Core Insights - Genuine Parts and S&P Global are highlighted as potential investment opportunities due to their current undervaluation and strong dividend histories, despite recent market challenges [1] Genuine Parts (GPC) - Genuine Parts plans to split into two independent companies by Q1 2027, which is expected to unlock value and enhance long-term performance [1] - The stock is down approximately 4% year-to-date, with a consensus price target of $145.67 per share, indicating a potential upside of about 23% from its recent close near $118 [1] - Following a Q4 earnings miss, where adjusted EPS was $1.55 against estimates of $1.82, the stock dropped roughly 15% [1] - The company forecasts adjusted EPS of $7.50 to $8.00 for 2026, with expected sales growth of 3% to 5.5% [1] - Genuine Parts has maintained a 5% compounded annual growth rate (CAGR) in dividends over the past decade, indicating reliability as an income stock [1] S&P Global (SPGI) - S&P Global shares have declined about 20% year-to-date, with a consensus price target of $566 per share suggesting a potential upside of roughly 35% from its close near $417 [1] - The decline is attributed to fears of AI disruption in the software-as-a-service sector, impacting the company's earnings guidance for 2026 [1] - Despite these concerns, S&P Global's competitive advantages in credit ratings and major indices provide a strong foundation for resilience [1] - Analysts project a 12% CAGR for EPS over the next five years, alongside an 11% dividend CAGR over the last decade, indicating potential for recovery [1]

Market Analysis by covering: Vulcan Materials Company, Genuine Parts Co, PayPal Holdings Inc. Read 's Market Analysis on Investing.com ...

Some of the best opportunities hide in plain sight. These aren't (usually) the flashy startups or speculative turnaround plays. Instead, they're established, resilient businesses with decades-long track records of rewarding shareholders. I’m talking about the Dividend Aristocrats, an elite group of S&P 500 listed companies that have increased their dividends for at least 25 consecutive years. More News from Barchart And when companies from this list drift toward being oversold, trading near their recen ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 Or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 1-5690 GENUINE PARTS COMPANY (Exact name of registrant as specified in its charter) GA 58-0254510 (State or other jurisdiction of incorporation or ...

Market Analysis by covering: Genuine Parts Co. Read 's Market Analysis on Investing.com ...

Warehouse interior with stacked Genuine Parts Company boxes and NAPA Auto Parts branding, forklifts and industrial shelving in background. Key Points The strategic separation of Genuine Parts' automotive and industrial businesses allows the market to finally value the high-growth industrial segment at the premium multiple it deserves. Shareholders can rely on a consistent income stream from this Dividend King while waiting for the corporate breakup to fully materialize over the coming year. Management ...

Core Insights - Genuine Parts Company (GPC) reported fourth-quarter 2025 adjusted earnings of $1.55 per share, missing the Zacks Consensus Estimate of $1.79, and down from $1.61 per share in the same quarter last year [1][10] - The company announced plans to split into two independent publicly traded companies, expected to close in the first quarter of 2027 [3][10] Financial Performance - Net sales for the fourth quarter reached $6.01 billion, slightly below the Zacks Consensus Estimate of $6.04 billion, but grew 4.2% year over year [2][10] - Cash and cash equivalents were $477 million as of December 31, 2025, down from $480 million a year earlier, with long-term debt at $3.5 billion [8] - The quarterly dividend was raised by 3.2% to $1.0625 per common share, marking the 70th consecutive year of dividend increases [8] Segmental Performance - North America Automotive segment net sales were $2.33 billion, up 2.4% year over year, but missed estimates of $2.44 billion; EBITDA fell 14% to $129 million [5] - International Automotive segment net sales totaled $1.49 billion, up 6.4% year over year, surpassing estimates of $1.42 billion; EBITDA decreased 4.3% to $129 million [6] - Industrial Parts segment net sales rose 4.6% year over year to $2.2 billion, beating estimates of $2.18 billion; EBITDA grew 8.7% to $295 million [7] Guidance - For 2026, the company expects overall sales growth of 3-5.5%, with North America Automotive sales anticipated in the range of 3-5% and International Automotive sales growth expected at 3-6% [9][11] - Adjusted earnings per share for 2026 are projected to be between $7.50 and $8.00, with operating cash flow expected in the range of $1-$1.2 billion and free cash flow anticipated at $550-$700 million [11]

Core Viewpoint - Genuine Parts Company (NYSE: GPC) has announced plans to separate its automotive and industrial businesses into two distinct public companies, aiming to enhance their market positions and operational efficiencies [1]. Group 1: Company Developments - The announcement follows the release of the company's Q4 financial results, indicating a strategic shift to focus on core competencies within each sector [1]. - The separation is expected to create two industry-leading companies, potentially unlocking value for shareholders and improving management focus [1]. Group 2: Market Implications - This strategic move may attract interest from investors looking for specialized companies in the automotive and industrial sectors, as each entity will be better positioned to capitalize on market opportunities [1].

Valued at a market cap of $20.5 billion, Genuine Parts Company (GPC) distributes automotive and industrial replacement parts for hybrid and electric vehicles, trucks, SUVs, buses, motorcycles, farm equipment, and heavy-duty equipment. It is based in Atlanta, Georgia. This auto parts provider has lagged behind the broader market over the past 52 weeks. Shares of GPC have gained marginally over this time frame, while the broader S&P 500 Index ($SPX) has soared 11.9%. However, on a YTD basis, the stock is up ...

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: TD Cowen upgraded Medpace (MEDP) to Hold from Sell with a price target of $419, down from $462. The shares have re-rated from a peak multiple and now reflect fair value, the firm tells investors in a research note.Citizens upgraded Rush Street Interactive (RSI) to Outperform from Market Perform with a $24 price ta ...