Dearborn Partners LLC Has $27.65 Million Stock Position in Fastenal Company $FAST
Dearborn Partners LLC reduced its stake in Fastenal Company (NASDAQ:FAST) by 24.8% during the third quarter, holding 563,828 shares valued at $27.65 million. Fastenal reported quarterly EPS of $0.26, matching estimates, and revenue of $2.03 billion, an 11.1% year-over-year increase. The company also raised its quarterly dividend to $0.24, and analysts currently have a "Hold" rating with an average target price of $48.18.
Strategic Business Splits
Genuine Parts Company announced its plan to separate its Automotive Parts Group and Industrial Parts Group into two independent, publicly traded companies by the first quarter of 2027. This strategic move aims to create two focused industry leaders, Global Automotive (operating as NAPA) and Global Industrial (operating as Motion), each better positioned to cater to their specific markets efficiently. The split is expected to enable distinct capital strategies and faster market alignment for both entities.
Motion’s Outlook Lowered as 2Q Comp Sales Dip
Genuine Parts Company (GPC) reported modest second-quarter sales growth but lowered its 2025 outlook for both its Industrial Parts (Motion) and Automotive segments. This revision is primarily attributed to existing U.S. tariffs and anticipated market uncertainty in the second half of the year. Despite the lowered outlook, GPC emphasized its focus on strategic initiatives and cost restructuring to navigate challenging market conditions.
Genuine Parts’ Long-Term Growth Trajectory Looks Healthy Despite Soft Near-Term Demand
Genuine Parts (GPC) is expected to maintain a healthy long-term growth trajectory due to its strong presence in the global automotive distribution industry and its extensive network of over 9,800 affiliated stores. While near-term demand may be soft, the company benefits from its established distribution system, strong supplier relationships, and an aging vehicle fleet. However, the increasing adoption of electric vehicles could pose a long-term threat to its competitive standing.
W.W. Grainger (GWW) Gets Price Target Increase from JPMorgan Following Earnings Update
JPMorgan raised its price target for W.W. Grainger (GWW) to $1,165 from $1,100, maintaining a Neutral rating, after the company's Q4 2025 earnings update. CEO Donald Macpherson highlighted operating in a difficult macroeconomic environment, exiting the UK market, expanding supply chain capacity, and leveraging AI and machine learning to achieve financial goals and market share gains. Grainger also significantly expanded its product assortment in 2025.
GENUINE PARTS CO SEC 10-K Report
Genuine Parts Company (GPC) has released its 2025 Form 10-K report, revealing net sales of $24.3 billion and a significant 92.7% decrease in net income due to discrete charges. The company plans to separate into two independent, publicly traded companies—Global Automotive and Global Industrial—by Q1 2027 to sharpen focus and optimize operations, while continuing strategic acquisitions and managing various operational, geopolitical, and macroeconomic risks.
Ontario Teachers Pension Plan Board Trims Stake in O'Reilly Automotive, Inc. $ORLY
The Ontario Teachers Pension Plan Board significantly reduced its stake in O'Reilly Automotive, Inc. (NASDAQ:ORLY) by 74.9% during the third quarter, selling 32,268 shares and retaining 10,801 shares valued at $1,164,000. This divestment occurred amidst other institutional investors dramatically increasing their positions in ORLY. Meanwhile, Zacks Research issued downward EPS revisions for ORLY, though analysts maintain a "Moderate Buy" consensus rating with an average target price of $110.26.
Reflecting On Auto Parts Retailer Stocks' Q4 Earnings: Genuine Parts (NYSE:GPC)
This article reviews the Q4 earnings season for auto parts retailers, highlighting Genuine Parts (NYSE:GPC) as the weakest performer with a significant miss on EPS and EBITDA estimates, leading to an 18.6% stock decline. In contrast, Advance Auto Parts (NYSE:AAP) showed the strongest performance against analyst estimates, despite its stock also falling post-earnings. The piece also briefly discusses AutoZone (NYSE:AZO), Monro (NASDAQ:MNRO), and O'Reilly (NASDAQ:ORLY), detailing their Q4 results and market reactions.
