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Genuine Parts (GPC), O'Reilly (ORLY) tick up as chatter grows loader

Thu, 16 Jul 2026 11:24:38 -0400

Solid gains in Genuine Parts (NYSE: GPC) come as an event-driven analyst highlighted jet activity from O'Reilly Automotive (NASDAQ: ORLY) in Atlanta, where the company is headquartered.

Earlier in the month, Bloomberg reported that Genuine Parts received interest from O'Reilly in its auto parts unit, which could be valued at more than $10 billion.

Analysts have been mostly positive on such a move for O'Reilly. Goldman Sachs' Kate McShane said, "... our analysis finds that every scenario would be accretive, although we caution that the outcome is subject to various assumptions and does not factor potential impacts from an FTC

Genuine Parts (GPC), O'Reilly (ORLY) tick up as chatter grows loader

Thu, 16 Jul 2026 11:24:38 -0400

Solid gains in Genuine Parts (NYSE: GPC) come as an event-driven analyst highlighted jet activity from O'Reilly Automotive (NASDAQ: ORLY) in Atlanta, where the company is headquartered.

Earlier in the month, Bloomberg reported that Genuine Parts received interest from O'Reilly in its auto parts unit, which could be valued at more than $10 billion.

Goldman Sachs Reiterates Buy Rating on O'Reilly Automotive (ORLY)

Mon, 13 Jul 2026 16:03:53 -0400

Goldman Sachs analyst Kate McShane reiterated a Buy rating and $113.00 price target on O'Reilly Automotive (NASDAQ: ORLY).

The analyst comments "Bloomberg reported earlier this month that Genuine Parts Company has attracted a cash bid for its automotive business by O'Reilly Automotive. While neither company has publicly commented on the matter, the news article has been the subject of much debate and has been a key focus for investors in recent weeks.

While we take no view on the likelihood of any transaction, we provide three illustrative analyses highlighting potential pro forma accretion to O'Reilly's FY27 EPS if the company were to

Goldman Sachs Reiterates Buy Rating on O'Reilly Automotive (ORLY)

Mon, 13 Jul 2026 16:03:53 -0400

Goldman Sachs analyst Kate McShane reiterated a Buy rating and $113.00 price target on O'Reilly Automotive (NASDAQ: ORLY).

While we take no view on the likelihood of any transaction, we provide three illustrative analyses highlighting potential pro forma accretion to O'Reilly's FY27 EPS if the company were to

Goldman Sachs Reiterates Buy Rating on O'Reilly Automotive (ORLY)

Mon, 13 Jul 2026 16:03:53 -0400

Goldman Sachs analyst Kate McShane reiterated a Buy rating and $113.00 price target on O'Reilly Automotive (NASDAQ: ORLY).

While we take no view on the likelihood of any transaction, we provide three illustrative analyses highlighting potential pro forma accretion to O'Reilly's FY27 EPS if the company were to

Goldman Sachs Reiterates Buy Rating on O'Reilly Automotive (ORLY)

Mon, 13 Jul 2026 16:03:53 -0400

Goldman Sachs analyst Kate McShane reiterated a Buy rating and $113.00 price target on O'Reilly Automotive (NASDAQ: ORLY).

While we take no view on the likelihood of any transaction, we provide three illustrative analyses highlighting potential pro forma accretion to O'Reilly's FY27 EPS if the company were to

