Radnor Capital Management LLC Sells 6,560 Shares of O’Reilly Automotive, Inc. $ORLY

Radnor Capital Management LLC decreased its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 8.1% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 74,650 shares of the specialty retailer’s stock after selling 6,560 shares during the period. O’Reilly Automotive comprises approximately 0.8% of Radnor Capital Management LLC’s investment portfolio, making the stock its 25th biggest holding. Radnor Capital Management LLC’s holdings in O’Reilly Automotive were worth $6,376,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in the business. First National Bank of Mount Dora Trust Investment Services lifted its stake in shares of O’Reilly Automotive by 26.8% during the 1st quarter. First National Bank of Mount Dora Trust Investment Services now owns 58,297 shares of the specialty retailer’s stock worth $5,381,000 after buying an additional 12,316 shares during the last quarter. Swiss National Bank boosted its holdings in shares of O’Reilly Automotive by 6.5% during the 1st quarter. Swiss National Bank now owns 2,477,200 shares of the specialty retailer’s stock worth $228,670,000 after buying an additional 152,100 shares during the period. Corient Private Wealth LP boosted its holdings in shares of O’Reilly Automotive by 46.0% during the 2nd quarter. Corient Private Wealth LP now owns 1,077,091 shares of the specialty retailer’s stock worth $99,189,000 after buying an additional 339,465 shares during the period. Nykredit A S acquired a new position in O’Reilly Automotive in the 2nd quarter valued at about $34,040,000. Finally, National Pension Service grew its stake in O’Reilly Automotive by 2.0% in the 2nd quarter. National Pension Service now owns 2,279,184 shares of the specialty retailer’s stock valued at $209,890,000 after buying an additional 43,770 shares during the last quarter. 85.00% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several research firms have weighed in on ORLY. Raymond James Financial reissued an “outperform” rating and issued a $110.00 price target (down from $115.00) on shares of O’Reilly Automotive in a report on Friday, July 31st. DA Davidson restated a “buy” rating and set a $106.00 price objective on shares of O’Reilly Automotive in a report on Wednesday, September 16th. The Goldman Sachs Group reaffirmed a “buy” rating on shares of O’Reilly Automotive in a research report on Monday, August 3rd. Morgan Stanley lowered their target price on O’Reilly Automotive from $112.00 to $108.00 and set an “overweight” rating on the stock in a research note on Thursday, July 30th. Finally, Roth Capital reissued a “buy” rating and set a $111.00 price target (up from $109.00) on shares of O’Reilly Automotive in a report on Friday, July 31st. Sixteen investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, O’Reilly Automotive currently has an average rating of “Moderate Buy” and a consensus price target of $107.32.

O’Reilly Automotive Stock Performance

ORLY stock opened at $89.92 on Friday. The company’s 50-day simple moving average is $87.23 and its 200 day simple moving average is $89.19. O’Reilly Automotive, Inc. has a 52 week low of $82.59 and a 52 week high of $102.46. The company has a market capitalization of $72.74 billion, a PE ratio of 28.64, a price-to-earnings-growth ratio of 2.23 and a beta of 0.54.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings results on Wednesday, July 29th. The specialty retailer reported $0.86 EPS for the quarter, hitting analysts’ consensus estimates of $0.86. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 232.45%. The business had revenue of $4.89 billion for the quarter, compared to analyst estimates of $4.86 billion. During the same period last year, the firm earned $0.78 earnings per share. O’Reilly Automotive’s revenue for the quarter was up 8.1% compared to the same quarter last year. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. On average, analysts forecast that O’Reilly Automotive, Inc. will post 3.28 EPS for the current year.

Insiders Place Their Bets

In related news, SVP Christopher Mancini sold 3,000 shares of the business’s stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $93.00, for a total value of $279,000.00. Following the completion of the sale, the senior vice president directly owned 189 shares in the company, valued at approximately $17,577. The trade was a 94.07% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Thomas Hendrickson sold 1,000 shares of the business’s stock in a transaction that occurred on Friday, August 28th. The shares were sold at an average price of $87.83, for a total value of $87,830.00. Following the completion of the sale, the director owned 18,675 shares of the company’s stock, valued at approximately $1,640,225.25. This trade represents a 5.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 6,000 shares of company stock worth $550,530 in the last quarter. Corporate insiders own 0.77% of the company’s stock.

O’Reilly Automotive Company Profile

O’Reilly Automotive, Inc is a specialty retailer of automotive aftermarket parts, tools, supplies and accessories. The company serves both do-it-yourself customers and professional service technicians, offering products used for vehicle maintenance, repair and customization. Its merchandise includes replacement parts, batteries, filters, lighting products, shop equipment, automotive chemicals and related accessories.

Founded in 1957 by the O’Reilly family, the company began as a single store in Springfield, Missouri.