First Manhattan CO. LLC. Has $208.38 Million Position in O’Reilly Automotive, Inc. $ORLY

First Manhattan CO. LLC. lessened its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 0.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,284,615 shares of the specialty retailer’s stock after selling 8,359 shares during the period. First Manhattan CO. LLC.’s holdings in O’Reilly Automotive were worth $208,380,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in ORLY. Eagle Bay Advisors LLC bought a new stake in shares of O’Reilly Automotive in the 4th quarter valued at about $25,000. Tucker Asset Management LLC bought a new stake in shares of O’Reilly Automotive in the 4th quarter valued at about $26,000. Wilkerson Advisory Group LLC bought a new stake in shares of O’Reilly Automotive in the 4th quarter valued at about $27,000. Kemnay Advisory Services Inc. bought a new stake in shares of O’Reilly Automotive in the 4th quarter valued at about $30,000. Finally, IAG Wealth Partners LLC bought a new stake in shares of O’Reilly Automotive in the 3rd quarter valued at about $31,000. Institutional investors own 85.00% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have commented on ORLY. Weiss Ratings reiterated a “buy (b-)” rating on shares of O’Reilly Automotive in a research report on Monday, April 27th. Roth Mkm reiterated a “buy” rating and issued a $109.00 price target on shares of O’Reilly Automotive in a research report on Monday, May 4th. Royal Bank Of Canada reiterated an “outperform” rating on shares of O’Reilly Automotive in a research report on Friday, April 24th. Evercore reiterated an “outperform” rating and issued a $115.00 price target on shares of O’Reilly Automotive in a research report on Friday, May 1st. Finally, Mizuho upped their price target on O’Reilly Automotive from $105.00 to $110.00 and gave the company 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 issued a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $112.25.

O’Reilly Automotive Stock Performance

Shares of ORLY stock opened at $88.40 on Thursday. The company has a market cap of $73.26 billion, a P/E ratio of 28.89, a PEG ratio of 2.00 and a beta of 0.53. The stock has a 50 day simple moving average of $91.49 and a two-hundred day simple moving average of $93.08. O’Reilly Automotive, Inc. has a fifty-two week low of $85.35 and a fifty-two week high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last issued 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. The business had revenue of $4.56 billion during the quarter, compared to the consensus estimate of $4.46 billion. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.The firm’s revenue for the quarter was up 10.2% on a year-over-year basis. During the same period in the previous 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 earnings per share for the current year.

Insiders Place Their Bets

In other O’Reilly Automotive news, Director John Raymond Murphy sold 2,595 shares of the stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $88.67, for a total value of $230,098.65. Following the transaction, the director owned 4,000 shares in the company, valued at approximately $354,680. This represents a 39.35% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Brad W. Beckham sold 13,635 shares of the stock in a transaction that occurred on Friday, May 8th. The stock was sold at an average price of $95.00, for a total value of $1,295,325.00. Following the completion of the transaction, the chief executive officer owned 12,250 shares in the company, valued at approximately $1,163,750. The trade was a 52.68% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 105,730 shares of company stock valued at $9,815,388 in the last 90 days. Company insiders own 0.77% of the company’s stock.

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.