Tandem Investment Advisors Inc. Decreases Holdings in O’Reilly Automotive, Inc. $ORLY

Tandem Investment Advisors Inc. decreased its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 15.8% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 43,491 shares of the specialty retailer’s stock after selling 8,152 shares during the quarter. Tandem Investment Advisors Inc.’s holdings in O’Reilly Automotive were worth $4,015,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also bought and sold shares of ORLY. Eagle Bay Advisors LLC purchased a new stake in shares of O’Reilly Automotive in the 4th quarter valued at $25,000. Tucker Asset Management LLC purchased a new position in O’Reilly Automotive in the 4th quarter worth $26,000. Wilkerson Advisory Group LLC purchased a new position in O’Reilly Automotive in the 4th quarter worth $27,000. Whipplewood Advisors LLC lifted its stake in O’Reilly Automotive by 1,552.6% in the first quarter. Whipplewood Advisors LLC now owns 314 shares of the specialty retailer’s stock worth $29,000 after purchasing an additional 295 shares during the last quarter. Finally, Kohmann Bosshard Financial Services LLC lifted its stake in O’Reilly Automotive by 54.3% in the first quarter. Kohmann Bosshard Financial Services LLC now owns 324 shares of the specialty retailer’s stock worth $30,000 after purchasing an additional 114 shares during the last quarter. Hedge funds and other institutional investors own 85.00% of the company’s stock.

Insider Activity

In related news, CEO Brad W. Beckham sold 13,635 shares of the firm’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 owned 12,250 shares of the company’s stock, valued at $1,163,750. This trade represents a 52.68% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Thomas Hendrickson sold 1,200 shares of O’Reilly Automotive stock in a transaction on Friday, May 29th. The shares were sold at an average price of $88.32, for a total transaction of $105,984.00. Following the completion of the sale, the director owned 19,675 shares in the company, valued at approximately $1,737,696. This trade represents a 5.75% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 105,730 shares of company stock valued at $9,815,388. 0.77% of the stock is owned by insiders.

O’Reilly Automotive Trading Down 0.2%

O’Reilly Automotive stock opened at $86.05 on Friday. The firm has a market cap of $71.31 billion, a P/E ratio of 28.12, a P/E/G ratio of 1.90 and a beta of 0.51. O’Reilly Automotive, Inc. has a 1-year low of $82.59 and a 1-year high of $108.71. The firm has a 50-day moving average of $88.76 and a 200-day moving average of $91.90.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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%.O’Reilly Automotive’s revenue was up 10.2% compared to the same quarter last year. During the same quarter in the previous year, the business earned $9.35 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. Research analysts forecast that O’Reilly Automotive, Inc. will post 3.24 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

ORLY has been the topic of a number of recent research reports. Evercore reaffirmed an “outperform” rating and set a $115.00 price objective on shares of O’Reilly Automotive in a research note on Friday, May 1st. The Goldman Sachs Group reissued a “buy” rating and issued a $113.00 target price on shares of O’Reilly Automotive in a research note on Monday, July 13th. Truist Financial set a $108.00 target price on O’Reilly Automotive in a report on Thursday, April 30th. Weiss Ratings restated a “buy (b-)” rating on shares of O’Reilly Automotive in a research report on Monday, April 27th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating on shares of O’Reilly Automotive in a research note on Friday, April 24th. One research 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. According to data from MarketBeat, O’Reilly Automotive has a consensus rating of “Moderate Buy” and an average price target of $110.70.

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.