O’Reilly Automotive, Inc. $ORLY Shares Sold by Sterling Capital Management LLC

Sterling Capital Management LLC reduced its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 40.7% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 19,318 shares of the specialty retailer’s stock after selling 13,236 shares during the period. Sterling Capital Management LLC’s holdings in O’Reilly Automotive were worth $1,783,000 as of its most recent SEC filing.

Several other hedge funds have also modified their holdings of ORLY. Caldwell Trust Co boosted its position 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 worth $1,198,000 after purchasing an additional 12,167 shares during the period. Overbrook Management Corp raised its position in O’Reilly Automotive by 13.5% in the fourth quarter. Overbrook Management Corp now owns 161,551 shares of the specialty retailer’s stock valued at $14,735,000 after purchasing an additional 19,171 shares during the period. Jefferies Financial Group Inc. purchased a new position in O’Reilly Automotive in the fourth quarter valued at about $3,908,000. Danske Bank A S acquired a new position in shares of O’Reilly Automotive during the third quarter worth about $40,561,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. lifted its stake in shares of O’Reilly Automotive by 6.6% during the fourth quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,870,919 shares of the specialty retailer’s stock worth $169,019,000 after purchasing an additional 115,447 shares in the last quarter. 85.00% of the stock is owned by institutional investors and hedge funds.

O’Reilly Automotive Price Performance

Shares of O’Reilly Automotive stock opened at $90.16 on Tuesday. The business has a 50-day moving average of $90.60 and a 200-day moving average of $92.45. The company has a market capitalization of $74.72 billion, a PE ratio of 29.46, a P/E/G ratio of 1.98 and a beta of 0.53. O’Reilly Automotive, Inc. has a 1-year low of $84.76 and a 1-year high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last announced its earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 business had revenue of $4.56 billion for the quarter, compared to analyst estimates of $4.46 billion. During the same period in the previous year, the company earned $9.35 earnings per share. The company’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. On average, equities analysts expect that O’Reilly Automotive, Inc. will post 3.24 earnings per share for the current fiscal year.

Insider Buying and Selling at O’Reilly Automotive

In other O’Reilly Automotive news, SVP Robert Allen Dumas sold 84,600 shares of the stock in a transaction on Wednesday, May 20th. The shares were sold at an average price of $92.60, for a total transaction of $7,833,960.00. Following the transaction, the senior vice president directly owned 1,782 shares in the company, valued at $165,013.20. This represents a 97.94% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Thomas Hendrickson sold 1,200 shares of the firm’s stock in a transaction on Friday, May 29th. The stock was sold at an average price of $88.32, for a total transaction of $105,984.00. Following the transaction, the director directly owned 19,675 shares of the company’s stock, valued at approximately $1,737,696. This represents a 5.75% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 105,730 shares of company stock valued at $9,815,388. Corporate insiders own 0.77% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on the company. DA Davidson increased their target price on O’Reilly Automotive from $110.00 to $114.00 and gave the company a “buy” rating in a research note on Friday, May 1st. Raymond James Financial reissued an “outperform” rating and set a $115.00 price target on shares of O’Reilly Automotive in a research report on Friday, May 1st. Wells Fargo & Company restated an “overweight” rating and issued a $110.00 price target (up from $105.00) on shares of O’Reilly Automotive in a report on Thursday, April 30th. TD Cowen reaffirmed a “buy” rating and issued a $117.00 price objective (up from $115.00) on shares of O’Reilly Automotive in a research report on Friday, May 1st. Finally, Mizuho lifted their price objective on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the company an “outperform” rating in a research note on Friday, May 8th. One investment 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. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $112.25.

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.