Capital World Investors Boosts Stock Holdings in O’Reilly Automotive, Inc. $ORLY

Capital World Investors increased its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 36.5% in the 4th quarter, HoldingsChannel reports. The firm owned 1,944,937 shares of the specialty retailer’s stock after purchasing an additional 519,749 shares during the period. Capital World Investors’ holdings in O’Reilly Automotive were worth $177,398,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also recently added to or reduced their stakes in ORLY. Norges Bank purchased a new position in O’Reilly Automotive during the fourth quarter worth about $1,134,311,000. Akre Capital Management LLC raised its holdings in O’Reilly Automotive by 989.3% during the second quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer’s stock worth $848,188,000 after purchasing an additional 8,546,804 shares in the last quarter. Ameriprise Financial Inc. grew its position in O’Reilly Automotive by 1,316.5% during the second quarter. Ameriprise Financial Inc. now owns 3,027,830 shares of the specialty retailer’s stock worth $272,871,000 after buying an additional 2,814,071 shares during the period. Raymond James Financial Inc. grew its position in O’Reilly Automotive by 1,277.3% during the second quarter. Raymond James Financial Inc. now owns 2,346,977 shares of the specialty retailer’s stock worth $211,533,000 after buying an additional 2,176,568 shares during the period. Finally, AQR Capital Management LLC grew its position in O’Reilly Automotive by 895.7% during the second quarter. AQR Capital Management LLC now owns 1,492,113 shares of the specialty retailer’s stock worth $133,604,000 after buying an additional 1,342,254 shares during the period. 85.00% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, SVP Robert Allen Dumas sold 84,600 shares of the firm’s stock in a transaction on Wednesday, May 20th. The shares were sold at an average price of $92.60, for a total value of $7,833,960.00. Following the transaction, the senior vice president owned 1,782 shares of the company’s stock, valued at approximately $165,013.20. This trade represents a 97.94% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, SVP Philip M. Hopper sold 3,700 shares of the firm’s stock in a transaction 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 SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 105,730 shares of company stock worth $9,815,388. 0.77% of the stock is owned by company insiders.

O’Reilly Automotive Stock Down 1.5%

NASDAQ:ORLY opened at $89.02 on Tuesday. The company has a market cap of $73.77 billion, a P/E ratio of 29.09, a P/E/G ratio of 1.99 and a beta of 0.53. O’Reilly Automotive, Inc. has a fifty-two week low of $85.35 and a fifty-two week high of $108.71. The firm’s 50 day moving average is $91.71 and its two-hundred day moving average is $93.58.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share for the quarter, topping analysts’ consensus estimates of $0.69 by $0.03. The company had revenue of $4.56 billion for the quarter, compared to the consensus estimate of $4.46 billion. O’Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. O’Reilly Automotive’s revenue was up 10.2% on a year-over-year basis. During the same quarter last year, the firm posted $9.35 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. Research analysts forecast that O’Reilly Automotive, Inc. will post 3.24 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several brokerages have weighed in on ORLY. UBS Group upped their target price on shares of O’Reilly Automotive from $114.00 to $120.00 and gave the stock a “buy” rating in a research report on Friday, May 1st. Robert W. Baird set a $110.00 target price on shares of O’Reilly Automotive in a research report on Friday, May 1st. Citigroup restated a “buy” rating and set a $115.00 target price (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 set a $110.00 target price (up from $105.00) on shares of O’Reilly Automotive in a research report on Thursday, April 30th. Finally, Mizuho upped their target price on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the stock an “outperform” rating in a research report on Friday, May 8th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $112.25.

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.