Railway Pension Investments Ltd Acquires 51,200 Shares of O’Reilly Automotive, Inc. $ORLY

Railway Pension Investments Ltd grew its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 4.2% in the fourth quarter, HoldingsChannel.com reports. The fund owned 1,259,751 shares of the specialty retailer’s stock after purchasing an additional 51,200 shares during the period. Railway Pension Investments Ltd’s holdings in O’Reilly Automotive were worth $114,902,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of ORLY. Norges Bank purchased a new position in shares of O’Reilly Automotive during the 4th quarter valued at about $1,134,311,000. Akre Capital Management LLC increased its stake in shares of O’Reilly Automotive by 989.3% during the second quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer’s stock valued at $848,188,000 after buying an additional 8,546,804 shares during the period. Alphinity Investment Management Pty Ltd purchased a new stake in O’Reilly Automotive in the third quarter worth $435,620,000. Ameriprise Financial Inc. grew its stake in O’Reilly Automotive by 1,316.5% in the second quarter. Ameriprise Financial Inc. now owns 3,027,830 shares of the specialty retailer’s stock worth $272,871,000 after purchasing an additional 2,814,071 shares during the period. Finally, Raymond James Financial Inc. grew its stake in O’Reilly Automotive by 1,277.3% in the second quarter. Raymond James Financial Inc. now owns 2,346,977 shares of the specialty retailer’s stock worth $211,533,000 after purchasing an additional 2,176,568 shares during the period. 85.00% of the stock is owned by hedge funds and other institutional investors.

O’Reilly Automotive Stock Down 2.6%

Shares of NASDAQ ORLY opened at $86.88 on Friday. The firm’s 50-day moving average price is $91.86 and its 200-day moving average price is $94.06. The company has a market cap of $72.00 billion, a PE ratio of 28.39, a PEG ratio of 1.92 and a beta of 0.58. O’Reilly Automotive, Inc. has a 52-week low of $86.42 and a 52-week high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last posted its earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share for the quarter, beating 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 company had revenue of $4.56 billion for the quarter, compared to the consensus estimate of $4.46 billion. During the same quarter in the prior year, the company earned $9.35 earnings per share. O’Reilly Automotive’s revenue 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. As a group, equities research analysts anticipate that O’Reilly Automotive, Inc. will post 3.24 EPS for the current fiscal year.

Insider Buying and Selling

In other O’Reilly Automotive news, CEO Brad W. Beckham sold 13,635 shares of the company’s stock in a transaction dated Friday, May 8th. The stock was 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. This represents a 52.68% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Also, Director John Raymond Murphy sold 2,595 shares of the stock in a transaction dated Monday, May 18th. The stock was sold at an average price of $88.67, for a total value of $230,098.65. Following the sale, 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 SEC filing for this sale provides additional information. In the last three months, insiders have sold 104,530 shares of company stock worth $9,709,404. Corporate insiders own 0.77% of the company’s stock.

Analysts Set New Price Targets

ORLY has been the topic of a number of recent research reports. DA Davidson increased their target price on O’Reilly Automotive from $110.00 to $114.00 and gave the stock a “buy” rating in a research note on Friday, May 1st. Wells Fargo & Company restated an “overweight” rating and set a $110.00 price target (up from $105.00) on shares of O’Reilly Automotive in a report on Thursday, April 30th. Citigroup restated a “buy” rating and set a $115.00 price target (up from $110.00) on shares of O’Reilly Automotive in a report on Friday, May 1st. UBS Group raised their price target on O’Reilly Automotive from $114.00 to $120.00 and gave the company a “buy” rating in a report on Friday, May 1st. Finally, JPMorgan Chase & Co. reduced their price target on O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating for the company in a report on Friday, February 6th. 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 company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $112.25.

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.