Rockefeller Capital Management L.P. Boosts Stake in O’Reilly Automotive, Inc. $ORLY

Rockefeller Capital Management L.P. grew its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 39.4% in the 4th quarter, Holdings Channel reports. The fund owned 753,072 shares of the specialty retailer’s stock after acquiring an additional 212,971 shares during the period. Rockefeller Capital Management L.P.’s holdings in O’Reilly Automotive were worth $68,688,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of ORLY. Eagle Bay Advisors LLC purchased a new position in O’Reilly Automotive in the fourth quarter valued at about $25,000. Tucker Asset Management LLC purchased a new stake in O’Reilly Automotive during the 4th quarter worth approximately $26,000. Wilkerson Advisory Group LLC acquired a new position in shares of O’Reilly Automotive in the 4th quarter valued at approximately $27,000. Kemnay Advisory Services Inc. acquired a new position in shares of O’Reilly Automotive in the 4th quarter valued at approximately $30,000. Finally, IAG Wealth Partners LLC purchased a new position in shares of O’Reilly Automotive during the 3rd quarter valued at approximately $31,000. Institutional investors and hedge funds own 85.00% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on ORLY shares. Truist Financial set a $108.00 price target on shares of O’Reilly Automotive in a research report on Thursday, April 30th. Robert W. Baird set a $110.00 price objective on shares of O’Reilly Automotive in a research note on Friday, May 1st. Evercore reissued an “outperform” rating and set a $115.00 price objective on shares of O’Reilly Automotive in a report on Friday, May 1st. DA Davidson boosted their target price on shares of O’Reilly Automotive from $110.00 to $114.00 and gave the stock a “buy” rating in a research report on Friday, May 1st. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of O’Reilly Automotive in a research report on Monday, April 27th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, O’Reilly Automotive presently has an average rating of “Moderate Buy” and an average price target of $112.25.

Insider Activity

In other O’Reilly Automotive news, SVP Robert Allen Dumas sold 84,600 shares of the stock in a transaction on Wednesday, May 20th. The shares were sold at an average price of $92.60, for a total transaction of $7,833,960.00. Following the sale, the senior vice president directly owned 1,782 shares of the company’s stock, valued at approximately $165,013.20. This represents a 97.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Thomas Hendrickson sold 1,200 shares of the firm’s stock in a transaction dated Friday, May 29th. The stock was sold at an average price of $88.32, for a total transaction of $105,984.00. Following the completion of the transaction, the director owned 19,675 shares in the company, valued at approximately $1,737,696. The trade was a 5.75% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 105,730 shares of company stock valued at $9,815,388 over the last quarter. 0.77% of the stock is owned by company insiders.

O’Reilly Automotive Stock Performance

Shares of ORLY opened at $86.84 on Friday. 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 $71.97 billion, a price-to-earnings ratio of 28.38, a PEG ratio of 1.92 and a beta of 0.53. The stock has a 50 day moving average of $91.27 and a 200-day moving average of $92.94.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly 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 negative return on equity of 263.22% and a net margin of 14.30%.The business had revenue of $4.56 billion for the quarter, compared to analyst estimates of $4.46 billion. During the same period in the prior year, the company posted $9.35 EPS. The business’s 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. On average, sell-side analysts predict that O’Reilly Automotive, Inc. will post 3.24 earnings per share for the current fiscal year.

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.