O’Reilly Automotive, Inc. $ORLY Stock Holdings Increased by ProShare Advisors LLC

ProShare Advisors LLC lifted its stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 38.1% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,464,990 shares of the specialty retailer’s stock after purchasing an additional 403,823 shares during the quarter. ProShare Advisors LLC’s holdings in O’Reilly Automotive were worth $133,622,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also made changes to their positions in the company. Eagle Bay Advisors LLC purchased a new stake in shares of O’Reilly Automotive during the fourth quarter worth $25,000. Tucker Asset Management LLC purchased a new stake in shares of O’Reilly Automotive during the fourth quarter worth $26,000. IAG Wealth Partners LLC purchased a new stake in shares of O’Reilly Automotive during the third quarter worth $31,000. Westfuller Advisors LLC purchased a new stake in shares of O’Reilly Automotive during the third quarter worth $32,000. Finally, United Community Bank raised its holdings in shares of O’Reilly Automotive by 75.0% during the third quarter. United Community Bank now owns 315 shares of the specialty retailer’s stock worth $34,000 after acquiring an additional 135 shares in the last quarter. 85.00% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other O’Reilly Automotive news, CEO Brad W. Beckham sold 13,635 shares of the firm’s stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $95.00, for a total transaction of $1,295,325.00. Following the transaction, the chief executive officer directly owned 12,250 shares in the company, valued at $1,163,750. This trade represents a 52.68% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Philip M. Hopper sold 3,700 shares of O’Reilly Automotive stock in a transaction that occurred 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 completion of 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 position. The disclosure for this sale is available in the SEC filing. 0.77% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on ORLY shares. Royal Bank Of Canada reiterated an “outperform” rating on shares of O’Reilly Automotive in a report on Friday, April 24th. Wells Fargo & Company reaffirmed an “overweight” rating and set a $110.00 price objective (up from $105.00) on shares of O’Reilly Automotive in a research report on Thursday, April 30th. Roth Mkm reaffirmed a “buy” rating and set a $109.00 price objective on shares of O’Reilly Automotive in a research report on Monday, May 4th. Robert W. Baird set a $110.00 price objective on shares of O’Reilly Automotive in a research report on Friday, May 1st. Finally, Evercore reaffirmed an “outperform” rating and set a $115.00 price objective on shares of O’Reilly Automotive in a research report on Friday, May 1st. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have given a Hold rating to the company. According to MarketBeat, O’Reilly Automotive has a consensus rating of “Moderate Buy” and an average price target of $112.25.

O’Reilly Automotive Price Performance

NASDAQ ORLY opened at $91.92 on Wednesday. O’Reilly Automotive, Inc. has a fifty-two week low of $86.77 and a fifty-two week high of $108.71. The stock’s 50-day moving average is $92.11 and its two-hundred day moving average is $94.30. The firm has a market cap of $76.18 billion, a P/E ratio of 30.04, a price-to-earnings-growth ratio of 2.02 and a beta of 0.58.

O’Reilly Automotive (NASDAQ:ORLY) last posted its earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share for the quarter, beating 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 company had revenue of $4.56 billion for the quarter, compared to analyst estimates of $4.46 billion. During the same period last year, the company earned $9.35 earnings per share. The business’s revenue 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 3.25 EPS for the current year.

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.