O’Reilly Automotive, Inc. $ORLY Shares Sold by Lombard Odier Asset Management USA Corp

Lombard Odier Asset Management USA Corp lessened its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 33.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 21,490 shares of the specialty retailer’s stock after selling 10,817 shares during the period. Lombard Odier Asset Management USA Corp’s holdings in O’Reilly Automotive were worth $1,960,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of ORLY. Norges Bank acquired a new position in O’Reilly Automotive during the fourth quarter worth $1,134,311,000. Akre Capital Management LLC grew its holdings in O’Reilly Automotive by 989.3% during the second quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer’s stock worth $848,188,000 after acquiring an additional 8,546,804 shares during the period. Ameriprise Financial Inc. grew its holdings in O’Reilly Automotive by 1,316.5% during the second quarter. Ameriprise Financial Inc. now owns 3,027,830 shares of the specialty retailer’s stock worth $272,871,000 after acquiring an additional 2,814,071 shares during the period. Raymond James Financial Inc. grew its holdings in O’Reilly Automotive by 1,277.3% during the second quarter. Raymond James Financial Inc. now owns 2,346,977 shares of the specialty retailer’s stock worth $211,533,000 after acquiring an additional 2,176,568 shares during the period. Finally, Capital World Investors acquired a new position in O’Reilly Automotive during the third quarter worth $153,650,000. Institutional investors and hedge funds own 85.00% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have weighed in on ORLY. Citigroup reissued a “buy” rating and issued a $115.00 target price (up from $110.00) on shares of O’Reilly Automotive in a report on Friday, May 1st. Raymond James Financial reissued an “outperform” rating and issued a $115.00 target price on shares of O’Reilly Automotive in a report on Friday, May 1st. Mizuho upped their target price on O’Reilly Automotive from $105.00 to $110.00 and gave the company an “outperform” rating in a report on Friday, May 8th. Wells Fargo & Company reissued an “overweight” rating and issued a $110.00 target price (up from $105.00) on shares of O’Reilly Automotive in a report on Thursday, April 30th. Finally, UBS Group upped their target price on O’Reilly Automotive from $114.00 to $120.00 and gave the company a “buy” rating in a report on Friday, May 1st. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $112.25.

O’Reilly Automotive Trading Up 0.5%

NASDAQ ORLY opened at $90.68 on Wednesday. The business’s 50-day moving average price is $91.56 and its 200 day moving average price is $93.17. O’Reilly Automotive, Inc. has a twelve month low of $85.35 and a twelve month high of $108.71. The company has a market capitalization of $75.15 billion, a PE ratio of 29.63, a price-to-earnings-growth ratio of 1.99 and a beta of 0.53.

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

Insider Activity

In related news, SVP Philip M. Hopper sold 3,700 shares of the stock in a transaction dated Thursday, May 7th. The stock was 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 in the company, valued at approximately $462,404.80. This represents a 43.08% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, SVP Robert Allen Dumas sold 84,600 shares of the stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $92.60, for a total value of $7,833,960.00. Following the transaction, the senior vice president owned 1,782 shares in the company, valued at $165,013.20. This trade represents a 97.94% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 105,730 shares of company stock valued at $9,815,388 in the last three months. Company insiders own 0.77% of the company’s stock.

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.