Standard Motor Products (NYSE:SMP) Announces Earnings Results

Posted by Andrew Walz on Feb 27th, 2026

Standard Motor Products (NYSE:SMP – Get Free Report) announced its quarterly earnings data on Thursday. The auto parts company reported $0.56 EPS for the quarter, beating the consensus estimate of $0.45 by $0.11, Zacks reports. The business had revenue of $385.09 million for the quarter, compared to the consensus estimate of $385.91 million. Standard Motor Products had a return on equity of 13.15% and a net margin of 1.79%.

Here are the key takeaways from Standard Motor Products’ conference call:

Company delivered strong top-line and margin performance, with consolidated Q4 sales up 12.2% and full-year sales up 22.4% (organic growth ~4% excluding Nissens), and adjusted EBITDA expanding to 9.7% of net sales in Q4.
The Nissens acquisition is performing well—contributing $64M in Q4 and $305M for the year—with mid-single-digit local-currency growth and management expecting cross-selling and cost synergies (targeting a $8M–$12M run rate by end-2026, and saying they’re ahead of plan).
Management disclosed a material weakness in internal controls over financial reporting at Nissens related to IT controls; remediation (technical fixes and compensating controls) is underway, and auditors found no financial misstatements.
Operating cash flow fell to $57.4M (down $19.3M) due to inventory build and tariff-driven cost increases, leaving net debt at $546.7M with leverage of 2.7x (management targets 2.0x by end-2026); 2026 guidance is modest (low- to mid-single-digit sales growth and adjusted EBITDA margin of 11%–12%), highlighting continued near-term execution and tariff risks.

Standard Motor Products Price Performance

Shares of NYSE:SMP traded up $0.74 on Friday, reaching $40.18. The company’s stock had a trading volume of 70,241 shares, compared to its average volume of 126,653. The company has a 50-day simple moving average of $40.49 and a 200 day simple moving average of $39.43. Standard Motor Products has a 52-week low of $21.38 and a 52-week high of $46.00. The company has a debt-to-equity ratio of 0.78, a quick ratio of 0.77 and a current ratio of 1.96. The company has a market cap of $883.85 million, a P/E ratio of 28.71 and a beta of 0.76.

Standard Motor Products Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 2nd. Shareholders of record on Monday, February 16th will be given a dividend of $0.33 per share. This represents a $1.32 annualized dividend and a yield of 3.3%. This is an increase from Standard Motor Products’s previous quarterly dividend of $0.31. The ex-dividend date is Friday, February 13th. Standard Motor Products’s dividend payout ratio (DPR) is 94.29%.

Analyst Ratings Changes

Several analysts recently issued reports on SMP shares. Roth Mkm reissued a “buy” rating and set a $49.00 target price on shares of Standard Motor Products in a research note on Monday, November 3rd. Weiss Ratings reiterated a “hold (c)” rating on shares of Standard Motor Products in a research report on Monday, December 29th. Finally, Zacks Research lowered shares of Standard Motor Products from a “strong-buy” rating to a “hold” rating in a research report on Thursday, January 1st. One research analyst has rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, Standard Motor Products presently has an average rating of “Hold” and an average price target of $49.00.

View Our Latest Analysis on Standard Motor Products

Insider Activity at Standard Motor Products

In related news, VP Ray Nicholas sold 9,093 shares of the stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $38.01, for a total value of $345,624.93. Following the completion of the transaction, the vice president owned 40,609 shares of the company’s stock, valued at approximately $1,543,548.09. This trade represents a 18.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 5.00% of the company’s stock.

Institutional Investors Weigh In On Standard Motor Products

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in SMP. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in shares of Standard Motor Products by 4.6% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 12,446 shares of the auto parts company’s stock worth $310,000 after purchasing an additional 546 shares during the period. Dynamic Technology Lab Private Ltd purchased a new position in Standard Motor Products during the first quarter worth $214,000. Empowered Funds LLC boosted its stake in Standard Motor Products by 3.0% during the first quarter. Empowered Funds LLC now owns 114,036 shares of the auto parts company’s stock worth $2,843,000 after buying an additional 3,352 shares during the period. Jane Street Group LLC increased its position in Standard Motor Products by 320.0% during the first quarter. Jane Street Group LLC now owns 64,037 shares of the auto parts company’s stock valued at $1,596,000 after acquiring an additional 48,790 shares during the last quarter. Finally, Creative Planning purchased a new stake in shares of Standard Motor Products in the second quarter valued at $431,000. 81.26% of the stock is currently owned by hedge funds and other institutional investors.

More Standard Motor Products News

Here are the key news stories impacting Standard Motor Products this week:

Positive Sentiment: Q4 EPS beat and dividend hike — SMP reported $0.56 EPS vs. consensus $0.45, with operating income and adjusted EPS rising; the company also raised its dividend, which supports income-oriented investors. Standard Motor Q4 Earnings Top Estimates, Dividend Raised
Positive Sentiment: Revenue and margin improvement — Q4 net sales rose ~12% YoY to $385.1M (4.3% excluding Nissens), adjusted EBITDA margin expanded ~130 bps in Q4 and the company expects 11%–12% adjusted EBITDA margin for 2026. Standard Motor Products, Inc. Releases 2025 Fourth Quarter and Year-End Results
Neutral Sentiment: 2026 top-line guidance is conservative — the company outlined low- to mid-single-digit sales growth for 2026, which may be seen as prudent given integration of acquisitions but limits upside expectations. Standard Motor Products outlines low to mid-single-digit sales growth for 2026 while advancing Nissens integration
Neutral Sentiment: Nissens integration progressing — management emphasized advancing integration of the Nissens acquisition; this is a strategic positive long term but adds near-term execution risk. Standard Motor (SMP) Earnings Call Transcript
Negative Sentiment: Short interest rose materially in February — short interest increased ~19% to ~858k shares (≈4.1% of float), raising the risk of continued downward pressure if sentiment turns negative.
Negative Sentiment: Market reaction and analyst notes noted the stock sold off after the release — some commentary focused on the muted sales guidance and integration risks as reasons for an earlier decline. Why Standard Motor Products, Inc.’s (SMP) Stock Is Down 6.64%

Standard Motor Products Company Profile

(Get Free Report)

Standard Motor Products, Inc, headquartered in Long Island City, New York, is a leading manufacturer and distributor of aftermarket and original equipment automotive parts. Since its founding in 1919, the company has focused on engineering, testing, and supplying ignition and temperature management products for passenger cars and light trucks. Its product lineup includes ignition coils, spark plug wires, sensors, switches, heating and air conditioning controls, and related electronic components.

The company operates through two primary segments: Engine Management and Temperature Control.