Arrowstreet Capital Limited Partnership Buys 773,673 Shares of O’Reilly Automotive, Inc. $ORLY

Arrowstreet Capital Limited Partnership increased its stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 10.7% during the fourth quarter, Holdings Channel.com reports. The firm owned 8,015,058 shares of the specialty retailer’s stock after purchasing an additional 773,673 shares during the quarter. Arrowstreet Capital Limited Partnership’s holdings in O’Reilly Automotive were worth $731,053,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently bought and sold shares of the stock. Atlas Capital Advisors Inc. bought a new position in O’Reilly Automotive in the 4th quarter worth $956,000. Aptus Capital Advisors LLC raised its holdings in O’Reilly Automotive by 3.6% during the fourth quarter. Aptus Capital Advisors LLC now owns 8,012 shares of the specialty retailer’s stock valued at $731,000 after acquiring an additional 282 shares during the period. Kestra Advisory Services LLC raised its holdings in O’Reilly Automotive by 15.2% during the fourth quarter. Kestra Advisory Services LLC now owns 64,637 shares of the specialty retailer’s stock valued at $5,896,000 after acquiring an additional 8,514 shares during the period. Quartz Partners LLC raised its holdings in O’Reilly Automotive by 7.3% during the fourth quarter. Quartz Partners LLC now owns 12,778 shares of the specialty retailer’s stock valued at $1,165,000 after acquiring an additional 873 shares during the period. Finally, Fortis Capital Management LLC raised its holdings in O’Reilly Automotive by 4.6% during the fourth quarter. Fortis Capital Management LLC now owns 7,050 shares of the specialty retailer’s stock valued at $643,000 after acquiring an additional 310 shares during the period. 85.00% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of research firms have commented on ORLY. Robert W. Baird set a $110.00 price target on O’Reilly Automotive in a report on Friday, May 1st. Roth Mkm reissued a “buy” rating and set a $109.00 price target on shares of O’Reilly Automotive in a report on Monday, May 4th. Royal Bank Of Canada reissued an “outperform” rating on shares of O’Reilly Automotive in a report on Friday, April 24th. Wells Fargo & Company reissued an “overweight” rating and set a $110.00 price target (up from $105.00) on shares of O’Reilly Automotive in a report on Thursday, April 30th. Finally, TD Cowen reissued a “buy” rating and set a $117.00 price target (up from $115.00) on shares of O’Reilly Automotive in a report on Friday, May 1st. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, O’Reilly Automotive presently has a consensus rating of “Moderate Buy” and an average target price of $112.25.

O’Reilly Automotive Stock Up 1.0%

Shares of O’Reilly Automotive stock opened at $91.02 on Friday. The firm has a market cap of $75.43 billion, a price-to-earnings ratio of 29.75, a PEG ratio of 2.01 and a beta of 0.53. The business has a 50-day moving average price of $91.60 and a 200-day moving average price of $93.37. O’Reilly Automotive, Inc. has a twelve month low of $85.35 and a twelve month high of $108.71.

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

Insider Activity

In other news, Director John Raymond Murphy sold 2,595 shares of the firm’s stock in a transaction dated Monday, May 18th. The stock was sold at an average price of $88.67, for a total transaction of $230,098.65. Following the completion of the transaction, the director owned 4,000 shares in the company, valued at $354,680. This trade represents a 39.35% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, SVP Philip M. Hopper sold 3,700 shares of the firm’s stock in a transaction dated Thursday, May 7th. The shares were sold at an average price of $94.60, for a total value of $350,020.00. Following the transaction, the senior vice president owned 4,888 shares of the company’s stock, valued at approximately $462,404.80. The trade was a 43.08% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 105,730 shares of company stock valued at $9,815,388. 0.77% of the stock is owned by corporate insiders.

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.