Whittier Trust Co. of Nevada Inc. lifted its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 6.3% in the 1st quarter, Holdings Channel.com reports. The fund owned 166,389 shares of the specialty retailer’s stock after buying an additional 9,877 shares during the quarter. Whittier Trust Co. of Nevada Inc.’s holdings in O’Reilly Automotive were worth $15,329,000 as of its most recent SEC filing.
Other hedge funds also recently added to or reduced their stakes in the company. Caldwell Trust Co lifted its holdings in shares of O’Reilly Automotive by 1,255.6% during the 4th quarter. Caldwell Trust Co now owns 13,136 shares of the specialty retailer’s stock valued at $1,198,000 after buying an additional 12,167 shares during the period. Overbrook Management Corp boosted its stake in shares of O’Reilly Automotive by 13.5% in the 4th quarter. Overbrook Management Corp now owns 161,551 shares of the specialty retailer’s stock worth $14,735,000 after buying an additional 19,171 shares during the last quarter. Jefferies Financial Group Inc. bought a new stake in shares of O’Reilly Automotive in the fourth quarter worth $3,908,000. Danske Bank A S purchased a new stake in O’Reilly Automotive during the third quarter valued at $40,561,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. increased its position in O’Reilly Automotive by 6.6% during the fourth quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,870,919 shares of the specialty retailer’s stock valued at $169,019,000 after acquiring an additional 115,447 shares during the last quarter. 85.00% of the stock is currently owned by hedge funds and other institutional investors.
Analyst Upgrades and Downgrades
Several research analysts have issued reports on the company. 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 research report on Friday, May 1st. TD Cowen reaffirmed a “buy” rating and set a $117.00 price target (up from $115.00) on shares of O’Reilly Automotive in a research report on Friday, May 1st. Roth Mkm reiterated a “buy” rating and issued a $109.00 price objective on shares of O’Reilly Automotive in a research note on Monday, May 4th. Evercore reissued an “outperform” rating and issued a $115.00 price objective on shares of O’Reilly Automotive in a report on Friday, May 1st. Finally, Royal Bank Of Canada restated an “outperform” rating on shares of O’Reilly Automotive in a research report on Friday, April 24th. One analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, O’Reilly Automotive presently has a consensus rating of “Moderate Buy” and an average price target of $112.25.
O’Reilly Automotive Stock Performance
NASDAQ ORLY opened at $90.25 on Monday. The company has a market capitalization of $74.79 billion, a PE ratio of 29.49, a price-to-earnings-growth ratio of 1.99 and a beta of 0.51. The business’s fifty day moving average is $90.42 and its 200 day moving average is $92.36. O’Reilly Automotive, Inc. has a fifty-two week low of $84.76 and a fifty-two week high of $108.71.
O’Reilly Automotive (NASDAQ:ORLY – Get Free Report) last issued its quarterly earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 EPS for the quarter, topping analysts’ consensus estimates of $0.69 by $0.03. The business had revenue of $4.56 billion during the quarter, compared to analysts’ expectations of $4.46 billion. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.The business’s quarterly revenue was up 10.2% on a year-over-year basis. During the same quarter in the prior year, the business posted $9.35 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. On average, sell-side analysts forecast that O’Reilly Automotive, Inc. will post 3.24 EPS for the current year.
Insider Activity at O’Reilly Automotive
In other O’Reilly Automotive news, Director Thomas Hendrickson sold 1,200 shares of O’Reilly Automotive stock in a transaction that occurred on Friday, May 29th. The shares were sold at an average price of $88.32, for a total transaction of $105,984.00. Following the transaction, the director owned 19,675 shares of the company’s stock, valued at $1,737,696. The trade was a 5.75% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Philip M. Hopper sold 3,700 shares of the company’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 transaction of $350,020.00. Following the completion of the transaction, the senior vice president owned 4,888 shares of the company’s stock, valued at approximately $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. Insiders sold a total of 105,730 shares of company stock worth $9,815,388 in the last quarter. 0.77% of the stock is currently owned by insiders.
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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