Los Angeles Capital Management LLC Decreases Stock Holdings in O’Reilly Automotive, Inc. $ORLY

Los Angeles Capital Management LLC decreased its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 59.0% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 74,552 shares of the specialty retailer’s stock after selling 107,225 shares during the period. Los Angeles Capital Management LLC’s holdings in O’Reilly Automotive were worth $7,094,000 as of its most recent filing with the SEC.

A number of other hedge funds have also bought and sold shares of the business. Welch Group LLC raised its position in O’Reilly Automotive by 0.8% in the 4th quarter. Welch Group LLC now owns 13,342 shares of the specialty retailer’s stock worth $1,217,000 after buying an additional 102 shares during the last quarter. Commons Capital LLC raised its position in O’Reilly Automotive by 1.1% in the 3rd quarter. Commons Capital LLC now owns 9,888 shares of the specialty retailer’s stock worth $1,066,000 after buying an additional 104 shares during the last quarter. Pinnacle Wealth Management Advisory Group LLC raised its position in O’Reilly Automotive by 2.4% in the 4th quarter. Pinnacle Wealth Management Advisory Group LLC now owns 4,397 shares of the specialty retailer’s stock worth $401,000 after buying an additional 104 shares during the last quarter. Fayez Sarofim & Co raised its position in O’Reilly Automotive by 1.4% in the 3rd quarter. Fayez Sarofim & Co now owns 7,635 shares of the specialty retailer’s stock worth $823,000 after buying an additional 105 shares during the last quarter. Finally, Capital Advisory Group Advisory Services LLC raised its position in O’Reilly Automotive by 1.9% in the 4th quarter. Capital Advisory Group Advisory Services LLC now owns 5,702 shares of the specialty retailer’s stock worth $520,000 after buying an additional 107 shares during the last quarter. Hedge funds and other institutional investors own 85.00% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have weighed in on the company. Evercore reissued an “outperform” rating and issued a $115.00 target price on shares of O’Reilly Automotive in a research report on Friday, May 1st. UBS Group boosted their target price on O’Reilly Automotive from $114.00 to $120.00 and gave the stock a “buy” rating in a research report on Friday, May 1st. Morgan Stanley reaffirmed an “overweight” rating and set a $112.00 price target on shares of O’Reilly Automotive in a research report on Thursday, April 30th. Truist Financial set a $108.00 price objective on shares of O’Reilly Automotive in a research note on Thursday, April 30th. Finally, Citigroup reissued a “buy” rating and issued a $115.00 price objective (up from $110.00) on shares of O’Reilly Automotive in a report on Friday, May 1st. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $112.25.

Insider Buying and Selling

In related news, CEO Brad W. Beckham sold 13,635 shares of the stock in a transaction that occurred on Friday, May 8th. The shares were sold at an average price of $95.00, for a total value of $1,295,325.00. Following the completion of the sale, the chief executive officer directly owned 12,250 shares of the company’s stock, valued at approximately $1,163,750. This represents a 52.68% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director John Raymond Murphy sold 2,595 shares of the stock in a transaction that occurred on Monday, May 18th. The stock was 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. This represents a 39.35% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 105,730 shares of company stock worth $9,815,388 in the last ninety days. Corporate insiders own 0.77% of the company’s stock.

O’Reilly Automotive Trading Down 1.5%

Shares of NASDAQ ORLY opened at $89.02 on Tuesday. The firm has a 50 day moving average of $91.71 and a 200 day moving average of $93.58. The firm has a market capitalization of $73.77 billion, a price-to-earnings ratio of 29.09, a price-to-earnings-growth ratio of 1.99 and a beta of 0.53. O’Reilly Automotive, Inc. has a 12-month low of $85.35 and a 12-month high of $108.71.

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. The company had revenue of $4.56 billion during the quarter, compared to analyst estimates of $4.46 billion. O’Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. The firm’s quarterly revenue was up 10.2% compared to the same quarter last year. During the same period in the previous year, the business posted $9.35 earnings per share. 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.

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.