ExodusPoint Capital Management LP Acquires 185,135 Shares of O’Reilly Automotive, Inc. $ORLY

ExodusPoint Capital Management LP grew its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 380.1% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 233,844 shares of the specialty retailer’s stock after acquiring an additional 185,135 shares during the period. ExodusPoint Capital Management LP’s holdings in O’Reilly Automotive were worth $21,329,000 as of its most recent SEC filing.

Other large investors have also recently modified their holdings of the company. Eagle Bay Advisors LLC bought a new position in shares of O’Reilly Automotive during the fourth quarter valued at $25,000. Tucker Asset Management LLC bought a new position in shares of O’Reilly Automotive during the fourth quarter valued at $26,000. Wilkerson Advisory Group LLC bought a new position in shares of O’Reilly Automotive during the fourth quarter valued at $27,000. IAG Wealth Partners LLC bought a new position in shares of O’Reilly Automotive during the third quarter valued at $31,000. Finally, Ares Financial Consulting LLC bought a new position in shares of O’Reilly Automotive during the fourth quarter valued at $34,000. Institutional investors own 85.00% of the company’s stock.

Insider Transactions at O’Reilly Automotive

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 shares were sold at an average price of $92.60, for a total value of $7,833,960.00. Following the completion of the sale, the senior vice president directly owned 1,782 shares of the company’s stock, valued at approximately $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 SEC, which is accessible through this hyperlink. 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 transaction of $105,984.00. Following the completion of the sale, the director directly owned 19,675 shares of the company’s stock, valued at approximately $1,737,696. This trade represents a 5.75% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 105,730 shares of company stock valued at $9,815,388. 0.77% of the stock is owned by insiders.

O’Reilly Automotive Stock Up 0.5%

Shares of NASDAQ ORLY opened at $90.68 on Wednesday. O’Reilly Automotive, Inc. has a twelve month low of $85.35 and a twelve month high of $108.71. The firm has a fifty day simple moving average of $91.56 and a 200 day simple moving average of $93.17. The company has a market capitalization of $75.15 billion, a PE ratio of 29.63, a P/E/G ratio of 1.99 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 for the quarter, topping analysts’ consensus estimates 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 during the quarter, compared to the consensus estimate of $4.46 billion. During the same quarter last year, the firm earned $9.35 earnings per share. O’Reilly Automotive’s quarterly revenue 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. As a group, equities analysts expect that O’Reilly Automotive, Inc. will post 3.24 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

ORLY has been the subject of a number of analyst reports. DA Davidson lifted 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 note on Friday, May 1st. TD Cowen reissued a “buy” rating and set a $117.00 target price (up from $115.00) on shares of O’Reilly Automotive in a research note on Friday, May 1st. Raymond James Financial reissued an “outperform” rating and set a $115.00 target price on shares of O’Reilly Automotive in a research note on Friday, May 1st. Royal Bank Of Canada reissued an “outperform” rating on shares of O’Reilly Automotive in a research note on Friday, April 24th. Finally, Truist Financial set a $108.00 target price on shares of O’Reilly Automotive in a research note on Thursday, April 30th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $112.25.

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.