MassMutual Private Wealth & Trust FSB Sells 13,322 Shares of O’Reilly Automotive, Inc. $ORLY

MassMutual Private Wealth & Trust FSB lowered its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 4.8% in the second quarter, according to its most recent disclosure with the SEC. The fund owned 263,722 shares of the specialty retailer’s stock after selling 13,322 shares during the period. MassMutual Private Wealth & Trust FSB’s holdings in O’Reilly Automotive were worth $24,286,000 as of its most recent filing with the SEC.

Several other hedge funds have also made changes to their positions in the stock. Vanguard Group Inc. grew its holdings in shares of O’Reilly Automotive by 0.6% during the 4th quarter. Vanguard Group Inc. now owns 79,730,143 shares of the specialty retailer’s stock worth $7,272,186,000 after purchasing an additional 458,613 shares in the last quarter. State Street Corp raised its stake in shares of O’Reilly Automotive by 0.4% in the fourth quarter. State Street Corp now owns 37,206,098 shares of the specialty retailer’s stock valued at $3,393,568,000 after purchasing an additional 140,387 shares in the last quarter. Geode Capital Management LLC lifted its position in O’Reilly Automotive by 1.6% in the fourth quarter. Geode Capital Management LLC now owns 24,140,497 shares of the specialty retailer’s stock worth $2,201,555,000 after purchasing an additional 372,896 shares during the period. Wellington Management Group LLP lifted its position in O’Reilly Automotive by 25.1% in the fourth quarter. Wellington Management Group LLP now owns 14,755,276 shares of the specialty retailer’s stock worth $1,345,829,000 after purchasing an additional 2,964,945 shares during the period. Finally, Norges Bank acquired a new stake in O’Reilly Automotive during the fourth quarter worth $1,134,311,000. Institutional investors own 85.00% of the company’s stock.

Insider Activity at O’Reilly Automotive

In other news, SVP Philip M. Hopper sold 3,700 shares of O’Reilly Automotive stock in a transaction on Thursday, May 7th. The shares were sold at an average price of $94.60, for a total transaction of $350,020.00. Following the transaction, the senior vice president directly owned 4,888 shares of the company’s stock, valued at $462,404.80. This trade represents a 43.08% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Thomas Hendrickson sold 1,200 shares of the business’s stock in a transaction dated Friday, May 29th. The shares were 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 approximately $1,737,696. The trade was a 5.75% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 105,730 shares of company stock valued at $9,815,388. 0.77% of the stock is owned by corporate insiders.

O’Reilly Automotive Stock Up 0.5%

O’Reilly Automotive stock opened at $89.76 on Tuesday. The business’s 50-day simple moving average is $88.14 and its 200 day simple moving average is $91.62. The stock has a market cap of $74.39 billion, a price-to-earnings ratio of 28.59, a P/E/G ratio of 1.96 and a beta of 0.51. O’Reilly Automotive, Inc. has a 12-month low of $82.59 and a 12-month high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings data on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share (EPS) for the quarter, meeting 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 firm had revenue of $4.89 billion for the quarter, compared to analysts’ expectations of $4.86 billion. During the same period last year, the firm earned $0.78 earnings per share. The business’s revenue for the quarter was up 8.1% on a year-over-year basis. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. As a group, sell-side analysts expect that O’Reilly Automotive, Inc. will post 3.27 EPS for the current year.

Analysts Set New Price Targets

ORLY has been the topic of several analyst reports. Raymond James Financial reiterated an “outperform” rating and issued a $110.00 price objective on shares of O’Reilly Automotive in a research note on Friday. Mizuho raised their target price on O’Reilly Automotive from $105.00 to $110.00 and gave the stock an “outperform” rating in a research report on Friday, May 8th. Wolfe Research set a $98.00 price target on O’Reilly Automotive in a research note on Wednesday, July 15th. UBS Group reiterated a “buy” rating on shares of O’Reilly Automotive in a research report on Friday. Finally, Citigroup reiterated a “buy” rating and set a $106.00 price objective (up from $104.00) on shares of O’Reilly Automotive in a research note on Monday. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and three have issued 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 price target of $107.94.

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.