Nuveen LLC Sells 348,248 Shares of O’Reilly Automotive, Inc. $ORLY

Nuveen LLC trimmed its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 3.0% during the fourth quarter, Holdings Channel.com reports. The fund owned 11,348,867 shares of the specialty retailer’s stock after selling 348,248 shares during the quarter. Nuveen LLC’s holdings in O’Reilly Automotive were worth $1,035,130,000 as of its most recent filing with the SEC.

Other hedge funds have also bought and sold shares of the company. Vanguard Group Inc. increased its position in O’Reilly Automotive by 0.6% during the third quarter. Vanguard Group Inc. now owns 79,271,530 shares of the specialty retailer’s stock worth $8,546,264,000 after acquiring an additional 436,563 shares during the period. Vestmark Advisory Solutions Inc. increased its position in O’Reilly Automotive by 34.0% during the third quarter. Vestmark Advisory Solutions Inc. now owns 51,657 shares of the specialty retailer’s stock worth $5,569,000 after acquiring an additional 13,100 shares during the period. Caldwell Trust Co increased its position in O’Reilly Automotive by 1,255.6% during the fourth quarter. Caldwell Trust Co now owns 13,136 shares of the specialty retailer’s stock worth $1,198,000 after acquiring an additional 12,167 shares during the period. Overbrook Management Corp increased its position in O’Reilly Automotive by 13.5% during the fourth quarter. Overbrook Management Corp now owns 161,551 shares of the specialty retailer’s stock worth $14,735,000 after acquiring an additional 19,171 shares during the period. Finally, Jefferies Financial Group Inc. bought a new position in O’Reilly Automotive during the fourth quarter worth about $3,908,000. 85.00% of the stock is owned by institutional investors.

Insider Buying and Selling

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 value of $105,984.00. Following the sale, the director directly owned 19,675 shares in the company, valued at approximately $1,737,696. This trade represents a 5.75% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director John Raymond Murphy sold 2,595 shares of the firm’s stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $88.67, for a total transaction of $230,098.65. Following the completion of the sale, the director owned 4,000 shares in the company, valued at approximately $354,680. The trade was a 39.35% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 105,730 shares of company stock worth $9,815,388 in the last quarter. Corporate insiders own 0.77% of the company’s stock.

O’Reilly Automotive Stock Down 0.4%

ORLY stock opened at $90.10 on Friday. O’Reilly Automotive, Inc. has a 12 month low of $85.35 and a 12 month high of $108.71. The firm has a market cap of $74.67 billion, a P/E ratio of 29.44, a P/E/G ratio of 2.00 and a beta of 0.53. The company’s 50-day moving average price is $91.62 and its two-hundred day moving average price is $93.38.

O’Reilly Automotive (NASDAQ:ORLY) last released its earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 EPS for the quarter, beating the consensus estimate of $0.69 by $0.03. O’Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. The firm had revenue of $4.56 billion for the quarter, compared to analyst estimates of $4.46 billion. During the same period last year, the firm earned $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 analysts predict that O’Reilly Automotive, Inc. will post 3.24 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on ORLY shares. Truist Financial set a $108.00 price objective on shares of O’Reilly Automotive in a research note on Thursday, April 30th. Robert W. Baird set a $110.00 target price on shares of O’Reilly Automotive in a report on Friday, May 1st. DA Davidson raised their target price on shares of O’Reilly Automotive from $110.00 to $114.00 and gave the company a “buy” rating in a report on Friday, May 1st. Mizuho raised their target price on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the company an “outperform” rating in a report on Friday, May 8th. Finally, UBS Group raised their target price on shares of O’Reilly Automotive from $114.00 to $120.00 and gave the company a “buy” rating 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 assigned a Hold rating to the company. According to MarketBeat, O’Reilly Automotive currently has a consensus rating of “Moderate Buy” and an average price target of $112.25.

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.