Bessemer Group Inc. Sells 2,356,799 Shares of O’Reilly Automotive, Inc. $ORLY

Bessemer Group Inc. trimmed its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 54.5% in the fourth quarter, Holdings Channel reports. The fund owned 1,970,729 shares of the specialty retailer’s stock after selling 2,356,799 shares during the quarter. Bessemer Group Inc.’s holdings in O’Reilly Automotive were worth $179,750,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. Vestmark Advisory Solutions Inc. raised its position 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 worth $5,569,000 after purchasing an additional 13,100 shares during the last quarter. Vanguard Group Inc. raised its position in O’Reilly Automotive by 0.6% during the 3rd quarter. Vanguard Group Inc. now owns 79,271,530 shares of the specialty retailer’s stock worth $8,546,264,000 after purchasing an additional 436,563 shares during the last quarter. Overbrook Management Corp raised its position in O’Reilly Automotive by 13.5% during the 4th quarter. Overbrook Management Corp now owns 161,551 shares of the specialty retailer’s stock worth $14,735,000 after purchasing an additional 19,171 shares during the last quarter. Atlantic Union Bankshares Corp raised its position in O’Reilly Automotive by 336.4% during the 3rd quarter. Atlantic Union Bankshares Corp now owns 42,943 shares of the specialty retailer’s stock worth $4,630,000 after purchasing an additional 33,103 shares during the last quarter. Finally, Alphinity Investment Management Pty Ltd bought a new position in O’Reilly Automotive during the 3rd quarter worth $435,620,000. 85.00% of the stock is owned by institutional investors.

Insider Transactions at O’Reilly Automotive

In related news, CEO Brad W. Beckham sold 13,635 shares of the business’s stock in a transaction dated Friday, May 8th. The stock was 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 $1,163,750. The trade was a 52.68% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, SVP Philip M. Hopper sold 3,700 shares of the business’s stock in a transaction dated Thursday, May 7th. The shares were sold at an average price of $94.60, for a total value of $350,020.00. Following the completion of the sale, the senior vice president directly owned 4,888 shares of the company’s stock, valued at $462,404.80. The trade was a 43.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 0.77% of the company’s stock.

Analysts Set New Price Targets

ORLY has been the subject of several analyst reports. UBS Group raised 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. Weiss Ratings reissued a “buy (b-)” rating on shares of O’Reilly Automotive in a research report on Monday, April 27th. Evercore reissued an “outperform” rating and issued a $115.00 price objective on shares of O’Reilly Automotive in a research report on Friday, May 1st. Roth Mkm reissued a “buy” rating and issued a $109.00 price objective on shares of O’Reilly Automotive in a research report on Monday, May 4th. Finally, Morgan Stanley reissued an “overweight” rating and issued a $112.00 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 issued a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $112.25.

O’Reilly Automotive Trading Down 0.0%

ORLY stock opened at $89.68 on Friday. The stock has a 50-day moving average price of $92.33 and a 200-day moving average price of $94.40. O’Reilly Automotive, Inc. has a 1-year low of $86.77 and a 1-year high of $108.71. The firm has a market cap of $74.32 billion, a PE ratio of 29.31, a price-to-earnings-growth ratio of 1.98 and a beta of 0.58.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly earnings data 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. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.The firm had revenue of $4.56 billion during the quarter, compared to analyst estimates of $4.46 billion. During the same period last year, the company posted $9.35 EPS. The business’s quarterly revenue 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. On average, analysts forecast that O’Reilly Automotive, Inc. will post 3.24 earnings per share for the current year.

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.