O’Reilly Automotive, Inc. $ORLY Shares Sold by Fisher Asset Management LLC

Fisher Asset Management LLC trimmed its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 4.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 626,160 shares of the specialty retailer’s stock after selling 29,828 shares during the quarter. Fisher Asset Management LLC’s holdings in O’Reilly Automotive were worth $57,112,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Akre Capital Management LLC raised its stake in shares of O’Reilly Automotive by 989.3% in the 2nd quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer’s stock valued at $848,188,000 after acquiring an additional 8,546,804 shares during the period. Alphinity Investment Management Pty Ltd acquired a new position in shares of O’Reilly Automotive in the third quarter valued at approximately $435,620,000. Ameriprise Financial Inc. grew its holdings in shares of O’Reilly Automotive by 1,316.5% in the second quarter. Ameriprise Financial Inc. now owns 3,027,830 shares of the specialty retailer’s stock valued at $272,871,000 after purchasing an additional 2,814,071 shares in the last quarter. Raymond James Financial Inc. grew its holdings in shares of O’Reilly Automotive by 1,277.3% in the second quarter. Raymond James Financial Inc. now owns 2,346,977 shares of the specialty retailer’s stock valued at $211,533,000 after purchasing an additional 2,176,568 shares in the last quarter. Finally, Capital World Investors acquired a new position in shares of O’Reilly Automotive in the third quarter valued at approximately $153,650,000. 85.00% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at O’Reilly Automotive

In other news, Director John Raymond Murphy sold 2,595 shares of the company’s stock in a transaction on Monday, May 18th. The shares were sold at an average price of $88.67, for a total transaction of $230,098.65. Following the transaction, the director directly owned 4,000 shares of the company’s stock, valued at $354,680. This represents a 39.35% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Brad W. Beckham sold 13,635 shares of O’Reilly Automotive stock in a transaction 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 transaction, the chief executive officer directly owned 12,250 shares of the company’s stock, valued at $1,163,750. This trade represents a 52.68% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 104,530 shares of company stock valued at $9,709,404. Company insiders own 0.77% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on ORLY shares. Raymond James Financial restated an “outperform” rating and issued a $115.00 price objective on shares of O’Reilly Automotive in a report on Friday, May 1st. Weiss Ratings restated a “buy (b-)” rating on shares of O’Reilly Automotive in a research report on Monday, April 27th. TD Cowen restated a “buy” rating and set a $117.00 price objective (up from $115.00) on shares of O’Reilly Automotive in a research report on Friday, May 1st. Citigroup reiterated a “buy” rating and issued a $115.00 price target (up from $110.00) on shares of O’Reilly Automotive in a research report on Friday, May 1st. Finally, Mizuho upped their price target on shares of 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 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 stock. Based on data from MarketBeat, O’Reilly Automotive currently has a consensus rating of “Moderate Buy” and an average price target of $112.25.

O’Reilly Automotive Stock Performance

Shares of O’Reilly Automotive stock opened at $89.87 on Wednesday. The company has a market cap of $74.48 billion, a P/E ratio of 29.37, a PEG ratio of 2.02 and a beta of 0.58. O’Reilly Automotive, Inc. has a one year low of $86.77 and a one year high of $108.71. The firm has a fifty day moving average of $91.91 and a two-hundred day moving average of $94.21.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 EPS 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 company had revenue of $4.56 billion during the quarter, compared to the consensus estimate of $4.46 billion. During the same quarter in the prior year, the firm earned $9.35 EPS. 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 predict that O’Reilly Automotive, Inc. will post 3.24 earnings per share for the current year.

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.