Sei Investments Co. Purchases 777,612 Shares of O’Reilly Automotive, Inc. $ORLY

Sei Investments Co. lifted its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 163.3% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 1,253,806 shares of the specialty retailer’s stock after purchasing an additional 777,612 shares during the period. Sei Investments Co.’s holdings in O’Reilly Automotive were worth $115,738,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently modified their holdings of 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. Jefferies Financial Group Inc. acquired a new position in shares of O’Reilly Automotive during the fourth quarter worth $3,908,000. Mitsubishi UFJ Asset Management Co. Ltd. lifted its position in shares of O’Reilly Automotive by 6.6% during the fourth quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,870,919 shares of the specialty retailer’s stock worth $169,019,000 after purchasing an additional 115,447 shares in the last quarter. Goldman Sachs Group Inc. boosted its stake in shares of O’Reilly Automotive by 9.8% in the fourth 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 during the period. Finally, Marble Wealth LLC purchased a new position in shares of O’Reilly Automotive in the fourth quarter valued at $2,559,000. Institutional investors own 85.00% of the company’s stock.

Insider Transactions at O’Reilly Automotive

In related news, Director John Raymond Murphy sold 2,595 shares of O’Reilly Automotive stock in a transaction dated Monday, May 18th. The shares were 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 in the company, valued at $354,680. This trade represents a 39.35% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Thomas Hendrickson sold 1,200 shares of the business’s stock in a transaction dated Friday, May 29th. The shares were sold at an average price of $88.32, for a total transaction of $105,984.00. Following the transaction, the director directly owned 19,675 shares of the company’s stock, valued at $1,737,696. The trade was a 5.75% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 105,730 shares of company stock worth $9,815,388 over the last 90 days. Corporate insiders own 0.77% of the company’s stock.

O’Reilly Automotive Stock Performance

O’Reilly Automotive stock opened at $86.11 on Friday. The firm’s 50-day moving average is $88.41 and its 200-day moving average is $91.76. O’Reilly Automotive, Inc. has a 1 year low of $82.59 and a 1 year high of $108.71. The company has a market cap of $71.36 billion, a P/E ratio of 28.14, a PEG ratio of 1.91 and a beta of 0.51.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 business’s revenue for the quarter was up 10.2% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $9.35 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. As a group, sell-side analysts predict that O’Reilly Automotive, Inc. will post 3.24 earnings per share for the current year.

Analysts Set New Price Targets

ORLY has been the subject of several recent analyst reports. Royal Bank Of Canada restated an “outperform” rating on shares of O’Reilly Automotive in a research note on Friday, April 24th. Wolfe Research set a $98.00 price target on O’Reilly Automotive in a research note on Wednesday, July 15th. Robert W. Baird set a $110.00 price target on O’Reilly Automotive in a report on Friday, May 1st. Mizuho raised their price objective on O’Reilly Automotive from $105.00 to $110.00 and gave the company an “outperform” rating in a research note on Friday, May 8th. Finally, Truist Financial set a $108.00 price objective on O’Reilly Automotive in a report on Thursday, April 30th. One 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 company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $110.70.

O’Reilly Automotive Company 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.