O’Reilly Automotive, Inc. $ORLY Shares Sold by Sapient Capital LLC

Sapient Capital LLC trimmed its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 2.5% in the second quarter, HoldingsChannel reports. The firm owned 232,787 shares of the specialty retailer’s stock after selling 5,973 shares during the period. Sapient Capital LLC’s holdings in O’Reilly Automotive were worth $21,437,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently bought and sold shares of the company. Eagle Bay Advisors LLC bought a new stake in O’Reilly Automotive during the 4th quarter valued at $25,000. Tucker Asset Management LLC bought a new position in shares of O’Reilly Automotive in the fourth quarter worth $26,000. Wilkerson Advisory Group LLC bought a new position in shares of O’Reilly Automotive in the fourth quarter worth $27,000. Whipplewood Advisors LLC increased its holdings in shares of O’Reilly Automotive by 1,552.6% during the first quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer’s stock valued at $29,000 after purchasing an additional 295 shares during the period. Finally, Kemnay Advisory Services Inc. bought a new stake in shares of O’Reilly Automotive during the fourth quarter valued at about $30,000. Institutional investors own 85.00% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have commented on ORLY shares. Evercore 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. Wolfe Research set a $98.00 price objective on shares of O’Reilly Automotive in a report on Wednesday, July 15th. TD Cowen lowered their price objective on shares of O’Reilly Automotive from $117.00 to $110.00 and set a “buy” rating on the stock in a research note on Friday, July 31st. Weiss Ratings cut O’Reilly Automotive from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, July 23rd. Finally, Royal Bank Of Canada restated an “outperform” rating on shares of O’Reilly Automotive in a research report on Friday, April 24th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and three have given a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $107.94.

Insider Activity

In other news, Director Thomas Hendrickson sold 1,200 shares of the stock in a transaction on Friday, May 29th. The stock was sold at an average price of $88.32, for a total transaction of $105,984.00. Following the completion of the sale, the director owned 19,675 shares in the company, valued at approximately $1,737,696. This represents a 5.75% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director John Raymond Murphy sold 2,595 shares of the firm’s stock in a transaction 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 sale, the director directly owned 4,000 shares of the company’s stock, valued at approximately $354,680. This represents a 39.35% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 88,395 shares of company stock worth $8,170,043. Insiders own 0.77% of the company’s stock.

O’Reilly Automotive Stock Performance

Shares of O’Reilly Automotive stock opened at $93.53 on Monday. O’Reilly Automotive, Inc. has a 52 week low of $82.59 and a 52 week high of $108.71. The stock has a market cap of $77.51 billion, a PE ratio of 29.79, a price-to-earnings-growth ratio of 2.05 and a beta of 0.51. The company’s 50-day moving average price is $88.48 and its two-hundred day moving average price is $91.57.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings data on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.86. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. The company had revenue of $4.89 billion for the quarter, compared to analysts’ expectations of $4.86 billion. During the same quarter in the previous year, the company posted $0.78 EPS. The business’s revenue was up 8.1% compared to the same quarter last year. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. On average, equities analysts predict that O’Reilly Automotive, Inc. will post 3.27 EPS for the current fiscal year.

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.