O’Reilly Automotive, Inc. $ORLY Shares Sold by Integrated Advisors Network LLC

Integrated Advisors Network LLC reduced its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 89.7% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,306 shares of the specialty retailer’s stock after selling 20,075 shares during the period. Integrated Advisors Network LLC’s holdings in O’Reilly Automotive were worth $213,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Caldwell Trust Co boosted its stake in O’Reilly Automotive by 1,255.6% during the 4th quarter. Caldwell Trust Co now owns 13,136 shares of the specialty retailer’s stock valued at $1,198,000 after acquiring an additional 12,167 shares during the last quarter. Overbrook Management Corp grew its holdings in O’Reilly Automotive by 13.5% during the 4th quarter. Overbrook Management Corp now owns 161,551 shares of the specialty retailer’s stock worth $14,735,000 after acquiring an additional 19,171 shares in the last quarter. Jefferies Financial Group Inc. bought a new stake in shares of O’Reilly Automotive in the 4th quarter worth about $3,908,000. Danske Bank A S bought a new stake in shares of O’Reilly Automotive in the 3rd quarter worth about $40,561,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. raised its stake in shares of O’Reilly Automotive by 6.6% in the 4th quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,870,919 shares of the specialty retailer’s stock valued at $169,019,000 after purchasing an additional 115,447 shares in the last quarter. 85.00% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

ORLY has been the topic of several research analyst reports. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of O’Reilly Automotive in a research report on Friday, April 24th. Citigroup reissued a “buy” rating and issued a $115.00 price objective (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 O’Reilly Automotive in a research note on Thursday, April 30th. Morgan Stanley reaffirmed an “overweight” rating and set a $112.00 target price on shares of O’Reilly Automotive in a report on Thursday, April 30th. Finally, TD Cowen reiterated a “buy” rating and issued a $117.00 target price (up from $115.00) on shares of O’Reilly Automotive in a research report on Friday, May 1st. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat.com, O’Reilly Automotive presently has a consensus rating of “Moderate Buy” and an average price target of $112.25.

O’Reilly Automotive Stock Up 1.4%

Shares of NASDAQ:ORLY traded up $1.16 on Friday, reaching $86.28. 5,027,767 shares of the company’s stock were exchanged, compared to its average volume of 8,575,382. The firm has a market capitalization of $71.50 billion, a price-to-earnings ratio of 28.20, a PEG ratio of 1.90 and a beta of 0.51. O’Reilly Automotive, Inc. has a fifty-two week low of $82.71 and a fifty-two week high of $108.71. The business’s 50-day moving average is $89.74 and its two-hundred day moving average is $92.13.

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

Insider Transactions at O’Reilly Automotive

In other news, Director John Raymond Murphy sold 2,595 shares of the company’s stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $88.67, for a total transaction of $230,098.65. Following the completion of the transaction, the director directly owned 4,000 shares of the company’s stock, valued at approximately $354,680. This represents a 39.35% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Thomas Hendrickson sold 1,200 shares of the stock in a transaction that occurred on Friday, May 29th. The stock was sold at an average price of $88.32, for a total value of $105,984.00. Following the sale, the director owned 19,675 shares in the company, valued at $1,737,696. The trade was a 5.75% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 105,730 shares of company stock valued at $9,815,388 over the last ninety days. Insiders own 0.77% of the company’s stock.

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.