Genuine Parts Company (GPC) is a Fortune 200 global distributor of automotive and industrial replacement parts, headquartered in Atlanta, Georgia. Founded in 1928, the company has grown into a multinational enterprise operating in over countries and is currently valued at a market cap of $16.9 billion.

This auto parts distributor’s shares have massively underperformed the broader market over the past 52 weeks. GPC has declined 15.2% over this time frame, while the broader S&P 500 Index ($SPX) has soared 10.1%. Nonetheless, the stock is up 8.7% on a YTD basis, outpacing SPX’s marginal dip during the same time frame.

Zooming in further, GPC has lagged behind the Consumer Discretionary Select Sector SPDR Fund’s (XLY) 20.3% return over the past 52 weeks but has outpaced XLY’s 5.3% decline on a YTD basis.

Despite industry concerns over tariffs, Genuine Parts reported solid first-quarter 2025 results that pleased investors, sending the stock up nearly 3%. Revenue rose 1.4% year over year to $5.87 billion, driven primarily by acquisitions, though comparable sales dipped 0.8%. Adjusted net income came in at $243 million ($1.75 per share), down from $311 million last year, but still above analyst expectations. 

The company reaffirmed its full-year guidance, projecting 2% to 4% sales growth and adjusted earnings of $7.75 to $8.25 per share.

For the current fiscal year, ending in December, analysts expect Genuine Parts’ EPS to decline 4.3% year over year to $7.81. The company’s earnings surprise history is mixed. It topped the Wall Street estimates in two of the last four quarters, while missing on two other occasions. 

Among the 11 analysts covering the stock, the consensus rating is a “Moderate Buy” which is based on five “Strong Buy,” five “Hold,” and one “Strong Sell” ratings. 

The current consensus is more bullish than one month ago, when four analysts had suggested “Strong Buy” for the stock.

On April 23, Truist Securities raised its price target on Genuine Parts Company from $133 to $137 and reaffirmed a “Buy” rating, citing a slightly better-than-expected Q1 performance. 

The mean price target of $131.38 represents a 3.5% upside from GPC’s current price levels, while the Street-high price target of $155 suggests an upside potential of 22.2%.