last year, the business earned $1.61 EPS. The business’s revenue was up 4.1% compared to the same quarter last year. Genuine Parts has set its FY 2026 guidance at 7.500-8.000 EPS.

Several other analysts have also commented on the stock. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Genuine Parts in a research report on Monday, December 29th. UBS Group lowered their target price on Genuine Parts from $150.00 to $135.00 and set a “neutral” rating for the company in a report on Wednesday, February 18th. The Goldman Sachs Group raised Genuine Parts from a “sell” rating to a “neutral” rating and upped their price objective for the stock from $130.00 to $142.00 in a research report on Thursday, November 13th. Truist Financial set a $127.00 price objective on Genuine Parts and gave the stock a “hold” rating in a research report on Wednesday, February 18th. Finally, Evercore set a $160.00 target price on shares of Genuine Parts in a report on Friday, February 20th. Two research analysts have rated the stock with a Strong Buy rating, three have assigned a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Genuine Parts presently has an average rating of “Moderate Buy” and an average target price of $145.57.

Genuine Parts Stock Down 1.9%

Shares of GPC opened at $116.30 on Tuesday. The company has a quick ratio of 0.46, a current ratio of 1.08 and a debt-to-equity ratio of 0.79. The stock has a fifty day simple moving average of $131.62 and a two-hundred day simple moving average of $132.48. Genuine Parts has a 52-week low of $104.01 and a 52-week high of $151.57. The company has a market capitalization of $16.18 billion, a PE ratio of 252.83 and a beta of 0.75.

Genuine Parts Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 2nd. Shareholders of record on Friday, March 6th will be issued a $1.0625 dividend. This represents a $4.25 annualized dividend and a dividend 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 payout ratio is currently 895.65%.

Hedge Funds Weigh In On Genuine Parts

A number of institutional investors have recently modified their holdings of the company. Vanguard Group Inc. raised its position in shares of Genuine Parts by 0.3% during the third quarter. Vanguard Group Inc. now owns 17,365,970 shares of the specialty retailer’s stock worth $2,406,923,000 after purchasing an additional 56,792 shares during the period. Dana Investment Advisors Inc. boosted its stake in Genuine Parts by 15.8% in the 3rd quarter. Dana Investment Advisors Inc. now owns 84,427 shares of the specialty retailer’s stock worth $11,702,000 after purchasing an additional 11,539 shares during the period. Envestnet Asset Management Inc. boosted its position in shares of Genuine Parts by 4.1% in the third quarter. Envestnet Asset Management Inc. now owns 549,830 shares of the specialty retailer’s stock worth $76,206,000 after buying an additional 21,820 shares during the period. Synergy Asset Management LLC boosted its position in shares of Genuine Parts by 272.7% in the third quarter. Synergy Asset Management LLC now owns 108,028 shares of the specialty retailer’s stock worth $14,706,000 after buying an additional 79,044 shares during the period. Finally, Assetmark Inc. grew its holdings in shares of Genuine Parts by 33.0% during the third quarter. Assetmark Inc. now owns 65,158 shares of the specialty retailer’s stock valued at $9,031,000 after buying an additional 16,156 shares in the last quarter. Institutional investors and hedge funds own 78.83% of the company’s stock.

Key Stories Impacting Genuine Parts

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

• Positive Sentiment: Company corporate actions could help investor confidence — coverage is highlighting GPC’s proposed NAPA–Motion split and a dividend hike that may reshape the investment narrative and boost shareholder returns over time. Did Genuine Parts’ NAPA–Motion Split and Dividend Hike Just Recast GPC’s Investment Narrative?
• Neutral Sentiment: Zacks provided a longer‑run FY2028 projection of $9.78 EPS, signaling expected recovery/earnings growth out several years, but that distant forecast has limited impact on near‑term sentiment. MarketBeat GPC profile (Zacks coverage)
• Negative Sentiment: Analyst cuts to near‑term earnings — Zacks Research lowered multiple quarterly and fiscal 2026–2027 EPS estimates (example: Q1 2026 to $1.83 from $1.97; FY2026 to $7.98 from $8.42; FY2027 to $8.61 from $9.17). Those downward revisions signal weaker near‑term profit expectations and are the primary driver of today’s selling pressure. MarketBeat GPC profile (Zacks coverage)
• Negative Sentiment: Recent quarterly results disappointed — GPC reported $1.55 EPS for the latest quarter (miss vs. consensus) and set FY2026 guidance at $7.50–8.00, which left analysts trimming forecasts and investors worried about near‑term margin/volume trends. MarketBeat GPC profile (earnings summary)

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.