BNP PARIBAS ASSET MANAGEMENT Holding S.A. Decreases Stake in Fastenal Company $FAST
BNP PARIBAS ASSET MANAGEMENT Holding S.A. reduced its stake in Fastenal Company (NASDAQ:FAST) by 31.8% in the third quarter, selling 81,658 shares and holding 175,402 shares valued at $8.21 million. Other institutional investors also adjusted their positions in Fastenal, with 81.38% of the stock owned by institutional investors and hedge funds. Fastenal reported earnings of $0.26 per share, matching consensus estimates, and increased its quarterly dividend to $0.24.
Unpacking Q4 Earnings: Monro (NASDAQ:MNRO) In The Context Of Other Auto Parts Retailer Stocks
This article analyzes the Q4 earnings season for auto parts retailers, focusing on Monro (NASDAQ:MNRO) and its peers. While the sector saw a general decline in stock prices post-earnings, Monro showed slower revenue growth but a significant stock price increase, outperforming its peers in market reaction despite some missing analyst estimates. The article also touches upon the performance of Advance Auto Parts, AutoZone, Genuine Parts, and O'Reilly.
King Luther Capital Management Corp Acquires 170,068 Shares of O'Reilly Automotive, Inc. $ORLY
King Luther Capital Management Corp increased its stake in O'Reilly Automotive, Inc. by 8.1% during the third quarter, purchasing 170,068 additional shares, bringing their total holdings to 2,276,855 shares valued at approximately $245.47 million. This makes O'Reilly Automotive the 23rd largest position in their portfolio. Despite strong institutional investment, two senior executives recently sold significant portions of their shares, reducing overall insider ownership to about 1.01%.
Auto Parts Retailer Stocks Q4 Earnings: Advance Auto Parts (NYSE:AAP) Best of the Bunch
Advance Auto Parts (NYSE:AAP) emerged as the top performer among auto parts retailers in Q4 earnings, surpassing analyst estimates for EPS and providing strong full-year EPS guidance. While other retailers like Monro also beat some estimates, AutoZone and Genuine Parts reported weaker results, missing various financial projections. Overall, the auto parts sector saw a slower Q4, with stock prices collectively declining despite some individual company successes.
Genuine Parts Issues FY 2026 Earnings Guidance
Genuine Parts Company (NYSE:GPC) has released its earnings guidance for fiscal year 2026, forecasting EPS between $7.50 and $8.00 and revenue of $25.0 billion to $25.6 billion. This guidance is below the current consensus EPS estimate of $8.41 but aligns with the revenue estimate. The outlook provides critical insight for investors into the company's expected performance and reflects broader trends in the automotive and industrial parts markets.
Stocks making big moves yesterday: Somnigroup, LKQ, Donnelley Financial Solutions, Xerox, and Norwegian Cruise Line
This article details the stock performance of five companies based on their activities on the previous trading day. Somnigroup and LKQ saw declines due to missed forecasts and competitor issues, respectively. Donnelley Financial Solutions, Xerox, and Norwegian Cruise Line experienced gains following strong earnings, a new joint venture with TPG, and activist investor interest, respectively.
Genuine Parts Company announces intention to separate automotive and industrial business
Genuine Parts Company (GPC) announced its plan to separate into two independent, publicly traded companies: Global Automotive and Global Industrial. This strategic move aims to sharpen customer alignment, increase operational clarity, and enhance financial flexibility for both segments. The separation is expected to be completed in the first quarter of 2027 and qualify as a tax-free transaction for U.S. federal tax purposes to GPC shareholders.
Here Are Wednesday’s Top Wall Street Analyst Research Calls: Cadence Design, Crox, Genuine Parts, Kratos Defense, Medtronic, Palantir, StubHub, Transocean, and More
This article summarizes top Wall Street analyst calls for Wednesday, February 18, 2026, including upgrades for Cadence Design, Magna International, Medpace Holdings, Palantir Technologies, and StubHub, and downgrades for Crocs, Genuine Parts Company, IHS Holding, Knife River Corp., and Transocean Ltd. It also lists initiations for CSW Industrials, Kratos Defense and Security Solutions, Medtronic Plc, Modine Manufacturing Company, and Nebius Group NV, alongside a brief market overview of equities, bonds, oil, gold, and cryptocurrencies.
