Cinctive Capital Management LP Has $8.46 Million Holdings in O’Reilly Automotive, Inc. $ORLY

Cinctive Capital Management LP trimmed its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 41.1% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 78,454 shares of the specialty retailer’s stock after selling 54,759 shares during the period. Cinctive Capital Management LP’s holdings in O’Reilly Automotive were worth $8,458,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Coastline Trust Co boosted its position in shares of O’Reilly Automotive by 4.0% during the 3rd quarter. Coastline Trust Co now owns 2,622 shares of the specialty retailer’s stock worth $283,000 after acquiring an additional 102 shares in the last quarter. Commons Capital LLC boosted its holdings in shares of O’Reilly Automotive by 1.1% in the 3rd quarter. Commons Capital LLC now owns 9,888 shares of the specialty retailer’s stock valued at $1,066,000 after purchasing an additional 104 shares in the last quarter. IAM Advisory LLC increased its stake in shares of O’Reilly Automotive by 1.6% in the 3rd quarter. IAM Advisory LLC now owns 7,312 shares of the specialty retailer’s stock valued at $788,000 after purchasing an additional 114 shares during the last quarter. Berkshire Asset Management LLC PA raised its holdings in shares of O’Reilly Automotive by 1.7% during the 3rd quarter. Berkshire Asset Management LLC PA now owns 7,260 shares of the specialty retailer’s stock worth $783,000 after buying an additional 120 shares in the last quarter. Finally, Lake Street Private Wealth LLC lifted its position in shares of O’Reilly Automotive by 2.2% during the 3rd quarter. Lake Street Private Wealth LLC now owns 5,460 shares of the specialty retailer’s stock worth $589,000 after buying an additional 120 shares during the last quarter. 85.00% of the stock is currently owned by institutional investors and hedge funds.

O’Reilly Automotive Stock Down 1.5%

Shares of ORLY opened at $91.54 on Friday. The stock has a market cap of $76.76 billion, a PE ratio of 30.89, a PEG ratio of 2.04 and a beta of 0.63. O’Reilly Automotive, Inc. has a 12-month low of $85.83 and a 12-month high of $108.71. The business has a 50-day simple moving average of $94.89 and a two-hundred day simple moving average of $97.89.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings results on Wednesday, February 4th. The specialty retailer reported $0.71 EPS for the quarter, missing analysts’ consensus estimates of $0.72 by ($0.01). The firm had revenue of $4.41 billion for the quarter, compared to analyst estimates of $4.39 billion. O’Reilly Automotive had a net margin of 14.27% and a negative return on equity of 239.04%. The business’s revenue for the quarter was up 7.8% compared to the same quarter last year. During the same period in the previous year, the business posted $9.50 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. On average, equities research analysts expect that O’Reilly Automotive, Inc. will post 43.94 EPS for the current year.

Analysts Set New Price Targets

A number of research analysts have issued reports on the company. Evercore reiterated an “outperform” rating on shares of O’Reilly Automotive in a research report on Friday, January 30th. Robert W. Baird downgraded shares of O’Reilly Automotive from an “outperform” rating to a “neutral” rating and set a $96.00 price target on the stock. in a research note on Friday, February 6th. Roth Mkm reaffirmed a “buy” rating on shares of O’Reilly Automotive in a report on Wednesday, February 4th. DA Davidson reiterated a “buy” rating and set a $110.00 price objective on shares of O’Reilly Automotive in a research report on Tuesday, February 3rd. Finally, Wolfe Research raised shares of O’Reilly Automotive from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 22nd. 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, O’Reilly Automotive currently has a consensus rating of “Moderate Buy” and a consensus target price of $110.26.

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.