Sumitomo Mitsui Trust Group Inc. Sells 100,645 Shares of O’Reilly Automotive, Inc. $ORLY

Sumitomo Mitsui Trust Group Inc. trimmed its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 4.7% in the first quarter, Holdings Channel.com reports. The institutional investor owned 2,033,362 shares of the specialty retailer’s stock after selling 100,645 shares during the period. Sumitomo Mitsui Trust Group Inc.’s holdings in O’Reilly Automotive were worth $187,700,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also recently added to or reduced their stakes in the business. Eagle Bay Advisors LLC bought a new stake in shares of O’Reilly Automotive in the fourth quarter valued at approximately $25,000. Tucker Asset Management LLC bought a new stake in shares of O’Reilly Automotive in the 4th quarter worth approximately $26,000. Wilkerson Advisory Group LLC bought a new stake in shares of O’Reilly Automotive in the 4th quarter worth approximately $27,000. Kohmann Bosshard Financial Services LLC grew its holdings in shares of O’Reilly Automotive by 54.3% during the 1st quarter. Kohmann Bosshard Financial Services LLC now owns 324 shares of the specialty retailer’s stock worth $30,000 after purchasing an additional 114 shares in the last quarter. Finally, Kemnay Advisory Services Inc. acquired a new stake in shares of O’Reilly Automotive during the 4th quarter worth approximately $30,000. Institutional investors own 85.00% of the company’s stock.

Analyst Ratings Changes

A number of research analysts recently commented on the company. Citigroup restated a “buy” rating and issued a $115.00 target price (up from $110.00) on shares of O’Reilly Automotive in a research note on Friday, May 1st. Roth Capital reaffirmed a “buy” rating and set a $109.00 price objective on shares of O’Reilly Automotive in a report on Monday, May 4th. Royal Bank Of Canada restated an “outperform” rating on shares of O’Reilly Automotive in a research report on Friday, April 24th. Morgan Stanley restated an “overweight” rating and set a $112.00 target price on shares of O’Reilly Automotive in a report on Thursday, April 30th. Finally, Evercore reissued an “outperform” rating and set a $115.00 price target on shares of O’Reilly Automotive in a research note on Friday, May 1st. One investment 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 company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $112.25.

O’Reilly Automotive Price Performance

Shares of ORLY stock opened at $85.12 on Friday. O’Reilly Automotive, Inc. has a one year low of $82.71 and a one year high of $108.71. The stock has a market cap of $70.54 billion, a PE ratio of 27.82, a price-to-earnings-growth ratio of 1.87 and a beta of 0.51. The stock has a 50-day moving average of $89.84 and a 200-day moving average of $92.17.

O’Reilly Automotive (NASDAQ:ORLY) last posted its earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share for the quarter, topping the consensus estimate of $0.69 by $0.03. The company had revenue of $4.56 billion for 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 business’s revenue for the quarter was up 10.2% compared to the same quarter last year. During the same period last year, the business posted $9.35 earnings per share. 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.

Insider Activity

In other news, SVP Robert Allen Dumas sold 84,600 shares of the business’s stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $92.60, for a total value of $7,833,960.00. Following 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 at the SEC website. Also, 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 value 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 approximately $1,163,750. This represents a 52.68% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 105,730 shares of company stock worth $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.