Stocks making the biggest moves midday: General Mills, Southwest, Genuine Parts, Norwegian Cruise Line & more
General Mills tumbled after lowering its 2026 outlook, while Southwest Airlines surged following a UBS upgrade. Warner Bros. Discovery and Paramount Skydance rose after Netflix granted a waiver for deal talks. Other significant movers included Tripadvisor, Genuine Parts, Masimo, Norwegian Cruise Line Holdings, ZIM Integrated Shipping Services, Vulcan Materials, Labcorp, and Leidos, each reacting to company-specific news or analyst actions.
Motion to Become a Separate Company After 50 Years
Genuine Parts Company (GPC) announced its plan to spin off its MRO and industrial technology giant Motion into an independent, publicly traded company. This move follows an agreement with activist investor Elliott Investment Management, which argued GPC's share price undervalued its businesses. The split is expected to be completed in Q1 2027 and aims to create two focused market leaders better equipped to pursue specific strategies.
Genuine Parts to split divisions; posts quarterly loss
Genuine Parts Company plans to separate its automotive and industrial operations into two publicly listed companies, Global Automotive and Global Industrial, by early 2027. This strategic move aims to provide each business with dedicated leadership and increased financial flexibility. Concurrently, the company reported a fourth-quarter 2025 net loss of $609 million, primarily due to a one-off non-cash pension settlement expense.
Zacks.com featured highlights include Genuine Parts, Wheaton Precious Metals and FirstEnergy
Despite AI-linked market turbulence, Zacks.com highlights three sales growth stocks to consider: Genuine Parts Co. (GPC), Wheaton Precious Metals Corp. (WPM), and FirstEnergy Corp. (FE). These companies are recommended based on their strong sales growth, which is considered a more reliable indicator of a company's underlying momentum compared to earnings. GPC, WPM, and FE all hold a Zacks Rank #2, indicating strong buy recommendations.
NAPA parent Genuine Parts plans to split automotive and industrial businesses
Genuine Parts, the parent company of NAPA Auto Parts, announced its plan to split into two publicly traded companies: one for its automotive business and another for its industrial business. This separation aims to grant each unit greater strategic focus and capital flexibility, enabling them to pursue tailored growth strategies and enhance long-term performance. The automotive unit generated over $15 billion in 2025, while the industrial segment brought in approximately $9 billion.
Global Industrial Announces First Partnership With a Sports League
Global Industrial Company has announced its first partnership with a sports league, becoming the official industrial supplies partner of the Professional Women’s Hockey League (PWHL). This multi-year agreement will see Global Industrial provide branded supplies to ice crews at five PWHL franchises and is the first launched under the PWHL’s sponsorship sales agreement with Oak View Group. The partnership aims to support world-class competition and increase engagement with the league's growing fan base.
U.S. Indexes Moved Upward Tuesday; AeroVironment Climbed Highest
U.S. stock indexes saw upward movement on Tuesday, with the Dow, S&P 500, and Nasdaq all posting gains. AeroVironment (AVAV) was highlighted as the top climber among the listed companies. This indicates a positive day for the broader market.
Why LKQ (LKQ) Shares Are Falling Today
Shares of LKQ (NASDAQ:LKQ) fell 4.5% after its competitor, Genuine Parts Company (GPC), reported disappointing fourth-quarter financial results, raising concerns across the auto parts sector. GPC's weak performance, including a GAAP net loss and missed earnings estimates, negatively impacted peers like LKQ. This market reaction, while significant, is noted as not highly volatile for LKQ, which had previously experienced a more substantial 21% drop seven months ago due to its own disappointing Q2 2025 results and lowered full-year guidance.
Sixth Street Specialty Lending stock hits 52-week low at $18.57
Sixth Street Specialty Lending Inc. (TSLX) stock has fallen to a 52-week low of $18.57, marking a significant 19.05% decrease over the past year and 16.23% in the last six months, with its RSI indicating oversold conditions. Despite these declines, the company maintains a P/E ratio of 10.38 and a strong 10.35% dividend yield, having consistently paid dividends for 13 years. Analysts remain cautiously optimistic with price targets between $21 and $25, while the company recently surpassed Q4 2025 earnings and revenue expectations despite a lowered price target by Keefe, Bruyette & Woods due to depreciation affecting net asset value.
