Mission Wealth Management LP Cuts Holdings in O’Reilly Automotive, Inc. $ORLY

Mission Wealth Management LP cut its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 72.2% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 10,561 shares of the specialty retailer’s stock after selling 27,446 shares during the quarter. Mission Wealth Management LP’s holdings in O’Reilly Automotive were worth $963,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently made changes to their positions in the company. Welch Group LLC boosted its holdings in O’Reilly Automotive by 0.8% in the fourth quarter. Welch Group LLC now owns 13,342 shares of the specialty retailer’s stock worth $1,217,000 after purchasing an additional 102 shares during the last quarter. Commons Capital LLC lifted its holdings in shares of O’Reilly Automotive by 1.1% during the 3rd quarter. Commons Capital LLC now owns 9,888 shares of the specialty retailer’s stock valued at $1,066,000 after buying an additional 104 shares during the period. Pinnacle Wealth Management Advisory Group LLC grew its holdings in shares of O’Reilly Automotive by 2.4% in the fourth quarter. Pinnacle Wealth Management Advisory Group LLC now owns 4,397 shares of the specialty retailer’s stock worth $401,000 after acquiring an additional 104 shares during the period. Fayez Sarofim & Co grew its holdings in shares of O’Reilly Automotive by 1.4% in the third quarter. Fayez Sarofim & Co now owns 7,635 shares of the specialty retailer’s stock worth $823,000 after acquiring an additional 105 shares during the period. Finally, Capital Advisory Group Advisory Services LLC increased its position in O’Reilly Automotive by 1.9% during the fourth quarter. Capital Advisory Group Advisory Services LLC now owns 5,702 shares of the specialty retailer’s stock valued at $520,000 after acquiring an additional 107 shares during the last quarter. 85.00% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other O’Reilly Automotive news, CEO Brad W. Beckham sold 13,635 shares of the firm’s stock in a transaction that occurred on Friday, May 8th. The shares were sold at an average price of $95.00, for a total transaction of $1,295,325.00. Following the sale, the chief executive officer owned 12,250 shares in the company, valued at approximately $1,163,750. This trade represents a 52.68% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Philip M. Hopper sold 3,700 shares of O’Reilly Automotive stock in a transaction that occurred on Thursday, May 7th. The shares were sold at an average price of $94.60, for a total transaction of $350,020.00. Following the transaction, the senior vice president directly owned 4,888 shares in the company, valued at $462,404.80. This represents a 43.08% decrease in their position. The SEC filing for this sale provides additional information. 0.77% of the stock is currently owned by company insiders.

O’Reilly Automotive Stock Performance

NASDAQ:ORLY opened at $91.92 on Wednesday. The stock has a 50-day simple moving average of $92.11 and a two-hundred day simple moving average of $94.30. The firm has a market capitalization of $76.18 billion, a PE ratio of 30.04, a P/E/G ratio of 2.02 and a beta of 0.58. O’Reilly Automotive, Inc. has a 52-week low of $86.77 and a 52-week high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 EPS for the quarter, topping the consensus estimate of $0.69 by $0.03. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.The firm had revenue of $4.56 billion for the quarter, compared to the consensus estimate of $4.46 billion. During the same quarter last year, the company earned $9.35 earnings per share. The business’s revenue for the quarter was up 10.2% compared to the same quarter last year. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. Equities analysts forecast that O’Reilly Automotive, Inc. will post 3.25 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several brokerages have issued reports on ORLY. Morgan Stanley reissued an “overweight” rating and issued a $112.00 target price on shares of O’Reilly Automotive in a research report on Thursday, April 30th. Roth Mkm reiterated a “buy” rating and issued a $109.00 price objective on shares of O’Reilly Automotive in a research note on Monday, May 4th. UBS Group raised their price objective on shares of O’Reilly Automotive from $114.00 to $120.00 and gave the stock a “buy” rating in a report on Friday, May 1st. Royal Bank Of Canada restated an “outperform” rating on shares of O’Reilly Automotive in a research report on Friday, April 24th. Finally, Wells Fargo & Company reaffirmed an “overweight” rating and set a $110.00 target price (up from $105.00) on shares of O’Reilly Automotive in a report on Thursday, April 30th. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $112.25.

About O’Reilly Automotive

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.