Nomura Asset Management Co. Ltd. Trims Stock Holdings in O’Reilly Automotive, Inc. $ORLY

Nomura Asset Management Co. Ltd. decreased its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 11.4% in the 4th quarter, Holdings Channel.com reports. The firm owned 1,428,690 shares of the specialty retailer’s stock after selling 183,901 shares during the period. Nomura Asset Management Co. Ltd.’s holdings in O’Reilly Automotive were worth $130,311,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also recently modified their holdings of ORLY. Sivia Capital Partners LLC increased its stake in shares of O’Reilly Automotive by 1,190.5% in the second quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer’s stock worth $319,000 after purchasing an additional 3,262 shares in the last quarter. NewEdge Advisors LLC increased its stake in shares of O’Reilly Automotive by 1,473.8% in the second quarter. NewEdge Advisors LLC now owns 69,482 shares of the specialty retailer’s stock worth $6,262,000 after purchasing an additional 65,067 shares in the last quarter. Sei Investments Co. increased its stake in shares of O’Reilly Automotive by 383.1% in the second quarter. Sei Investments Co. now owns 560,353 shares of the specialty retailer’s stock worth $50,502,000 after purchasing an additional 444,371 shares in the last quarter. BNP Paribas increased its stake in shares of O’Reilly Automotive by 1,400.0% in the second quarter. BNP Paribas now owns 390 shares of the specialty retailer’s stock worth $35,000 after purchasing an additional 364 shares in the last quarter. Finally, The Manufacturers Life Insurance Company increased its stake in shares of O’Reilly Automotive by 1,357.9% in the second quarter. The Manufacturers Life Insurance Company now owns 498,745 shares of the specialty retailer’s stock worth $44,950,000 after purchasing an additional 464,536 shares in the last quarter. Hedge funds and other institutional investors own 85.00% of the company’s stock.

Insider Activity at O’Reilly Automotive

In other O’Reilly Automotive news, SVP Robert Allen Dumas sold 84,600 shares of O’Reilly Automotive stock in a transaction that occurred 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 completion of the sale, the senior vice president directly owned 1,782 shares in the company, valued at $165,013.20. The trade was a 97.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. 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 sale, the senior vice president owned 4,888 shares of the company’s stock, valued at approximately $462,404.80. The trade was a 43.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 104,530 shares of company stock valued at $9,709,404. Company insiders own 0.77% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on ORLY shares. Weiss Ratings restated a “buy (b-)” rating on shares of O’Reilly Automotive in a research report on Monday, April 27th. DA Davidson raised their price objective on shares of O’Reilly Automotive from $110.00 to $114.00 and gave the company a “buy” rating in a research report on Friday, May 1st. Evercore restated an “outperform” rating and issued a $115.00 price objective on shares of O’Reilly Automotive in a research report on Friday, May 1st. Citigroup restated a “buy” rating and issued a $115.00 price objective (up from $110.00) on shares of O’Reilly Automotive in a research report on Friday, May 1st. Finally, Raymond James Financial restated an “outperform” rating and issued a $115.00 price objective on shares of O’Reilly Automotive in a research report on Friday, May 1st. One 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 stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $112.25.

O’Reilly Automotive Trading Down 2.6%

ORLY stock opened at $86.88 on Friday. The firm has a 50 day moving average of $91.86 and a 200-day moving average of $94.06. O’Reilly Automotive, Inc. has a 12 month low of $86.42 and a 12 month high of $108.71. The firm has a market capitalization of $72.00 billion, a P/E ratio of 28.39, a price-to-earnings-growth ratio of 1.92 and a beta of 0.58.

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, 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 earnings per share. O’Reilly Automotive’s revenue for the quarter 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. Sell-side analysts predict that O’Reilly Automotive, Inc. will post 3.24 EPS 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.