Blackstone Secured Lending Fund stock hits 52-week low at $24.14
Blackstone Secured Lending Fund (BXSL) stock has fallen to a 52-week low of $24.14, representing a 30.3% drop from its peak and a 1-year total return of -19.17%. Despite the downturn, the fund maintains a 12.5% dividend yield and a P/E ratio of 9.2. Analysts are closely watching its upcoming earnings report on February 25th for further insights.
Atlanta-based Fortune 500 company Genuine Parts plans to split in two
Genuine Parts Co., the Atlanta-based parent of NAPA Auto Parts, announced its plan to spin off its automotive and industrial parts divisions into two separate public companies. The company believes this split will create more agile businesses better positioned for growth and new investments, with tailored strategies for their respective customers and market needs. With a market value exceeding $20 billion, the split is expected to be completed by 2027, requiring shareholder approval.
NAPA Owner Genuine Parts Plans to Split Into Two Companies
Genuine Parts, the owner of NAPA auto-care centers, announced plans to separate its auto and industrial parts units into two independent public companies. This split is the result of a comprehensive review and aims to provide each business with greater flexibility and focus to drive growth in their respective markets. The move aligns with a broader trend of corporate breakups favored by investors seeking more streamlined and efficient business structures.
Genuine Parts: Q4 Earnings Snapshot
Genuine Parts Co. (GPC) reported a significant loss of $609.5 million in its fourth quarter, translating to $4.39 per share, missing Wall Street expectations. Adjusted earnings were $1.55 per share, below the average analyst estimate of $1.79. The company's revenue of $6.01 billion also fell short of forecasts, and it projects full-year earnings between $7.50 and $8 per share.
Genuine Parts Company Plans Automotive-Industrial Business Split
Genuine Parts Company (GPC) announced plans to separate its automotive (NAPA brand) and industrial (Motion brand) divisions into two independent, publicly traded companies. This tax-free transaction is targeted for completion in the first quarter of 2027 and aims to create two focused entities: Global Automotive and Global Industrial. The split is expected to sharpen customer alignment, simplify operations, and enable disciplined, business-specific investments for long-term value.
Genuine Parts Company Announces Plan To Separate Automotive And Industrial Businesses Into Two Industry-Leading Public Companies
Genuine Parts Company (GPC) has announced a plan to separate its automotive and industrial businesses into two distinct, industry-leading public companies. This strategic move aims to create two specialized entities, potentially enhancing focus and growth within their respective sectors. The announcement was made via Reuters and Refinitiv.
Genuine Parts Company Announces Plan to Separate Automotive and Industrial Businesses Into Two Industry-Leading Public Companies
Genuine Parts Company (GPC) announced its plan to separate its Automotive Parts Group ("Global Automotive") and Industrial Parts Group ("Global Industrial") into two independent, publicly traded companies. This tax-free separation, expected to be completed in Q1 2027, aims to unlock significant shareholder value, enhance strategic clarity, and improve operational focus and financial performance for both entities. The company will provide more details in investor days scheduled for the second half of 2026.
Louisiana-Pacific earnings beat by $0.03, revenue fell short of estimates
Louisiana-Pacific (NYSE: LPX) reported fourth-quarter EPS of $0.03, surpassing analyst estimates by $0.03, but its revenue of $567 million fell short of the consensus estimate of $594.64 million. The company's stock has seen a 25.41% increase in the last three months but a 17.11% decrease over the last 12 months. InvestingPro assesses Louisiana-Pacific's financial health as "good performance."
Genuine Parts Company Announces Plan to Separate Automotive and Industrial Businesses Into Two Industry-Leading Public Companies
Genuine Parts Company (GPC) announced its plan to separate its Automotive Parts Group and Industrial Parts Group into two independent, publicly traded companies. This tax-free separation, expected to be completed in the first quarter of 2027, aims to unlock shareholder value, enhance strategic clarity, and improve operational focus for both businesses. GPC believes this will allow each company to better execute its respective strategies and pursue tailored growth opportunities.
