Russell Investments Group Ltd. Cuts Stock Position in O’Reilly Automotive, Inc. $ORLY

Russell Investments Group Ltd. cut its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 5.4% during the fourth quarter, HoldingsChannel reports. The fund owned 2,207,550 shares of the specialty retailer’s stock after selling 126,678 shares during the period. Russell Investments Group Ltd.’s holdings in O’Reilly Automotive were worth $201,364,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Norges Bank purchased a new stake in O’Reilly Automotive in the fourth quarter valued at $1,134,311,000. Akre Capital Management LLC grew its holdings in shares of O’Reilly Automotive by 989.3% during the 2nd quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer’s stock worth $848,188,000 after purchasing an additional 8,546,804 shares during the period. Ameriprise Financial Inc. increased its position in shares of O’Reilly Automotive by 1,316.5% during the 2nd quarter. Ameriprise Financial Inc. now owns 3,027,830 shares of the specialty retailer’s stock worth $272,871,000 after purchasing an additional 2,814,071 shares during the last quarter. Raymond James Financial Inc. increased its position in shares of O’Reilly Automotive by 1,277.3% during the 2nd quarter. Raymond James Financial Inc. now owns 2,346,977 shares of the specialty retailer’s stock worth $211,533,000 after purchasing an additional 2,176,568 shares during the last quarter. Finally, Capital World Investors purchased a new stake in O’Reilly Automotive in the 3rd quarter valued at about $153,650,000. Institutional investors and hedge funds own 85.00% of the company’s stock.

O’Reilly Automotive Price Performance

NASDAQ ORLY opened at $90.68 on Wednesday. The company has a market cap of $75.15 billion, a P/E ratio of 29.63, a P/E/G ratio of 1.99 and a beta of 0.53. The stock has a 50-day moving average of $91.56 and a two-hundred day moving average of $93.17. O’Reilly Automotive, Inc. has a 1-year low of $85.35 and a 1-year high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last released its earnings results 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. The company had revenue of $4.56 billion during the quarter, compared to the consensus estimate of $4.46 billion. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.O’Reilly Automotive’s revenue was up 10.2% compared to the same quarter last year. During the same period in the previous year, the company posted $9.35 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. On average, analysts anticipate that O’Reilly Automotive, Inc. will post 3.24 EPS for the current fiscal year.

Analyst Ratings Changes

ORLY has been the topic of a number of recent analyst reports. Truist Financial set a $108.00 target price on shares of O’Reilly Automotive in a research report on Thursday, April 30th. UBS Group lifted their price target on shares of O’Reilly Automotive from $114.00 to $120.00 and gave the company a “buy” rating in a research report on Friday, May 1st. Royal Bank Of Canada reissued an “outperform” rating on shares of O’Reilly Automotive in a research note on Friday, April 24th. Roth Mkm reaffirmed a “buy” rating and set a $109.00 price objective on shares of O’Reilly Automotive in a research report on Monday, May 4th. Finally, Robert W. Baird set a $110.00 target price on shares of O’Reilly Automotive in a report on Friday, May 1st. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, O’Reilly Automotive presently has an average rating of “Moderate Buy” and a consensus target price of $112.25.

Insider Buying and Selling

In other O’Reilly Automotive 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 directly owned 19,675 shares of the company’s stock, valued at $1,737,696. The trade was a 5.75% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Brad W. Beckham sold 13,635 shares of O’Reilly Automotive stock in a transaction dated Friday, May 8th. The shares were sold at an average price of $95.00, for a total value of $1,295,325.00. Following the completion of the transaction, the chief executive officer directly owned 12,250 shares of the company’s stock, valued at approximately $1,163,750. This represents a 52.68% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 105,730 shares of company stock worth $9,815,388 over the last 90 days. 0.77% of the stock is owned by insiders.

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.