London Co. of Virginia Decreases Stake in O’Reilly Automotive, Inc. $ORLY

London Co. of Virginia lowered its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 2.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 755,714 shares of the specialty retailer’s stock after selling 22,382 shares during the quarter. London Co. of Virginia’s holdings in O’Reilly Automotive were worth $68,929,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in ORLY. Vanguard Group Inc. raised its holdings in O’Reilly Automotive by 0.6% during the fourth quarter. Vanguard Group Inc. now owns 79,730,143 shares of the specialty retailer’s stock worth $7,272,186,000 after purchasing an additional 458,613 shares in the last quarter. State Street Corp raised its holdings in O’Reilly Automotive by 0.4% during the fourth quarter. State Street Corp now owns 37,206,098 shares of the specialty retailer’s stock worth $3,393,568,000 after purchasing an additional 140,387 shares in the last quarter. Geode Capital Management LLC raised its holdings in O’Reilly Automotive by 1.6% during the fourth quarter. Geode Capital Management LLC now owns 24,140,497 shares of the specialty retailer’s stock worth $2,201,555,000 after purchasing an additional 372,896 shares in the last quarter. Norges Bank acquired a new stake in O’Reilly Automotive during the fourth quarter worth approximately $1,134,311,000. Finally, Akre Capital Management LLC raised its holdings in O’Reilly Automotive by 989.3% during 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 in the last quarter. Hedge funds and other institutional investors own 85.00% of the company’s stock.

Insiders Place Their Bets

In other news, SVP Robert Allen Dumas sold 84,600 shares of O’Reilly Automotive stock in a transaction on Wednesday, May 20th. The shares were sold at an average price of $92.60, for a total value of $7,833,960.00. Following the transaction, the senior vice president directly owned 1,782 shares of the company’s stock, valued at $165,013.20. The trade was a 97.94% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, SVP Philip M. Hopper sold 3,700 shares of O’Reilly Automotive stock in a transaction 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 completion of the transaction, the senior vice president directly owned 4,888 shares in the company, valued at $462,404.80. The trade was a 43.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 105,730 shares of company stock worth $9,815,388. Corporate insiders own 0.77% of the company’s stock.

O’Reilly Automotive Price Performance

Shares of O’Reilly Automotive stock opened at $90.68 on Wednesday. The firm’s fifty day simple moving average is $91.56 and its 200-day simple moving average is $93.17. The stock has a market capitalization of $75.15 billion, a price-to-earnings ratio of 29.63, a PEG ratio of 1.99 and a beta of 0.53. O’Reilly Automotive, Inc. has a 12 month low of $85.35 and a 12 month high of $108.71.

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

Analyst Upgrades and Downgrades

A number of analysts have weighed in on ORLY shares. Raymond James Financial reissued an “outperform” rating and set a $115.00 price objective on shares of O’Reilly Automotive in a report on Friday, May 1st. DA Davidson raised their price objective on shares of O’Reilly Automotive from $110.00 to $114.00 and gave the stock a “buy” rating in a report on Friday, May 1st. Evercore reissued an “outperform” rating and set a $115.00 price objective on shares of O’Reilly Automotive in a report on Friday, May 1st. Roth Mkm reissued a “buy” rating and set a $109.00 price objective on shares of O’Reilly Automotive in a report on Monday, May 4th. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of O’Reilly Automotive in a report on Monday, April 27th. 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, the stock has an average rating of “Moderate Buy” and a consensus price target 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.