O’Reilly Automotive, Inc. $ORLY Stock Holdings Lowered by Epoch Investment Partners Inc.

Epoch Investment Partners Inc. cut its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 11.0% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 974,776 shares of the specialty retailer’s stock after selling 120,078 shares during the period. Epoch Investment Partners Inc. owned approximately 0.12% of O’Reilly Automotive worth $89,982,000 at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. Welch Group LLC grew its position in O’Reilly Automotive by 0.8% in 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. Pinnacle Wealth Management Advisory Group LLC lifted its position in shares of O’Reilly Automotive by 2.4% during the 4th quarter. Pinnacle Wealth Management Advisory Group LLC now owns 4,397 shares of the specialty retailer’s stock valued at $401,000 after acquiring an additional 104 shares during the last quarter. Capital Advisory Group Advisory Services LLC lifted its position in shares of O’Reilly Automotive by 1.9% during the 4th quarter. Capital Advisory Group Advisory Services LLC now owns 5,702 shares of the specialty retailer’s stock valued at $520,000 after acquiring an additional 107 shares during the last quarter. Quadcap Wealth Management LLC lifted its position in shares of O’Reilly Automotive by 4.7% during the 3rd quarter. Quadcap Wealth Management LLC now owns 2,422 shares of the specialty retailer’s stock valued at $261,000 after acquiring an additional 108 shares during the last quarter. Finally, Accurate Wealth Management LLC boosted its stake in shares of O’Reilly Automotive by 1.9% during the 4th quarter. Accurate Wealth Management LLC now owns 5,815 shares of the specialty retailer’s stock worth $545,000 after acquiring an additional 109 shares in the last quarter. 85.00% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of brokerages recently issued reports on ORLY. UBS Group lifted 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. Truist Financial set a $108.00 price target on O’Reilly Automotive in a research report on Thursday, April 30th. Royal Bank Of Canada reiterated an “outperform” rating on shares of O’Reilly Automotive in a research report on Friday, April 24th. Mizuho boosted their price objective on O’Reilly Automotive from $105.00 to $110.00 and gave the stock an “outperform” rating in a report on Friday, May 8th. Finally, Wolfe Research set a $98.00 price objective on shares of O’Reilly Automotive in a research note on Wednesday, July 15th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, O’Reilly Automotive presently has a consensus rating of “Moderate Buy” and an average price target of $110.22.

O’Reilly Automotive Stock Up 1.5%

Shares of NASDAQ:ORLY opened at $87.40 on Friday. The company’s fifty day moving average is $88.39 and its two-hundred day moving average is $91.73. The company has a market cap of $72.43 billion, a P/E ratio of 28.56, a price-to-earnings-growth ratio of 1.90 and a beta of 0.51. O’Reilly Automotive, Inc. has a 12-month low of $82.59 and a 12-month high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 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 during the quarter, compared to analyst estimates of $4.46 billion. During the same period last year, the company posted $9.35 EPS. The business’s quarterly revenue was up 10.2% compared to the same quarter last year. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. Equities research analysts anticipate that O’Reilly Automotive, Inc. will post 3.24 earnings per share for the current year.

Insider Activity at O’Reilly Automotive

In related news, SVP Philip M. Hopper sold 3,700 shares of the stock in a transaction 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 sale, the senior vice president directly owned 4,888 shares in the company, valued at approximately $462,404.80. This trade represents a 43.08% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director John Raymond Murphy sold 2,595 shares of O’Reilly Automotive stock in a transaction on Monday, May 18th. The shares were sold at an average price of $88.67, for a total value of $230,098.65. Following the sale, the director directly owned 4,000 shares of the company’s stock, valued at approximately $354,680. The trade was a 39.35% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 105,730 shares of company stock worth $9,815,388. 0.77% of the stock is currently owned by company 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.