O’Reilly Automotive, Inc. $ORLY Shares Sold by Kepler Cheuvreux Suisse SA

Kepler Cheuvreux Suisse SA reduced its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 52.9% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 16,493 shares of the specialty retailer’s stock after selling 18,519 shares during the quarter. Kepler Cheuvreux Suisse SA’s holdings in O’Reilly Automotive were worth $1,522,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in ORLY. Caldwell Trust Co grew its position in O’Reilly Automotive by 1,255.6% in the fourth quarter. Caldwell Trust Co now owns 13,136 shares of the specialty retailer’s stock valued at $1,198,000 after acquiring an additional 12,167 shares in the last quarter. Overbrook Management Corp raised its stake in shares of O’Reilly Automotive by 13.5% during the fourth quarter. Overbrook Management Corp now owns 161,551 shares of the specialty retailer’s stock valued at $14,735,000 after purchasing an additional 19,171 shares during the period. Jefferies Financial Group Inc. acquired a new position in shares of O’Reilly Automotive during the fourth quarter worth $3,908,000. Danske Bank A S acquired a new position in shares of O’Reilly Automotive during the third quarter worth $40,561,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. boosted its stake in shares of O’Reilly Automotive by 6.6% in the fourth quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,870,919 shares of the specialty retailer’s stock valued at $169,019,000 after purchasing an additional 115,447 shares during the period. Institutional investors and hedge funds own 85.00% of the company’s stock.

O’Reilly Automotive Stock Performance

ORLY stock opened at $90.25 on Friday. O’Reilly Automotive, Inc. has a twelve month low of $84.76 and a twelve month high of $108.71. The company has a market capitalization of $74.79 billion, a P/E ratio of 29.49, a PEG ratio of 1.99 and a beta of 0.51. The firm has a 50 day simple moving average of $90.42 and a 200-day simple moving average of $92.38.

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. The firm had revenue of $4.56 billion for the quarter, compared to analysts’ expectations of $4.46 billion. O’Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. The firm’s quarterly revenue was up 10.2% on a year-over-year basis. During the same period in the prior year, the company posted $9.35 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. On average, research analysts predict that O’Reilly Automotive, Inc. will post 3.24 EPS for the current year.

Insider Buying and Selling

In other news, CEO Brad W. Beckham sold 13,635 shares of the stock in a transaction dated Friday, May 8th. The shares were sold at an average price of $95.00, for a total transaction of $1,295,325.00. Following the transaction, the chief executive officer owned 12,250 shares of the company’s stock, valued at approximately $1,163,750. This trade represents a 52.68% decrease in their ownership of the stock. The sale 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 O’Reilly Automotive stock in a transaction dated Monday, May 18th. The stock was sold at an average price of $88.67, for a total value of $230,098.65. Following the completion of the transaction, the director owned 4,000 shares of the company’s stock, valued at $354,680. This trade represents a 39.35% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 105,730 shares of company stock worth $9,815,388. 0.77% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on ORLY shares. UBS Group raised their price target 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. Weiss Ratings reissued a “buy (b-)” rating on shares of O’Reilly Automotive in a research report on Monday, April 27th. Morgan Stanley restated an “overweight” rating and set a $112.00 target price on shares of O’Reilly Automotive in a research note on Thursday, April 30th. TD Cowen reaffirmed 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, Robert W. Baird set a $110.00 target price on O’Reilly Automotive in a research report on Friday, May 1st. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, O’Reilly Automotive currently has an average rating of “Moderate Buy” and an average target price 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.