IPG Investment Advisors LLC Increases Stock Holdings in O’Reilly Automotive, Inc. $ORLY

IPG Investment Advisors LLC lifted its stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 43.2% in the fourth quarter, Holdings Channel.com reports. The firm owned 102,965 shares of the specialty retailer’s stock after buying an additional 31,050 shares during the period. O’Reilly Automotive comprises about 1.6% of IPG Investment Advisors LLC’s holdings, making the stock its 13th biggest position. IPG Investment Advisors LLC’s holdings in O’Reilly Automotive were worth $9,391,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of ORLY. Sivia Capital Partners LLC boosted its holdings in O’Reilly Automotive by 1,190.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer’s stock valued at $319,000 after acquiring an additional 3,262 shares during the period. NewEdge Advisors LLC boosted its holdings in O’Reilly Automotive by 1,473.8% during the 2nd quarter. NewEdge Advisors LLC now owns 69,482 shares of the specialty retailer’s stock valued at $6,262,000 after acquiring an additional 65,067 shares during the period. Sei Investments Co. boosted its holdings in O’Reilly Automotive by 383.1% during the 2nd quarter. Sei Investments Co. now owns 560,353 shares of the specialty retailer’s stock valued at $50,502,000 after acquiring an additional 444,371 shares during the period. BNP Paribas boosted its holdings in O’Reilly Automotive by 1,400.0% during the 2nd quarter. BNP Paribas now owns 390 shares of the specialty retailer’s stock valued at $35,000 after acquiring an additional 364 shares during the period. Finally, The Manufacturers Life Insurance Company boosted its holdings in O’Reilly Automotive by 1,357.9% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 498,745 shares of the specialty retailer’s stock valued at $44,950,000 after acquiring an additional 464,536 shares during the period. 85.00% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of equities analysts recently issued reports on the company. JPMorgan Chase & Co. dropped their price objective on O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating for the company in a report on Friday, February 6th. Truist Financial set a $108.00 price objective on O’Reilly Automotive in a report on Thursday, April 30th. Morgan Stanley restated an “overweight” rating and set a $112.00 price objective on shares of O’Reilly Automotive in a report on Thursday, April 30th. TD Cowen restated a “buy” rating and set a $117.00 price objective (up from $115.00) on shares of O’Reilly Automotive in a report on Friday, May 1st. Finally, DA Davidson boosted their price objective on O’Reilly Automotive from $110.00 to $114.00 and gave the company a “buy” rating in a report on Friday, May 1st. One investment analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $112.25.

O’Reilly Automotive Trading Down 0.9%

Shares of ORLY stock opened at $89.02 on Thursday. O’Reilly Automotive, Inc. has a twelve month low of $86.77 and a twelve month high of $108.71. The stock has a market capitalization of $73.77 billion, a price-to-earnings ratio of 29.09, a P/E/G ratio of 1.98 and a beta of 0.58. The stock has a fifty day simple moving average of $91.88 and a two-hundred day simple moving average of $94.17.

O’Reilly Automotive (NASDAQ:ORLY) last issued 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. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.The business had revenue of $4.56 billion during the quarter, compared to analysts’ expectations of $4.46 billion. During the same period in the prior year, the business earned $9.35 EPS. The business’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. Research analysts predict that O’Reilly Automotive, Inc. will post 3.24 EPS for the current fiscal year.

Insider Transactions at O’Reilly Automotive

In other O’Reilly Automotive news, CEO Brad W. Beckham sold 13,635 shares of the company’s stock in a transaction on 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 in the company, valued at approximately $1,163,750. This represents a 52.68% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, SVP Robert Allen Dumas sold 84,600 shares of the company’s stock in a transaction on 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 completion of the sale, the senior vice president owned 1,782 shares of the company’s stock, valued at $165,013.20. This represents a 97.94% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 104,530 shares of company stock valued at $9,709,404 over the last 90 days. 0.77% of the stock is owned by corporate insiders.

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.