Long Road Investment Counsel LLC Sells 24,755 Shares of O’Reilly Automotive, Inc. $ORLY

Long Road Investment Counsel LLC reduced its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 7.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 294,765 shares of the specialty retailer’s stock after selling 24,755 shares during the period. O’Reilly Automotive makes up about 10.2% of Long Road Investment Counsel LLC’s investment portfolio, making the stock its largest position. Long Road Investment Counsel LLC’s holdings in O’Reilly Automotive were worth $26,886,000 at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. Eagle Bay Advisors LLC acquired a new position in O’Reilly Automotive during the fourth quarter worth about $25,000. IAG Wealth Partners LLC acquired a new position in O’Reilly Automotive during the third quarter worth about $31,000. Westfuller Advisors LLC acquired a new position in O’Reilly Automotive during the third quarter worth about $32,000. United Community Bank grew its holdings in O’Reilly Automotive by 75.0% during the third quarter. United Community Bank now owns 315 shares of the specialty retailer’s stock worth $34,000 after acquiring an additional 135 shares during the period. Finally, Ares Financial Consulting LLC acquired a new position in O’Reilly Automotive during the fourth quarter worth about $34,000. 85.00% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, SVP Philip M. Hopper sold 3,700 shares of the stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $94.60, for a total value of $350,020.00. Following the completion of the transaction, the senior vice president owned 4,888 shares in the company, valued at $462,404.80. This trade represents a 43.08% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO Brad W. Beckham sold 13,635 shares of the stock in a transaction 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 transaction, the chief executive officer owned 12,250 shares of the company’s stock, valued at $1,163,750. This trade represents a 52.68% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 0.77% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms recently issued reports on ORLY. Raymond James Financial reaffirmed an “outperform” rating and set a $115.00 target price on shares of O’Reilly Automotive in a report on Friday, May 1st. TD Cowen reaffirmed a “buy” rating and set a $117.00 target price (up from $115.00) on shares of O’Reilly Automotive in a report on Friday, May 1st. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of O’Reilly Automotive in a report on Monday, April 27th. Mizuho lifted their target price on O’Reilly Automotive from $105.00 to $110.00 and gave the stock an “outperform” rating in a report on Friday. Finally, Wells Fargo & Company reaffirmed an “overweight” rating and set a $110.00 target price (up from $105.00) on shares of O’Reilly Automotive in a report on Thursday, April 30th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, O’Reilly Automotive presently has a consensus rating of “Moderate Buy” and an average price target of $112.25.

O’Reilly Automotive Stock Down 1.7%

NASDAQ:ORLY opened at $91.35 on Tuesday. 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 capitalization of $76.43 billion, a price-to-earnings ratio of 29.85, a price-to-earnings-growth ratio of 2.05 and a beta of 0.58. The stock has a fifty day simple moving average of $92.57 and a 200 day simple moving average of $94.58.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share for the quarter, beating analysts’ consensus estimates 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 analyst estimates of $4.46 billion. During the same quarter last year, the company posted $9.35 EPS. O’Reilly Automotive’s revenue for the quarter 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. Equities analysts predict that O’Reilly Automotive, Inc. will post 3.24 earnings per share 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.