Ninety One UK Ltd Trims Holdings in O’Reilly Automotive, Inc. $ORLY

Ninety One UK Ltd decreased its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 44.6% during the fourth quarter, HoldingsChannel.com reports. The firm owned 113,133 shares of the specialty retailer’s stock after selling 91,250 shares during the quarter. Ninety One UK Ltd’s holdings in O’Reilly Automotive were worth $10,319,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Vanguard Group Inc. grew its position in shares of O’Reilly Automotive by 0.6% during the 3rd quarter. Vanguard Group Inc. now owns 79,271,530 shares of the specialty retailer’s stock worth $8,546,264,000 after buying an additional 436,563 shares in the last quarter. Akre Capital Management LLC grew its position in shares of O’Reilly Automotive by 989.3% during the 2nd quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer’s stock worth $848,188,000 after buying an additional 8,546,804 shares in the last quarter. Massachusetts Financial Services Co. MA grew its position in shares of O’Reilly Automotive by 1.1% during the 4th quarter. Massachusetts Financial Services Co. MA now owns 8,003,704 shares of the specialty retailer’s stock worth $730,018,000 after buying an additional 89,179 shares in the last quarter. Arrowstreet Capital Limited Partnership grew its position in shares of O’Reilly Automotive by 21.7% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 7,241,385 shares of the specialty retailer’s stock worth $780,694,000 after buying an additional 1,290,579 shares in the last quarter. Finally, Legal & General Group Plc grew its position in shares of O’Reilly Automotive by 5.0% during the 3rd quarter. Legal & General Group Plc now owns 5,675,675 shares of the specialty retailer’s stock worth $611,895,000 after buying an additional 270,212 shares in the last quarter. Hedge funds and other institutional investors own 85.00% of the company’s stock.

O’Reilly Automotive Price Performance

Shares of ORLY stock opened at $93.71 on Friday. The stock’s 50-day moving average is $92.65 and its 200 day moving average is $95.50. O’Reilly Automotive, Inc. has a 1-year low of $86.77 and a 1-year high of $108.71. The company has a market cap of $78.41 billion, a P/E ratio of 31.62, a PEG ratio of 2.05 and a beta of 0.60.

O’Reilly Automotive (NASDAQ:ORLY) last posted its earnings results on Wednesday, February 4th. The specialty retailer reported $0.71 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.72 by ($0.01). O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 239.04%. The company had revenue of $4.41 billion during the quarter, compared to analysts’ expectations of $4.39 billion. During the same quarter last year, the firm earned $9.50 EPS. O’Reilly Automotive’s revenue for the quarter was up 7.8% on a year-over-year basis. O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. On average, analysts anticipate that O’Reilly Automotive, Inc. will post 43.94 EPS for the current year.

Analysts Set New Price Targets

A number of equities analysts have recently issued reports on ORLY shares. JPMorgan Chase & Co. dropped their price target on O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating on the stock in a research report on Friday, February 6th. Truist Financial set a $107.00 price target on O’Reilly Automotive and gave the stock a “buy” rating in a research report on Friday, February 6th. Weiss Ratings reissued a “buy (b-)” rating on shares of O’Reilly Automotive in a research report on Wednesday, January 28th. Roth Mkm reissued a “buy” rating on shares of O’Reilly Automotive in a research report on Wednesday, February 4th. Finally, Robert W. Baird downgraded O’Reilly Automotive from an “outperform” rating to a “neutral” rating and set a $96.00 price target on the stock. in a research report on Friday, February 6th. 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 data from MarketBeat.com, O’Reilly Automotive presently has an average rating of “Moderate Buy” and an average target price of $110.26.

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.