Intech Investment Management LLC grew its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 30.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 174,065 shares of the specialty retailer’s stock after buying an additional 40,271 shares during the period. Intech Investment Management LLC’s holdings in O’Reilly Automotive were worth $15,876,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Welch Group LLC boosted its holdings in O’Reilly Automotive by 0.8% during the fourth quarter. Welch Group LLC now owns 13,342 shares of the specialty retailer’s stock worth $1,217,000 after buying an additional 102 shares during the last quarter. Commons Capital LLC boosted its holdings in O’Reilly Automotive by 1.1% during the third quarter. Commons Capital LLC now owns 9,888 shares of the specialty retailer’s stock worth $1,066,000 after buying an additional 104 shares during the last quarter. Pinnacle Wealth Management Advisory Group LLC boosted its holdings in O’Reilly Automotive by 2.4% during the fourth quarter. Pinnacle Wealth Management Advisory Group LLC now owns 4,397 shares of the specialty retailer’s stock worth $401,000 after buying an additional 104 shares during the last quarter. Fayez Sarofim & Co boosted its holdings in O’Reilly Automotive by 1.4% during the third quarter. Fayez Sarofim & Co now owns 7,635 shares of the specialty retailer’s stock worth $823,000 after buying an additional 105 shares during the last quarter. Finally, Capital Advisory Group Advisory Services LLC boosted its holdings in O’Reilly Automotive by 1.9% during the fourth quarter. Capital Advisory Group Advisory Services LLC now owns 5,702 shares of the specialty retailer’s stock worth $520,000 after buying an additional 107 shares during the last quarter. Institutional investors own 85.00% of the company’s stock.
Analysts Set New Price Targets
A number of brokerages have issued reports on ORLY. UBS Group raised their target price on O’Reilly Automotive from $114.00 to $120.00 and gave the stock a “buy” rating in a report on Friday, May 1st. DA Davidson lifted their price objective on O’Reilly Automotive from $110.00 to $114.00 and gave the company a “buy” rating in a report on Friday, May 1st. JPMorgan Chase & Co. cut their price objective on O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating on the stock in a report on Friday, February 6th. Robert W. Baird set a $110.00 price objective on O’Reilly Automotive in a report on Friday, May 1st. Finally, Evercore reiterated an “outperform” rating and set a $115.00 price objective on shares of O’Reilly Automotive in a report on Friday, May 1st. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $112.25.
O’Reilly Automotive Price Performance
NASDAQ:ORLY opened at $86.88 on Friday. O’Reilly Automotive, Inc. has a fifty-two week low of $86.42 and a fifty-two week high of $108.71. The stock has a market capitalization of $72.00 billion, a PE ratio of 28.39, a price-to-earnings-growth ratio of 1.97 and a beta of 0.58. The business’s 50-day simple moving average is $91.86 and its 200-day simple moving average is $94.06.
O’Reilly Automotive (NASDAQ:ORLY – Get Free Report) last released its quarterly earnings data 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. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.The business had revenue of $4.56 billion for the quarter, compared to analysts’ expectations of $4.46 billion. During the same quarter in the previous year, the business posted $9.35 EPS. O’Reilly Automotive’s revenue for the quarter 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. On average, research analysts expect that O’Reilly Automotive, Inc. will post 3.24 earnings per share for the current year.
Insider Transactions at O’Reilly Automotive
In other O’Reilly Automotive news, SVP Philip M. Hopper sold 3,700 shares of the business’s stock in a transaction that occurred on Thursday, May 7th. The stock was sold at an average price of $94.60, for a total value of $350,020.00. Following the sale, the senior vice president owned 4,888 shares in the company, valued at approximately $462,404.80. The trade was a 43.08% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Brad W. Beckham sold 13,635 shares of the business’s stock in a transaction that occurred on Friday, May 8th. The shares were sold at an average price of $95.00, for a total value of $1,295,325.00. Following the completion of the sale, 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 position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 104,530 shares of company stock worth $9,709,404. 0.77% of the stock is currently owned by insiders.
O’Reilly Automotive Company 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.
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