Thomas Hendrickson Sells 1,200 Shares of O’Reilly Automotive (NASDAQ:ORLY) Stock

O’Reilly Automotive, Inc. (NASDAQ:ORLY) Director Thomas Hendrickson sold 1,200 shares of the business’s stock in a transaction that occurred on Friday, May 29th. The shares were sold at an average price of $88.32, for a total value of $105,984.00. Following the sale, the director owned 19,675 shares of the company’s stock, valued at approximately $1,737,696. This represents a 5.75% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link.

O’Reilly Automotive Stock Up 1.3%

NASDAQ ORLY opened at $87.38 on Thursday. The company has a market cap of $72.41 billion, a price-to-earnings ratio of 28.56, a P/E/G ratio of 1.90 and a beta of 0.53. O’Reilly Automotive, Inc. has a 52 week low of $85.35 and a 52 week high of $108.71. The business has a 50 day moving average price of $91.79 and a 200-day moving average price of $93.78.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 EPS for the quarter, beating the consensus estimate of $0.69 by $0.03. The firm had revenue of $4.56 billion during the quarter, compared to the consensus estimate of $4.46 billion. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.The company’s quarterly revenue was up 10.2% on a year-over-year basis. During the same quarter in the previous year, the company posted $9.35 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. On average, equities research analysts anticipate that O’Reilly Automotive, Inc. will post 3.24 earnings per share for the current year.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of ORLY. Norges Bank purchased a new position in O’Reilly Automotive in the fourth quarter worth $1,134,311,000. Akre Capital Management LLC boosted its position in O’Reilly Automotive by 989.3% in the second quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer’s stock worth $848,188,000 after purchasing an additional 8,546,804 shares during the last quarter. Alphinity Investment Management Pty Ltd purchased a new position in O’Reilly Automotive in the third quarter worth $435,620,000. Wellington Management Group LLP boosted its position in O’Reilly Automotive by 25.1% in the fourth quarter. Wellington Management Group LLP now owns 14,755,276 shares of the specialty retailer’s stock worth $1,345,829,000 after purchasing an additional 2,964,945 shares during the last quarter. Finally, Ameriprise Financial Inc. boosted its position in O’Reilly Automotive by 1,316.5% in the second quarter. Ameriprise Financial Inc. now owns 3,027,830 shares of the specialty retailer’s stock worth $272,871,000 after purchasing an additional 2,814,071 shares during the last quarter. Hedge funds and other institutional investors own 85.00% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts recently issued reports on ORLY shares. Robert W. Baird set a $110.00 price target on O’Reilly Automotive in a report on Friday, May 1st. Raymond James Financial reiterated an “outperform” rating and set a $115.00 price target on shares of O’Reilly Automotive in a report on Friday, May 1st. JPMorgan Chase & Co. decreased their price target on O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating for the company in a report on Friday, February 6th. Truist Financial set a $108.00 price target on O’Reilly Automotive in a report on Thursday, April 30th. Finally, Evercore reiterated an “outperform” rating and set a $115.00 price target on shares of O’Reilly Automotive in a report on Friday, May 1st. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $112.25.

O’Reilly Automotive Company 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.