O’Reilly Automotive, Inc. $ORLY Stock Position Trimmed by Epoch Investment Partners Inc.

Epoch Investment Partners Inc. cut its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 8.2% during the 4th quarter, HoldingsChannel reports. The firm owned 1,094,854 shares of the specialty retailer’s stock after selling 97,251 shares during the quarter. Epoch Investment Partners Inc.’s holdings in O’Reilly Automotive were worth $99,862,000 as of its most recent filing with the Securities & Exchange Commission.

Several 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 4th quarter valued at about $25,000. Tucker Asset Management LLC acquired a new position in O’Reilly Automotive during the 4th quarter valued at about $26,000. Wilkerson Advisory Group LLC acquired a new position in O’Reilly Automotive during the 4th quarter valued at about $27,000. IAG Wealth Partners LLC acquired a new position in O’Reilly Automotive during the 3rd quarter valued at about $31,000. Finally, Ares Financial Consulting LLC acquired a new position in O’Reilly Automotive during the 4th quarter valued at about $34,000. 85.00% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

ORLY has been the topic of several research analyst reports. Evercore reissued an “outperform” rating and set a $115.00 target price on shares of O’Reilly Automotive in a research note on Friday, May 1st. Raymond James Financial reissued an “outperform” rating and set a $115.00 target price on shares of O’Reilly Automotive in a research note on Friday, May 1st. Citigroup reissued a “buy” rating and set a $115.00 target price (up from $110.00) on shares of O’Reilly Automotive in a research note on Friday, May 1st. Roth Mkm reissued a “buy” rating and set a $109.00 target price on shares of O’Reilly Automotive in a research note on Monday, May 4th. Finally, Mizuho raised their target price on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the company an “outperform” rating in a research note on Friday, May 8th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, O’Reilly Automotive currently has a consensus rating of “Moderate Buy” and a consensus target price of $112.25.

O’Reilly Automotive Price Performance

Shares of ORLY opened at $91.02 on Friday. The firm’s 50 day moving average is $91.60 and its 200-day moving average is $93.37. The stock has a market capitalization of $75.43 billion, a P/E ratio of 29.75, a P/E/G ratio of 2.01 and a beta of 0.53. O’Reilly Automotive, Inc. has a 12-month low of $85.35 and a 12-month high of $108.71.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings data on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share (EPS) 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 analysts’ expectations 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 was up 10.2% compared to the same quarter last year. During the same quarter in the previous year, the company posted $9.35 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. As a group, equities research analysts forecast that O’Reilly Automotive, Inc. will post 3.24 EPS for the current fiscal year.

Insider Buying and Selling

In other news, SVP Philip M. Hopper sold 3,700 shares of O’Reilly Automotive stock in a transaction that occurred on Thursday, May 7th. The shares were sold at an average price of $94.60, for a total value of $350,020.00. Following the transaction, the senior vice president owned 4,888 shares of the company’s stock, valued at $462,404.80. The trade was a 43.08% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, CEO Brad W. Beckham sold 13,635 shares of O’Reilly Automotive stock in a transaction that occurred on Friday, May 8th. The stock was sold at an average price of $95.00, for a total transaction of $1,295,325.00. Following the completion of the transaction, the chief executive officer directly owned 12,250 shares in the company, valued at $1,163,750. This represents a 52.68% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 105,730 shares of company stock worth $9,815,388. 0.77% of the stock is owned by insiders.

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.