EULAV Asset Management Invests $8.21 Million in O’Reilly Automotive, Inc. $ORLY

EULAV Asset Management purchased a new position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) in the 4th quarter, Holdings Channel.com reports. The firm purchased 90,000 shares of the specialty retailer’s stock, valued at approximately $8,209,000.

Several other large investors have also modified their holdings of ORLY. Vestmark Advisory Solutions Inc. increased its holdings in O’Reilly Automotive by 34.0% during the 3rd quarter. Vestmark Advisory Solutions Inc. now owns 51,657 shares of the specialty retailer’s stock valued at $5,569,000 after acquiring an additional 13,100 shares in the last quarter. Vanguard Group Inc. grew its holdings in shares of O’Reilly Automotive by 0.6% during the third quarter. Vanguard Group Inc. now owns 79,271,530 shares of the specialty retailer’s stock worth $8,546,264,000 after buying an additional 436,563 shares in the last quarter. Caldwell Trust Co grew its holdings in shares of O’Reilly Automotive by 1,255.6% during the fourth quarter. Caldwell Trust Co now owns 13,136 shares of the specialty retailer’s stock worth $1,198,000 after buying an additional 12,167 shares in the last quarter. Overbrook Management Corp grew its holdings in shares of O’Reilly Automotive by 13.5% during the fourth quarter. Overbrook Management Corp now owns 161,551 shares of the specialty retailer’s stock worth $14,735,000 after buying an additional 19,171 shares in the last quarter. Finally, Jefferies Financial Group Inc. purchased a new stake in O’Reilly Automotive in the 4th quarter valued at about $3,908,000. Hedge funds and other institutional investors own 85.00% of the company’s stock.

O’Reilly Automotive Stock Performance

Shares of ORLY opened at $90.33 on Friday. O’Reilly Automotive, Inc. has a 1 year low of $85.35 and a 1 year high of $108.71. The company has a market cap of $74.86 billion, a price-to-earnings ratio of 29.52, a price-to-earnings-growth ratio of 1.95 and a beta of 0.53. The firm has a fifty day moving average of $91.78 and a 200-day moving average of $93.69.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly 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 company had revenue of $4.56 billion during the quarter, compared to the consensus estimate of $4.46 billion. During the same quarter in the previous year, the company posted $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. Analysts predict that O’Reilly Automotive, Inc. will post 3.24 EPS for the current year.

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on ORLY shares. Wells Fargo & Company reissued an “overweight” rating and issued a $110.00 target price (up from $105.00) on shares of O’Reilly Automotive in a research report on Thursday, April 30th. Truist Financial set a $108.00 target price on shares of O’Reilly Automotive in a research report on Thursday, April 30th. Roth Mkm reissued a “buy” rating and set a $109.00 target price on shares of O’Reilly Automotive in a research report on Monday, May 4th. TD Cowen restated a “buy” rating and issued a $117.00 price target (up from $115.00) on shares of O’Reilly Automotive in a research note on Friday, May 1st. Finally, Citigroup restated a “buy” rating and issued a $115.00 price target (up from $110.00) on shares of O’Reilly Automotive in a research note 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 data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $112.25.

Insiders Place Their Bets

In related news, Director Thomas Hendrickson sold 1,200 shares of the company’s stock in a transaction dated Friday, May 29th. The shares were sold at an average price of $88.32, for a total value of $105,984.00. Following the completion of the sale, the director owned 19,675 shares of the company’s stock, valued at $1,737,696. This represents a 5.75% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director John Raymond Murphy sold 2,595 shares of the company’s stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $88.67, for a total transaction of $230,098.65. Following the completion of the sale, the director directly owned 4,000 shares of the company’s stock, valued at $354,680. The trade was a 39.35% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 105,730 shares of company stock valued at $9,815,388. Corporate insiders own 0.77% of the company’s stock.

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.