O’Reilly Automotive, Inc. $ORLY is Nicholas Company Inc.’s 9th Largest Position

Nicholas Company Inc. lowered its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 2.1% in the fourth quarter, Holdings Channel.com reports. The fund owned 960,870 shares of the specialty retailer’s stock after selling 20,905 shares during the quarter. O’Reilly Automotive comprises 1.5% of Nicholas Company Inc.’s portfolio, making the stock its 9th biggest holding. Nicholas Company Inc.’s holdings in O’Reilly Automotive were worth $87,641,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Eagle Bay Advisors LLC purchased a new position in O’Reilly Automotive during the 4th quarter valued at $25,000. IAG Wealth Partners LLC purchased a new stake in shares of O’Reilly Automotive in the 3rd quarter worth $31,000. Westfuller Advisors LLC purchased a new stake in shares of O’Reilly Automotive in the 3rd quarter worth $32,000. United Community Bank lifted its holdings in shares of O’Reilly Automotive by 75.0% in the 3rd quarter. United Community Bank now owns 315 shares of the specialty retailer’s stock worth $34,000 after buying an additional 135 shares during the period. Finally, Ares Financial Consulting LLC purchased a new stake in shares of O’Reilly Automotive in the 4th quarter worth $34,000. Hedge funds and other institutional investors own 85.00% of the company’s stock.

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O’Reilly Automotive Stock Performance

O’Reilly Automotive stock opened at $92.96 on Monday. The stock has a 50-day moving average of $92.53 and a two-hundred day moving average of $94.70. O’Reilly Automotive, Inc. has a one year low of $86.77 and a one year high of $108.71. The stock has a market cap of $77.78 billion, a PE ratio of 30.38, a price-to-earnings-growth ratio of 2.05 and a beta of 0.58.

O’Reilly Automotive (NASDAQ:ORLY – Get Free Report) last released its quarterly earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 EPS for the quarter, beating analysts’ consensus estimates of $0.69 by $0.03. The company had revenue of $4.56 billion during the quarter, compared to analysts’ expectations of $4.46 billion. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.The firm’s revenue was up 10.2% compared to the same quarter last year. During the same period last year, the business posted $9.35 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. As a group, sell-side analysts predict that O’Reilly Automotive, Inc. will post 3.24 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on ORLY shares. Robert W. Baird set a $110.00 target price on O’Reilly Automotive in a report on Friday, May 1st. Mizuho upped their target price on O’Reilly Automotive from $105.00 to $110.00 and gave the stock an “outperform” rating in a report on Friday. Roth Mkm reiterated a “buy” rating and issued a $109.00 target price on shares of O’Reilly Automotive in a report on Monday, May 4th. Wells Fargo & Company reiterated an “overweight” rating and issued a $110.00 target price (up from $105.00) on shares of O’Reilly Automotive in a report on Thursday, April 30th. Finally, Citigroup reiterated a “buy” rating and issued a $115.00 target price (up from $110.00) on shares of O’Reilly Automotive in a report on Friday, May 1st. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, O’Reilly Automotive currently has an average rating of “Moderate Buy” and a consensus price target of $112.25.

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About O’Reilly Automotive

(Free Report)

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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