O’Reilly Automotive, Inc. $ORLY Shares Sold by Strs Ohio

Strs Ohio lessened its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 3.9% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 274,774 shares of the specialty retailer’s stock after selling 11,126 shares during the period. Strs Ohio’s holdings in O’Reilly Automotive were worth $25,364,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in the business. Eagle Bay Advisors LLC purchased a new position in O’Reilly Automotive during the 4th quarter worth $25,000. Tucker Asset Management LLC purchased a new stake in O’Reilly Automotive in the fourth quarter valued at about $26,000. Wilkerson Advisory Group LLC purchased a new stake in O’Reilly Automotive in the fourth quarter valued at about $27,000. Kohmann Bosshard Financial Services LLC boosted its holdings in O’Reilly Automotive by 54.3% in the first quarter. Kohmann Bosshard Financial Services LLC now owns 324 shares of the specialty retailer’s stock worth $30,000 after acquiring an additional 114 shares in the last quarter. Finally, Kemnay Advisory Services Inc. acquired a new stake in O’Reilly Automotive in the fourth quarter worth about $30,000. Institutional investors and hedge funds own 85.00% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on ORLY shares. Truist Financial set a $108.00 price objective on shares of O’Reilly Automotive in a report on Thursday, April 30th. Mizuho lifted their target price on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the stock an “outperform” rating in a research note on Friday, May 8th. 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 report on Friday, May 1st. Citigroup restated a “buy” rating and set a $115.00 price target (up from $110.00) on shares of O’Reilly Automotive in a research note on Friday, May 1st. Finally, Morgan Stanley reaffirmed an “overweight” rating and issued a $112.00 price target on shares of O’Reilly Automotive in a report on Thursday, April 30th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $112.25.

Insider Buying and Selling

In related news, SVP Robert Allen Dumas sold 84,600 shares of the stock in a transaction that occurred 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 in the company, valued at approximately $165,013.20. This represents a 97.94% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Philip M. Hopper sold 3,700 shares of the firm’s stock in a transaction that occurred on Thursday, May 7th. The stock was sold at an average price of $94.60, for a total transaction of $350,020.00. Following the transaction, the senior vice president directly owned 4,888 shares of the company’s stock, valued at $462,404.80. This represents a 43.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 105,730 shares of company stock worth $9,815,388 in the last quarter. 0.77% of the stock is currently owned by corporate insiders.

O’Reilly Automotive Stock Performance

O’Reilly Automotive stock opened at $90.25 on Friday. The business’s 50-day simple moving average is $90.42 and its two-hundred day simple moving average is $92.38. The company has a market cap of $74.79 billion, a PE ratio of 29.49, a PEG ratio of 1.99 and a beta of 0.51. O’Reilly Automotive, Inc. has a fifty-two week low of $84.76 and a fifty-two week high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.69 by $0.03. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.The firm had revenue of $4.56 billion during the quarter, compared to analysts’ expectations of $4.46 billion. During the same period last year, the business posted $9.35 earnings per share. The company’s revenue for the quarter 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. As a group, analysts predict that O’Reilly Automotive, Inc. will post 3.24 EPS for the current fiscal year.

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.