Raymond James Upgrades Genuine Parts Company on Value Unlocking Potential
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 days ago
0mins
Source: CNBC
- Rating Upgrade: Raymond James has upgraded Genuine Parts Company from market perform to strong buy, reflecting the analyst's confidence in the company's potential for value unlocking, with a price target of $145 indicating about a 25% upside.
- Strategic Separation: GPC is undergoing a strategic transformation by separating its automotive (NAPA) and industrial (Motion Industries) segments, expected to be completed by Q1 2027, which will enhance operational independence and overall company value.
- Market Performance Analysis: Despite GPC shares declining approximately 20% since the fourth-quarter earnings report, the analyst believes the current risk-reward ratio is attractive, with the stock trading well below its implied fair value, indicating a compelling investment opportunity.
- Future Outlook: The analyst notes that while weak automotive demand may pressure near-term sentiment, the scheduled investor days for both segments in the second half of 2026 are expected to help improve valuations and further realize the company's value as the separation completion approaches.
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Analyst Views on GPC
Wall Street analysts forecast GPC stock price to rise
4 Analyst Rating
3 Buy
1 Hold
0 Sell
Strong Buy
Current: 116.860
Low
146.00
Averages
148.67
High
150.00
Current: 116.860
Low
146.00
Averages
148.67
High
150.00
About GPC
Genuine Parts Company is a global service provider of automotive and industrial replacement parts and value-added solutions. The Company’s segments include Automotive Parts Group (Automotive) and Industrial Parts Group (Industrial). The Automotive segment distributes replacement parts (other than collision parts) for all makes and models of automobiles, trucks, and other vehicles in North America, Europe and Australasia. Its main automotive customers are repair and maintenance shops, and its main industrial customers are businesses operating distribution, manufacturing and production equipment. The Industrial segment distributes a wide variety of industrial bearings, mechanical and fluid power transmission equipment, including hydraulic and pneumatic products, material handling components and related parts and supplies. Its industrial business offers replacement parts and solutions to maintenance, repair and operation (MRO) customers and original equipment manufacturer (OEM) customers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Live Webcast and Replay: The presentation will be webcast live on the company's investor relations website, with a replay available post-event, aimed at enhancing transparency and improving investor understanding of the company's strategy, thereby reinforcing market confidence.
- Company Background: Established in 1928, Genuine Parts Company is a leading global service provider of automotive and industrial replacement parts and value-added solutions, operating across North America, Europe, and Australasia, demonstrating strong market coverage capabilities.
- Global Business Network: The company boasts over 10,800 locations across 17 countries and employs more than 65,000 teammates, creating a vast global service network that ensures efficient customer demand fulfillment and drives sustained business growth.
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