Janney Montgomery Scott LLC Sells 58,212 Shares of O’Reilly Automotive, Inc. $ORLY

Janney Montgomery Scott LLC reduced its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 17.1% during the first quarter, Holdings Channel.com reports. The institutional investor owned 282,537 shares of the specialty retailer’s stock after selling 58,212 shares during the period. Janney Montgomery Scott LLC’s holdings in O’Reilly Automotive were worth $26,081,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in ORLY. Eagle Bay Advisors LLC purchased a new position in O’Reilly Automotive during the 4th quarter valued at approximately $25,000. Tucker Asset Management LLC bought a new position in shares of O’Reilly Automotive during the 4th quarter valued at approximately $26,000. Wilkerson Advisory Group LLC bought a new position in shares of O’Reilly Automotive during the 4th quarter valued at approximately $27,000. Kemnay Advisory Services Inc. bought a new position in shares of O’Reilly Automotive during the 4th quarter valued at approximately $30,000. Finally, MidFirst Bank purchased a new position in shares of O’Reilly Automotive in the fourth quarter valued at $31,000. 85.00% of the stock is owned by institutional investors.

O’Reilly Automotive Stock Performance

NASDAQ ORLY opened at $90.16 on Tuesday. The business’s 50 day moving average price is $90.60 and its 200-day moving average price is $92.45. O’Reilly Automotive, Inc. has a fifty-two week low of $84.76 and a fifty-two week high of $108.71. The company has a market cap of $74.72 billion, a P/E ratio of 29.46, a P/E/G ratio of 1.98 and a beta of 0.53.

O’Reilly Automotive (NASDAQ:ORLY) last issued its quarterly earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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% on a year-over-year basis. During the same period last year, the company earned $9.35 earnings per share. 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 year.

Insiders Place Their Bets

In related news, Director Thomas Hendrickson sold 1,200 shares of the company’s stock in a transaction dated Friday, May 29th. The shares were sold at an average price of $88.32, for a total transaction of $105,984.00. Following 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 position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Brad W. Beckham sold 13,635 shares of the stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $95.00, for a total transaction of $1,295,325.00. Following the completion of the sale, the chief executive officer directly owned 12,250 shares in the company, valued at $1,163,750. This trade represents a 52.68% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 105,730 shares of company stock valued at $9,815,388. 0.77% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on the stock. TD Cowen restated a “buy” rating and issued a $117.00 price target (up from $115.00) on shares of O’Reilly Automotive in a research report on Friday, May 1st. DA Davidson increased their price objective on shares of O’Reilly Automotive from $110.00 to $114.00 and gave the company a “buy” rating in a research report on Friday, May 1st. Roth Mkm reissued a “buy” rating and issued a $109.00 price objective on shares of O’Reilly Automotive in a research note on Monday, May 4th. Raymond James Financial restated an “outperform” rating and issued a $115.00 target price on shares of O’Reilly Automotive in a report on Friday, May 1st. Finally, Morgan Stanley restated an “overweight” rating and set a $112.00 target price on shares of O’Reilly Automotive in a research report on Thursday, April 30th. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $112.25.

O’Reilly Automotive Company 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.