O’Reilly Automotive, Inc. $ORLY Shares Sold by Hilltop Holdings Inc.

Hilltop Holdings Inc. cut its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 66.9% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,048 shares of the specialty retailer’s stock after selling 10,202 shares during the quarter. Hilltop Holdings Inc.’s holdings in O’Reilly Automotive were worth $466,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of ORLY. Norges Bank acquired a new stake in O’Reilly Automotive in the fourth quarter valued at $1,134,311,000. Akre Capital Management LLC grew its stake in shares of O’Reilly Automotive by 989.3% during the 2nd quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer’s stock worth $848,188,000 after purchasing an additional 8,546,804 shares during the period. Wellington Management Group LLP grew 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 purchasing an additional 2,964,945 shares during the period. Ameriprise Financial Inc. increased its holdings in shares of O’Reilly Automotive by 1,316.5% in the 2nd quarter. Ameriprise Financial Inc. now owns 3,027,830 shares of the specialty retailer’s stock valued at $272,871,000 after purchasing an additional 2,814,071 shares in the last quarter. Finally, Raymond James Financial Inc. increased its holdings in shares of O’Reilly Automotive by 1,277.3% in the 2nd quarter. Raymond James Financial Inc. now owns 2,346,977 shares of the specialty retailer’s stock valued at $211,533,000 after purchasing an additional 2,176,568 shares in the last quarter. Institutional investors and hedge funds own 85.00% of the company’s stock.

Insider Buying and Selling

In related news, SVP Philip M. Hopper sold 3,700 shares of O’Reilly Automotive stock in a transaction that occurred on Thursday, May 7th. The stock was sold at an average price of $94.60, for a total transaction of $350,020.00. Following the completion of the transaction, the senior vice president directly owned 4,888 shares in the company, 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 available at this hyperlink. Also, Director Thomas Hendrickson sold 1,200 shares of the company’s stock in a transaction that occurred on Friday, May 29th. The shares were sold at an average price of $88.32, for a total value of $105,984.00. Following the completion of the sale, the director directly owned 19,675 shares in the company, valued at approximately $1,737,696. The trade was a 5.75% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 105,730 shares of company stock valued at $9,815,388. 0.77% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

A number of research firms recently commented on ORLY. Wells Fargo & Company set a $100.00 price objective on shares of O’Reilly Automotive in a report on Friday. Truist Financial set a $108.00 target price on shares of O’Reilly Automotive in a report on Thursday, April 30th. Mizuho lifted their price target on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the company an “outperform” rating in a research report on Friday, May 8th. TD Cowen reissued a “buy” rating and set a $117.00 price target (up from $115.00) on shares of O’Reilly Automotive in a research note on Friday, May 1st. Finally, Wolfe Research set a $98.00 price target on O’Reilly Automotive in a report on Wednesday, July 15th. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $110.22.

O’Reilly Automotive Stock Up 3.6%

O’Reilly Automotive stock opened at $90.59 on Tuesday. The firm has a market capitalization of $75.07 billion, a PE ratio of 29.60, a P/E/G ratio of 1.93 and a beta of 0.51. O’Reilly Automotive, Inc. has a 52 week low of $82.59 and a 52 week high of $108.71. The firm’s 50-day simple moving average is $88.37 and its 200 day simple moving average is $91.74.

O’Reilly Automotive (NASDAQ:ORLY) last posted its earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share for the quarter, beating the consensus estimate of $0.69 by $0.03. The firm had revenue of $4.56 billion during 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 firm’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 EPS. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. On average, research analysts expect that O’Reilly Automotive, Inc. will post 3.24 EPS for the current fiscal 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.