AMG National Trust Bank Raises Stock Holdings in O’Reilly Automotive, Inc. $ORLY

AMG National Trust Bank raised its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 1,309.5% in the second quarter, Holdings Channel.com reports. The institutional investor owned 3,693 shares of the specialty retailer’s stock after purchasing an additional 3,431 shares during the period. AMG National Trust Bank’s holdings in O’Reilly Automotive were worth $333,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Creekmur Asset Management LLC lifted its stake in O’Reilly Automotive by 4,429.0% in the second quarter. Creekmur Asset Management LLC now owns 10,009 shares of the specialty retailer’s stock valued at $902,000 after buying an additional 9,788 shares during the last quarter. IFG Advisory LLC lifted its stake in O’Reilly Automotive by 1,400.0% in the second quarter. IFG Advisory LLC now owns 2,865 shares of the specialty retailer’s stock valued at $258,000 after buying an additional 2,674 shares during the last quarter. Terril Brothers Inc. lifted its stake in O’Reilly Automotive by 1,400.0% in the second quarter. Terril Brothers Inc. now owns 2,445 shares of the specialty retailer’s stock valued at $220,000 after buying an additional 2,282 shares during the last quarter. Pinnacle Associates Ltd. lifted its stake in O’Reilly Automotive by 1,287.9% in the second quarter. Pinnacle Associates Ltd. now owns 10,520 shares of the specialty retailer’s stock valued at $948,000 after buying an additional 9,762 shares during the last quarter. Finally, Mesirow Financial Investment Management Inc. lifted its stake in O’Reilly Automotive by 1,400.0% in the second quarter. Mesirow Financial Investment Management Inc. now owns 4,755 shares of the specialty retailer’s stock valued at $429,000 after buying an additional 4,438 shares during the last quarter. Hedge funds and other institutional investors own 85.00% of the company’s stock.

O’Reilly Automotive Price Performance

Shares of ORLY stock opened at $94.44 on Friday. The business’s fifty day moving average price is $102.83 and its 200 day moving average price is $96.82. O’Reilly Automotive, Inc. has a 1-year low of $76.22 and a 1-year high of $108.71. The firm has a market capitalization of $80.13 billion, a PE ratio of 32.72, a P/E/G ratio of 2.48 and a beta of 0.60.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings data on Wednesday, October 22nd. The specialty retailer reported $0.85 earnings per share for the quarter, topping analysts’ consensus estimates of $0.83 by $0.02. O’Reilly Automotive had a negative return on equity of 206.86% and a net margin of 14.23%.The firm had revenue of $4.71 billion for the quarter, compared to analyst estimates of $4.69 billion. During the same quarter in the prior year, the company posted $11.41 earnings per share. O’Reilly Automotive’s quarterly revenue was up 7.8% on a year-over-year basis. O’Reilly Automotive has set its FY 2025 guidance at 2.900-3.000 EPS. Equities research analysts expect that O’Reilly Automotive, Inc. will post 43.94 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several equities research analysts have recently commented on ORLY shares. Citigroup upped their price target on O’Reilly Automotive from $104.00 to $114.00 and gave the stock a “buy” rating in a research note on Friday, July 25th. Barclays set a $91.00 price target on O’Reilly Automotive and gave the stock an “equal weight” rating in a research note on Monday, October 27th. Cowen restated a “buy” rating on shares of O’Reilly Automotive in a research note on Monday, September 15th. TD Cowen upped their price target on O’Reilly Automotive from $112.00 to $125.00 and gave the stock a “buy” rating in a research note on Monday, September 15th. Finally, Morgan Stanley upped their price target on O’Reilly Automotive from $105.00 to $115.00 and gave the stock an “overweight” rating in a research note on Thursday, October 23rd. Eighteen research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat, O’Reilly Automotive has a consensus rating of “Moderate Buy” and a consensus price target of $112.28.

Insider Buying and Selling

In related news, Director Maria Sastre sold 595 shares of the company’s stock in a transaction on Wednesday, August 13th. The stock was sold at an average price of $102.31, for a total transaction of $60,874.45. Following the transaction, the director owned 15,935 shares of the company’s stock, valued at $1,630,309.85. This represents a 3.60% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, SVP Carl David Wilbanks sold 88,485 shares of the company’s stock in a transaction on Wednesday, August 13th. The stock was sold at an average price of $102.54, for a total value of $9,073,251.90. Following the transaction, the senior vice president directly owned 10,305 shares in the company, valued at $1,056,674.70. This represents a 89.57% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 91,080 shares of company stock valued at $9,341,746 over the last quarter. Company insiders own 1.01% 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.