Genuine Parts Weighs Split Of Auto, Industrial Units Into Two Public Companies: Report
Genuine Parts (GPC) is reportedly considering splitting its automotive and industrial parts businesses into two separate public companies. The announcement could come as early as Tuesday, coinciding with the release of its fourth-quarter and fiscal year 2025 results. Shares of Genuine Parts were up over 1% in pre-market trading following the report.
Exclusive | Genuine Parts Plans to Split Into Two Companies
Genuine Parts, the parent company of NAPA Auto Parts, is preparing to split its auto-parts and industrial-parts businesses into two distinct public companies. This strategic move is the result of a financial review and is expected to be announced as early as Tuesday, coinciding with the company's earnings report. The separation aims to create two specialized entities from its global network of auto and industrial parts operations.
Zacks.com featured highlights include Genuine Parts, Wheaton Precious Metals and FirstEnergy
Despite AI-linked market turbulence, Zacks Investment Research recommends focusing on sales growth for stock evaluation, highlighting Genuine Parts Co. (GPC), Wheaton Precious Metals Corp. (WPM), and FirstEnergy Corp. (FE). These companies are identified as strong buys due to their consistent sales growth rates for 2026, indicating underlying momentum and potential for future profit. The article emphasizes that sales growth offers a more reliable metric than earnings in identifying robust investment opportunities.
Zacks.com featured highlights include Genuine Parts, Wheaton Precious Metals and FirstEnergy
This article highlights three sales growth stocks—Genuine Parts Co. (GPC), Wheaton Precious Metals Corp. (WPM), and FirstEnergy Corp. (FE)—that Zacks Equity Research recommends buying despite AI-linked market turbulence. The report emphasizes sales growth as a more reliable indicator than earnings, reflecting actual demand and underlying momentum. All three companies currently hold a Zacks Rank #2, with projected sales growth rates ranging from 3.6% to 35.4% for 2026.
Zacks.com featured highlights include Genuine Parts, Wheaton Precious Metals and FirstEnergy
This Zacks.com article highlights Genuine Parts Co. (GPC), Wheaton Precious Metals Corp. (WPM), and FirstEnergy Corp. (FE) as top stock picks due to their strong sales growth, despite recent market turbulence related to AI exposure. The author emphasizes sales growth as a more reliable indicator of a company's underlying momentum than earnings, especially for long-term investors. Each company is detailed with its predicted sales growth rate for 2026 and its current Zacks Rank.
Genuine Parts Company $GPC Shares Acquired by Assetmark Inc.
Assetmark Inc. significantly increased its stake in Genuine Parts Company (NYSE:GPC) by 33.0% in the third quarter, bringing its total holdings to 65,158 shares valued at $9.03 million. Other institutional investors also showed increased interest, with the stock currently having 78.83% ownership by hedge funds and institutions. Analysts have given GPC a "Moderate Buy" consensus rating with a target price of $154.14, following recent price target boosts from several brokerages.
Genuine Parts to spin off automotive business by 2027
Genuine Parts Company (GPC) announced its intention to separate its automotive and industrial divisions into two independent, publicly traded companies by the first quarter of 2027. The automotive division, operating under the NAPA brand, generated over US$15 billion in sales in 2025, while the industrial division, under the Motion brand, generated approximately US$9 billion. This strategic move aims to sharpen customer alignment, increase operational clarity, and enable focused investments for long-term value creation.
eBay to Report Q4 Earnings: What's in the Cards for the Stock?
eBay is set to report its fourth-quarter 2025 earnings on February 18, 2026, with revenue expectations between $2.83 billion and $2.89 billion and diluted non-GAAP EPS projected between $1.31 and $1.36. The company's performance is anticipated to be boosted by marketplace improvements, strategic integrations, and partnerships, despite facing headwinds from global trade policy changes and increased operating costs. The Zacks model, however, does not conclusively predict an earnings beat for EBAY, which currently has an Earnings ESP of 0.00% and a Zacks Rank #3.
