Global Retirement Partners LLC grew its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 622.8% during the fourth quarter, HoldingsChannel.com reports. The fund owned 21,076 shares of the specialty retailer’s stock after acquiring an additional 18,160 shares during the quarter. Global Retirement Partners LLC’s holdings in O’Reilly Automotive were worth $1,922,000 at the end of the most recent reporting period.
A number of other large investors have also added to or reduced their stakes in the company. Vanguard Group Inc. increased its stake in O’Reilly Automotive by 0.6% in the 4th quarter. Vanguard Group Inc. now owns 79,730,143 shares of the specialty retailer’s stock worth $7,272,186,000 after acquiring an additional 458,613 shares during the last quarter. Akre Capital Management LLC increased its stake in O’Reilly Automotive by 989.3% in the 2nd quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer’s stock worth $848,188,000 after acquiring an additional 8,546,804 shares during the last quarter. Massachusetts Financial Services Co. MA increased its stake in O’Reilly Automotive by 1.1% in the 4th quarter. Massachusetts Financial Services Co. MA now owns 8,003,704 shares of the specialty retailer’s stock worth $730,018,000 after acquiring an additional 89,179 shares during the last quarter. Arrowstreet Capital Limited Partnership increased its stake in O’Reilly Automotive by 21.7% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 7,241,385 shares of the specialty retailer’s stock worth $780,694,000 after acquiring an additional 1,290,579 shares during the last quarter. Finally, Legal & General Group Plc increased its stake in O’Reilly Automotive by 5.0% in the 3rd quarter. Legal & General Group Plc now owns 5,675,675 shares of the specialty retailer’s stock worth $611,895,000 after acquiring an additional 270,212 shares during the last quarter. Institutional investors own 85.00% of the company’s stock.
Insiders Place Their Bets
In other O’Reilly Automotive news, Director John Raymond Murphy sold 2,595 shares of the company’s stock in a transaction on Monday, May 18th. The stock was sold at an average price of $88.67, for a total value of $230,098.65. Following the transaction, the director owned 4,000 shares of the company’s stock, valued at $354,680. This represents a 39.35% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, SVP Philip M. Hopper sold 3,700 shares of the company’s stock in a transaction on Thursday, May 7th. The shares were sold at an average price of $94.60, for a total value 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. This trade represents a 43.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 104,530 shares of company stock worth $9,709,404. Insiders own 0.77% of the company’s stock.
O’Reilly Automotive Stock Performance
O’Reilly Automotive (NASDAQ:ORLY – Get Free Report) last released its earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share for the quarter, beating the consensus estimate of $0.69 by $0.03. The firm had revenue of $4.56 billion for 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 revenue for the quarter was up 10.2% compared to the same quarter last year. During the same quarter 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. As a group, equities analysts predict that O’Reilly Automotive, Inc. will post 3.24 EPS for the current year.
Wall Street Analysts Forecast Growth
A number of research firms have issued reports on ORLY. Truist Financial set a $108.00 price objective on O’Reilly Automotive in a research note on Thursday, April 30th. Mizuho lifted their price objective on O’Reilly Automotive from $105.00 to $110.00 and gave the stock an “outperform” rating in a research note on Friday, May 8th. Citigroup reissued a “buy” rating and set a $115.00 target price (up from $110.00) on shares of O’Reilly Automotive in a research report on Friday, May 1st. Robert W. Baird set a $110.00 target price on 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 report on Monday, April 27th. One 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. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $112.25.
Check Out Our Latest Analysis on ORLY
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.
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