O’Reilly Automotive, Inc. $ORLY Shares Sold by Geneva Capital Management LLC

Geneva Capital Management LLC cut its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 4.9% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 442,323 shares of the specialty retailer’s stock after selling 22,699 shares during the quarter. Geneva Capital Management LLC owned approximately 0.05% of O’Reilly Automotive worth $47,687,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in ORLY. Sivia Capital Partners LLC grew its holdings in O’Reilly Automotive by 1,190.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer’s stock worth $319,000 after acquiring an additional 3,262 shares in the last quarter. Savant Capital LLC raised its holdings in shares of O’Reilly Automotive by 3,541.3% in the 2nd quarter. Savant Capital LLC now owns 24,069 shares of the specialty retailer’s stock valued at $2,169,000 after purchasing an additional 23,408 shares in the last quarter. Penserra Capital Management LLC lifted its position in shares of O’Reilly Automotive by 438.0% during the 2nd quarter. Penserra Capital Management LLC now owns 4,740 shares of the specialty retailer’s stock worth $427,000 after purchasing an additional 3,859 shares during the last quarter. AE Wealth Management LLC lifted its position in shares of O’Reilly Automotive by 1,304.3% during the 2nd quarter. AE Wealth Management LLC now owns 17,006 shares of the specialty retailer’s stock worth $1,533,000 after purchasing an additional 15,795 shares during the last quarter. Finally, Connor Clark & Lunn Investment Management Ltd. grew its stake in shares of O’Reilly Automotive by 1,812.0% during the second quarter. Connor Clark & Lunn Investment Management Ltd. now owns 214,946 shares of the specialty retailer’s stock worth $19,373,000 after purchasing an additional 203,704 shares in the last quarter. Institutional investors and hedge funds own 85.00% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms recently commented on ORLY. Mizuho set a $105.00 target price on O’Reilly Automotive and gave the company an “outperform” rating in a report on Friday, February 6th. Wolfe Research raised O’Reilly Automotive from a “hold” rating to a “strong-buy” rating in a research report on Monday, December 22nd. Royal Bank Of Canada set a $109.00 target price on O’Reilly Automotive and gave the stock an “outperform” rating in a research report on Friday, February 6th. JPMorgan Chase & Co. decreased their target price on O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating for the company in a research note on Friday, February 6th. Finally, Roth Mkm reaffirmed a “buy” rating on shares of O’Reilly Automotive in a report on Wednesday, February 4th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $110.26.

O’Reilly Automotive Stock Performance

ORLY opened at $94.71 on Wednesday. O’Reilly Automotive, Inc. has a one year low of $85.55 and a one year high of $108.71. The stock has a market capitalization of $79.41 billion, a P/E ratio of 31.96, a price-to-earnings-growth ratio of 2.11 and a beta of 0.63. The business’s 50-day simple moving average is $94.77 and its 200-day simple moving average is $98.07.

O’Reilly Automotive (NASDAQ:ORLY) last announced its earnings results on Wednesday, February 4th. The specialty retailer reported $0.71 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.72 by ($0.01). The firm had revenue of $4.41 billion during the quarter, compared to analyst estimates of $4.39 billion. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 239.04%. The firm’s revenue for the quarter was up 7.8% compared to the same quarter last year. During the same period last year, the company earned $9.50 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. On average, equities research analysts forecast that O’Reilly Automotive, Inc. will post 43.94 EPS for the current fiscal year.

O’Reilly Automotive Profile

O’Reilly Automotive, Inc is a leading retailer and distributor in the automotive aftermarket, supplying parts, tools, supplies and accessories for both professional service providers and do‑it‑yourself (DIY) customers. The company’s product assortment covers replacement parts, maintenance items, performance parts, collision components and shop equipment, complemented by diagnostic tools, batteries, chemicals and consumables. O’Reilly serves customers through company-operated retail stores, commercial sales programs for repair shops and maintenance fleets, and digital channels that support parts lookup, ordering and fulfillment.

The company operates a broad supply chain that includes regional distribution centers to support rapid replenishment of store inventory and commercial deliveries.