Healthcare of Ontario Pension Plan Trust Fund cut its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 6.5% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 272,782 shares of the specialty retailer’s stock after selling 19,085 shares during the period. Healthcare of Ontario Pension Plan Trust Fund’s holdings in O’Reilly Automotive were worth $25,181,000 as of its most recent filing with the SEC.
A number of other hedge funds have also recently bought and sold shares of the stock. Sivia Capital Partners LLC raised its stake in shares of O’Reilly Automotive by 1,190.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer’s stock worth $319,000 after purchasing an additional 3,262 shares in the last quarter. NewEdge Advisors LLC grew its stake in shares of O’Reilly Automotive by 1,473.8% in the second quarter. NewEdge Advisors LLC now owns 69,482 shares of the specialty retailer’s stock valued at $6,262,000 after buying an additional 65,067 shares in the last quarter. Sei Investments Co. increased its holdings in O’Reilly Automotive by 383.1% during the second quarter. Sei Investments Co. now owns 560,353 shares of the specialty retailer’s stock worth $50,502,000 after buying an additional 444,371 shares during the last quarter. BNP Paribas increased its holdings in O’Reilly Automotive by 1,400.0% during the second quarter. BNP Paribas now owns 390 shares of the specialty retailer’s stock worth $35,000 after buying an additional 364 shares during the last quarter. Finally, The Manufacturers Life Insurance Company raised its position in O’Reilly Automotive by 1,357.9% during the second quarter. The Manufacturers Life Insurance Company now owns 498,745 shares of the specialty retailer’s stock worth $44,950,000 after acquiring an additional 464,536 shares in the last quarter. 85.00% of the stock is currently owned by institutional investors.
Wall Street Analyst Weigh In
A number of brokerages have commented on ORLY. Robert W. Baird set a $110.00 price target on shares of O’Reilly Automotive in a research note on Friday, May 1st. Weiss Ratings cut shares of O’Reilly Automotive from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday. Roth Capital restated a “buy” rating and issued a $109.00 price target on shares of O’Reilly Automotive in a research note on Monday, May 4th. Citigroup reaffirmed a “buy” rating and set a $115.00 price target (up from $110.00) on shares of O’Reilly Automotive in a report on Friday, May 1st. Finally, Mizuho lifted their price objective on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the stock an “outperform” rating in a research report on Friday, May 8th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, O’Reilly Automotive presently has an average rating of “Moderate Buy” and a consensus target price of $110.22.
Insider Activity
In related news, Director Thomas Hendrickson sold 1,200 shares of the business’s stock in a transaction that occurred on 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 sale, the director directly owned 19,675 shares in the company, 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 filing with the SEC, which is accessible through this link. Also, SVP Philip M. Hopper sold 3,700 shares of the stock in a transaction that occurred on Thursday, May 7th. The stock was sold at an average price of $94.60, for a total value of $350,020.00. Following the sale, the senior vice president directly owned 4,888 shares in the company, valued at $462,404.80. This represents a 43.08% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 105,730 shares of company stock worth $9,815,388. Insiders own 0.77% of the company’s stock.
O’Reilly Automotive Stock Performance
Shares of O’Reilly Automotive stock opened at $87.40 on Monday. The firm has a 50-day moving average of $88.39 and a 200-day moving average of $91.74. O’Reilly Automotive, Inc. has a 52-week low of $82.59 and a 52-week high of $108.71. The stock has a market cap of $72.43 billion, a PE ratio of 28.56, a PEG ratio of 1.93 and a beta of 0.51.
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, 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 for the quarter, compared to analyst estimates of $4.46 billion. During the same period last year, the firm earned $9.35 earnings per share. O’Reilly Automotive’s revenue for the quarter was up 10.2% compared to the same quarter last year. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. Equities research analysts predict that O’Reilly Automotive, Inc. will post 3.24 earnings per share for the current fiscal year.
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.
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