Geneva Partners LLC Sells 10,356 Shares of O’Reilly Automotive, Inc. $ORLY

Geneva Partners LLC decreased its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 18.2% during the 4th quarter, HoldingsChannel.com reports. The firm owned 46,598 shares of the specialty retailer’s stock after selling 10,356 shares during the period. O’Reilly Automotive accounts for approximately 1.5% of Geneva Partners LLC’s investment portfolio, making the stock its 22nd biggest holding. Geneva Partners LLC’s holdings in O’Reilly Automotive were worth $4,250,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of the business. Akre Capital Management LLC boosted its position in O’Reilly Automotive by 989.3% during the second quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer’s stock valued at $848,188,000 after acquiring an additional 8,546,804 shares during the last quarter. Alphinity Investment Management Pty Ltd bought a new stake in O’Reilly Automotive during the third quarter valued at $435,620,000. Rakuten Investment Management Inc. bought a new stake in O’Reilly Automotive during the third quarter valued at $365,417,000. Ameriprise Financial Inc. boosted its position in O’Reilly Automotive by 1,316.5% during the second quarter. Ameriprise Financial Inc. now owns 3,027,830 shares of the specialty retailer’s stock valued at $272,871,000 after acquiring an additional 2,814,071 shares during the last quarter. Finally, Raymond James Financial Inc. boosted its position in O’Reilly Automotive by 1,277.3% during the second quarter. Raymond James Financial Inc. now owns 2,346,977 shares of the specialty retailer’s stock valued at $211,533,000 after acquiring an additional 2,176,568 shares during the last quarter. Institutional investors own 85.00% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have commented on ORLY shares. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of O’Reilly Automotive in a research report on Monday, April 27th. Mizuho set a $105.00 price target on shares of O’Reilly Automotive and gave the company an “outperform” rating in a research report on Friday, February 6th. Morgan Stanley reaffirmed an “overweight” rating and set a $112.00 price target on shares of O’Reilly Automotive in a research report on Thursday, April 30th. Citigroup reaffirmed a “buy” rating and set a $115.00 price target (up from $110.00) on shares of O’Reilly Automotive in a research report on Friday, May 1st. Finally, Robert W. Baird set a $110.00 price target on shares of O’Reilly Automotive in a research report on Friday, May 1st. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $112.00.

O’Reilly Automotive Trading Down 0.2%

Shares of NASDAQ ORLY opened at $94.58 on Friday. The firm’s 50-day moving average price is $92.53 and its 200-day moving average price is $94.70. O’Reilly Automotive, Inc. has a 1-year low of $86.77 and a 1-year high of $108.71. The firm has a market capitalization of $79.14 billion, a P/E ratio of 30.91, a P/E/G ratio of 2.09 and a beta of 0.58.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share for the quarter, beating the consensus estimate 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 firm had revenue of $4.56 billion for the quarter, compared to analyst estimates of $4.46 billion. During the same quarter in the prior year, the business earned $9.35 earnings per share. The business’s quarterly revenue 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 forecast that O’Reilly Automotive, Inc. will post 3.24 EPS for the current 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.