Arax Advisory Partners Decreases Stock Position in O’Reilly Automotive, Inc. $ORLY

Arax Advisory Partners lessened its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 33.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 83,158 shares of the specialty retailer’s stock after selling 42,677 shares during the quarter. Arax Advisory Partners’ holdings in O’Reilly Automotive were worth $7,584,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Barclays PLC lifted its position in shares of O’Reilly Automotive by 12.0% in the fourth quarter. Barclays PLC now owns 3,107,824 shares of the specialty retailer’s stock valued at $283,465,000 after acquiring an additional 332,783 shares in the last quarter. Brown Advisory Inc. lifted its position in shares of O’Reilly Automotive by 1.2% in the fourth quarter. Brown Advisory Inc. now owns 57,430 shares of the specialty retailer’s stock valued at $5,238,000 after acquiring an additional 696 shares in the last quarter. Arrowstreet Capital Limited Partnership lifted its position in shares of O’Reilly Automotive by 10.7% in the fourth quarter. Arrowstreet Capital Limited Partnership now owns 8,015,058 shares of the specialty retailer’s stock valued at $731,053,000 after acquiring an additional 773,673 shares in the last quarter. Atlas Capital Advisors Inc. purchased a new position in shares of O’Reilly Automotive in the fourth quarter valued at approximately $956,000. Finally, Aptus Capital Advisors LLC lifted its position in shares of O’Reilly Automotive by 3.6% in the fourth quarter. Aptus Capital Advisors LLC now owns 8,012 shares of the specialty retailer’s stock valued at $731,000 after acquiring an additional 282 shares in the last quarter. Hedge funds and other institutional investors own 85.00% of the company’s stock.

Insider Buying and Selling

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

O’Reilly Automotive Stock Performance

Shares of O’Reilly Automotive stock opened at $91.02 on Friday. The business’s 50 day moving average price is $91.60 and its 200 day moving average price is $93.37. The company has a market cap of $75.43 billion, a price-to-earnings ratio of 29.75, a PEG ratio of 2.01 and a beta of 0.53. O’Reilly Automotive, Inc. has a one year low of $85.35 and a one year high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last posted its earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 EPS for the quarter, beating analysts’ consensus estimates 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 company had revenue of $4.56 billion for the quarter, compared to the consensus estimate of $4.46 billion. During the same quarter in the previous year, the business earned $9.35 earnings per share. The company’s revenue for the quarter was up 10.2% on a year-over-year basis. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. On average, analysts predict that O’Reilly Automotive, Inc. will post 3.24 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on ORLY. UBS Group raised their target price on O’Reilly Automotive from $114.00 to $120.00 and gave the company a “buy” rating in a research report on Friday, May 1st. Truist Financial set a $108.00 price objective on 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. DA Davidson lifted their price objective on 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, Mizuho lifted their price objective on O’Reilly Automotive from $105.00 to $110.00 and gave the stock an “outperform” rating in a research report on Friday, May 8th. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $112.25.

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.