Illinois Municipal Retirement Fund Increases Stock Position in O’Reilly Automotive, Inc. $ORLY

Illinois Municipal Retirement Fund grew its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 3.1% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 330,727 shares of the specialty retailer’s stock after purchasing an additional 9,926 shares during the period. Illinois Municipal Retirement Fund’s holdings in O’Reilly Automotive were worth $30,166,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of ORLY. Eagle Bay Advisors LLC purchased a new stake in shares of O’Reilly Automotive in the fourth quarter valued at approximately $25,000. IAG Wealth Partners LLC acquired a new position in O’Reilly Automotive during the third quarter worth $31,000. Tucker Asset Management LLC purchased a new position in O’Reilly Automotive in the fourth quarter worth $26,000. Ares Financial Consulting LLC acquired a new stake in O’Reilly Automotive in the fourth quarter valued at $34,000. Finally, Commonwealth Retirement Investments LLC acquired a new stake in O’Reilly Automotive in the fourth quarter valued at $34,000. 85.00% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at O’Reilly Automotive

In other news, Director Thomas Hendrickson sold 1,200 shares of the firm’s 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 completion of the transaction, the director directly owned 19,675 shares of the company’s stock, valued at $1,737,696. This trade represents a 5.75% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Brad W. Beckham sold 13,635 shares of O’Reilly Automotive stock in a transaction that occurred on 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 transaction, the chief executive officer owned 12,250 shares of the company’s stock, valued at $1,163,750. This represents a 52.68% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 105,730 shares of company stock valued at $9,815,388 in the last quarter. 0.77% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

ORLY has been the topic of a number of recent analyst reports. Evercore reaffirmed an “outperform” rating and set a $115.00 price target on shares of O’Reilly Automotive in a research note 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. Mizuho boosted their price objective on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the stock an “outperform” rating in a report on Friday, May 8th. TD Cowen restated a “buy” rating and set a $117.00 target price (up from $115.00) on shares of O’Reilly Automotive in a research report on Friday, May 1st. Finally, Citigroup reaffirmed a “buy” rating and issued a $115.00 target price (up from $110.00) on shares of O’Reilly Automotive in a report on Friday, May 1st. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $112.25.

O’Reilly Automotive Stock Performance

O’Reilly Automotive stock opened at $90.46 on Thursday. O’Reilly Automotive, Inc. has a fifty-two week low of $85.35 and a fifty-two week high of $108.71. The firm has a market capitalization of $74.97 billion, a price-to-earnings ratio of 29.56, a price-to-earnings-growth ratio of 1.97 and a beta of 0.53. The stock’s fifty day moving average is $91.67 and its two-hundred day moving average is $93.46.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share (EPS) for the quarter, topping 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 during the quarter, compared to the consensus estimate of $4.46 billion. During the same quarter in the previous year, the company posted $9.35 EPS. The business’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, sell-side analysts forecast that O’Reilly Automotive, Inc. will post 3.24 EPS for the current fiscal year.

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.