Gabelli Funds LLC cut its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 1.1% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,034,258 shares of the specialty retailer’s stock after selling 11,742 shares during the quarter. O’Reilly Automotive comprises about 0.6% of Gabelli Funds LLC’s portfolio, making the stock its 27th biggest holding. Gabelli Funds LLC’s holdings in O’Reilly Automotive were worth $95,472,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Eagle Bay Advisors LLC acquired a new stake in shares of O’Reilly Automotive during the fourth quarter worth $25,000. Tucker Asset Management LLC bought a new stake in shares of O’Reilly Automotive in the fourth quarter valued at about $26,000. Wilkerson Advisory Group LLC acquired a new position in shares of O’Reilly Automotive in the fourth quarter valued at about $27,000. Whipplewood Advisors LLC grew its stake in shares of O’Reilly Automotive by 1,552.6% in the first quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer’s stock valued at $29,000 after acquiring an additional 295 shares in the last quarter. Finally, Kohmann Bosshard Financial Services LLC increased its position in O’Reilly Automotive by 54.3% during 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 during the period. 85.00% of the stock is owned by institutional investors and hedge funds.
Insider Activity
In other O’Reilly Automotive news, Director Thomas Hendrickson sold 1,200 shares of the business’s stock in a transaction dated 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 transaction, the director owned 19,675 shares of the company’s stock, valued at approximately $1,737,696. The trade was a 5.75% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Brad W. Beckham sold 13,635 shares of the firm’s stock in a transaction that occurred on Friday, May 8th. The shares were sold at an average price of $95.00, for a total transaction of $1,295,325.00. Following the completion of the sale, the chief executive officer owned 12,250 shares in the company, valued at approximately $1,163,750. The trade was a 52.68% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 105,730 shares of company stock valued at $9,815,388. Corporate insiders own 0.77% of the company’s stock.
O’Reilly Automotive Stock Performance
O’Reilly Automotive (NASDAQ:ORLY – Get Free Report) last posted its quarterly earnings results 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 negative return on equity of 263.22% and a net margin of 14.30%.The company had revenue of $4.56 billion during the quarter, compared to analysts’ expectations of $4.46 billion. During the same quarter in the previous year, the firm earned $9.35 EPS. O’Reilly Automotive’s 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. On average, equities analysts predict that O’Reilly Automotive, Inc. will post 3.24 EPS for the current fiscal year.
Wall Street Analysts Forecast Growth
Several analysts have weighed in on ORLY shares. Royal Bank Of Canada reiterated an “outperform” rating on shares of O’Reilly Automotive in a research note on Friday, April 24th. UBS Group increased their target price on shares of O’Reilly Automotive from $114.00 to $120.00 and gave the stock a “buy” rating in a research report on Friday, May 1st. Robert W. Baird set a $110.00 target price on shares of O’Reilly Automotive in a report on Friday, May 1st. Truist Financial set a $108.00 price target on shares of O’Reilly Automotive in a research report on Thursday, April 30th. Finally, Roth Capital reiterated a “buy” rating and issued a $109.00 price target on shares of O’Reilly Automotive in a research note on Monday, May 4th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $110.22.
View Our Latest Analysis on ORLY
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.
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