Sienna Gestion Purchases New Shares in O’Reilly Automotive, Inc. $ORLY

Sienna Gestion purchased a new stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) during the 4th quarter, HoldingsChannel reports. The firm purchased 9,958 shares of the specialty retailer’s stock, valued at approximately $906,000.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Silvant Capital Management LLC grew its position in O’Reilly Automotive by 0.7% during the fourth quarter. Silvant Capital Management LLC now owns 46,565 shares of the specialty retailer’s stock valued at $4,247,000 after buying an additional 322 shares during the period. Zinnia Wealth Advisory LLC acquired a new stake in O’Reilly Automotive during the fourth quarter valued at $353,000. Vanguard Personalized Indexing Management LLC grew its position in O’Reilly Automotive by 0.4% during the fourth quarter. Vanguard Personalized Indexing Management LLC now owns 158,625 shares of the specialty retailer’s stock valued at $14,468,000 after buying an additional 603 shares during the period. Resources Management Corp CT ADV grew its position in O’Reilly Automotive by 240.2% during the fourth quarter. Resources Management Corp CT ADV now owns 92,240 shares of the specialty retailer’s stock valued at $8,413,000 after buying an additional 65,128 shares during the period. Finally, Sargent Investment Group LLC acquired a new stake in O’Reilly Automotive during the fourth quarter valued at $295,000. Institutional investors and hedge funds own 85.00% of the company’s stock.

O’Reilly Automotive Stock Down 0.8%

Shares of NASDAQ ORLY opened at $90.26 on Tuesday. The company’s 50-day simple moving average is $91.58 and its 200-day simple moving average is $93.25. O’Reilly Automotive, Inc. has a 52-week low of $85.35 and a 52-week high of $108.71. The firm has a market cap of $74.80 billion, a price-to-earnings ratio of 29.50, a price-to-earnings-growth ratio of 2.01 and a beta of 0.53.

O’Reilly Automotive (NASDAQ:ORLY) last announced its earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share (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 business had revenue of $4.56 billion for the quarter, compared to analyst estimates of $4.46 billion. During the same quarter last year, the business earned $9.35 earnings per share. The company’s revenue for the quarter 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 EPS for the current fiscal year.

Analysts Set New Price Targets

Several analysts have recently issued reports on ORLY shares. Morgan Stanley reiterated an “overweight” rating and issued a $112.00 target price on shares of 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. UBS Group lifted their target price on shares of O’Reilly Automotive from $114.00 to $120.00 and gave the company a “buy” rating in a research report on Friday, May 1st. Weiss Ratings reiterated a “buy (b-)” rating on shares of O’Reilly Automotive in a research report on Monday, April 27th. Finally, Truist Financial set a $108.00 target price on shares of O’Reilly Automotive in a research report on Thursday, April 30th. One 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. According to data from MarketBeat, O’Reilly Automotive has a consensus rating of “Moderate Buy” and a consensus target price of $112.25.

Insider Transactions at O’Reilly Automotive

In other news, SVP Philip M. Hopper sold 3,700 shares of the firm’s stock in a transaction dated Thursday, May 7th. The shares were sold at an average price of $94.60, for a total value of $350,020.00. Following the transaction, the senior vice president directly owned 4,888 shares of the company’s stock, valued at approximately $462,404.80. This trade represents a 43.08% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, CEO Brad W. Beckham sold 13,635 shares of the firm’s stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $95.00, for a total transaction of $1,295,325.00. Following the completion of the transaction, the chief executive officer directly owned 12,250 shares in the company, valued at approximately $1,163,750. This represents a 52.68% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 105,730 shares of company stock valued at $9,815,388. Company insiders own 0.77% of the company’s stock.

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.