LKQ CORPORATION
boothcheck covers LKQ CORPORATION (LKQ) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed June 27, 2026.
• LKQ is the largest distributor of alternative and recycled vehicle parts for collision and mechanical repair, with the 10-K describing ⟦"the largest distribution network of alternative vehicle parts and accessories"⟧ in North America plus a pan-European parts business. • What the price misses is that the market is paying about 11 times operating income, a multiple low enough that it prices in an operating-profit decline rather than growth, which makes this a value-and-recovery read, not a grow
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531 institutional managers reported holding LKQ in 13F filings for the quarter ended 2026-03-31. 68 opened new positions that quarter. Held by BlackRock, Vanguard Group, Capital Group (American Funds), among others. On the short side, 13.3M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (5.1 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
LKQ has cut its share count 15% over the past five years, spending $2.14B on repurchases. It pays a dividend, and has for 5 years running. Cash returned over the past three years: $859.00M in dividends and $555.00M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at LKQ over the trailing three years: 2024: 5 buys totaling $621k; 2025: 4 buys totaling $920k. 20 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
LKQ's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-28 | -5.2% | -9.1% |
| 2023-10-28 | -7.2% | +9.7% |
| 2024-02-23 | +3.7% | -16.4% |
| 2024-04-24 | -11.6% | -3.8% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
LKQ's latest 8-K filings: 2026-07-30 (items 2.02, 9.01); 2026-05-08 (items 5.03, 5.07, 9.01); 2026-04-30 (items 2.02, 9.01); 2026-03-06 (items 5.02); 2026-02-19 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.