Huntington National Bank Acquires 20,941 Shares of O’Reilly Automotive, Inc. $ORLY

Huntington National Bank raised its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 1.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,246,250 shares of the specialty retailer’s stock after purchasing an additional 20,941 shares during the period. Huntington National Bank owned 0.15% of O’Reilly Automotive worth $113,671,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Vestmark Advisory Solutions Inc. grew its holdings in shares of 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 acquiring an additional 13,100 shares during the period. Vanguard Group Inc. grew its holdings in shares of 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 acquiring an additional 436,563 shares during the period. Caldwell Trust Co grew its holdings in shares of O’Reilly Automotive by 1,255.6% during the 4th quarter. Caldwell Trust Co now owns 13,136 shares of the specialty retailer’s stock worth $1,198,000 after acquiring an additional 12,167 shares during the period. Overbrook Management Corp grew its holdings in shares of 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 acquiring an additional 19,171 shares during the period. Finally, Jefferies Financial Group Inc. purchased a new position in shares of O’Reilly Automotive during the 4th quarter worth approximately $3,908,000. Institutional investors own 85.00% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have weighed in on the company. Weiss Ratings reiterated a “buy (b-)” rating on shares of O’Reilly Automotive in a report on Monday, April 27th. DA Davidson upped their target price on O’Reilly Automotive from $110.00 to $114.00 and gave the stock a “buy” rating in a report on Friday, May 1st. Raymond James Financial reiterated an “outperform” rating and set a $115.00 target price on shares of O’Reilly Automotive in a report on Friday, May 1st. Citigroup reiterated a “buy” rating and set a $115.00 target price (up from $110.00) on shares of O’Reilly Automotive in a report on Friday, May 1st. Finally, Robert W. Baird set a $110.00 target price on O’Reilly Automotive in a report on Friday, May 1st. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, O’Reilly Automotive has a consensus rating of “Moderate Buy” and an average target price of $112.25.

Insiders Place Their Bets

In related news, CEO Brad W. Beckham sold 13,635 shares of the company’s stock in a transaction that occurred 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 transaction, 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 hyperlink. Also, SVP Robert Allen Dumas sold 84,600 shares of the company’s stock in a transaction that occurred on Wednesday, May 20th. The shares were sold at an average price of $92.60, for a total value of $7,833,960.00. Following the completion of the transaction, the senior vice president directly owned 1,782 shares in the company, valued at $165,013.20. This trade represents a 97.94% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 104,530 shares of company stock valued at $9,709,404. Insiders own 0.77% of the company’s stock.

O’Reilly Automotive Stock Down 0.9%

O’Reilly Automotive stock opened at $89.02 on Thursday. The company has a market capitalization of $73.77 billion, a P/E ratio of 29.09, a PEG ratio of 1.98 and a beta of 0.58. The stock’s 50 day moving average is $91.88 and its 200 day moving average is $94.17. O’Reilly Automotive, Inc. has a twelve month low of $86.77 and a twelve month high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last posted its quarterly 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 the consensus estimate of $4.46 billion. O’Reilly Automotive had a negative return on equity of 263.22% and a net margin of 14.30%.The firm’s quarterly revenue was up 10.2% compared to the same quarter last year. During the same quarter in the prior year, the business posted $9.35 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. As a group, equities analysts expect 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.