O’Reilly Automotive, Inc. $ORLY Shares Sold by Principal Financial Group Inc.

Principal Financial Group Inc. lowered its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 16.5% during the first quarter, Holdings Channel.com reports. The institutional investor owned 18,066,239 shares of the specialty retailer’s stock after selling 3,560,471 shares during the period. O’Reilly Automotive accounts for approximately 0.9% of Principal Financial Group Inc.’s portfolio, making the stock its 19th biggest position. Principal Financial Group Inc.’s holdings in O’Reilly Automotive were worth $1,667,699,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also made changes to their positions in ORLY. Eagle Bay Advisors LLC purchased a new position in shares of O’Reilly Automotive during the fourth quarter worth $25,000. Tucker Asset Management LLC purchased a new position in shares of O’Reilly Automotive during the 4th quarter valued at about $26,000. Wilkerson Advisory Group LLC acquired a new position in shares of O’Reilly Automotive in the 4th quarter valued at about $27,000. Whipplewood Advisors LLC lifted its holdings in shares of O’Reilly Automotive by 1,552.6% in the 1st quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer’s stock valued at $29,000 after buying an additional 295 shares during the period. Finally, Kohmann Bosshard Financial Services LLC boosted its stake in shares of O’Reilly Automotive by 54.3% in the first quarter. Kohmann Bosshard Financial Services LLC now owns 324 shares of the specialty retailer’s stock worth $30,000 after buying an additional 114 shares during the last quarter. 85.00% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several research firms have commented on ORLY. UBS Group upped their price objective on O’Reilly Automotive from $114.00 to $120.00 and gave the stock a “buy” rating in a research report on Friday, May 1st. Citigroup restated a “buy” rating and set a $115.00 price target (up from $110.00) on shares of O’Reilly Automotive in a research report on Friday, May 1st. Wells Fargo & Company reaffirmed an “overweight” rating and issued a $110.00 price objective (up from $105.00) on shares of O’Reilly Automotive in a report on Thursday, April 30th. Evercore reiterated an “outperform” rating and issued a $115.00 price objective on shares of O’Reilly Automotive in a research report on Friday, May 1st. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of O’Reilly Automotive in a research note on Monday, April 27th. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $111.85.

O’Reilly Automotive Price Performance

Shares of O’Reilly Automotive stock opened at $87.29 on Tuesday. The business has a 50 day simple moving average of $89.49 and a two-hundred day simple moving average of $92.10. O’Reilly Automotive, Inc. has a 12 month low of $82.71 and a 12 month high of $108.71. The stock has a market capitalization of $72.34 billion, a P/E ratio of 28.53, a PEG ratio of 1.90 and a beta of 0.51.

O’Reilly Automotive (NASDAQ:ORLY) last issued its quarterly earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 analyst estimates of $4.46 billion. During the same period in the previous year, the company posted $9.35 earnings per share. The business’s revenue was up 10.2% on a year-over-year basis. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. As a group, research analysts anticipate that O’Reilly Automotive, Inc. will post 3.24 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, Director John Raymond Murphy sold 2,595 shares of the firm’s stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $88.67, for a total value of $230,098.65. Following the transaction, the director directly owned 4,000 shares of the company’s stock, valued at approximately $354,680. This trade represents a 39.35% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, CEO Brad W. Beckham sold 13,635 shares of the business’s stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $95.00, for a total transaction of $1,295,325.00. Following the transaction, the chief executive officer owned 12,250 shares in the company, valued at $1,163,750. The trade was a 52.68% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 105,730 shares of company stock valued at $9,815,388. Corporate insiders own 0.77% of the company’s stock.

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.