Bowie Capital Management LLC trimmed its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 5.3% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 684,513 shares of the specialty retailer’s stock after selling 38,488 shares during the quarter. O’Reilly Automotive makes up approximately 2.3% of Bowie Capital Management LLC’s holdings, making the stock its 18th biggest position. Bowie Capital Management LLC’s holdings in O’Reilly Automotive were worth $63,187,000 as of its most recent SEC filing.
Other institutional investors have also added to or reduced their stakes in the company. Welch Group LLC lifted its holdings in shares of O’Reilly Automotive by 0.8% in the fourth quarter. Welch Group LLC now owns 13,342 shares of the specialty retailer’s stock worth $1,217,000 after buying an additional 102 shares in the last quarter. Pinnacle Wealth Management Advisory Group LLC grew its stake in O’Reilly Automotive by 2.4% during the fourth quarter. Pinnacle Wealth Management Advisory Group LLC now owns 4,397 shares of the specialty retailer’s stock valued at $401,000 after acquiring an additional 104 shares in the last quarter. Capital Advisory Group Advisory Services LLC grew its stake in O’Reilly Automotive by 1.9% during the fourth quarter. Capital Advisory Group Advisory Services LLC now owns 5,702 shares of the specialty retailer’s stock valued at $520,000 after acquiring an additional 107 shares in the last quarter. Quadcap Wealth Management LLC increased its holdings in O’Reilly Automotive by 4.7% in the 3rd quarter. Quadcap Wealth Management LLC now owns 2,422 shares of the specialty retailer’s stock valued at $261,000 after acquiring an additional 108 shares during the last quarter. Finally, Accurate Wealth Management LLC increased its holdings in O’Reilly Automotive by 1.9% in the 4th quarter. Accurate Wealth Management LLC now owns 5,815 shares of the specialty retailer’s stock valued at $545,000 after acquiring an additional 109 shares during the last quarter. 85.00% of the stock is owned by hedge funds and other institutional investors.
Insider Transactions at O’Reilly Automotive
In related news, Director Thomas Hendrickson sold 1,200 shares of O’Reilly Automotive stock in a transaction dated Friday, May 29th. The stock was sold at an average price of $88.32, for a total value of $105,984.00. Following the completion of the transaction, the director owned 19,675 shares in the company, valued at approximately $1,737,696. This trade represents a 5.75% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CEO Brad W. Beckham sold 13,635 shares of the business’s stock in a transaction that occurred on Friday, May 8th. The stock was sold at an average price of $95.00, for a total value of $1,295,325.00. Following the sale, the chief executive officer directly owned 12,250 shares in the company, valued at $1,163,750. The trade was a 52.68% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 105,730 shares of company stock worth $9,815,388 in the last quarter. Company insiders own 0.77% of the company’s stock.
Analyst Upgrades and Downgrades
View Our Latest Stock Analysis on O’Reilly Automotive
O’Reilly Automotive Stock Down 1.6%
O’Reilly Automotive stock opened at $86.53 on Thursday. O’Reilly Automotive, Inc. has a 52-week low of $82.59 and a 52-week high of $108.71. The firm’s fifty day moving average is $88.49 and its 200 day moving average is $91.79. The company has a market cap of $71.71 billion, a price-to-earnings ratio of 28.28, a PEG ratio of 1.94 and a beta of 0.51.
O’Reilly Automotive (NASDAQ:ORLY – Get Free Report) last issued its quarterly earnings data 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 net margin of 14.30% and a negative return on equity of 263.22%. The business had revenue of $4.56 billion during the quarter, compared to analysts’ expectations of $4.46 billion. During the same period last year, the company posted $9.35 EPS. The business’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 research analysts anticipate that O’Reilly Automotive, Inc. will post 3.24 earnings per share for the current fiscal year.
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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