Tokio Marine Asset Management Co. Ltd. Lowers Stake in O’Reilly Automotive, Inc. $ORLY

Tokio Marine Asset Management Co. Ltd. cut its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 2.1% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 251,672 shares of the specialty retailer’s stock after selling 5,477 shares during the quarter. O’Reilly Automotive accounts for approximately 0.8% of Tokio Marine Asset Management Co. Ltd.’s holdings, making the stock its 23rd largest position. Tokio Marine Asset Management Co. Ltd.’s holdings in O’Reilly Automotive were worth $22,955,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Eagle Bay Advisors LLC purchased a new stake in shares of O’Reilly Automotive during the fourth quarter worth about $25,000. True Wealth Design LLC grew its holdings in O’Reilly Automotive by 127.7% in the third quarter. True Wealth Design LLC now owns 271 shares of the specialty retailer’s stock valued at $29,000 after purchasing an additional 152 shares during the period. IAG Wealth Partners LLC purchased a new stake in O’Reilly Automotive in the third quarter valued at approximately $31,000. Westfuller Advisors LLC purchased a new stake in O’Reilly Automotive in the third quarter valued at approximately $32,000. Finally, United Community Bank grew its holdings in O’Reilly Automotive by 75.0% in the third quarter. United Community Bank now owns 315 shares of the specialty retailer’s stock valued at $34,000 after purchasing an additional 135 shares during the period. 85.00% of the stock is currently owned by hedge funds and other institutional investors.

O’Reilly Automotive Trading Up 1.1%

NASDAQ ORLY opened at $93.71 on Friday. The company’s fifty day simple moving average is $92.65 and its 200-day simple moving average is $95.50. O’Reilly Automotive, Inc. has a 52 week low of $86.77 and a 52 week high of $108.71. The stock 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 EPS for the quarter, missing analysts’ consensus estimates of $0.72 by ($0.01). O’Reilly Automotive had a negative return on equity of 239.04% and a net margin of 14.27%.The firm had revenue of $4.41 billion for the quarter, compared to analyst estimates of $4.39 billion. During the same period in the previous year, the firm posted $9.50 earnings per share. The company’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, research analysts expect that O’Reilly Automotive, Inc. will post 43.94 EPS for the current fiscal year.

Analyst Ratings Changes

ORLY has been the subject of a number of recent analyst reports. Citigroup lowered their target price on shares of O’Reilly Automotive from $114.00 to $110.00 and set a “buy” rating for the company in a report on Monday, February 9th. Mizuho set a $105.00 target price on shares of O’Reilly Automotive and gave the company an “outperform” rating in a report on Friday, February 6th. Morgan Stanley set a $108.00 target price on shares of O’Reilly Automotive in a report on Monday, February 9th. Evercore restated an “outperform” rating on shares of O’Reilly Automotive in a report on Friday, January 30th. Finally, Wolfe Research upgraded shares of O’Reilly Automotive from a “hold” rating to a “strong-buy” rating in a report on Monday, December 22nd. One investment 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’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $110.26.

O’Reilly Automotive 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.