Form 4 GENUINE PARTS CO For: Jul 02 Filed by: Cox Richard JR

Mon, 06 Jul 2026 13:33:00 -0400

si-local-file:///var/storage/secattach/20260706/26734680.html

Form 4 GENUINE PARTS CO For: Jul 02 Filed by: Cox Richard JR

Mon, 06 Jul 2026 13:33:00 -0400

si-local-file:///var/storage/secattach/20260706/26734680.html

Form 4 GENUINE PARTS CO For: Jul 02 Filed by: PRYOR JULIETTE WILLIAMS

Mon, 06 Jul 2026 13:31:00 -0400

si-local-file:///var/storage/secattach/20260706/26734668.html

Form 4 GENUINE PARTS CO For: Jul 02 Filed by: PRYOR JULIETTE WILLIAMS

Mon, 06 Jul 2026 13:31:00 -0400

si-local-file:///var/storage/secattach/20260706/26734668.html

Genuine Parts (GPC) PT Raised to $150 at DA Davidson as NAPA Sentiment Improves

Mon, 06 Jul 2026 08:02:45 -0400

DA Davidson analyst Chris Dankert raised the price target on Genuine Parts (NYSE: GPC) to $150.00 (from $145.00) while maintaining a Buy rating.

The analyst commented, "As we flagged following our recent marketing push, two dynamics have been holding back shares of GPC; 1) overwhelming negative sentiment around the Automotive/NAPA business and 2) the latency period remaining before the pending Motion spin (1Q27). Both issues are being brushed aside following media reports that O’Reilly has made a $10B cash bid for NAPA (9.1x EV/EBITDA). We are raising our GPC price target to $150 per share (+$5) reflecting 9.1x valuation for the

Genuine Parts (GPC) PT Raised to $150 at DA Davidson as NAPA Sentiment Improves

Mon, 06 Jul 2026 08:02:45 -0400

DA Davidson analyst Chris Dankert raised the price target on Genuine Parts (NYSE: GPC) to $150.00 (from $145.00) while maintaining a Buy rating.

O'Reilly Automotive (ORLY) Reiterated at Buy by DA Davidson Amid Bid for GPC

Mon, 06 Jul 2026 07:59:44 -0400

DA Davidson analyst Michael Baker reiterated a Buy rating and $114.00 price target on O'Reilly Automotive (NASDAQ: ORLY).

The analyst commmented, "Back in February, Genuine Parts (GPC:BUY, covered by Chris Dankert) announced that they would split the company, breaking apart the automotive and industrial sides of the business. The split is planned to occur in 1Q27. But, last Thursday, there were media reports suggesting that O’Reilly would make a bid for the automotive part of the company, pre-empting the separation, with the report suggesting a takeout price of around $10B+. In this report, we look at the potential accretion of such

O'Reilly Automotive (ORLY) Reiterated at Buy by DA Davidson Amid Bid for GPC

Mon, 06 Jul 2026 07:59:44 -0400

DA Davidson analyst Michael Baker reiterated a Buy rating and $114.00 price target on O'Reilly Automotive (NASDAQ: ORLY).

O'Reilly stock faces regulatory risks in potential Napa bid, says Barclays

Mon, 06 Jul 2026 06:19:32 -0400

Investing.com - O'Reilly Automotive (NASDAQ:ORLY) could face regulatory scrutiny and divestiture requirements if it acquires Genuine Parts' auto business, according to a Barclays analysis released following a Bloomberg report Thursday that O'Reilly made a cash bid for the segment. The potential deal, valued at more than $10 billion according to the Bloomberg article, would have major implications for O'Reilly and competitors AutoZone (NYSE:AZO) and Advance Auto Parts (NYSE:AAP).

Barclays estimates more than 2,000 incremental points of presence across the U.S. for O'Reilly through the acquisition, heavily concentrated in the Northeast and Mid-Atlantic where overlap is currently low. The firm notes that

O'Reilly stock faces regulatory risks in potential Napa bid, says Barclays

Mon, 06 Jul 2026 06:19:32 -0400

O'Reilly stock faces regulatory risks in potential Napa bid, says Barclays

Mon, 06 Jul 2026 06:19:32 -0400

O'Reilly stock faces regulatory risks in potential Napa bid, says Barclays

Mon, 06 Jul 2026 06:19:32 -0400

Genuine Parts Said To Receive O’reilly Interest For Auto Unit - Bloomberg

Thu, 02 Jul 2026 15:08:06 -0400