44,403 Shares in O’Reilly Automotive, Inc. $ORLY Acquired by Meiji Yasuda America Inc

Meiji Yasuda America Inc acquired a new position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 44,403 shares of the specialty retailer’s stock, valued at approximately $4,050,000.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the business. Vanguard Group Inc. grew its holdings in O’Reilly Automotive by 0.6% in the 4th quarter. Vanguard Group Inc. now owns 79,730,143 shares of the specialty retailer’s stock worth $7,272,186,000 after buying an additional 458,613 shares in the last quarter. Geode Capital Management LLC boosted its stake in O’Reilly Automotive by 1.6% during the 4th quarter. Geode Capital Management LLC now owns 24,140,497 shares of the specialty retailer’s stock valued at $2,201,555,000 after purchasing an additional 372,896 shares in the last quarter. Norges Bank bought a new position in O’Reilly Automotive during the 4th quarter valued at $1,134,311,000. Akre Capital Management LLC boosted its stake in O’Reilly Automotive by 989.3% during the 2nd quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer’s stock valued at $848,188,000 after purchasing an additional 8,546,804 shares in the last quarter. Finally, Goldman Sachs Group Inc. boosted its stake in O’Reilly Automotive by 9.8% during the 4th quarter. Goldman Sachs Group Inc. now owns 9,338,304 shares of the specialty retailer’s stock valued at $851,747,000 after purchasing an additional 835,518 shares in the last quarter. 85.00% of the stock is owned by institutional investors.

Analyst Ratings Changes

ORLY has been the subject of a number of research reports. Robert W. Baird set a $110.00 price target on O’Reilly Automotive in a research note on Friday, May 1st. UBS Group increased their price target on O’Reilly Automotive from $114.00 to $120.00 and gave the company a “buy” rating in a research note on Friday, May 1st. Wells Fargo & Company reaffirmed an “overweight” rating and set a $110.00 price target (up from $105.00) on shares of O’Reilly Automotive in a research note on Thursday, April 30th. Truist Financial set a $108.00 price target on O’Reilly Automotive in a research note on Thursday, April 30th. Finally, Morgan Stanley reaffirmed an “overweight” rating and set a $112.00 price target on shares of O’Reilly Automotive in a research note on Thursday, April 30th. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $112.25.

Insider Buying and Selling at O’Reilly Automotive

In other news, SVP Robert Allen Dumas sold 84,600 shares of the firm’s stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $92.60, for a total transaction of $7,833,960.00. Following the completion of the sale, the senior vice president directly owned 1,782 shares of the company’s stock, valued at $165,013.20. This trade represents a 97.94% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, Director John Raymond Murphy sold 2,595 shares of the firm’s stock in a transaction on 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 directly owned 4,000 shares of the company’s stock, valued at approximately $354,680. This represents a 39.35% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 105,730 shares of company stock worth $9,815,388. 0.77% of the stock is owned by insiders.

O’Reilly Automotive Stock Down 0.4%

ORLY opened at $90.10 on Friday. The firm has a market cap of $74.67 billion, a PE ratio of 29.44, a P/E/G ratio of 2.00 and a beta of 0.53. The business has a fifty day simple moving average of $91.62 and a 200-day simple moving average of $93.38. O’Reilly Automotive, Inc. has a fifty-two week low of $85.35 and a fifty-two week high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share for the quarter, topping the consensus estimate of $0.69 by $0.03. The business had revenue of $4.56 billion during the quarter, compared to analyst estimates of $4.46 billion. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.The company’s revenue was up 10.2% compared to the same quarter last year. During the same period last year, the company posted $9.35 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. On average, equities research analysts anticipate that O’Reilly Automotive, Inc. will post 3.24 EPS for the current fiscal year.

O’Reilly Automotive 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.