Cinctive Capital Management LP Sells 54,759 Shares of O’Reilly Automotive, Inc. $ORLY

Cinctive Capital Management LP lessened its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 41.1% during the third quarter, Holdings Channel.com reports. The firm owned 78,454 shares of the specialty retailer’s stock after selling 54,759 shares during the quarter. Cinctive Capital Management LP’s holdings in O’Reilly Automotive were worth $8,458,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of ORLY. Vanguard Group Inc. increased its holdings in O’Reilly Automotive by 1,404.9% in the second quarter. Vanguard Group Inc. now owns 78,834,967 shares of the specialty retailer’s stock valued at $7,105,396,000 after purchasing an additional 73,596,571 shares during the period. State Street Corp lifted its holdings in O’Reilly Automotive by 1,424.2% during the 2nd quarter. State Street Corp now owns 37,179,783 shares of the specialty retailer’s stock worth $3,351,014,000 after buying an additional 34,740,553 shares during the period. Norges Bank acquired a new position in O’Reilly Automotive during the 2nd quarter worth about $974,515,000. Invesco Ltd. grew its position in shares of O’Reilly Automotive by 1,459.7% in the 2nd quarter. Invesco Ltd. now owns 9,482,610 shares of the specialty retailer’s stock valued at $854,668,000 after buying an additional 8,874,644 shares during the last quarter. Finally, Massachusetts Financial Services Co. MA grew its position in shares of O’Reilly Automotive by 1,467.8% in the 2nd quarter. Massachusetts Financial Services Co. MA now owns 9,152,716 shares of the specialty retailer’s stock valued at $824,934,000 after buying an additional 8,568,904 shares during the last quarter. Institutional investors own 85.00% of the company’s stock.

Analyst Upgrades and Downgrades

ORLY has been the subject of several recent research reports. UBS Group set a $114.00 price target on O’Reilly Automotive in a research note on Friday, February 6th. Wolfe Research upgraded O’Reilly Automotive from a “hold” rating to a “strong-buy” rating in a report on Monday, December 22nd. DA Davidson reissued a “buy” rating and set a $110.00 target price on shares of O’Reilly Automotive in a research report on Tuesday, February 3rd. Morgan Stanley set a $108.00 target price on shares of O’Reilly Automotive in a research report on Monday, February 9th. Finally, Royal Bank Of Canada set a $109.00 price target on shares of O’Reilly Automotive and gave the stock an “outperform” rating in a report on Friday, February 6th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $110.26.

O’Reilly Automotive Trading Down 1.5%

ORLY stock opened at $91.54 on Friday. The stock has a 50-day moving average price of $94.89 and a 200-day moving average price of $97.89. O’Reilly Automotive, Inc. has a 1-year low of $85.83 and a 1-year high of $108.71. The firm has a market cap of $76.76 billion, a PE ratio of 30.89, a price-to-earnings-growth ratio of 2.04 and a beta of 0.63.

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

O’Reilly Automotive 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.