S.A. Mason LLC Trims Stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY)

S.A. Mason LLC lessened its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 14.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,444 shares of the specialty retailer’s stock after selling 250 shares during the period. O’Reilly Automotive makes up 0.9% of S.A. Mason LLC’s investment portfolio, making the stock its 20th largest position. S.A. Mason LLC’s holdings in O’Reilly Automotive were worth $1,712,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of ORLY. CFM Wealth Partners LLC boosted its stake in O’Reilly Automotive by 3.1% during the fourth quarter. CFM Wealth Partners LLC now owns 8,538 shares of the specialty retailer’s stock worth $10,124,000 after buying an additional 257 shares during the period. Stock Yards Bank & Trust Co. boosted its position in shares of O’Reilly Automotive by 2.4% during the fourth quarter. Stock Yards Bank & Trust Co. now owns 1,446 shares of the specialty retailer’s stock worth $1,715,000 after buying an additional 34 shares during the period. U.S. Capital Wealth Advisors LLC grew its stake in shares of O’Reilly Automotive by 35.4% in the fourth quarter. U.S. Capital Wealth Advisors LLC now owns 321 shares of the specialty retailer’s stock valued at $381,000 after buying an additional 84 shares in the last quarter. Greenleaf Trust raised its holdings in shares of O’Reilly Automotive by 1.6% in the 4th quarter. Greenleaf Trust now owns 1,868 shares of the specialty retailer’s stock valued at $2,215,000 after buying an additional 29 shares during the period. Finally, Golden State Equity Partners lifted its stake in O’Reilly Automotive by 223.7% during the 4th quarter. Golden State Equity Partners now owns 492 shares of the specialty retailer’s stock worth $583,000 after acquiring an additional 340 shares in the last quarter. 85.00% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several equities analysts have weighed in on ORLY shares. Roth Mkm reaffirmed a “buy” rating and issued a $1,337.00 target price on shares of O’Reilly Automotive in a research report on Wednesday, October 16th. BMO Capital Markets initiated coverage on shares of O’Reilly Automotive in a report on Friday, December 13th. They issued an “outperform” rating and a $1,400.00 price objective for the company. Royal Bank of Canada increased their target price on shares of O’Reilly Automotive from $1,115.00 to $1,286.00 and gave the stock an “outperform” rating in a report on Friday, October 25th. Morgan Stanley upgraded shares of O’Reilly Automotive from an “equal weight” rating to an “overweight” rating and boosted their price target for the stock from $1,150.00 to $1,450.00 in a research note on Tuesday, January 21st. Finally, BNP Paribas upgraded O’Reilly Automotive to a “strong-buy” rating in a research note on Friday, October 25th. Two investment analysts have rated the stock with a hold rating, sixteen have issued a buy rating and two have assigned a strong buy rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Buy” and an average price target of $1,301.82.

O’Reilly Automotive Price Performance

Shares of ORLY opened at $1,294.42 on Monday. O’Reilly Automotive, Inc. has a 1-year low of $947.49 and a 1-year high of $1,311.78. The stock has a market cap of $74.73 billion, a PE ratio of 32.02, a price-to-earnings-growth ratio of 2.40 and a beta of 0.94. The firm has a fifty day moving average price of $1,233.49 and a 200 day moving average price of $1,178.34.

Insider Activity at O’Reilly Automotive

In related news, Director Andrea Weiss sold 600 shares of the firm’s stock in a transaction dated Friday, November 22nd. The stock was sold at an average price of $1,224.07, for a total transaction of $734,442.00. Following the transaction, the director now owns 700 shares of the company’s stock, valued at $856,849. This trade represents a 46.15 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, SVP Jeffery Thomas Loafman sold 620 shares of the company’s stock in a transaction that occurred on Monday, November 25th. The shares were sold at an average price of $1,240.39, for a total value of $769,041.80. Following the sale, the senior vice president now directly owns 5 shares of the company’s stock, valued at approximately $6,201.95. This represents a 99.20 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders own 1.18% of the company’s stock.

O’Reilly Automotive Company Profile

O’Reilly Automotive, Inc, together with its subsidiaries, operates as a retailer and supplier of automotive aftermarket parts, tools, supplies, equipment, and accessories in the United States, Puerto Rico, and Mexico. The company provides new and remanufactured automotive hard parts and maintenance items, such as alternators, batteries, brake system components, belts, chassis parts, driveline parts, engine parts, fuel pumps, hoses, starters, temperature control, water pumps, antifreeze, appearance products, engine additives, filters, fluids, lighting products, and oil and wiper blades; and accessories, including floor mats, seat covers, and truck accessories.