Royal London Asset Management Ltd. Cuts Position in O’Reilly Automotive, Inc. $ORLY

Royal London Asset Management Ltd. reduced its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 13.8% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 371,911 shares of the specialty retailer’s stock after selling 59,537 shares during the quarter. Royal London Asset Management Ltd.’s holdings in O’Reilly Automotive were worth $34,249,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of the company. BlackRock Inc. purchased a new position in O’Reilly Automotive in the second quarter valued at approximately $5,950,042,000. Norges Bank acquired a new position in O’Reilly Automotive during the fourth quarter valued at approximately $1,134,311,000. Bank of New York Mellon Corp purchased a new stake in O’Reilly Automotive during the second quarter worth approximately $1,023,936,000. Akre Capital Management LLC grew its stake in O’Reilly Automotive by 989.3% during the second quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer’s stock worth $848,188,000 after buying an additional 8,546,804 shares during the period. Finally, Bank of America Corp DE acquired a new stake in shares of O’Reilly Automotive in the second quarter worth $721,747,000. Hedge funds and other institutional investors own 85.00% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have recently commented on ORLY. DA Davidson set a $106.00 target price on shares of O’Reilly Automotive in a research note on Friday, July 31st. Wells Fargo & Company set a $100.00 price target on shares of O’Reilly Automotive in a research report on Friday, July 24th. Raymond James Financial reiterated an “outperform” rating and issued a $110.00 price target on shares of O’Reilly Automotive in a report on Friday, July 31st. Mizuho raised their price objective on O’Reilly Automotive from $105.00 to $110.00 and gave the company an “outperform” rating in a research report on Friday, May 8th. Finally, Roth Capital restated a “buy” rating and issued a $111.00 price target on shares of O’Reilly Automotive in a report on Friday, July 31st. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $107.24.

O’Reilly Automotive Price Performance

NASDAQ ORLY opened at $88.50 on Friday. The company has a market capitalization of $71.59 billion, a price-to-earnings ratio of 28.18, a price-to-earnings-growth ratio of 1.93 and a beta of 0.51. O’Reilly Automotive, Inc. has a 12 month low of $82.59 and a 12 month high of $108.71. The company’s fifty day moving average price is $88.99 and its two-hundred day moving average price is $90.84.

O’Reilly Automotive (NASDAQ:ORLY) last announced its quarterly earnings data on Wednesday, July 29th. The specialty retailer reported $0.86 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.86. O’Reilly Automotive had a negative return on equity of 232.45% and a net margin of 14.27%.The firm had revenue of $4.89 billion for the quarter, compared to analysts’ expectations of $4.86 billion. During the same quarter in the prior year, the firm posted $0.78 earnings per share. O’Reilly Automotive’s revenue for the quarter was up 8.1% compared to the same quarter last year. O’Reilly Automotive has set its FY 2026 guidance at 3.200-3.300 EPS. As a group, analysts anticipate that O’Reilly Automotive, Inc. will post 3.27 EPS for the current year.

Insider Activity

In related news, SVP Christopher Andrew Mancini sold 3,000 shares of the stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $93.00, for a total transaction of $279,000.00. Following the sale, the senior vice president owned 189 shares in the company, valued at $17,577. This represents a 94.07% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Maria Sastre sold 2,000 shares of the stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $91.85, for a total value of $183,700.00. Following the sale, the director owned 14,970 shares in the company, valued at $1,374,994.50. The trade was a 11.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.77% of the stock is owned by corporate 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.