Genuine Parts Company management check
GPC · Consumer Discretionary · Distributors · CEO William P Ii Stengel
Filings as of
4 good · 2 to watch · 1 flagged, across the seven questions below.
- Good
Have owners done well?
Beat its chosen peers$100 invested at the start of fiscal 2021 grew to $140, against $121 for the peer group the company picked itself.
- Good
Does pay follow performance?
Pay rose and fell with returnsOver 5 years, the CEO's pay actually paid (equity valued at the share price) had a correlation of 0.58 with shareholder return. 1 means pay moved in step; below 0, the opposite way.
- Flag
What does the CEO cost owners?
19.5% of net income$12.9m of reported pay in fiscal 2025, against $65.9m of net income.
- Watch
Do they own the stock?
CEO stake ≈ 0.9 years of payThe CEO holds 110,977 shares, directly or through trusts (unvested awards not counted): about 0.9 years of pay. Light activity: no buys, $456k sold in six months. 3 of 3 sales ran on pre-arranged 10b5-1 plans.
- Good
Are owners being diluted?
Share count shrinkingDiluted shares changed -0.6% a year over the last three fiscal years. Stock-based pay was 0.2% of revenue in the latest year.
- Watch
Is leadership stable?
2 CEOs in the pay tableCEOs in the pay table: Mr. Donahue, Mr. Stengel. 9 filings under 8-K item 5.02 (officers or directors leaving or joining, or new pay arrangements) in the last 3 years.
- Good
Are the books clean?
No red flags on fileNo restatements, auditor changes or late filings since 2021.
Against the S&P 500
Each check's score (0–100) and how it compares: the share of ranked S&P 500 companies it matches or beats, and the median in Consumer Discretionary.
| Check | Score | At or above | Sector median |
|---|---|---|---|
| Owner returns | 71 | 70 | |
| Pay for performance | 79 | 79 | |
| CEO cost | 0 | 44 | |
| Skin in the game | 32 | 36 | |
| Dilution | 58 | 74 | |
| Stable leadership | 40 | 80 | |
| Clean books | 100 | 100 |
Closest peers
Nearest in rank in Consumer Discretionary, by management score. Genuine Parts Company is 39th of 47 in its sector.
- 356CMGChipotle Mexican Grill58
- 391GPCGenuine Parts Company54
- 408TSLATesla, Inc.52
- 434CCLCarnival Corporation49
- 437NKENike, Inc.48
- 438YUMYum! Brands48
Pay versus performance
From the proxy statement filed February 27, 2026. "Actually paid" values stock awards at the share price, so it rises and falls with the stock.
| Fiscal year | CEO | CEO pay | Actually paid | Other executives (avg) | $100 became | Peers | Net income |
|---|---|---|---|---|---|---|---|
| 2025 | Mr. Stengel | $12.9m | $13.2m | $4.7m | $140 | $121 | $65.9m |
| 2024 | Mr. Stengel, Mr. Donahue | $7.7m | $5.6m | $3.2m | $126 | $137 | $904.1m |
| 2023 | Mr. Donahue | $11.4m | $3.8m | $4.3m | $142 | $146 | $1.3bn |
| 2022 | Mr. Donahue | $10.4m | $15.9m | $3.3m | $178 | $126 | $1.2bn |
| 2021 | Mr. Donahue | $11.8m | $15.5m | $3.2m | $140 | $190 | $898.8m |
The board says pay is tied most to Adjusted EBITDA. Its other key measures: Total Shareholder Return, Adjusted Earnings per Share ("EPS"), Net Sales, Working Capital.
Insiders and the CEO's stake
William P Ii Stengel (Chairman, President & CEO) held 110,977 shares directly after their latest Form 4 on May 3, 2026, roughly $11.5m at that filing's price.
Light activity: no buys, $456k sold in six months. 3 of 3 sales ran on pre-arranged 10b5-1 plans.
- SoldChristopher T GallaSVP, GC, and Corp. Secretary · 10b5-1 plan$268kJun 26, 2026
- SoldJames F. HowePresident, Motion · 10b5-1 plan$188kMay 5, 2026
Leadership and governance on file
- Sep 9, 2026Leadership change8-K 5.02
- Mar 20, 2026Leadership change8-K 5.02
- Jan 15, 2026Leadership change8-K 5.02
- Sep 4, 2025Leadership change8-K 5.02
- Jun 9, 2025Leadership change8-K 5.02
- Apr 29, 2025Leadership change8-K 5.02
- Apr 30, 2024Leadership change8-K 5.02
- Apr 29, 2024Leadership change8-K 5.02
- Mar 26, 2024Leadership change8-K 5.02
- Jun 1, 2023Leadership change8-K 5.02
- May 23, 2023Leadership change8-K 5.02
- Dec 7, 2022Leadership change8-K 5.02
Latest shareholder vote results: Apr 28, 2026, including the say-on-pay vote.
Where the money went
Over 2021–2025: $3.6bn returned to owners in buybacks and dividends, 82% of net income, and $210.4m of pay in stock.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $18.9bn | $22.1bn | $23.1bn | $23.5bn | $24.3bn |
| Net income | $898.8m | $1.2bn | $1.3bn | $904.1m | $65.9m |
| Stock-based pay | $25.6m | $38.1m | $57.2m | $40.7m | $48.8m |
| Buybacks | $333.6m | $222.7m | $261.5m | $150.0m | $0 |
| Dividends | $465.6m | $495.9m | $526.7m | $554.9m | $563.8m |
| Diluted shares | 144m | 142m | 141m | 140m | 139m |
Educational only, not investment advice. Figures are as filed with the SEC: pay from the proxy's pay-versus-performance table, capital allocation from 10-K XBRL data, insider trades from Form 4s over the last six months, events from the last 5 years of filings. The peer group is the one the company chose. See the method.