Speece Thorson Capital Group Inc. Has $14.81 Million Stock Holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY)

Speece Thorson Capital Group Inc. lessened its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 20.1% in the first quarter, according to its most recent disclosure with the SEC. The firm owned 10,340 shares of the specialty retailer’s stock after selling 2,602 shares during the period. O’Reilly Automotive makes up about 3.1% of Speece Thorson Capital Group Inc.’s holdings, making the stock its 12th largest position. Speece Thorson Capital Group Inc.’s holdings in O’Reilly Automotive were worth $14,813,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. HWG Holdings LP acquired a new stake in O’Reilly Automotive in the first quarter valued at approximately $26,000. Lee Danner & Bass Inc. bought a new position in shares of O’Reilly Automotive in the fourth quarter valued at approximately $28,000. HighMark Wealth Management LLC grew its holdings in shares of O’Reilly Automotive by 185.7% in the first quarter. HighMark Wealth Management LLC now owns 20 shares of the specialty retailer’s stock valued at $29,000 after acquiring an additional 13 shares in the last quarter. Murphy & Mullick Capital Management Corp bought a new position in shares of O’Reilly Automotive in the fourth quarter valued at approximately $31,000. Finally, Investment Management Corp VA ADV bought a new position in shares of O’Reilly Automotive in the fourth quarter valued at approximately $37,000. Institutional investors and hedge funds own 85.00% of the company’s stock.

O’Reilly Automotive Price Performance

O’Reilly Automotive stock opened at $91.62 on Friday. O’Reilly Automotive, Inc. has a one year low of $68.44 and a one year high of $97.22. The business has a fifty day moving average price of $90.64 and a 200-day moving average price of $88.83. The firm has a market capitalization of $78.32 billion, a P/E ratio of 33.68, a PEG ratio of 2.50 and a beta of 0.58.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly earnings results on Wednesday, April 23rd. The specialty retailer reported $0.62 EPS for the quarter, missing analysts’ consensus estimates of $0.66 by ($0.04). O’Reilly Automotive had a negative return on equity of 167.25% and a net margin of 14.10%. The company had revenue of $4.14 billion during the quarter, compared to the consensus estimate of $4.18 billion. During the same period in the previous year, the business earned $0.61 earnings per share. O’Reilly Automotive’s revenue was up 4.0% on a year-over-year basis. Sell-side analysts expect that O’Reilly Automotive, Inc. will post 43.94 earnings per share for the current fiscal year.

Insider Transactions at O’Reilly Automotive

In related news, SVP Ramon Parises Odems sold 30,000 shares of the stock in a transaction on Friday, May 30th. The stock was sold at an average price of $90.70, for a total value of $2,720,900.00. Following the sale, the senior vice president owned 240 shares in the company, valued at approximately $21,767.20. This trade represents a 99.21% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, SVP Najera Jose A. Montellano sold 285 shares of the stock in a transaction on Thursday, May 29th. The stock was sold at an average price of $90.13, for a total value of $25,686.29. The disclosure for this sale can be found here. Insiders sold 33,285 shares of company stock valued at $3,022,386 over the last three months. Company insiders own 1.01% of the company’s stock.

Analyst Upgrades and Downgrades

ORLY has been the subject of several recent analyst reports. DA Davidson upped their target price on O’Reilly Automotive from $101.67 to $106.67 and gave the company a “buy” rating in a report on Friday, April 25th. Royal Bank Of Canada reissued an “outperform” rating and set a $98.00 price objective on shares of O’Reilly Automotive in a report on Wednesday, July 2nd. Morgan Stanley reissued an “overweight” rating on shares of O’Reilly Automotive in a report on Thursday, April 24th. Barclays increased their price objective on O’Reilly Automotive from $83.33 to $86.00 and gave the company an “equal weight” rating in a report on Monday, April 28th. Finally, Wells Fargo & Company increased their price objective on O’Reilly Automotive from $95.00 to $103.33 and gave the company an “overweight” rating in a report on Wednesday, April 16th. Two research analysts have rated the stock with a hold rating, fifteen have issued a buy rating and two have issued a strong buy rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Buy” and an average price target of $94.38.

O’Reilly Automotive Profile

O’Reilly Automotive, Inc, together with its subsidiaries, operates as a retailer and supplier of automotive aftermarket parts, tools, supplies, equipment, and accessories in the United States, Puerto Rico, and Mexico. The company provides new and remanufactured automotive hard parts and maintenance items, such as alternators, batteries, brake system components, belts, chassis parts, driveline parts, engine parts, fuel pumps, hoses, starters, temperature control, water pumps, antifreeze, appearance products, engine additives, filters, fluids, lighting products, and oil and wiper blades; and accessories, including floor mats, seat covers, and truck accessories.