6,712 Shares in O’Reilly Automotive, Inc. $ORLY Purchased by BDFS Capital LLC

BDFS Capital LLC purchased a new stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY) during the 4th quarter, HoldingsChannel.com reports. The institutional investor purchased 6,712 shares of the specialty retailer’s stock, valued at approximately $612,000.

Several other hedge funds have also bought and sold shares of ORLY. Vanguard Group Inc. boosted its position in O’Reilly Automotive by 0.6% during the fourth quarter. Vanguard Group Inc. now owns 79,730,143 shares of the specialty retailer’s stock worth $7,272,186,000 after purchasing an additional 458,613 shares in the last quarter. State Street Corp increased its position in shares of O’Reilly Automotive by 0.4% in the fourth quarter. State Street Corp now owns 37,206,098 shares of the specialty retailer’s stock valued at $3,393,568,000 after buying an additional 140,387 shares in the last quarter. Geode Capital Management LLC raised its stake in shares of O’Reilly Automotive by 1.6% during the 4th quarter. Geode Capital Management LLC now owns 24,140,497 shares of the specialty retailer’s stock worth $2,201,555,000 after buying an additional 372,896 shares during the period. Wellington Management Group LLP raised its stake in shares of O’Reilly Automotive by 25.1% during the 4th quarter. Wellington Management Group LLP now owns 14,755,276 shares of the specialty retailer’s stock worth $1,345,829,000 after buying an additional 2,964,945 shares during the period. Finally, Norges Bank purchased a new position in shares of O’Reilly Automotive during the 4th quarter valued at approximately $1,134,311,000. Hedge funds and other institutional investors own 85.00% of the company’s stock.

Insider Buying and Selling

In other O’Reilly Automotive news, SVP Philip M. Hopper sold 3,700 shares of the firm’s 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 directly owned 4,888 shares of the company’s stock, 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 is available through this hyperlink. Also, CEO Brad W. Beckham sold 13,635 shares of the business’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 owned 12,250 shares in the company, valued at approximately $1,163,750. This represents a 52.68% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 105,730 shares of company stock worth $9,815,388 in the last 90 days. Corporate insiders own 0.77% of the company’s stock.

O’Reilly Automotive Stock Down 1.8%

O’Reilly Automotive stock opened at $86.84 on Friday. The company has a fifty day simple moving average of $91.40 and a 200-day simple moving average of $92.98. The firm has a market capitalization of $71.97 billion, a price-to-earnings ratio of 28.38, a PEG ratio of 1.95 and a beta of 0.53. O’Reilly Automotive, Inc. has a 52-week low of $85.35 and a 52-week 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 firm had revenue of $4.56 billion for the quarter, compared to the consensus estimate of $4.46 billion. O’Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. The company’s revenue for the quarter was up 10.2% on a year-over-year basis. During the same period last year, the firm posted $9.35 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. On average, research analysts anticipate that O’Reilly Automotive, Inc. will post 3.24 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of equities research analysts recently issued reports on ORLY shares. Citigroup reissued a “buy” rating and issued a $115.00 price target (up from $110.00) on shares of O’Reilly Automotive in a research note on Friday, May 1st. Truist Financial set a $108.00 price objective on shares of O’Reilly Automotive in a report on Thursday, April 30th. DA Davidson lifted their target price on shares of O’Reilly Automotive from $110.00 to $114.00 and gave the company a “buy” rating in a research report on Friday, May 1st. 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. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of O’Reilly Automotive in a report on Monday, April 27th. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $112.25.

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.