O’Reilly Automotive, Inc. $ORLY Shares Sold by Tokio Marine Asset Management Co. Ltd.

Tokio Marine Asset Management Co. Ltd. lessened its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY) by 2.1% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 251,672 shares of the specialty retailer’s stock after selling 5,477 shares during the period. O’Reilly Automotive makes up 0.8% of Tokio Marine Asset Management Co. Ltd.’s investment portfolio, making the stock its 23rd largest holding. Tokio Marine Asset Management Co. Ltd.’s holdings in O’Reilly Automotive were worth $22,955,000 at the end of the most recent quarter.

Several other hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. lifted its stake in shares of O’Reilly Automotive by 0.6% in the 3rd quarter. Vanguard Group Inc. now owns 79,271,530 shares of the specialty retailer’s stock worth $8,546,264,000 after acquiring an additional 436,563 shares during the period. Akre Capital Management LLC lifted its stake in shares of O’Reilly Automotive by 989.3% in the 2nd quarter. Akre Capital Management LLC now owns 9,410,714 shares of the specialty retailer’s stock worth $848,188,000 after acquiring an additional 8,546,804 shares during the period. Massachusetts Financial Services Co. MA lifted its stake in shares of O’Reilly Automotive by 1.1% in the 4th quarter. Massachusetts Financial Services Co. MA now owns 8,003,704 shares of the specialty retailer’s stock worth $730,018,000 after acquiring an additional 89,179 shares during the period. Arrowstreet Capital Limited Partnership lifted its stake in shares of O’Reilly Automotive by 21.7% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 7,241,385 shares of the specialty retailer’s stock worth $780,694,000 after acquiring an additional 1,290,579 shares during the period. Finally, Legal & General Group Plc lifted its stake in shares of O’Reilly Automotive by 5.0% in the 3rd quarter. Legal & General Group Plc now owns 5,675,675 shares of the specialty retailer’s stock worth $611,895,000 after acquiring an additional 270,212 shares during the period. Institutional investors and hedge funds own 85.00% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have recently commented on ORLY. JPMorgan Chase & Co. reduced their target price on shares of O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating for the company in a research note on Friday, February 6th. Wolfe Research upgraded shares of O’Reilly Automotive from a “hold” rating to a “strong-buy” rating in a research note on Monday, December 22nd. Truist Financial set a $107.00 price objective on shares of O’Reilly Automotive and gave the company a “buy” rating in a research note on Friday, February 6th. Evercore reiterated an “outperform” rating on shares of O’Reilly Automotive in a research note on Friday, January 30th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of O’Reilly Automotive in a research note on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $110.26.

O’Reilly Automotive Price Performance

Shares of NASDAQ ORLY opened at $93.71 on Friday. The company has a market cap of $78.41 billion, a PE ratio of 31.62, a price-to-earnings-growth ratio of 2.05 and a beta of 0.60. O’Reilly Automotive, Inc. has a 12 month low of $86.77 and a 12 month high of $108.71. The company has a 50-day simple moving average of $92.65 and a 200-day simple moving average of $95.50.

O’Reilly Automotive (NASDAQ:ORLY) last issued its quarterly earnings results on Wednesday, February 4th. The specialty retailer reported $0.71 EPS for the quarter, missing analysts’ consensus estimates of $0.72 by ($0.01). The firm had revenue of $4.41 billion for the quarter, compared to analysts’ expectations of $4.39 billion. O’Reilly Automotive had a negative return on equity of 239.04% and a net margin of 14.27%.The business’s quarterly revenue was up 7.8% compared to the same quarter last year. During the same quarter last year, the firm earned $9.50 earnings per share. O’Reilly Automotive has set its FY 2026 guidance at 3.100-3.200 EPS. On average, analysts anticipate that O’Reilly Automotive, Inc. will post 43.94 EPS for the current year.

O’Reilly Automotive 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.