Hsbc Holdings PLC Sells 350,579 Shares of O’Reilly Automotive, Inc. $ORLY

Hsbc Holdings PLC reduced its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 16.8% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 1,736,654 shares of the specialty retailer’s stock after selling 350,579 shares during the quarter. Hsbc Holdings PLC’s holdings in O’Reilly Automotive were worth $158,397,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of ORLY. Eagle Bay Advisors LLC acquired a new position in O’Reilly Automotive in the fourth quarter valued at about $25,000. Tucker Asset Management LLC acquired a new stake in O’Reilly Automotive during the fourth quarter worth about $26,000. Wilkerson Advisory Group LLC acquired a new stake in O’Reilly Automotive during the fourth quarter worth about $27,000. Kemnay Advisory Services Inc. bought a new position in O’Reilly Automotive in the 4th quarter valued at about $30,000. Finally, IAG Wealth Partners LLC bought a new position in O’Reilly Automotive in the 3rd quarter valued at about $31,000. Institutional investors own 85.00% of the company’s stock.

O’Reilly Automotive Stock Performance

ORLY stock opened at $86.84 on Friday. The firm has a 50-day moving average price of $91.27 and a 200-day moving average price of $92.94. O’Reilly Automotive, Inc. has a 12 month low of $85.35 and a 12 month high of $108.71. The stock has a market capitalization of $71.97 billion, a P/E ratio of 28.38, a price-to-earnings-growth ratio of 1.92 and a beta of 0.53.

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

Wall Street Analysts Forecast Growth

A number of brokerages have recently weighed in on ORLY. 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. Truist Financial set a $108.00 price objective on shares of O’Reilly Automotive in a research note on Thursday, April 30th. Raymond James Financial restated an “outperform” rating and set a $115.00 price objective on shares of O’Reilly Automotive in a research report on Friday, May 1st. Royal Bank Of Canada restated an “outperform” rating on shares of O’Reilly Automotive in a research note on Friday, April 24th. Finally, Mizuho raised their target price on O’Reilly Automotive from $105.00 to $110.00 and gave the company an “outperform” rating in a report on Friday, May 8th. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, O’Reilly Automotive has an average rating of “Moderate Buy” and an average target price of $112.25.

Insider Transactions at O’Reilly Automotive

In other news, Director Thomas Hendrickson sold 1,200 shares of the company’s stock in a transaction on Friday, May 29th. The shares were sold at an average price of $88.32, for a total transaction of $105,984.00. Following the completion of the transaction, the director directly owned 19,675 shares in the company, valued at approximately $1,737,696. This represents a 5.75% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Philip M. Hopper sold 3,700 shares of the firm’s stock in a transaction on Thursday, May 7th. The shares were 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 approximately $462,404.80. This trade represents a 43.08% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 105,730 shares of company stock valued at $9,815,388. Corporate insiders own 0.77% of the company’s stock.

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.