Goldman Sachs Group Inc. Acquires 835,518 Shares of O’Reilly Automotive, Inc. $ORLY

Goldman Sachs Group Inc. grew its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 9.8% in the fourth quarter, Holdings Channel.com reports. The firm owned 9,338,304 shares of the specialty retailer’s stock after buying an additional 835,518 shares during the period. Goldman Sachs Group Inc.’s holdings in O’Reilly Automotive were worth $851,747,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in ORLY. Sivia Capital Partners LLC boosted its position in O’Reilly Automotive by 1,190.5% during 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 during the period. NewEdge Advisors LLC boosted its position 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 valued at $6,262,000 after acquiring an additional 65,067 shares during the period. Sei Investments Co. boosted its position 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 valued at $50,502,000 after acquiring an additional 444,371 shares during the period. BNP Paribas boosted its position 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 valued at $35,000 after acquiring an additional 364 shares during the period. Finally, The Manufacturers Life Insurance Company boosted its position 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 valued at $44,950,000 after acquiring an additional 464,536 shares during the period. Institutional investors own 85.00% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on ORLY shares. 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. 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. Wells Fargo & Company restated an “overweight” rating and issued a $110.00 price objective (up from $105.00) on shares of O’Reilly Automotive in a research report on Thursday, April 30th. Robert W. Baird set a $110.00 price objective on shares of O’Reilly Automotive in a research report on Friday, May 1st. Finally, Truist Financial set a $108.00 price objective on shares of O’Reilly Automotive in a research report on Thursday, April 30th. One equities 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. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $112.25.

Insider Buying and Selling at O’Reilly Automotive

In other O’Reilly Automotive news, CEO Brad W. Beckham sold 13,635 shares of O’Reilly Automotive stock in a transaction that occurred on Friday, May 8th. The shares were sold at an average price of $95.00, for a total transaction of $1,295,325.00. Following the completion of the sale, the chief executive officer directly owned 12,250 shares in the company, valued at $1,163,750. The trade was a 52.68% 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, Director Thomas Hendrickson sold 1,200 shares of O’Reilly Automotive stock in a transaction that occurred on Friday, May 29th. The shares were sold at an average price of $88.32, for a total transaction of $105,984.00. Following the sale, the director owned 19,675 shares of the company’s stock, valued at approximately $1,737,696. The trade was a 5.75% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 105,730 shares of company stock valued at $9,815,388 over the last quarter. Company insiders own 0.77% of the company’s stock.

O’Reilly Automotive Price Performance

Shares of O’Reilly Automotive stock opened at $87.38 on Thursday. O’Reilly Automotive, Inc. has a 1 year low of $85.35 and a 1 year high of $108.71. The firm has a market cap of $72.41 billion, a PE ratio of 28.56, a PEG ratio of 1.90 and a beta of 0.53. The company has a 50 day simple moving average of $91.79 and a two-hundred day simple moving average of $93.78.

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. As a group, research analysts anticipate that O’Reilly Automotive, Inc. will post 3.24 earnings per share for the current year.

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.