Cibc World Market Inc. Sells 10,941 Shares of Genuine Parts Company $GPC
Cibc World Market Inc. reduced its stake in Genuine Parts Company (NYSE:GPC) by 37.8% in Q3, selling 10,941 shares to hold 17,972 shares valued at $2.49 million. Despite this sale, institutional ownership remains high at 78.83%, with other major firms like Vanguard and State Street increasing their positions, and Norges Bank initiating a substantial new stake. Analysts currently have a "Moderate Buy" consensus rating for GPC, with an average price target of $154.14, following several recent upgrades.
ABN Amro Investment Solutions Has $3.71 Million Stock Holdings in Genuine Parts Company $GPC
ABN Amro Investment Solutions reduced its stake in Genuine Parts Company (GPC) by 30.7% in Q3, selling 11,852 shares and holding 26,775 shares valued at $3.71 million. Despite this reduction, institutional ownership in GPC remains high at 78.83%, with other firms like DDD Partners, HighTower, and Assetmark increasing their positions. Wall Street analysts have a "Moderate Buy" consensus rating for GPC, with an average price target of $154.14, and recent analyst reports reflect optimism with raised price targets.
Will CEO-Chairman Shift and Deal-Making Strategy Change Genuine Parts' (GPC) Narrative?
Genuine Parts (GPC) is gaining renewed attention due to positive analyst views, continuous expansion through acquisitions in North America, and a planned leadership transition where CEO Will Stengel will also become Chairman in 2026. This comprehensive strategy, combining leadership continuity and market expansion, aims to achieve $200 million in cost savings by 2026. Despite potential challenges from inflation and restructuring costs, the company projects significant revenue and earnings growth by 2028.
What To Expect From Genuine Parts's (GPC) Q4 Earnings
Genuine Parts (GPC) is set to report its Q4 earnings before the bell on Tuesday. Analysts anticipate a 5% year-on-year revenue increase to $6.06 billion and adjusted earnings of $1.82 per share. The company has a mixed record on revenue estimates, and its stock has performed well recently, up 13.4% over the last month.
Walmart To Lead Group Of 11 Companies Announcing Annual Dividend Increases In Second Half Of February
Walmart Inc. is anticipated to declare its 53rd consecutive yearly dividend increase in late February, with projections ranging from 6.4% to 9.6%. While Walmart experienced accelerated dividend growth in recent years, a slowdown in EPS growth to approximately 4% for FY26 suggests a moderation to high single-digit dividend increases. Other companies expected to announce similar dividend hikes include Eaton and Steel Dynamics with notable double-digit increases, and Dividend Kings Genuine Parts and Coca-Cola continuing their multi-decade growth streaks.
A Look At Genuine Parts (GPC) Valuation After Recent Performance Shift
Genuine Parts (GPC) has been under scrutiny following recent performance shifts, with its shares closing at US$147.16. The company's valuation narrative suggests it is fairly valued around $147.11, bolstered by investments in digital capabilities and steady revenue growth. However, a differing view, based on its P/E ratio, indicates that the stock might be trading at a richer price compared to industry peers, suggesting investors are paying a premium for its consistency.
Wealthfront Advisers LLC Lowers Position in Genuine Parts Company $GPC
Wealthfront Advisers LLC reduced its stake in Genuine Parts Company (NYSE:GPC) by 25.9% in Q3, selling 8,443 shares and holding 24,148 shares valued at $3.35 million. Despite this, other institutions like Norges Bank and Vanguard Group Inc. increased their holdings, with institutional ownership reaching 78.83%. Genuine Parts recently announced a quarterly dividend of $1.03, equating to an annualized dividend of $4.12 and a yield of 2.8%.
AAP - Advance Auto Parts Inc Stock Price and Quote
Advance Auto Parts (AAP) reported beating Q4 2025 adjusted EPS expectations and declared a $0.25 dividend. The company plans a major footprint optimization, including closing over 700 stores and consolidating distribution centers for significant savings. Despite forecasting strong revenue and adjusted operating margin for 2026, concerns remain about achieving its 7% margin goal due to various headwinds.
