Genuine Parts Co (GPC)

Sep 24, 2026

Andra AP fonden significantly reduced its stake in O'Reilly Automotive, Inc. by 74.7% in the second quarter, selling 129,100 shares. Despite this, O'Reilly Automotive reported strong Q2 revenue of $4.89 billion, an 8.1% year-over-year increase, and met analyst EPS expectations of $0.86. The company maintains a "Moderate Buy" consensus rating from analysts with an average price target of $107.24, even with recent target price reductions and insider sales.

Sep 23, 2026

Analysts have given Genuine Parts Company (NYSE:GPC) an average recommendation of "Moderate Buy," with an average 12-month price target of $147.86. The company recently reported strong quarterly results, exceeding EPS and revenue expectations, and announced a quarterly dividend of $1.0625. Institutional investors collectively hold 78.83% of the stock.

Sep 22, 2026

Nykredit A/S recently acquired a new stake of 40,859 shares in Genuine Parts Company (NYSE:GPC) worth approximately $4.82 million during the second quarter. Genuine Parts Company reported strong quarterly earnings, beating analyst estimates with an EPS of $2.15 and revenue of $6.54 billion, and reaffirmed its fiscal 2026 EPS guidance. The company also declared a quarterly dividend of $1.0625 per share, leading to an annualized dividend of $4.25 and a 3.4% yield.

Sep 22, 2026

Genuine Parts Company (GPC) is rated Buy due to strong growth prospects in both its Automotive and Industrial segments. The company has significant self-help opportunities through NAPA's independent store network and benefits from broad industrial recovery in its Motion business. The planned separation of Automotive and Industrial businesses in Q1 2027 is expected to unlock valuation upside and enable more focused growth strategies.

Sep 19, 2026

Nykredit A/S has acquired a significant new stake in O'Reilly Automotive, Inc. (NASDAQ:ORLY), purchasing 369,634 shares valued at approximately $34 million. This move is part of broader institutional investment activity, with hedge funds and institutional investors owning about 85% of the company's stock. Despite some insider selling, O'Reilly Automotive reported strong quarterly revenues of $4.89 billion, up 8.1% year-over-year, and met earnings expectations, contributing to a "Moderate Buy" consensus rating from analysts.

Sep 18, 2026

Bank of America Corp DE has acquired a new stake of 1,704,292 shares in Genuine Parts Company (NYSE:GPC) during the second quarter, valued at approximately $201.07 million, representing 1.24% of the company's stock. Other institutional investors have also made recent adjustments to their holdings in GPC. Genuine Parts recently announced a quarterly dividend of $1.0625 per share, payable on October 2nd.

Sep 16, 2026

DA Davidson has reiterated its "Buy" rating for O'Reilly Automotive (ORLY), setting a price target of $106, which suggests a 24.47% upside. The consensus among 18 analysts is a "Moderate Buy" with an average target of $107.24. Despite favorable analyst sentiment, recent insider activity shows sales of 6,000 shares worth approximately $550,530 over the last 90 days.

Sep 16, 2026

Bank of America Corp DE has acquired a new position in O'Reilly Automotive, Inc. (NASDAQ:ORLY), purchasing over 7.8 million shares valued at approximately $721.7 million, representing about 0.97% of the company. This comes as other institutional investors have also adjusted their stakes, with institutional ownership now at 85%. O'Reilly Automotive recently reported quarterly revenue of $4.89 billion, an 8.1% year-over-year increase, and met analyst earnings expectations of $0.86 per share, though the stock opened down 2.4% near its 52-week low.