Insider Selling: O’Reilly Automotive (NASDAQ:ORLY) Director Sells $87,830.00 in Stock

O’Reilly Automotive, Inc. (NASDAQ:ORLY) Director Thomas Hendrickson sold 1,000 shares of the firm’s stock in a transaction that occurred on Friday, August 28th. The shares were sold at an average price of $87.83, for a total transaction of $87,830.00. Following the completion of the transaction, the director owned 18,675 shares of the company’s stock, valued at approximately $1,640,225.25. This trade represents a 5.08% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link.

O’Reilly Automotive Price Performance

ORLY opened at $87.38 on Friday. O’Reilly Automotive, Inc. has a fifty-two week low of $82.59 and a fifty-two week high of $108.71. The firm has a market capitalization of $70.69 billion, a price-to-earnings ratio of 27.83, a PEG ratio of 2.16 and a beta of 0.52. The company’s 50 day moving average price is $89.05 and its two-hundred day moving average price is $90.63.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.86. The firm had revenue of $4.89 billion during the quarter, compared to the consensus estimate of $4.86 billion. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. The company’s revenue for the quarter was up 8.1% on a year-over-year basis. During the same quarter last year, the firm earned $0.78 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. As a group, equities research analysts predict that O’Reilly Automotive, Inc. will post 3.27 EPS for the current year.

Hedge Funds Weigh In On O’Reilly Automotive

A number of hedge funds have recently bought and sold shares of the company. California State Teachers Retirement System boosted its position in O’Reilly Automotive by 9,003.0% during the second quarter. California State Teachers Retirement System now owns 117,184,893 shares of the specialty retailer’s stock valued at $10,791,557,000 after acquiring an additional 115,897,575 shares during the last quarter. BlackRock Inc. bought a new position in shares of O’Reilly Automotive in the 2nd quarter worth about $5,950,042,000. State Street Corp lifted its stake in shares of O’Reilly Automotive by 0.4% in the 4th quarter. State Street Corp now owns 37,206,098 shares of the specialty retailer’s stock valued at $3,393,568,000 after purchasing an additional 140,387 shares during the period. Geode Capital Management LLC lifted its stake in shares of O’Reilly Automotive by 1.6% in the 4th quarter. Geode Capital Management LLC now owns 24,140,497 shares of the specialty retailer’s stock valued at $2,201,555,000 after purchasing an additional 372,896 shares during the period. Finally, Wellington Management Group LLP boosted its position in shares of O’Reilly Automotive by 25.1% during the 4th quarter. Wellington Management Group LLP now owns 14,755,276 shares of the specialty retailer’s stock valued at $1,345,829,000 after purchasing an additional 2,964,945 shares in the last quarter. Institutional investors own 85.00% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages recently issued reports on ORLY. Raymond James Financial reaffirmed an “outperform” rating and set a $110.00 target price on shares of O’Reilly Automotive in a research report on Friday, July 31st. Wells Fargo & Company set a $100.00 price target on O’Reilly Automotive in a research report on Friday, July 24th. Robert W. Baird set a $100.00 price target on O’Reilly Automotive in a research note on Friday, July 31st. Morgan Stanley lowered their price objective on O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating for the company in a research report on Thursday, July 30th. Finally, DA Davidson set a $106.00 price objective on O’Reilly Automotive in a research note on Friday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, O’Reilly Automotive currently has a consensus rating of “Moderate Buy” and an average target price of $107.24.

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.