OMERS ADMINISTRATION Corp lifted its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 741.6% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 267,741 shares of the specialty retailer’s stock after purchasing an additional 235,926 shares during the period. OMERS ADMINISTRATION Corp’s holdings in O’Reilly Automotive were worth $24,715,000 as of its most recent SEC filing.
Several other large investors also recently modified their holdings of the business. Caldwell Trust Co raised its holdings in O’Reilly Automotive by 1,255.6% in the 4th quarter. Caldwell Trust Co now owns 13,136 shares of the specialty retailer’s stock worth $1,198,000 after purchasing an additional 12,167 shares in the last quarter. Jefferies Financial Group Inc. purchased a new stake in shares of O’Reilly Automotive in the 4th quarter worth about $3,908,000. Mitsubishi UFJ Asset Management Co. Ltd. boosted its stake in shares of O’Reilly Automotive by 6.6% during the 4th 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 in the last quarter. Goldman Sachs Group Inc. boosted its stake in shares of O’Reilly Automotive by 9.8% during the 4th 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 in the last quarter. Finally, Marble Wealth LLC purchased a new position in shares of O’Reilly Automotive during the fourth quarter valued at about $2,559,000. 85.00% of the stock is owned by institutional investors.
Insider Transactions at O’Reilly Automotive
In other O’Reilly Automotive news, Director John Raymond Murphy sold 2,595 shares of O’Reilly Automotive stock in a transaction on Monday, May 18th. The stock was sold at an average price of $88.67, for a total transaction of $230,098.65. Following the completion of the transaction, the director owned 4,000 shares in the company, valued at approximately $354,680. The trade was a 39.35% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, 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 transaction, the senior vice president owned 1,782 shares of the company’s stock, valued at $165,013.20. The trade was a 97.94% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 105,730 shares of company stock worth $9,815,388. Company insiders own 0.77% of the company’s stock.
O’Reilly Automotive Price Performance
O’Reilly Automotive (NASDAQ:ORLY – Get Free Report) last announced its quarterly earnings data 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 for the quarter, compared to analysts’ expectations of $4.46 billion. During the same quarter in the prior year, the company earned $9.35 earnings per share. The business’s revenue was up 10.2% compared to the same quarter last year. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. On average, equities research analysts expect that O’Reilly Automotive, Inc. will post 3.24 earnings per share for the current fiscal year.
Analyst Upgrades and Downgrades
A number of research firms recently issued reports on ORLY. Roth Capital reissued a “buy” rating and issued a $109.00 price target on shares of O’Reilly Automotive in a research note on Monday, May 4th. Robert W. Baird set a $110.00 price objective on O’Reilly Automotive in a research report on Friday, May 1st. Wolfe Research set a $98.00 target price on O’Reilly Automotive in a report on Wednesday, July 15th. Citigroup reissued a “buy” rating and issued a $115.00 target price (up from $110.00) on shares of O’Reilly Automotive in a research report on Friday, May 1st. Finally, DA Davidson set a $114.00 target price on O’Reilly Automotive and gave the company a “buy” rating in a research note on Wednesday. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $110.22.
View Our Latest Stock Analysis on O’Reilly Automotive
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.
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